Job Description
Join Detroit's premier wealth management firm and transform lives through financial expertise. We're seeking passionate Financial Advisors to build client portfolios, drive investment growth, and deliver personalized financial strategies in Michigan's thriving economic hub. Enjoy industry-leading training, cutting-edge tech tools, and a collaborative culture that rewards innovation.
Responsibilities
- Develop comprehensive financial plans and investment strategies for high-net-worth clients
- Build and maintain robust client relationships through regular portfolio reviews
- Conduct market analysis to identify emerging opportunities and risks
- Drive business development through networking and referral programs
- Ensure compliance with FINRA regulations and firm policies
- Mentor junior advisors and contribute to team growth initiatives
Qualifications
- Bachelor's degree in Finance, Business, or related field (CFP/CFA preferred)
- Series 7 & 66/65 licenses required
- 3+ years experience in financial services or client advisory roles
- Proven track record in sales and client relationship management
- Strong analytical skills with ability to interpret complex financial data
- Exceptional communication and presentation abilities
- Detroit market knowledge or willingness to develop local network