231.421.7711

Wealth Management Advisor

We are seeking a Wealth Management Advisor who is passionate about helping others achieve their financial goals. This is not a sales role. The Wealth Management Advisor will play a key role in proactively taking care of current and future clients to assist them with their long-term financial goals.

Principal Responsibilities:

  • Maintain client relationships by developing and deepening connections with each family. Provide exceptional client service through in-person, phone, and email communications.
  • Transition to the lead advisor which includes planning, running meetings, taking detailed notes, corresponding with clients, etc.
  • Perform complex analysis of planning strategies, risks, and opportunities in the areas of retirement planning, tax planning, estate planning, cash flow planning, asset allocation, and asset protection.
  • Produce client deliverables in a timely, accurate, and informative manner.
  • Provide planning and management support to the firm’s Senior Advisor.
  • Begin to oversee and manage various responsibilities of the firm.
  • Ensure compliance with SEC/Firm regulations and fulfill educational requirements.
  • Build and maintain relationships throughout the community and with other professionals and strategic partners (COI networking and development).

Qualifications:

  • BA or BS in business, finance, or similar; advanced degree/designation preferred (e.g., MBA, CFP®, CPA).
  • Enrolled or willingness to enroll in CPA, CFP®, or CFA Certification Program.
  • 3-7 years of experience as a financial planner with client facing and financial planning experience.
  • FINRA Series 66 registration.
  • Familiarity with Fidelity and/or Schwab custodial platforms preferred.
  • Strong understanding and ability to communicate financial planning concepts.
  • Proficient in MS Office Suite, financial planning software, and basic CRM systems.
  • Excellent verbal and written communication skills.
  • Ability to build rapport with clients and colleagues.
  • Exceptional organizational skills and attention to detail.

The Wealth Management Advisor role offers an exciting opportunity to contribute to our clients' financial success and grow within our dynamic team. If you possess the required skills and are committed to delivering outstanding service, we encourage you to apply.

Apply Here