Job Description
Join Detroit's premier wealth management firm as a Financial Advisor and transform clients' financial futures. We're seeking dynamic professionals to build thriving practices while making measurable community impact. Enjoy comprehensive training, cutting-edge technology, and collaborative mentorship in a commission-based structure with uncapped earning potential. Our client-first culture rewards relationship builders who excel in trust and long-term planning.
Responsibilities
- Develop personalized financial plans encompassing investments, retirement, estate planning, and risk management
- Cultivate and maintain high-net-worth client relationships through regular portfolio reviews and strategic consultations
- Drive business growth through targeted networking, referrals, and community engagement
- Stay current on market trends, regulatory changes, and product innovations
- Collaborate with internal teams for seamless client service execution
- Maintain compliance with FINRA and SEC regulations
Qualifications
- Bachelor's degree in Finance, Business, Economics, or related field
- Series 7, 66 (or 63/65) licenses and active state insurance certifications
- 3+ years proven success in financial services or client advisory role
- Certified Financial Planner (CFP) designation preferred
- Exceptional communication, negotiation, and presentation skills
- Strong analytical abilities with attention to detail
- Valid driver's license and willingness to travel within Metro Detroit