Job Description
Join Detroit's premier wealth management firm as a Financial Advisor and transform your career into a rewarding journey of financial empowerment. We're seeking dynamic professionals to build client portfolios, deliver strategic investment solutions, and drive sustainable growth in Michigan's economic heart. With comprehensive training and industry-leading resources, you'll thrive in a collaborative environment that values innovation and client-centric excellence.
Responsibilities
- Develop personalized financial strategies for high-net-worth individuals and families
- Build and maintain robust client relationships through proactive communication
- Analyze market trends to optimize investment portfolios and risk management
- Exceed sales targets by identifying new business opportunities
- Comply with FINRA regulations and ethical standards
- Collaborate with cross-functional teams for comprehensive wealth solutions
Qualifications
- Bachelor's degree in Finance, Business, or related field
- Series 7 and Series 66/63 licenses (or willingness to obtain)
- Minimum 3 years financial services experience
- Proven track record in client acquisition and retention
- Strong analytical skills and market knowledge
- Exceptional communication and presentation abilities
- CFP or CFA designation preferred