Wealth Advisor
StrategiQly
Job Description
Job Description
Job Title: Senior Financial Advisor
Location: Farmington Hills, MI
Employment Type: Full-Time
Responsibilities
- Manage and provide financial advice for an existing book of client accounts
- Lead client meetings to review portfolios, financial plans, and investment strategies
- Develop personalized strategies addressing tax, estate, and retirement planning needs
- Ensure compliance with financial regulations and industry standards
- Collaborate with internal teams to deliver exceptional client service
- Foster long-term client relationships through high-quality, consultative service
Qualifications
- Experience managing high-net-worth client portfolios
- Strong knowledge of financial planning, investment management, and wealth strategies
- Familiarity with compliance standards and regulatory requirements
- Excellent client relationship and communication skills
- Team-oriented with the ability to collaborate across advisors and support staff
- Series 65 or equivalent licensing preferred
Vacancy posted 2 days ago
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