Herbert Financial Group
Auburn Hills, Michigan
Contact: Liz Kasha and Kevin Pierce
Email: liz@hfgllc.com
Telephone: (248) 482-2600
Website: https://www.hfgllc.com/
Please indicate which city and state the potential job position is located: Auburn Hills, Michigan
Please indicate which describes your affiliation: Dually Registered
If licensed with a broker dealer, please indicate which one: LPL Financial
Please provide a brief description of your Company: Herbert Financial Group LLC (HFG) is headquartered in Auburn Hills, MI and proudly serve clients across the nation. Our experienced, dedicated advisory team manages over half a billion combined in advisory and brokerage assets for select families, corporate executives, and business owners. Client services include holistic financial plans, portfolio management, wealth transfer planning, risk management, estate planning and tax planning.
Please provide a brief description of what you are looking for in your possible hire: We are looking for a motivated, professional, and energetic individual with experience in financial planning to fill the role of Paraplanner within our company. As a Paraplanner, you will be an integral member of our unified team, a value to our clients and significantly contribute to the overall success of our organization. Career advancement opportunities are available for strong performers. The Paraplanner is an integral part of the organization. Providing direct support to the advisors, the paraplanner is working on complex financial planning matters.
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