Job Description
Join WealthBridge Financial Partners as a Senior Financial Advisor and transform lives through strategic wealth management in Detroit's thriving financial district. We're seeking a dynamic professional to build client relationships while enjoying the flexibility of remote work (2 days/week in-office). Leverage our cutting-edge tech platform and comprehensive benefits package to grow your career while making a tangible impact on clients' financial futures. Ideal for CFP® candidates with 3+ years of experience in investment planning and retirement strategies.
Responsibilities
- Develop personalized financial plans encompassing investments, retirement, tax optimization, and estate planning
- Cultivate and maintain a portfolio of 50+ high-net-worth clients through consultative relationship management
- Analyze market trends and regulatory changes to advise on asset allocation and risk mitigation
- Collaborate with internal teams on complex cases including business succession planning
- Utilize our proprietary CRM platform for client onboarding and portfolio tracking
- Conduct quarterly portfolio reviews and annual financial health assessments
- Mentor junior advisors on compliance protocols and client communication best practices
Qualifications
- Bachelor's degree in Finance, Economics, or related field (MBA preferred)
- CFP®, ChFC, or CFA certification required
- Minimum 3 years experience in financial planning/advisory role
- FINRA Series 65/66 and state insurance licenses
- Proven track record of meeting/exceeding sales targets ($1M+ AUM)
- Expertise in investment vehicles (ETFs, mutual funds, alternative assets)
- Exceptional analytical skills with proficiency in financial modeling software
- Strong communication skills for explaining complex concepts to diverse clients