Job Description
Join Detroit's fastest-growing wealth management firm and start your financial advisor career tomorrow! We're seeking motivated professionals to help clients build lasting financial legacies through personalized investment strategies. Enjoy uncapped commission potential, comprehensive training, and a supportive team environment designed for your success.
Our Detroit office offers a prime location in the heart of the financial district with flexible hybrid work arrangements. You'll receive industry-leading technology resources and mentorship from top-performing advisors to accelerate your career growth.
Responsibilities
- Develop personalized financial plans and investment strategies for high-net-worth clients
- Build and maintain robust client relationships through regular portfolio reviews and financial planning sessions
- Conduct market research to identify emerging investment opportunities and client needs
- Collaborate with internal teams to deliver seamless client experiences
- Meet and exceed quarterly sales targets for new client acquisition
- Stay current on financial regulations, market trends, and product knowledge
Qualifications
- Bachelor's degree in Finance, Business, Economics, or related field
- Series 65, 66, and/or 7 licenses (or ability to obtain within 90 days)
- Minimum 2 years of financial services sales or client-facing experience
- Proven track record of meeting sales targets and exceeding performance metrics
- Exceptional communication, presentation, and negotiation skills
- Strong analytical abilities with attention to financial detail
- Entrepreneurial mindset with drive for uncapped earnings potential