Job Description
Join WealthBridge Financial Partners as a Financial Advisor and transform lives through strategic wealth management. We're seeking a dynamic professional to build client relationships in Detroit's thriving financial landscape. You'll deliver personalized financial planning, investment strategies, and retirement solutions to high-net-worth individuals. Our supportive environment includes comprehensive training, cutting-edge technology, and uncapped commission potential. If you're passionate about financial empowerment and ready to accelerate your career in Michigan's economic hub, apply today.
Responsibilities
- Develop comprehensive financial plans including investment strategies, retirement planning, and risk management
- Cultivate and maintain relationships with high-net-worth clients in the Detroit metropolitan area
- Analyze market trends and economic data to optimize portfolio performance
- Ensure compliance with FINRA regulations and firm policies
- Leverage CRM systems to track client interactions and growth opportunities
- Collaborate with internal teams for seamless service delivery
- Participate in community outreach to expand professional network
Qualifications
- Series 7 and Series 66/63/65 licenses required
- Minimum 3 years of financial services experience
- Bachelor's degree in Finance, Economics, or related field
- Proven track record in client acquisition and portfolio management
- Strong analytical skills with ability to interpret complex financial data
- Exceptional communication and presentation abilities
- CFP or CFA designation preferred
- Experience with financial planning software (e.g., MoneyGuidePro)