Job Description
Join Detroit's premier wealth management team and transform lives through financial planning. We're seeking passionate advisors to serve our diverse client base in America's comeback city. Enjoy comprehensive training, cutting-edge technology, and a collaborative culture that prioritizes your growth.
Why WealthBuilders?
- Industry-leading mentorship program
- Full licensing support (Series 65/66)
Responsibilities
- Develop personalized financial plans for clients across wealth spectrum
- Build and maintain high-value client relationships through trust-based advising
- Analyze market trends to optimize investment portfolios
- Conduct educational workshops on retirement planning and wealth preservation
- Collaborate with cross-functional teams on complex financial solutions
- Meet/exceed quarterly revenue targets through strategic client acquisition
Qualifications
- Bachelor's degree in Finance, Business, or related field (or equivalent experience)
- Strong aptitude for financial analysis and product knowledge
- Exceptional communication and presentation skills
- Series 65/66 license (or willingness to obtain immediately)
- Track record in sales, customer service, or advisory roles
- Ability to thrive in fast-paced, commission-driven environment
- Detroit metro area residency preferred