Financial Advisor
Southfield, Oakland County, Michigan, 48076, USA
Listed on 2026-03-06
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Finance & Banking
Financial Consultant, Financial Advisor, Financial Services, Financial Analyst
Wealth Strategies Financial Group is committed to fostering a professional and ethical business environment, focusing on providing tailored financial solutions to help clients achieve success in their professional, financial, and personal lives. Through individualized and comprehensive financial planning, the firm aims to be a lifetime resource for clients, always prioritizing their goals. Based in Southfield, MI, Wealth Strategies Financial Group actively engages in community service, partnering with organizations like the Arthritis Foundation, Habitat for Humanity, and the Alzheimer’s Association.
The firm offers a range of financial services through its team of Registered Representatives and Investment Adviser Representatives, delivering expertise in financial and investment advisory services.
This is a full-time hybrid Financial Advisor role based in Southfield, MI, with flexibility for occasional remote work. The Financial Advisor will work closely with clients to develop personalized financial strategies, including retirement planning, investment management, and long-term financial goal setting. Responsibilities include conducting financial analysis, preparing detailed plans, managing client portfolios, and maintaining strong client relationships through regular communication and reviews.
The role also involves proactively identifying opportunities to enhance clients’ financial well-being while ensuring high ethical standards and compliance with regulatory requirements.
- Expertise in Financial Planning and Retirement Planning strategies
- Solid background in Finance and Investments
- Experience in providing Financial Advisory services
- Exceptional communication, problem-solving, and interpersonal skills
- Ability to analyze and interpret financial data to guide informed decisions
- Licensing as a Registered Representative or Investment Adviser Representative is required
- Bachelor’s degree in Finance, Economics, Business, or a related field
- Proficiency in financial software and tools is an advantage
- Commitment to upholding ethical standards and prioritizing client needs
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