Job Description
Join WealthBridge Financial Partners as a Senior Financial Advisor in Detroit and transform lives through strategic wealth management. We're seeking a dynamic professional to build client relationships and deliver personalized financial solutions. This remote-friendly role combines the prestige of our Detroit office with flexible work arrangements. Enjoy comprehensive training, competitive compensation, and a collaborative culture focused on client success and professional growth.
Responsibilities
- Develop comprehensive financial plans including investment strategies, retirement planning, and risk management
- Cultivate and maintain high-net-worth client relationships through personalized consultations
- Conduct market research to identify emerging opportunities and economic trends
- Collaborate with internal teams to deliver integrated financial solutions
- Maintain compliance with FINRA regulations and industry best practices
- Utilize CRM systems to track client interactions and portfolio performance
- Mentor junior advisors and contribute to team knowledge sharing
Qualifications
- Bachelor's degree in Finance, Economics, or related field
- Certified Financial Planner (CFP) or Series 7/66 licenses required
- Minimum 5 years experience in financial services or wealth management
- Strong analytical skills with ability to interpret complex financial data
- Exceptional communication and client relationship management abilities
- Proven track record of meeting sales targets and client retention goals
- Experience with financial planning software (e.g., MoneyGuidePro, eMoney)