Job Description
Join Detroit Wealth Partners as a Remote Financial Advisor and transform lives through strategic wealth management. We're seeking passionate professionals to build client portfolios while enjoying flexible remote work arrangements. Our award-winning firm combines cutting-edge fintech tools with personalized service to deliver exceptional financial outcomes. With uncapped earning potential and comprehensive benefits, you'll have everything needed to thrive in this high-impact role.
Responsibilities
- Develop comprehensive financial plans including retirement, investment, and tax strategies
- Cultivate long-term client relationships through virtual consultations and digital engagement
- Analyze market trends and economic data to optimize portfolio performance
- Collaborate with cross-functional teams on complex wealth management solutions
- Maintain compliance with FINRA and SEC regulations
- Leverage our proprietary CRM system for client lifecycle management
- Mentor junior advisors and contribute to firm-wide growth initiatives
Qualifications
- Series 7 and Series 66/63 licenses (required)
- Bachelor's degree in Finance, Economics, or related field
- 3+ years of financial planning/advisory experience
- Proven track record of client acquisition and portfolio growth
- Exceptional communication and presentation skills
- Proficiency in financial planning software (e.g., MoneyGuidePro)
- Ability to work independently with minimal supervision
- CFP designation preferred