Financial Advisor

Responsibilities

• Provide high level support to the owner across all aspects of the business with a focus on the financial planning of each client.
• Work one on one with the owner and team to support client portfolios and financial plan top to bottom.
• Be able to answer intermediate financial planning questions from clients (investment, tax, insurance, estate planning).
• For more advanced questions, be able to research solutions and/or work with other department members or professionals to find an answer
• Bring a super-flexible mindset and schedule with strong work ethic to tackle the most pressing issues today and tomorrow.
• Be able to interpret various planning documents, including tax returns, account statements, Social Security benefit estimates, pension statements, annuity contracts, , life insurance policy documents, , etc.
• Develop new ideas to support the financial plans and client base primarily expanding on current retirement planning and portfolio software.
• Create spreadsheets to address specific issues as requested.
• Help create and deliver written articles and presentations to clients as well as other professionals on a variety of financial planning topics.

Salary, Commissions, Asset Compensation

• No ceiling to your earning potential and growth, and your compensation is tied to the effort you put in.
• A multi-faceted compensation package that also includes opportunities for profitability bonuses, profit sharing etc.
• Potential equity/ownership and business buy-in over a number of years with highly profitable long-term potential.

Skills/Requirements

• Financial advisors succeed by demonstrating a unique combination of ambition, self-motivation and commitment to establishing long-term client relationships.
• The client comes first.
• Must be a team player
• Strong communications skills and self-starter.
• Love of learning and challenges, including determination to succeed.
• Adaptable to new information seeking the right solutions for clients.
• Comfortable in your ability to think critically.
• Passion for new opportunities and development.

Candidate Qualifications

• CFP® or CERTIFIED FINANCIAL PLANNER™ and/or CRPC™ or Chartered Retirement Planning Counselor™ - Preferred.
• Series 7 and Series 66 – Required.
• Experience in financial services working with clients, in-depth knowledge of investment products and services with a track record of success.
• State insurance licenses preferred.

Other

• Mentorship in the field of financial planning.
• Access to centers of influence to grow and develop.
• Beautiful new private office space in the heart of Bloomfield Hills.
• Work-life balance with the understanding that there is serious work involved in protecting the well-being of families who trust the firm inherently. There are days whereby you may work late hours and Friday afternoons in the summer when you are given time off.