Job Description
Join Detroit's premier wealth management firm! We're urgently seeking passionate Financial Advisors to transform lives through strategic financial planning. Our award-winning team offers unparalleled mentorship, cutting-edge technology, and a client-first culture. Enjoy flexible scheduling, comprehensive benefits, and uncapped earning potential in Michigan's thriving financial hub.
Responsibilities
- Develop personalized financial plans for high-net-worth clients
- Build and maintain robust client relationships through trust-based communication
- Analyze market trends to optimize investment portfolios
- Conduct retirement planning and risk management strategies
- Drive new client acquisition through targeted networking
- Maintain compliance with FINRA and SEC regulations
- Mentor junior advisors in our collaborative team environment
Qualifications
- Bachelor's degree in Finance, Economics, or related field
- Series 7 and Series 66/63/65 licenses (or ability to obtain within 90 days)
- 3+ years experience in financial services or wealth management
- Proven track record in client acquisition and retention
- Strong analytical skills with attention to regulatory compliance
- Exceptional communication and presentation abilities
- Entrepreneurial mindset with self-motivation
- Valid Michigan state securities license