Junior Financial Advisor

Job Description

About 360 Financial Group

360 Financial Group is a dedicated financial services firm committed to helping clients safeguard and enhance their wealth as they prepare for retirement. We specialize in providing innovative financial strategies that aim to deliver stock market-based growth while meticulously minimizing risks during periods of market volatility.

Our core mission is to instill peace of mind and cultivate financial security for our clients. We achieve this by offering tailored solutions that are precisely aligned with each individual’s unique financial objectives. At 360 Financial Group, we are profoundly committed to making a positive and lasting impact in the lives of our clients by securing and strengthening their financial futures.

Junior Financial Advisor Role Overview

We are seeking a highly motivated and detail-oriented Junior Financial Advisor to join our team. This is a full-time, on-site position based in Livonia, MI, offering a fantastic opportunity to grow within the financial advisory space.

Key Responsibilities:

• Provide comprehensive support to clients in various aspects of financial planning, including retirement strategies and investment guidance.
• Conduct thorough analyses of clients’ current financial situations to identify opportunities and challenges.
• Develop and present personalized financial plans designed to help clients achieve their long-term financial goals effectively.
• Offer expert advice and recommendations on a range of financial products and strategies.
• Collaborate closely with senior financial advisors to deliver exceptional client service and contribute to the development of robust financial strategies.
• Assist in preparing financial reports, presentations, and client communications.
• Maintain up-to-date knowledge of financial markets, products, and regulatory changes.

Key Qualifications and Skills

Required Skills & Experience:

• Demonstrated knowledge and practical skills in Financial Planning and Financial Advisory principles.
• Proven experience in Retirement Planning and a solid understanding of various Investment vehicles and strategies.
• A strong foundational understanding of Finance, coupled with the ability to proficiently analyze, interpret, and present complex financial data.
• Excellent interpersonal and communication skills, crucial for building and maintaining strong client relationships.
• Highly detail-oriented, organized, and self-motivated, with the capability to manage multiple tasks and work effectively both independently and as part of a team.

Education & Certifications:

• Bachelor’s degree in Finance, Economics, Business, or a closely related field.
• Relevant industry certifications such as Series 7, Series 65, or Certified Financial Planner (CFP®) designation are a significant plus and highly regarded.