Job Description
Join our award-winning team as a Financial Advisor in Detroit's thriving financial district. We provide top-tier equipment including dual monitors, CRM software licenses, and secure client portals to empower your success. Build your dream career with comprehensive mentorship, unlimited earning potential, and a client acquisition budget.
Our advisors enjoy industry-leading benefits: 401(k) matching, health insurance premiums covered, and quarterly performance bonuses. Work from our modern downtown office or hybrid schedule options available.
Responsibilities
- Develop personalized financial strategies for high-net-worth individuals and families
- Present investment solutions using our proprietary portfolio analysis tools
- Exceed quarterly acquisition targets through client networking and referrals
- Utilize provided CRM system to manage 150+ active client relationships
- Stay current on market trends using our research platform and weekly briefings
- Collaborate with our tax and estate planning specialists for comprehensive solutions
- Maintain compliance with FINRA regulations using our compliance tracking software
Qualifications
- Series 7, 66, and life insurance licenses required
- 3+ years financial advisory experience with proven client book
- Bachelor's degree in Finance, Business, or Economics
- Proficiency with financial planning software (e.g., MoneyGuidePro)
- Strong presentation skills and ability to explain complex concepts
- Track record of meeting or exceeding sales targets
- Michigan resident with valid driver's license