Foresight is a growing, fee-only registered investment advisory firm with an office in Saline MI, near Ann Arbor, and a satellite office in Grand Rapids, MI. We are seeking additional Financial Planners with 0-3 years of experience who are passionate about Financial Planning, Investment Management, and helping to develop and research all aspects of retirement planning for clients. Tasks include prepare and conduct client meetings, build and maintain quality client relationships, investment research, some trade duties, and desire to grow the firm required. Email cover letter, resume, and salary requirements to email@example.com.
Ideal candidates will have passed the CFP, CPA, CIMA, or CFA exam, 4-year bachelor degree, excellent analytical, technical, interpersonal, and desktop skills, proficient use of investment software, and demonstrate ability to work in teams and teach adults. Some travel required.
Additional Salary Information: Include bonus, profit sharing, and commission based on work accomplishments.
Foresight Capital Management Advisors, Inc. is a growing independent fee-only registered investment advisory firm that focuses on individual wealth management, corporate 401(k) and 403(b) retirement plan services, and fiduciary consulting. Our team of experienced financial advisors, are committed to understanding our clients' life goals and to develop comprehensive wealth management or targeted ...strategies that will encompass all aspects of financial situations requested. Tax planning is essential to wise investment strategies and our firm provides continuous tax monitoring for our clients. Foresight develops custom individual and model portfolios that fit our clients needs guided by their risk tolerance. We offer state-of-the-art retirement plan services to our corporate clients which are monitored by Accredited Investment Fiduciaries ™.