Job Description
Join Detroit's premier financial services firm as a Financial Advisor! We're seeking dynamic professionals to transform lives through strategic wealth management. Our client-first approach combines cutting-edge financial tools with personalized guidance to help clients achieve their dreams. Enjoy uncapped earning potential, comprehensive training, and a collaborative culture that values innovation and integrity.
Why WealthBridge? • Industry-leading commission structure • Health/vision/dental benefits • 401(k) with 4% match • Ongoing CE support • Flexible hybrid work options.
Responsibilities
- Develop comprehensive financial plans for high-net-worth clients
- Build and maintain robust client relationships through proactive communication
- Analyze market trends to recommend optimal investment portfolios
- Drive business development through networking and referral programs
- Ensure compliance with FINRA/SEC regulations
- Mentor junior advisors on financial strategies
- Utilize CRM tools for client relationship management
Qualifications
- Series 7 & 66/65 licenses (or ability to obtain within 90 days)
- 3+ years experience in financial services/sales
- Bachelor's degree in Finance, Economics, or related field
- Proven track record of meeting/exceeding sales targets
- Exceptional presentation and negotiation skills
- Advanced proficiency in financial planning software (e.g., MoneyGuidePro)
- Strong understanding of estate planning and tax strategies