Job Description
Join Detroit's premier wealth management firm as a Financial Advisor and transform your career. We're seeking passionate professionals to build client portfolios while earning uncapped commission potential. Our comprehensive training program and established client base provide immediate growth opportunities in Michigan's financial hub. Enjoy a modern downtown office with skyline views, competitive benefits, and industry-leading technology. If you're driven to help clients achieve financial security while building your own wealth, this is your moment.
Responsibilities
- Develop personalized financial plans for high-net-worth clients in Detroit metro area
- Manage investment portfolios across equities, bonds, and alternative assets
- Build and maintain client relationships through regular portfolio reviews
- Comply with FINRA regulations and maintain all required certifications
- Collaborate with estate planning and tax specialists for holistic solutions
- Drive new business development through targeted networking strategies
Qualifications
- Bachelor's degree in Finance, Business, or related field
- Series 7, 66, and state insurance licenses required
- 3+ years financial services experience with proven track record
- Certified Financial Planner (CFP) designation preferred
- Strong analytical skills and market knowledge
- Exceptional communication and presentation abilities
- Demonstrated success in client acquisition and retention