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Paraplanner – Employment Opportunity

OLV Investment Group is a rapidly growing organization in the financial advising field. Employees at OLV can expect to receive a variety of benefits including the opportunity to work closely with an experienced Senior Financial Advisor, the strength of a team, and an extremely supportive company culture of Grace, Growth, Grit and Generosity.

A Paraplanner is the junior member of a financial planning team, but an important role in helping provide exceptional service to OLV clients.  Among the many responsibilities, Paraplanners are key for gathering data, assessing client information, and suggesting a path of financial execution. This is all done under the mentorship of the Senior Financial Advisor and alongside a supporting Client Service Associate.

Position Requirements:

  • Direct experience working in financial services is preferred but not required.
  • Bachelor’s degree with a major in finance or economics is preferred.
  • Currently hold or are working toward relevant certifications such as Series 7, 6, 63, 65, 66, CFP, CFA.
  • Ability to multi-task in a fast-paced environment.
  • Learns quickly and enjoys collaborating with others to meet challenges.
  • Excellent organizational, analytical, critical thinking, and leadership skills.
  • Excellent written and oral communication skills.
  • Proficient with Microsoft Office and able to learn other technology programs quickly.

Salary and Benefits:

  • Starting wage: $30,000-$35,000 annual salary
  • Health Insurance with contributions to an HSA
  • Paid Time Off (PTO) for personal and sick days
  • 401k plan and company match
  • Cell phones and computers provided
  • Growth path to become a Senior Financial Advisor if desired

Full Time position, 40+ hours
Office Location: Flint, Mi or Livonia, MI
Travel time: up to 20% of time
How to apply: send your inquires and resume to [email protected]

 

 

Financial Advisors Needed! Opportunity Snapshot

OLV Investment Group (OLV) has been blessed to experience multiple mergers and acquisitions, and thus we are quickly becoming a turn-key solution for many advisors. We are continuing to acquire new business, and we are seeking full-time financial advisors who have an outstanding work ethic and who function at the very highest levels of moral integrity.

As a faith-based company, the philosophy of OLV is to INVEST as faithful stewards, INCREASE by our commitment to excellence and IMPACT our world for good.

We believe it takes a very skilled person to “climb the hill” of developing a successful financial advisory practice. However, it takes a team to “climb the mountain” of building an enterprise! If you are asking yourself “what’s next,” we invite you to explore our company at www.olvinvest.com.

If you feel your unique strengths, talents and experience could join forces with our team to “climb the mountain” together, please contact
Joel LaGore at 810-744-4450 or by email at [email protected].

Minimum Requirements:

  • Three to ten years of experience in the financial industry
  • Currently has a client base
  • FINRA Series 6, 7, 63 65, or 66 license
  • Finance or Economics degree preferred, but not required
  • Job Location: Flint or Livonia Michigan

Job Type: Full Time, Minimum 40 hours per week