Associate Financial Advisor

Company DescriptionAt IMZ Financial Services, Inc., we specialize in managing financial resources, portfolio management, retirement planning, and for many clients act as the CFO for their personal lives. Our personalized services focus on the specific needs, wants, and long-term goals of our clients, both for individuals and corporations.Role DescriptionThis is a full-time on-site role for an Associate Advisor at IMZ Financial Services Inc. The Associate Advisor will be responsible for personal financial planning, assisting with client meetings, notating/documenting, and assist with networking. This position does not require a book of business. Salary paid position, commission optional.QualificationsCFP DesignationSeries 65 or Series 66 REQUIRED if no CFP DesignationExperience leading in client meetingsExcellent analytical and problem-solving skillsEffective communication and client relationship management abilitiesDetail-oriented with a focus on accuracy and complianceMinimum 2 years experienceBenefits401k Safe HarborHealth InsuranceLong Term Disability Insurance