Wealth Management Strategist

Company Overview:

Investment Consulting Group of Birmingham Michigan is a boutique, white-glove, independent wealth management firm dedicated to helping individuals and families achieve their financial goals. We pride ourselves on providing personalized service, innovative solutions, and a client-focused approach.

Job Summary:

We are seeking an experienced licensed Wealth Management Strategist to join our team. This role involves following our process for acquiring new clients and working closely with them to develop customized financial plans, investment strategies, and wealth preservation solutions.

Key Responsibilities:

• Proactively identify and engage potential clients through networking, referrals, and targeted marketing efforts.
• Develop tailored financial plans that align with clients' goals, risk tolerance, and time horizons.
• Cross-sell services, such as estate planning and tax strategies, to enhance clients' financial well-being and deepen the advisory relationship.
• Stay informed about market trends, regulatory changes, and wealth management planning strategies to provide informed advice and identify opportunities for clients.

Qualifications & Skills:

• Bachelor's degree in Finance, Business, Economics, or a related field.
• CFP (Certified Financial Planner), CFA (Chartered Financial Analyst), or similar certification preferred.
• Strong knowledge of investment products, tax strategies, and retirement planning.
• Excellent interpersonal and communication skills with the ability to build trust with clients.
• Detail-oriented with strong analytical and problem-solving abilities.
• Proficiency in financial planning software (eMoney, Holistiplan, Income Lab, FMG) and CRM systems (Redtail).

Benefits:

• Comprehensive health, dental, and vision insurances.
• Retirement plans with company match.
• Professional development opportunities and continuing education support.
• Flexible work environment and work-life balance.