Job Description
Join Detroit's premier wealth management firm as a Financial Advisor and transform your career. We're seeking a dynamic professional to build client portfolios, deliver financial planning solutions, and drive revenue growth in Michigan's thriving financial hub. Enjoy uncapped commission potential, comprehensive benefits, and ongoing professional development.
Our advisors work with high-net-worth individuals and small businesses across Southeast Michigan. You'll leverage cutting-edge technology and a collaborative team environment to deliver personalized investment strategies. This direct-hire position offers stability with entrepreneurial rewards.
Responsibilities
- Develop and implement comprehensive financial plans for diverse client portfolios
- Acquire new clients through networking, referrals, and digital marketing initiatives
- Conduct portfolio reviews and adjust strategies based on market conditions
- Ensure compliance with FINRA regulations and firm policies
- Utilize CRM systems to track client interactions and opportunities
- Collaborate with internal teams for tax and estate planning solutions
- Present quarterly performance reports to clients
Qualifications
- Bachelor's degree in Finance, Business, or related field
- Series 7 and Series 66/65 licenses required
- 3+ years of financial advisory or sales experience
- Proven track record of meeting sales targets
- Strong knowledge of investment products and retirement planning
- Exceptional communication and presentation skills
- Ability to build trust with high-net-worth clients
- Proficiency in financial planning software (e.g., MoneyGuidePro)