Job Description
Join Detroit's premier wealth management firm and transform your finance career starting tomorrow! We're seeking driven Financial Advisors to build client portfolios while earning uncapped commission potential. Enjoy industry-leading training, flexible hybrid work, and comprehensive benefits including 401(k) matching. Our collaborative culture values innovation and client-first approaches, with top performers earning $200K+ annually.
Why Apply Today?
• Immediate start date
• Full licensing support
• Mentorship from industry veterans
• Exclusive client acquisition tools
Responsibilities
- Develop personalized financial plans for high-net-worth clients
- Manage investment portfolios across diverse asset classes
- Conduct market analysis and economic trend research
- Build and maintain strategic client relationships
- Comply with SEC/FINRA regulations and compliance protocols
- Mentor junior advisors on portfolio management techniques
- Drive new client acquisition through strategic networking
Qualifications
- Bachelor's degree in Finance, Economics, or related field
- Series 7 & 66/65 licenses (or willingness to obtain immediately)
- 3+ years in financial services/advisory role
- Strong analytical skills and market knowledge
- Proven track record in client relationship building
- Exceptional communication and presentation abilities
- Familiarity with CRM platforms (Salesforce/Redtail preferred)
- Detroit Metro area residency or relocation commitment