Job Description
Join WealthBridge Financial Partners as a Senior Financial Advisor and revolutionize how Detroit residents achieve financial freedom. We're seeking a dynamic professional to deliver personalized wealth management strategies through our hybrid remote model. You'll build client relationships from our iconic Detroit headquarters while enjoying flexible remote work arrangements. This role offers uncapped earning potential through commission and comprehensive benefits.
Why Detroit? As Michigan's financial hub, Detroit offers unmatched networking opportunities with local businesses and high-net-worth individuals. Our downtown office provides collaborative spaces while supporting your remote productivity needs.
Responsibilities
- Develop comprehensive financial plans including investment strategies, retirement planning, and risk management
- Cultivate relationships with high-net-worth clients in Detroit metro area
- Analyze market trends to provide actionable investment advice
- Collaborate with internal teams on portfolio optimization and compliance
- Drive business development through local networking and digital outreach
- Maintain FINRA Series 7/66 licenses and ongoing continuing education
Qualifications
- Bachelor's degree in Finance, Economics, or related field
- 5+ years of financial advising experience with proven client acquisition track record
- Active FINRA Series 7 and 66 licenses
- Strong knowledge of investment products and retirement planning
- Exceptional communication skills with ability to explain complex concepts
- CFA or CFP designation preferred
- Experience with CRM platforms and financial planning software