Job Description
Join WealthBridge Financial Partners in Detroit, Michigan, as a Direct Hire Financial Advisor and transform your career in finance. We're seeking passionate professionals to build client portfolios and drive wealth growth in Michigan's economic hub. Enjoy competitive compensation, comprehensive benefits, and uncapped earning potential through our performance-based structure. Our collaborative culture emphasizes continuous learning and professional development. Apply today to become part of Detroit's premier financial advisory team.
Responsibilities
- Develop personalized financial strategies for high-net-worth clients
- Manage investment portfolios and conduct market analysis
- Build and maintain client relationships through regular consultations
- Exceed sales targets for investment products and retirement plans
- Stay current on financial regulations and industry trends
- Collaborate with internal teams for integrated client solutions
- Present financial plans to clients with clear recommendations
Qualifications
- Bachelor's degree in Finance, Economics, or related field
- Series 7 and Series 66/63 licenses (required)
- 3+ years of financial advisory experience
- Proven track record of meeting sales targets
- Strong communication and presentation skills
- Certified Financial Planner (CFP) preferred
- Experience with CRM systems (e.g., Salesforce)
- Detroit market knowledge preferred