Job Description
Start your financial advising career tomorrow with Detroit's premier wealth management firm! We're seeking passionate Financial Advisors to join our dynamic team and transform clients' financial futures. Enjoy uncapped earning potential, comprehensive training, and a collaborative culture that rewards ambition.
Our advisors receive industry-leading benefits including health insurance, 401(k) matching, and professional development stipends. Located in the iconic Renaissance Center, you'll work alongside industry experts while building your client portfolio in one of America's most vibrant financial hubs.
Responsibilities
- Develop personalized financial strategies for high-net-worth clients
- Build and maintain robust client relationships through regular portfolio reviews
- Exceed quarterly sales targets for investment products and retirement plans
- Stay current on market trends and regulatory changes affecting financial advising
- Collaborate with cross-functional teams to deliver comprehensive wealth solutions
- Participate in community outreach programs to expand client acquisition
- Maintain compliance with FINRA and SEC regulations
Qualifications
- Bachelor's degree in Finance, Economics, or related field
- Series 7, 66, and state insurance licenses (or ability to obtain within 90 days)
- 3+ years in financial services or client-facing sales role
- Proven track record of meeting/exceeding sales targets
- Exceptional communication and presentation skills
- CFA or CFP designation preferred
- Demonstrated ability to analyze complex financial data