Engage with clients to understand their financial goals, aspirations, and concerns
Develop comprehensive financial plans that include investments, insurance, and retirement
Recommend and implement insurance strategies to protect clients' assets and income
Monitor clients' financial plans and provide regular updates, adjusting strategies as needed to meet changing circumstances
Build and maintain a network of clients through referrals, community involvement, and professional associations

A bachelor's degree is highly preferred, but not required
Previous experience in financial services, insurance or business development is beneficial but not required
Strong interpersonal and communication skills, analytical thinking, and the ability to build trust and rapport with clients
If not already obtained, the position offers sponsorship and resources provided to obtain necessary licenses, such as Michigan LAH, SIE, Series 6, 7, 63, and CFP.

Retirement
Bonus based on performance
Company parties
Dental insurance
Flexible schedule
Health insurance
Opportunity for advancement
Training & development
Vision insurance
Comprehensive Medical Coverage, including Group Life and Disability Insurance and Parental Benefits
Company-funded pension and contributions to PFGF—our version of a profit-sharing retirement plan designed to support your long-term financial future
Flexibility to create a schedule that fits your lifestyle and goals
Access to ongoing training and development programs, including sponsorship for Licensing/Credentialing
Make a lasting impact by guiding individuals and families in your community towards financial security and success.

Financial Planner – Healthcare Background

Key skills