Overview
Senior Field Financial Analyst Jobs in Novi, MI at Lineage Logistics
Job Summary
We are seeking a knowledgeable and motivated Financial Advisor to join our team. In this role, you will be responsible for providing expert financial advice to clients, helping them navigate their financial goals and objectives. You will leverage your expertise in various financial concepts, including investment management, and estate planning to create tailored solutions that meet the unique needs of each client.
Responsibilities
Assess clients’ financial situations by analyzing their income, expenses, and investment portfolios.
Develop comprehensive financial plans that align with clients’ long-term goals, including retirement planning and estate management.
Provide guidance on investment opportunities and asset allocation strategies.
Stay updated on market trends and changes in financial regulations to offer informed advice.
Build and maintain strong relationships with clients through regular communication and follow-ups.
Educate clients about various financial products and services available to them.
Collaborate with other professionals in the financial services industry to ensure comprehensive client support.
Experience
Current life license or a background in finance is preferred but nor required.
Licensing Opportunities
Life license
Investment: SIE, Series 6, Series 63, Series 26, Series 65
Mortgage Loan Originator
Compensation
100% commission-based
Commission rates range from 25% to 110% plus bonuses
Join us as we empower individuals to achieve their financial aspirations through expert guidance and personalized service.
Job Types: Full-time, Part-time
Pay: $60,000.00 – $80,000.00 per year
Expected hours: No more than 40 per week
Benefits:
Financial planning services
Flexible schedule
Life insurance
Professional development assistance
Retirement plan
Compensation Package:
1099 contract
Bonus opportunities
Commission only
Commission pay
Application Question(s):
Are you willing to obtain required licenses?
Work Location: Hybrid remote in Concord, CA 94520
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Title: Senior Field Financial Analyst
Company: Lineage Logistics
Location: Novi, MI
