Job Description
Join our award-winning financial advisory team and transform lives through strategic wealth management. We're seeking a passionate Remote Financial Advisor to serve Detroit's growing community of professionals and entrepreneurs. Enjoy 100% remote flexibility while making a tangible impact on clients' financial futures.
As a trusted partner in our client-centric practice, you'll leverage cutting-edge technology and comprehensive resources to deliver personalized financial solutions. This hybrid role combines autonomy with robust mentorship, offering unlimited growth potential in one of America's most dynamic markets.
Responsibilities
- Develop and execute comprehensive financial plans aligned with client goals, risk tolerance, and market conditions
- Cultivate and expand a high-value client portfolio through strategic networking and referral relationships
- Monitor investment portfolios and provide proactive adjustments based on market analysis and client life events
- Ensure strict compliance with FINRA regulations and maintain meticulous documentation practices
- Leverage CRM systems to track client interactions, pipeline, and performance metrics
- Collaborate with internal experts on tax, estate planning, and insurance solutions
- Represent the firm at community events and industry conferences to enhance brand visibility
Qualifications
- Bachelor's degree in Finance, Economics, Business, or related field (or equivalent experience)
- FINRA Series 65, 66, or 7/63 licenses with current and active status
- 3+ years of financial advisory experience with demonstrated client acquisition success
- Proven ability to build trust with high-net-worth individuals and business owners
- Exceptional analytical skills with proficiency in financial planning software (e.g., MoneyGuidePro)
- Strong communication skills with experience delivering complex financial concepts clearly
- Entrepreneurial mindset with track record of meeting/exceeding sales targets
- Remote work experience with self-disciplined time management capabilities