Financial Advisor
$100kKaizen Financial Group
Job Description
Job Description
Build Your Career with a Firm That Invests in Your Success
Are you an experienced Financial Advisor looking for a firm that gives you the tools, support, and opportunities to grow? At Kaizen Financial, we believe advisors do their best work when they're supported by a collaborative team, strong marketing resources, and a client-first culture.
We're seeking an experienced Financial Advisor to help serve our growing client base while continuing to develop meaningful, long-term relationships. You'll step into an established environment with existing opportunities, administrative support, and mentorship that allows you to focus on what you do best—helping clients achieve financial confidence.
About Kaizen Financial Inc.
Kaizen Financial is an independent, privately-owned financial services firm based in Shelby Township, Michigan. Our name comes from the Japanese philosophy of Kaizen , meaning to continuously improve, and that mindset influences everything we do.
At the heart of our practice is our proprietary O.W.N.® (Objective Assessment, Written Plan, Non-Stop Monitoring) process. Rather than focusing solely on numbers, we take a value-driven approach to financial planning by helping clients align their financial decisions with what matters most to them. Through objective guidance, personalized planning, and ongoing monitoring, we build long-term relationships that empower clients to pursue their goals with confidence.
If you're passionate about delivering personalized advice and building meaningful client relationships, you'll feel right at home at Kaizen Financial.
Why You'll Love Working Here
- Established book of business
- Firm-funded marketing and lead generation
- Dedicated administrative support
- Collaborative team environment
- Ongoing mentorship from experienced advisors
- Professional development opportunities
- Independence with the support of a growing firm
What You'll Do
- Develop customized financial plans tailored to each client's goals
- Meet with clients and prospects to provide financial guidance
- Build lasting client relationships through proactive communication
- Collaborate with the advisory team to develop investment strategies
- Help grow the firm's client base through networking and marketing initiatives
- Stay informed on industry trends and regulatory updates
- Provide exceptional ongoing service to existing clients
- Assist with additional projects that contribute to the firm's continued growth
Qualifications
Required
- 5+ years of financial planning or investment advisory experience
- Excellent interpersonal and communication skills
- Strong organizational skills and attention to detail
- Life & Health Insurance License
Preferred
- Bachelor's degree in Finance, Business, Economics, or related field
- Series 65 (or ability to obtain within six months)
- Experience using CRM and financial planning software
Compensation & Benefits
- Our compensation structure offers the opportunity for high earnings. Successful candidates may earn in excess of $100,000 annually, depending on performance
- PTO
- Paid holidays
- Simple IRA with company participation
- Bonus opportunities
- Professional development support
Our mission is to help strengthen the financial foundation to help our clients pursue their retirement goals.
Company Description
Our mission is to help strengthen the financial foundation to help our clients pursue their retirement goals.
Vacancy posted 13 days ago
Similar jobs that could be interesting for youBased on the Financial Advisor in Utica, MI vacancy
$50k
...Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we’re proud to be privately-owned, placing the focus...SuggestedWork at officeWork from homeHome officeFlexible hoursEdward Jones
Warren, MI4 days ago- ...Job Description Financial Advisor Jobs at First Command: Shaping Positive Financial Behaviors since 1958 First Command Financial Advisors coach military families in their pursuit of financial security. Our reputation has been built on shaping positive financial...SuggestedHourly payTemporary workFor contractorsTraineeshipWork at officeLocal areaHome office
First Command Financial Services
Chesterfield, MI5 days ago $61k - $119k
...Financial Advisor Opportunity At Northwestern Mutual Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial...SuggestedFull timeContract workFor contractorsWork at officeNorthwestern Mutual Life Insurance Company
Troy, MI5 days ago- ...Meaningful work. Rewarding career. Make an impact providing expert financial advice with heart. Thrivent is a different kind of financial... ...7 and 66 registrations, and complete Thrivent’s comprehensive advisor onboarding program. After onboarding, you’ll have control over...Suggested
Thrivent
Chesterfield, MImore than 2 months ago - ...Key Responsibilities As a Financial Advisor, your primary role will be to engage with clients to understand their comprehensive financial needs, providing personalized guidance to help them achieve their financial protection and planning goals. You will design and implement...SuggestedWork at officeWork from homeFlexible hours
Ace Financial
Troy, MI4 days ago $61k - $119k
Financial Advisor - Career Changers Encouraged to Apply Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. Responsibilities Grow your client base...Full timeFor contractorsWork at office$61k - $119k
Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a financial representative...Work at office- Financial Advisor Asset Management Financial Planning and Retirement Insurance Tax Strategy and Planning Cash Flow Analysis Debt Strategies Property and Casualty Insurance Hantz Group is a Michigan-based financial company that works with individuals and businesses...Work at officeFlexible hours
- A leading financial services firm seeks motivated individuals to join as Financial Advisors. This role offers an opportunity to earn unlimited income while helping clients achieve their financial goals. Continuous training and mentorship are provided, with a focus on relationship...
