Demo

Financial Advisor - Grand Rapids

Glades Talent
Grand Rapids, MI Full Time
POSTED ON 2/19/2025
AVAILABLE BEFORE 5/8/2025

Job Description

Job Description

Here's the revised job description with the requested changes :

Financial Advisor – Grand Rapids, MI

A well-established and rapidly growing wealth management firm is seeking experienced Financial Advisors to join our expanding team in Grand Rapids, MI. Our firm takes a client-first, educational approach to financial planning, focusing on building strong, lasting relationships with families to help them achieve their financial goals.

Why Join Us?

  • No Cold Calling – All leads and prospects are provided through our firm's marketing and educational events.
  • Proven Growth Model – Advisors conduct three seminars per month , engaging with 16 households per event to generate new client opportunities.
  • Comprehensive Support – A dedicated support staff handles applications and administrative tasks, allowing advisors to focus on client relationships.
  • Strong Community Presence – Our firm is the official wealth management partner of University of Michigan athletics and the Detroit Lions.
  • Uncapped Earning Potential – Income directly correlates with effort, ambition, and client success.

Responsibilities

  • Conduct educational seminars and workshops to engage potential clients.
  • Guide clients through a thorough fact-finding and needs analysis process.
  • Develop and present customized wealth management strategies and retirement income plans.
  • Conduct periodic client reviews to ensure they remain on track to meet their financial goals.
  • Collaborate with associate advisors and client service teams to enhance the client experience.
  • Maintain compliance with industry regulations and firm policies.
  • Qualifications

  • 3-7 years of experience as a Financial Advisor (no existing book of business required).
  • NASAA Series 65 (or equivalent) and Michigan Life License required.
  • Strong communication skills, with the ability to present in both large and small group settings .
  • Clean background check and compliance record.
  • Self-motivated, ethical, and driven to provide exceptional client service.
  • Compensation & Benefits

  • 1099 Contractor Role – Includes an initial $1,000 / week draw during training (3-6 months).
  • Income Range : $150,000 – $500,000
  • Professional development and growth opportunities within the firm.
  • A company culture built on training, support, and long-term success.
  • Interview Process

  • Preliminary call with hiring team.
  • Virtual interview with the Director of Advisory.
  • Final step – Candidate presentation on their background and approach.
  • Equal Opportunity Employer (EOE).

    Let me know if you'd like any further adjustments!

    Salary : $150,000

    If your compensation planning software is too rigid to deploy winning incentive strategies, it’s time to find an adaptable solution. Compensation Planning
    Enhance your organization's compensation strategy with salary data sets that HR and team managers can use to pay your staff right. Surveys & Data Sets

    What is the career path for a Financial Advisor - Grand Rapids?

    Sign up to receive alerts about other jobs on the Financial Advisor - Grand Rapids career path by checking the boxes next to the positions that interest you.
    Income Estimation: 
    $74,629 - $118,064
    Income Estimation: 
    $80,252 - $127,153
    Income Estimation: 
    $99,661 - $137,425
    Income Estimation: 
    $74,629 - $118,064
    Income Estimation: 
    $80,252 - $127,153
    Income Estimation: 
    $99,661 - $137,425
    Income Estimation: 
    $182,497 - $259,882
    Income Estimation: 
    $220,587 - $322,370
    Income Estimation: 
    $218,963 - $344,133
    Income Estimation: 
    $80,252 - $127,153
    Income Estimation: 
    $116,293 - $166,477
    Income Estimation: 
    $135,979 - $195,706
    View Core, Job Family, and Industry Job Skills and Competency Data for more than 15,000 Job Titles Skills Library

    Job openings at Glades Talent

    Glades Talent
    Hired Organization Address New York, NY Full Time
    Job Description Job Description Position Title : Physical Therapist (PT) – Brooklyn, NY Location : Brooklyn, NY Position...
    Glades Talent
    Hired Organization Address Boynton, FL Full Time
    We are seeking a Medicare Sales Representative (Home Health) to join our team! You will resolve customer questions and o...
    Glades Talent
    Hired Organization Address Marco Island, FL Full Time
    Job Description Job Description Home Health Physical Therapist Location : Naples & Marco Island Schedule : Flexible – Fu...
    Glades Talent
    Hired Organization Address FL Full Time
    Job Description Job Description ob Overview : We are seeking a skilled and detail-oriented Trusts & Estates Paralegal to...

    Not the job you're looking for? Here are some other Financial Advisor - Grand Rapids jobs in the Grand Rapids, MI area that may be a better fit.

    Financial Advisor - Financial Firm - Grand Rapids, MI

    Advisor Employee Services, Grand Rapids, MI

    Contingency/Financial

    Grand Rapids Community College, Grand Rapids, MI

    AI Assistant is available now!

    Feel free to start your new journey!