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Servicing Financial Advisor

Employer
Evangelista & Associates, Inc.
Location
Ann Arbor, Michigan
Salary
Up to $80,000 per year + bonus, shared benefits, and benefits
Closing date
Mar 24, 2023

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Job Role
Financial Planner
Employment Type
Full Time
Level
Experienced
Experience Level
1-4 years
CFP® Certification
Preferred

Job Details

Evangelista & Associates is looking for a Servicing Financial Advisor to join our growing team.  This position works with both Lead and Senior Advisors to deepen existing client relationships. The Servicing  Financial Advisor serves as a client service liaison and makes daily client contact through face-to-face meetings, emails, and phone calls.

You are expected to perform various tasks, including portfolio reviews and preparing financial projections using financial planning software.  You must be able to use critical-thinking skills, work within a team, and anticipate firm needs and client questions.  Qualified candidates are detail-oriented and structured, possess excellent presentation skills, and have a high degree of follow-through.

 

Company

Established in 2003, our firm specializes in working with University Faculty and Staff to create and manage wealth. We also work with families outside the University environment via referral. The ability to directly assist in managing our client’s University retirement investments sets us apart from other firms.

With our Breadth of Services, we work with our clients to help establish goals, objectives, and risk tolerance to evaluate their financial position effectively. Developing tactical and strategic alternatives helps us work with our clients to plan for asset growth, distribution, and multi-generational preservation.

Company info
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