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OLV Financial Advisor

OLV Financial Advisor

OLV Investment Group – Who We Are

At OLV where our purpose is deeply rooted in faith and service, we are committed to embodying our core values of grace, growth, grit, and generosity in all that we do. With a vision to be a distinct light in the financial industry, we strive to love, wholeheartedly serve, and make a lasting impact for God’s Kingdom. As we continue to grow and innovate, we are seeking passionate individuals who are aligned with our mission of WORK SERVE WORSHIP to join our team and contribute to our collective purpose. If you are dedicated to serving others, driven by a desire for growth, and motivated by a spirit of generosity, we invite you to explore the opportunities available at OLV. Join us in making a meaningful difference in the world.

Client Service Associate Overview

The Financial Advisor at OLV Investment Group is an integral part of the team as they are the anchor in providing solid client service. This pro-active, influencer, and enthusiastic person will support the vision, positive culture and team spirit to our advisory team and clients.

The key role of this position is to manage a large group of client relationships and support the Lead and Senior Financial advisors on the team. The Financial Advisor focuses on comprehensive technical financial planning and investment management work. This individual has the ability to effectively manage time, multi-task, and thrives in relationship engagement.

Financial Advisor Qualifications

Experience and Education:
  • Bachelor’s degree in Finance, Economics or Business preferred
  • Series 7, 66, Life and Health Licenses all held and current
  • 2-6 years direct advisory focus
  • Must be a US citizen or Permanent Resident only
Skills and Knowledge:
  • Exceptional interpersonal skills 
  • Willingness to network in both professional and personal circles
  • Strong work ethic, self-motivated and goal-oriented
  • Client first mentality
  • Excellent written and verbal communication
  • Demonstrates personal integrity, honesty, and can deal with confidential information daily
  • Ability to deal with stress in an ever-changing investment market and financial services
  • General tech stack proficiency-CRM experience 
  • Work with an eye for detail and accuracy
  • Ability to prioritize multiple tasks and anticipate potential problems
  • Cooperative in a team environment and committed to doing their job
  • Leadership skills and alignment with OLV core values

Financial Advisor Job Description

Lead in Alignment with OLV Core Values of Grace, Growth, Grit, Generosity

Client and Advisory Engagement:
  • Client Service:
    • Managing and engaging directly with a group of clients to best support their financial, investments, and risk outcomes.
    • Run any necessary reports for client reviews
    • Directly responsible for client relationship and retention with assigned clients.
    • Communicating with client’s needs, objectives, concerns and planning tools and ensuring calls and visits are answered promptly.
  • Financial Planning:
    • Providing financial solutions for clients through fact finding, needs analyses, and comprehensive financial planning approach.
    • Seeking the expertise of specialists, where appropriate, to identify, banking, lending, planning and investment solutions for a client.
    • Maintain and keep financial planning software updated
  • Investing:
    • Expanding personal knowledge and skills through ongoing customized levels of training, professional development, and joint work with fellow associates and experienced advisors.
    • Recommending investment products and services that are suitable for prospects and clients based on their objectives, resources, time horizon, risk profile and preferences.
  • Identify concerns, problems or opportunities within client accounts/households and address it before it becomes a problem
  • Complete client dictation and any other follow up communication
  • Prepare Client Onboarding
  • Work with multiple software and financial and technical programs used to function on a daily basis.
    • Compiling, categorizing, verifying client data
  • Complete any assignments as directed by Senior or Lead Financial Advisor
  • Attend any client events when requested
Advisory Support:
  • Engage and support weekly client meetings:
    • Paperwork Processing:
      • Prepare reports for client reviews and presentations
      • Set up agendas and other Review items
      • Work with custodians and insurance companies when needed to verify account accuracy
      • Communicate with clients via phone/email/hard copy mail when needed to complete paperwork processes and service requests
    • Prepare client Paperwork for weekly in office meetings
  • Client Onboarding and Maintenance
    • Establish client CRM profiles and virtual file folders
    • Ensure OLV proprietary paperwork is IGO and up to date
  • Establish positive working relations with OLV’s Broker Dealer (BD) 
  • Support LSCSA in RMD processing as needed
  • Support LSCSA in data clean up projects as needed
Compliance:
  • Support Compliance to maintain an effective and ethical firm
  • Conducts all paperwork compliance requirements
  • Perform related tasks as assigned
  • Establishing and maintaining relationships with the management team and informing them of any circumstances that require supervisory attention, review, or approval per compliance guidelines.a

Location: Flint, MI; Livonia, MI or Frisco, TX

Travel:  Yes, 20% of the time

Full / Part-time: Full Time

Hours Per Week: 40 hrs. Minimum

Shift: 1st Shift

Disclosure – Above list of responsibilities of job description is not all inclusive.  Job responsibilities and duties can and will change over time.  Open and real time communication will be necessary between employee and supervisor.

 
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Advisory services offered through OLV Investment Group, an Investment Adviser registered with the U.S. Securities & Exchange Commission. Insurance products are offered through OLV and are not subject to Investment Adviser requirements.

Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any securities. OLV Investment Group’s website and its associated links offer news, commentary, and generalized research, not personalized investment advice. Nothing on this website should be interpreted to state or imply that past performance is an indication of future performance. All investments involve risk and unless otherwise stated, are not guaranteed. Be sure to consult with a tax professional before implementing any investment strategy.  Investment Advisory Services offered through OLV a Registered Investment Advisor with the U.S. Securities & Exchange Commission. Registration does not imply a certain level of skill or training.

To earn the CFP® designation, the individual had to complete an approved educational program, pass a rigorous examination and meet stringent experience requirements. Designation holders also adhere to a professional Code of Ethics and fulfill annual continuing education requirements to remain aware of current planning strategies and financial trends.

Individuals showing a CFP® designation hold an active CERTIFIED FINANCIAL PLANNER™ certification. To earn the CFP® designation, the individual had to complete an approved educational program, pass a rigorous examination and meet stringent experience requirements. Designation holders also adhere to a professional Code of Ethics and fulfill annual continuing education requirements to remain aware of current planning strategies and financial trends.

Copyright © 2025 OLV Investment Group, Inc. – All Rights Reserved.

Important Reminder

OLV Investment Group does not use WhatsApp or any similar social media messaging application to market its services or provide investment advice, and anyone who does so in our name is not connected to our firm in any way. OLV provides investment advice only to clients or investors with whom it has a contractual relationship. OLV does not provide investment or other advice to non-clients.

You can look up investment advisers and their registered persons at: https://adviserinfo.sec.gov/

For more information investing generally, please see: https://www.investor.gov/