Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Wealth Management Advisor

Investment Consulting Group

After more than 25 years in this business, I’ve learned that building a successful wealth management practice isn’t about finding the person with the most impressive résumé. It’s about finding the right person. So I’m looking to add a Financial Advisor to Team DeWolfe at Investment Consulting Group in Birmingham. I’m not necessarily looking for someone who has already built a big book of business. In fact, that’s not the most important thing to me. I’m looking for someone who has decided that this is what they want to do and has the drive to become exceptional at it. Someone who is licensed, but still hungry. Someone who genuinely enjoys meeting people and building relationships. Someone who is persistent enough to hear “no” and keep going. Someone who is willing to make the extra call, have the extra conversation, learn something new, and do the work even when nobody is checking. And someone who understands that success in this business is built over years, not weeks. We have spent more than three decades building a practice, a client base, a process, and a team that I'm proud of. The person who joins us will have the opportunity to learn from that experience and use the systems, planning tools, technology, and support we've developed to become a better advisor. But I'm looking for someone who brings something of their own to the table, too. You don't have to know everything. You do have to want to learn. You don't have to have everything figured out. You do have to know that this is the career you want. And you don't have to have a book of business today. You do have to be willing to build one. The right person could have an opportunity here that goes well beyond the next job on their résumé. Over time, there is an opportunity to take on greater responsibility, become an important part of our client relationships and, potentially, play a significant role in the next chapter of the practice. That's a big opportunity. And it's also a big responsibility. I'm hoping to find someone who understands both. If you know someone who might be that person or if you're reading this and thinking, “That sounds like me” — I'd enjoy having a conversation. Chris DeWolfe #J-18808-Ljbffr Investment Consulting Group

Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the Wealth Management Advisor in Birmingham, MI vacancy
  •  ...st shift (United States of America)Please review the following job description:This position will support the Servicing and Asset Management department and serves as an oversight role for insurance monitoring and compliance for commercial loans financed through Fannie... 
    Suggested
    Full time
    Part time
    Work at office
    Local area
    Shift work
    Day shift

    Truist

    Bloomfield Hills, MI
    4 days ago
  • Job TitleProperty Manager (CRE)Job Description SummaryResponsible for the management of a property (or group of properties) for a client and fulfilling the manager’s obligations under the terms of the property’s management agreement.Job DescriptionESSENTIAL FUNCTIONS AND... 
    Suggested
    Minimum wage
    Full time
    Contract work
    Work at office
    Flexible hours

    Cushman & Wakefield

    Southfield, MI
    5 days ago
  • Bank of America’s Wealth Management Client Associate - Advisor Development Program (WMCA-ADP) is an entry path toward becoming a Merrill Financial Advisor. The role focuses on client service support to Financial Advisors (FAs) and progressing through training and licensing... 
    Suggested

    Bank of America

    Bloomfield Hills, MI
    2 days ago
  •  ...Wealth Management Client Associate Advisor Development Program The Wealth Management Client Associate Advisor Development Program (WMCA - ADP) role is an entry role into our Advisor Development Program where the destination role is becoming a full-scale Financial Advisor... 
    Suggested
    Traineeship
    Work experience placement
    Work at office
    Local area
    Immediate start
    Shift work
    Day shift

    Bank of America

    Bloomfield Hills, MI
    3 days ago
  •  ...journey and help you achieve your professional goals. Join us.Our management consulting team focuses on our clients’ critical business needs...  ...we’re one of the nation’s largest audit, tax, consulting, and wealth management firms. But dig a little deeper, and you’ll see what... 
    Suggested
    Flexible hours

    Plante Moran

    Southfield, MI
    7 days ago
  •  ...minutes COMPANY SUMMARY Multi-faceted, fully integrated real estate and hospitality company that acquires, develops, and manages commercial properties in landmark locations throughout the United States. In Real Estate & Development and Hospitality, we don’t sit... 
    Full time

