Job Description
Join Detroit's premier wealth management team at WealthBridge Capital Partners! We're seeking a results-driven Financial Advisor to transform clients' financial futures in Michigan's economic hub. Leverage our cutting-edge platform and robust client acquisition support to build your dream career while making tangible community impact.
Our advisors enjoy uncapped commission potential, comprehensive benefits, and exclusive access to institutional investment products. With Detroit's growing fintech landscape and high-net-worth population, this role offers exceptional growth opportunities for ambitious financial professionals.
Responsibilities
- Develop personalized financial strategies for high-net-worth clients
- Build and maintain robust client portfolios across diverse asset classes
- Exceed quarterly sales targets through strategic client acquisition
- Provide ongoing market analysis and portfolio optimization
- Lead financial planning workshops for corporate partners
- Maintain FINRA Series 7/66 compliance
- Leverage CRM system for client relationship management
Qualifications
- Bachelor's degree in Finance, Economics, or related field
- 3+ years financial advisory experience with proven track record
- Active FINRA Series 7 & 66 licenses
- CFP designation preferred
- Exceptional presentation and negotiation skills
- Demonstrated ability to manage $5M+ client portfolios
- Proficiency in financial planning software (MoneyGuidePro, eMoney)