Position title
Financial Advisor Assistant

We are looking for a full-time Financial Advisor Assistant to work in a fast pace and growing financial services firm that focuses on giving exceptional client service. Experience in the financial services field is a must. You need to be a detailed oriented problem solver who is a quick learner and can work independently. Strong organizational skills, highly ethical and professional, a marketing perspective and solid interpersonal skills are required so that you can work with our clients in a professional manner.

Minimum Requirements:

• 2+ years of paraplanner experience in a fast-paced environment
• Financial Industry experience preferred
• Series 65 or 66, preferred, but not required. The candidate must pass the Series 65/SIE exams within three (3) months of hire.
• Proficient in planning software

This position also requires that you possess the following skills:
• Ability to prioritize projects and manage time
• Savvy customer service to include excellent communication – both verbal and written
• Strong follow-through
• Good-natured, positive attitude
• Ability to demonstrate persistence to achieve quality
• Strong organizational skills, detail oriented, proactive and resourceful
• Friendly, professional phone manner and enjoys working with a variety of clients
• Reliable with exceptional work ethic
• Demonstrate maturity and poise under pressure
• Flexibility to contribute as part of a team as well as independently


• Preparation of Financial Plans, Investment Allocation models, Insurance proposals, and presentations for client meetings
• Utilize websites and software to obtain client and product information
• Compare existing solutions to those currently available in the marketplace
• Establish and maintain detailed client files
• Ability to demonstrate persistence to achieve quality
• Prepare client correspondence including letters and email correspondence
• Reliable with exceptional work ethic
• Fulfill routine client service requests, resolve inquiries and escalate cases when appropriate
• Assist in client meetings

Employment Type
Full time
Financial Industry
Job Location
315 W. North Street, Suite C, 48116, Brighton, MI
Date posted
June 4, 2020
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Position: Financial Advisor Assistant

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