Financial Advisor/Financial Planner
Job Summary:
We are seeking an experienced and motivated Financial Advisor/Financial Planner with an existing book of business to join our team. The ideal candidate will have a proven track record of success in financial planning and investment management, a strong commitment to client service, and the ability to attract and retain clients.
Our firm boasts a proven track record in business development, consistently delivering exceptional results for our clients. Joining our team means tapping into a network of successful systems and procedures refined through years of industry experience. Our robust support infrastructure and cutting-edge technology tools empower our advisors to excel and reach their professional goals. We take pride in fostering a collaborative and dynamic environment where your potential is maximized, and success is a collective journey.
Hand-Selected by Our Advisors
The team at Minich MacGregor is constantly in touch with the financial markets, keeping you updated with topics that affect your assets, such as:
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Financial Planning
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Portfolio Management
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401K Advice
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Market Analysis
Financial Spring Cleaning
Tariffs, Fear, and the Investor’s Dilemma: The Right Questions to Ask
