Financial Advisor

Job description:

Location : Sturgis, MI (In office) Industry : Wealth Management / Financial Planning Compensation Range : $80-90k plus bonus

About the RoleOur client is an established wealth management practice in Sturgis, Michigan, with a client base built almost entirely through referrals. Led by a founder who has worked in the industry since the 1990s, the practice is supported by a national broker-dealer and RIA platform. They are seeking a financial planning professional to offer investment advice and the management of advisory assets while working alongside the founder on comprehensive financial planning.

The role offers a path toward practice ownership over time alongside other team members. You would join a small, highly educated, long-tenured team known for its kindness, personal service, and family-friendly approach to work.

Key Responsibilities
Manage advisory assets, provide investment advice, and execute trades for clients.
Work alongside the founder to develop and deliver comprehensive financial plans.
Advise individuals and families on retirement planning, IRA rollovers, and wealth transfers.
Provide attentive, personal service to a client base built primarily through referrals.
Collaborate with the firms registered professional and client services associate.
Use Wealthscape, Albridge, and other platform tools for client access and reporting.
Develop the business and leadership skills needed for a future ownership role.
Contribute wherever needed in a small, collaborative office.

Qualifications:

Qualifications
At least two years of paraplanning or financial planning experience, including asset allocation and management of client investments.
CFP designation preferred. Candidates with less experience who hold the CFP designation and are passionate about helping clients are encouraged to apply.
Series 7 and Series 65 or 66 licenses preferred.
An entrepreneurial mindset and a genuine interest in becoming a practice owner.
A strong work ethic, sound judgment, and a commitment to acting in clients best interests.
Kind, ethical, dependable, detail-oriented, resourceful, and professional.
A collaborative approach that fits a close-knit, long-tenured team.

Why is This a Great Opportunity:

What the Practice Offers
A clear path toward practice ownership.
A family-friendly culture that values work-life balance.
A commitment to your professional development through regular feedback, performance reviews, and the opportunity to learn directly from an experienced founder.
An established client base built almost entirely through referrals.
The resources and support of a national broker-dealer and RIA platform.
Health insurance and a SIMPLE IRA with a 3% employer match.