Associate Financial Advisor - Snider Financial, MI : Job Details

Overview: We're looking for an experienced individual to join our team as a salaried Associate Financial Advisor. The ideal candidate possesses strong financial acumen including insurance and investment knowledge with advanced skills in financial analysis. Needs to be able to effectively educate clients, assist clients with financial services, manage client relationships, provide exceptional customer service, and adhere to regulatory standards. Must be proficient in communication, problem-solving, and analytical skills. Must have attention to detail and ethical judgement. Adaptability, strong time management, and technological proficiency are critical, as well as a collaborative team spirit and a proven track record in sales.

Why Join Us: Snider Financial is a successful established multi-generational family financial firm. We emphasize a deep client relationship approach where services are based on integrity and comprehensive personalized service. We value a collaborative team environment where we are passionate about delivering exceptional client service.

This Role is for You If: This position is ideal for advisors who are tired of prospecting including cold calling, meeting contractual minimums, and being forced to sell proprietary products. If you are looking to join an existing world-class financial advisory team with a great culture, and you want to leave behind the uncertainties and long hours of running your own practice, then this opportunity is for you.

Key Responsibilities:

• Develop and maintain long-term relationships with existing clients, ensuring high levels of satisfaction and trust.
• Provide comprehensive financial planning services, including insurance and investment advice.
• Conduct financial analyses and assessments to create personalized financial strategies.
• Educate clients on financial products and market trends.
• Collaborate with team members to ensure seamless delivery of services and adherence to regulatory standards.
• Identify client needs and recommend appropriate financial solutions.
• Maintain accurate and detailed records of client interactions and transactions.
• Answer client questions and help facilitate service requests.
• Stay updated on industry trends, regulatory changes, and new financial products.

The “Personality Package” Desired:

• A person who is highly social, warm, welcoming, nurturing, enjoys talking with people, developing close relationships, and has a desire to help & serve others.
• This person must be polished, professional, put together and provide extraordinary client service and support for the firm.
• A team player and great collaborator. Thrives in an environment where we all support each other, act in the best interest of the client, and solidify our brand.
• Process and system oriented, resourceful, initiative, and problem-solving mindset are all musts.
• Open and straightforward communication style, effective delegation skills, practices patience, and maintains a steady demeanor.
• A person who naturally can operate in an environment where client confidentiality is honored, protected & uncompromised. A non-disclosure agreement will be required.

Schedule/Availability: In-office position with standard full-time work hours.

Salary/Benefits: A competitive salary & benefit package is included and will be discussed at the time of interview.

Email resume to: [email protected]

5141 Gateway Centre, Suite 400 Flint, MI 48507

www.sniderfinancial.com