Job Description
Join WealthBridge Financial Partners as a Financial Advisor in Detroit and accelerate your career with premium industry equipment provided. We empower advisors with cutting-edge technology, CRM systems, and market analysis tools to deliver exceptional client experiences. Our Detroit office offers prime access to Michigan's thriving financial district with competitive compensation, comprehensive benefits, and ongoing professional development.
As a key member of our wealth management team, you'll build client relationships, develop personalized financial strategies, and drive growth in one of America's most dynamic markets. We're seeking ambitious professionals ready to leverage our full-stack support system to maximize earning potential.
Responsibilities
- Develop comprehensive financial plans for high-net-worth individuals and families
- Utilize provided CRM and portfolio management tools for client engagement
- Execute investment strategies across multiple asset classes
- Conduct market analysis using proprietary research platforms
- Build and maintain referral networks with local professionals
- Comply with FINRA regulations and firm compliance protocols
- Mentor junior advisors using our training infrastructure
Qualifications
- Series 7 and Series 66/63 licenses required
- 3+ years financial advisory experience with proven track record
- Strong presentation skills with ability to explain complex concepts
- Experience with financial planning software (e.g., MoneyGuidePro)
- Bachelor's degree in Finance, Economics, or related field
- Excellent communication and client relationship management skills
- Ability to thrive in technology-supported advisory environment