    Distro

    Birmingham, MI
    3 days ago
  •  ...objectives and work plans, has input into the direction of the region, manages the approved real estate budget, leads the functional area and...  ...Legal, Finance, Tax, local leadership, and approved external advisors. • Oversee lease administration, critical-date tracking, rent... 
    Contract work
    Temporary work
    Work at office
    Local area
    Relocation

    DRiV

    Southfield, MI
    2 days ago
  • $142.6k - $261.5k

     ...to us for authoritative, agile, and efficient solutions for business decision‑making. The Opportunity As a ServiceNow Consulting Manager you’ll play a leading role in that mission, providing the competitive edge our clients need to overcome some of the biggest creative... 
    Summer holiday
    Worldwide
    Flexible hours

    EY

    Southfield, MI
    3 days ago
  •  ...resources in support of the organization's mission. The comptroller provides high-level support to the Director of Finance in managing all financial, grant, and accounting operations for the organization. The position is also responsible for the daily oversight and... 
    Temporary work
    Work at office
    Immediate start
    Flexible hours

    Salvation Army Central Territory

    Southfield, MI
    5 days ago
  • $42 - $49 per hour

     ...entries, account reconciliations, and general ledger activity Assist with the preparation and analysis of financial statements and management reports Support budgeting, forecasting, and variance analysis activities Ensure compliance with GAAP, internal controls,... 
    Hourly pay
    Contract work
    Temporary work

    LHH

    Southfield, MI
    1 day ago
  •  ...planned gifts and blended gifts.Personally manages high-level donor relationships requiring...  ...of planned gift donors, professional advisors, and Hope Brigade members.Responsible for...  ...planning, financial planning, insurance, wealth management, or related fields.Minimum three... 
    Work at office
    Immediate start

    The Salvation Army

    Southfield, MI
    8 days ago
  • The Director of Property Management is primarily responsible for the leadership, development, and performance of Associate Property Managers and Senior Associate Property Managers. This role provides strategic direction, coaching, and oversight to the Property Management... 
    Temporary work
    Work at office
    Local area
    Work from home

    Agree Realty Corporation

    Royal Oak, MI
    5 days ago
  •  ...application due to a disability, contact this employer to ask for an accommodation or an alternative application process. Property Manager - Residential Full Time Management Woodland Gardens - MI, Royal Oak, MI, US 3 days ago Requisition ID: 2151 At Beacon Management, we... 
    Full time
    For contractors

    Beacon Management

    Royal Oak, MI
    4 days ago
  • Agree Realty Corporation in Royal Oak, MI seeks a Director of Property Management to lead and develop a team of Property Managers, drive tenant satisfaction, and oversee a portfolio. You will coach staff, manage onboarding and performance, and coordinate market initiatives... 

    Agree Realty Corporation

    Royal Oak, MI
    5 days ago
  • Beacon Management is seeking a Property Manager for Woodland Gardens in Royal Oak, MI. You will oversee leasing, marketing, bookkeeping, customer service, and resident relations to ensure high occupancy and service excellence. Join a team that values customer service,... 
    Full time

    Beacon Management

    Royal Oak, MI
    5 days ago
  •  ...Description REGIONAL PROPERTY MANAGER - $5,000 Sign on Bonus VOA Michigan (VOAMI) Lead, plan, direct, and supervise the day-to-day activities of multiple apartment communities, management operations, and staff, ensuring consistency and alignment with organizational... 
    Temporary work
    Local area
    Immediate start
    Relocation package
    Flexible hours

    VOA Michigan

    Southfield, MI
    1 day ago
  •  ...The Development Coordinator will be responsible for assisting the Development Managers with project processes and the Vice President of Development in the daily operations of the Development Department. Roles and Responsibilities Manage weekly department level... 