- Northwestern Mutual in Troy, Michigan invites aspiring financial advisors to help clients achieve their financial goals through comprehensive planning. This role offers a performance-based compensation structure that allows for significant earning potential. The ideal...
- A leading financial services company is seeking a Financial Advisor in Troy, Michigan, to help clients achieve their financial goals through personalized planning. The role offers an entrepreneurial spirit with performance-based earnings and a supportive training program...Full time
$97k - $177k
Financial Advisor (Career changers encouraged to apply) Looking for an opportunity to earn unlimited income? Northwestern Mutual is offering a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. No previous...- ....JOB TITLEFinancial Aid AdvisorDEPARTMENTAdministrationSUPERVISORYNoREPORTS TODirector of Financial Aid OperationsEEO ClassificationProfessionalsSUMMARY:The Financial Aid Advisor is responsible for overseeing the financial aid operations for multiple campus locations....Work at officeLocal areaWeekend work
- ...to support your successful career evolution into the field of financial advising. You’ll play a key role in helping those who power Michigan... ...video to experience A Day in the Life of a Northwestern Mutual Advisor: A Glance at Northwestern Mutual (NM): Northwestern Mutual is...Full timeInternshipWork at officeFlexible hours
- Company Description J2 Capital Management specializes in custom financial planning, tax, estate, and investment management. Serving Troy,... ...needs. J2 Capital Management is an SEC Registered Investment Advisor. To learn more, please visit Role Description This is a full-time...Full time
- ...opportunity to contribute to the company's success. As a Wealth Advisor in PNC Wealth Management, you will be based in Michigan. PNC is... ...and insurance strategies, as well as the development of financial plans for clients. Grows and retains an investment and insurance...Full timeTemporary workPart timeWork at office
PNC
Sterling Heights, MI4 days ago - Northwestern Mutual in Troy, MI is seeking a Financial Advisor to build lasting client relationships through personalized insurance solutions and financial planning. You will work with individuals and businesses to understand goals and tailor strategies. This role offers...
- A leading financial services firm in Troy, MI seeks a Financial Advisor to engage clients, provide personalized financial guidance, and implement tailored strategies for asset protection. Responsibilities include regular review of clients' financial plans and cultivation...Remote jobWork from homeFlexible hours
- Dorsey College is seeking a Financial Aid Advisor to oversee financial aid operations across campuses. You will ensure compliant, timely packaging for new enrollments and active students while maintaining low past-due levels through quality processing. The role requires...
- Community Choice Credit Union in Warren, MI invites you to join as a Personal Advisor. In this part-time role, you will engage members with a member-centric approach, identify financial needs, and guide them to the right services while delivering outstanding service. You...Part time
$1,000 per month
College Financial Representatives in the paid post grad program at Northwestern Mutual Metro Detroit (Troy, MI) are provided guidance, connection... ...to interview for a full-time Financial Representative or Advisor role upon graduation. Are you a fit for this post grad program...Full timeLocal areaFlexible hours- Troy University in Troy, MI is seeking a Financial Aid and Veterans Affairs Counselor to provide counseling services related to student financial aid and veterans affairs to students and families on campus and off campus as needed. The role requires processing financial...
- A financial advisory firm located in Troy, MI is seeking an Entry Level Financial Advisor. This full-time, on-site role involves providing comprehensive financial planning and investment advice, assessing clients' financial needs, and managing investment portfolios. Candidates...Full time
$1,000 per month
...Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework... ...to interview for a full-time Financial Representative or Advisor role upon graduation. #LI-Onsite Qualifications Are you...Full timeInternshipLocal areaFlexible hoursNorthwestern Mutual
Sterling Heights, MI5 days ago- Epic, based on our campus in Madison, WI, seeks a Compensation and Stock Programs professional to lead global compensation initiatives and stock programs. You will collaborate with leaders across the company to optimize international programs and deliver creative solutions...WorldwideRelocationVisa sponsorship
$48.27k
Oakland University in Rochester, Michigan is hiring a Financial Aid Adviser to provide essential counseling and advice on financial services. The adviser will manage award packaging, process financial aid applications, and lead workshops for students and parents. This full...Full timeMonday to Friday- Continental is seeking a Senior Financial Analyst to support FP&A and Operations through financial reporting, forecasting, budgeting, and analytics. You will transform financial and operational data into insights that drive performance across multiple lines of business....
- KUKA in Sterling Heights, MI is seeking a Financial Analyst to support Business Partners with cost transparency, financial analysis, and insights for decision-making. You will own advanced cost analysis, forecasting, and performance tracking across assigned areas. The role...
- A financial services company based in Michigan seeks a Financial Advisor to provide holistic financial planning and advisory services to clients. The ideal candidate will develop a client base, analyze investment opportunities, and recommend appropriate strategies. Required...
- Fifth Third Bank in Sterling Heights, MI is seeking candidates for a Retail Personal Banker I. Selected individuals will complete a 4-8 week onboarding with rotations in operations and Sales & Service, culminating in a certification to advance within the Retail Personal...
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Financial Advisor. Be the first to apply!
