Job Description
Launch your finance career with our award-winning Financial Advisor training program in Detroit! We're seeking motivated individuals to join our team with comprehensive paid training, mentorship from industry veterans, and a clear path to six-figure earnings. No prior experience required – we invest in your success through our 12-week intensive curriculum covering wealth management, retirement planning, and client acquisition. Enjoy competitive benefits, flexible work arrangements, and the opportunity to build a sustainable client portfolio in Michigan's thriving financial hub.
Responsibilities
- Develop personalized financial plans for clients using proprietary software and analytical tools
- Build and maintain strong client relationships through regular portfolio reviews and financial education workshops
- Identify cross-selling opportunities for complementary financial products (insurance, investments, estate planning)
- Stay current on industry regulations and market trends through continuous training programs
- Collaborate with senior advisors to refine client strategies and achieve performance targets
- Participate in community outreach programs to expand professional network
Qualifications
- Bachelor's degree in Finance, Business, Economics, or related field (equivalent experience considered)
- Strong analytical skills with aptitude for financial data interpretation and market analysis
- Exceptional communication abilities to explain complex concepts to diverse client groups
- Self-motivated with proven track record of meeting/exceeding goals in previous roles
- Valid Series 65/66 or willingness to obtain within first 6 months of employment
- Proficiency in CRM software and financial planning tools
- Michigan residency required for in-person client meetings