    EIG14T 814 Commercial Real Estate

    Berkley, MI
    1 day ago
  •  ...the country who are excited about new opportunities and open to relocation to Michigan. Our current opportunity is for a Regional Manager out of our office in Southfield, MI . At Beacon Management, we proudly own and operate a vast portfolio of 61 residential... 
    Work at office
    Local area
    Relocation
    Relocation package

    Beacon Management

    Southfield, MI
    1 day ago
  •  ...Job Description Job Description Join the fastest growing property management company in Michigan as a Property Manager! LR Management is looking for a dependable and hard-working individual with previous apartment management experience to join our team. The successful... 
    Work at office

    LR Management

    Royal Oak, MI
    19 days ago
  •  ...Join us.Overview:We are seeking a dynamic and experienced Senior Manager to join our Housing and Community Development practice. This...  ...we’re one of the nation’s largest audit, tax, consulting, and wealth management firms. But dig a little deeper, and you’ll see what... 
    Remote work
    Flexible hours

    Plante Moran

    Southfield, MI
    7 days ago
  •  ...Portfolio Management LeaderAngott Search Group is partnering with a nearly $600MM Michigan Bank in the search for a Portfolio Management Leader.This role leads portfolio management activities, supports commercial credit decisions, and works closely with lending and commercial... 

    Park Avenue Group

    Royal Oak, MI
    2 days ago
  •  ...seeking a Team Administrator in Birmingham, Michigan. The role involves providing executive assistant support for Financial Advisors, managing calendars, handling phone coverage, and preparing expense reports. Candidates should have a high school diploma, superb organization... 

    Morgan Stanley

    Birmingham, MI
    1 day ago
  • LR Management is seeking a Property Manager in Michigan to lead a on-site team, drive property performance, and coordinate real estate activities and transactions. The role requires experience in apartment management, strong communication, and the ability to supervise... 

    Lrmanagement

    Southfield, MI
    6 days ago
  • Agree Realty Corporation, headquartered in Royal Oak, MI, seeks a Director of Property Management to lead and develop the Property Management team, overseeing a select asset portfolio. This onsite role drives operational excellence, vendor management, budgeting, and tenant... 

    Agree Realty Corporation

    Royal Oak, MI
    1 day ago
  • $70k - $161k

    DescriptionThis position is available to be filled at any Huntington Bank Corporate office location.Summary:The Senior Commercial Portfolio Manager - Equipment Finance analyzes and monitors credit worthiness of assigned customers/accounts and recommends and/or approves credit... 
    Full time
    Work at office
    Remote work
    Work from home
    Flexible hours

    The Huntington National Bank

    Bloomfield Hills, MI
    3 days ago
  •  ...financial education, and developing personalized financial plans. Ideal candidates should be detail-oriented and dedicated, with the opportunity to grow into management positions. Competitive commission-based compensation and flexible hours offered. #J-18808-Ljbffr... 
    Remote work
    Flexible hours

    GFI Pros

    Warren, MI
    1 day ago
  • We are looking for an Asset Manager to support the full lifecycle of technology assets for an organization in Michigan. This contract opportunity has the potential to become permanent and is ideal for a highly organized, detail-oriented individual who can bring structure... 
    Permanent employment
    Contract work

    Robert Half

    Troy, MI
    6 days ago
  • $75k - $80k

    VENTEON and HARVARD RESOURCE SOLUTIONS are seeking a Staff Accountant to support the Accounting team in Southfield, MI. You will assist with month end close and general accounting tasks under the Controller's direction. Requires a Bachelor’s degree in Accounting or related...
    Work at office
    3 days per week

    Venteon

    Southfield, MI
    3 days ago
  •  ...construction, manufacturing and healthcare. Ranked as one of the top 100 Property & Casualty companies in the United States, we proudly manage nearly $1 Billion of Direct Written Premium and maintain $1.21 billion in surplus.Amerisure is currently recruiting for a Claims... 
    Full time
    Work at office
    Local area
    Flexible hours
    Night shift

    Amerisure Insurance Company

    Farmington Hills, MI
    6 days ago
  • Job Description Job Description     Mortgage Resource Plus (MRP) is a full-service mortgage broker with an experienced staff offering expertise in every area of mortgage lending - from purchase to refinance to construction lending.  Mortgage Resource Plus has built...
    Work at office

    Mortgage Resource Plus

    Southfield, MI
    more than 2 months ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Wealth Management Advisor. Be the first to apply!