Financial Consultants
Company: Waggoner Group Inc.
Location: Lansing, MI
Posted on: July 29, 2021
Job Description:
TITLE: Financial Consultants (2 Positions) REQUIREMENTS: Bachelors degree in Finance. JOB DUTIES: Use financial planning software to create custom
retirement projections for clients through developing personal
financial statements. Prepare and understand performance reporting
for client accounts. Open various accounts for clients through
multiple custodian platforms. Develop financial plans based on
analysis of clients' current financial standing and goals.
Determine customers' financial services needs and prepare proposals
to address any requirements. Track and analyze factors that affect
securities price movements such as trade policies, weather
conditions, political developments, or supply and demand changes.
Assist with securities and investment research. Interview clients
to determine assets, liabilities, cash flows, insurance coverages,
tax implications and financial objectives. Contact prospective
customers to present information and explain available services.
Build and maintain client bases, keep current client financial
plans up-to-date and build a portfolio of new clients on an ongoing
basis. Provide dedicated and focused client experiences. Assist
with various day to day administrative and clerical work. Create
insurance illustration & investment proposal for clients. Make bids
or offers to buy or sell securities for clients. CONTACT: Qualified applicants direct resumes to Eric
Waggoner, Waggoner Group Inc. (dba Waggoner Financial Inc.), 2400 Lake Lansing Rd, Suite C, Lansing, MI 48912 Jobsite: Lansing, MI (Full-time position)
Keywords: Waggoner Group Inc., East Lansing , Financial Consultants, Other , Lansing, MI, Michigan
