We are looking to hire a passionate Financial Advisor for our Galesburg, Marshall, Battle Creek and Coldwater retail locations. As a Financial Advisor, you will provide analysis and guidance to businesses and individuals in order for them to make investment decisions; Recommends financial options to members in accordance with their short and long term goals; Prepares and delivers comprehensive financial advice that may include portfolio reviews, asset accumulation strategies, analysis and assessments, pre/post-retirement planning, and asset allocation strategies; Enhances and expands the overall penetration and participation levels of the current investment services program to ensure on-going quality service to existing members/clients.
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Financial Advisor • Galesburg, MI, United States
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