Associate Financial Advisor

Job DescriptionAssociate Financial AdvisorInspire Wealth | Brighton / Ann Arbor, MichiganFull-TimeCareer PathAssociate Financial Advisor > Financial Advisor > Lead AdvisorCompensation:Base salary plus performance and growth incentives.Years 1–2: Potential to earn $75,000+ total compensationYears 3–5: Potential to earn $100,000+ as responsibilities, client relationships, and contributions to firm growth increaseAbout Inspire Wealth:Inspire Wealth is a growing independent financial planning firm serving individuals, families, retirees, professionals, and business owners.We take a comprehensive approach to financial planning by helping coordinate investments, retirement strategies, taxes, estate planning, insurance, asset protection, and other important financial decisions.We are looking for an Associate Financial Advisor who wants to build a long-term career, develop strong client relationships, and grow alongside the firm.The Role:The Associate Financial Advisor will work closely with our advisors and team to support clients while developing the skills needed to become a Financial Advisor.Initially, you will focus on meeting preparation, financial planning support, client follow-up, account coordination, and making sure client needs are handled.As you grow, you will take on more responsibility, including participating in and eventually leading client meetings, developing planning recommendations, managing client relationships, and contributing to business development.Key Responsibilities:Client RelationshipsPrepare for and participate in client meetingsTrack and complete client follow-upHelp clients with paperwork and action itemsMaintain accurate client informationBuild trusted relationships with clientsFinancial PlanningAssist with planning in areas such as:Retirement and investment planningSocial Security and MedicareRoth conversions and tax strategiesEstate and asset protection planningInsurance and long-term careCash-flow and beneficiary planningBusiness-owner and retirement plan strategiesYou are not expected to know everything on day one. We want someone who is motivated to learn and develop their planning expertise.Account & Investment SupportAssist with account openings and transfersPrepare investment proposals and reviewsCoordinate distributions and contributionsMonitor pending transactionsSupport investment implementationTeam CoordinationWork with advisors, operations, tax, Medicare, insurance, estate planning professionals, and other partners to ensure clients receive coordinated financial guidance.Business DevelopmentAs you grow in the role, you may participate in:Prospect meetings and referralsEducational and community eventsClient appreciation eventsProfessional networkingMarketing initiativesDeveloping new client relationshipsThis is not a traditional cold-calling or friends-and-family sales position.Process Improvement:We want someone who takes initiative and looks for ways to improve workflows, technology, client follow-up, planning processes, and the overall client experience.Career & Compensation Growth:This position is designed to grow with you.Preferred QualificationsBachelor’s degreeEducation or experience in finance, financial planning, accounting, economics, business, or a related fieldFinancial services or client-facing experienceSeries 65, Series 66, or similar licensingCFP® coursework or interest in pursuing the CFP® designationStrong written and verbal communication skillsCandidates do not need to have every credential today. We are willing to invest in someone with strong potential who is committed to obtaining the necessary licenses and education.What Success Looks Like:Within the first 12–24 months, you should be developing the ability to independently prepare for meetings, confidently participate in client conversations, manage follow-up, identify planning opportunities, build trusted client relationships, and take increasing responsibility from senior advisors.Ultimately, we want to develop someone into a highly capable Financial Advisor who can manage client relationships, contribute to the growth of Inspire Wealth, and build a rewarding long-term career.Inspire WealthInspire Your Today. Plan Your Tomorrow.