Job Description
Join WealthBridge Partners as a Senior Financial Advisor and transform lives through strategic wealth management. We're seeking a dynamic professional to serve Detroit's growing affluent community. Our collaborative culture combines cutting-edge fintech platforms with personalized service, ensuring you deliver exceptional client experiences. Enjoy competitive compensation, comprehensive benefits, and ongoing professional development in one of America's most vibrant financial markets.
Responsibilities
- Develop comprehensive financial plans including investment strategies, retirement planning, and risk management
- Cultivate and expand client relationships through personalized consultations and proactive portfolio management
- Analyze market trends and economic data to optimize client portfolios
- Collaborate with internal teams on tax-efficient wealth transfer strategies
- Maintain compliance with FINRA regulations and firm policies
- Mentor junior advisors while achieving quarterly performance targets
Qualifications
- Series 7, 66, and CFP certifications required
- 5+ years of financial advisory experience with high-net-worth clients
- Proven track record of exceeding sales objectives (minimum $2M AUM)
- Advanced knowledge of estate planning and investment vehicles
- Exceptional communication skills with ability to explain complex concepts
- Detroit metro market experience strongly preferred