Job Description
Join our award-winning wealth management team in Detroit and transform your career in finance. We're seeking a dynamic Financial Advisor to help high-net-worth clients build lasting legacies through personalized investment strategies. Enjoy comprehensive training, industry-leading technology, and uncapped earning potential in Michigan's financial hub.
Responsibilities
- Develop comprehensive financial plans for 50+ high-net-worth clients
- Manage diversified portfolios with $50M+ AUM under supervision
- Drive client acquisition through strategic networking and referrals
- Conduct quarterly portfolio reviews and performance analysis
- Ensure compliance with FINRA and SEC regulations
- Collaborate with internal teams on estate planning and tax optimization
- Maintain CRM database with client interaction records
Qualifications
- Bachelor's degree in Finance, Economics, or related field
- Series 7, 66, and state insurance licenses required
- 3+ years experience in financial services or wealth management
- Certified Financial Planner (CFP) designation preferred
- Proven track record in client relationship building
- Strong analytical skills with market trend awareness
- Exceptional communication and presentation abilities
- Ability to thrive in a commission-based compensation structure