Junior Financial Advisor

Job Description

Job Description

Junior Financial Advisor
Location: Brighton Headquarters – 1127 S Old US Hwy 23, Brighton, MI 48114
Type: Full-Time | On-site
Reports to: Mark Zeigler II

About Main Financial Group

Main Financial Group is an independent wealth management firm focused on helping individuals and families preserve and protect their financial legacy. We combine strategy, service, and insight to deliver personalized financial plans aligned with each client’s goals and values. As we continue to grow, we are seeking a proactive, detail-oriented Junior Financial Advisor to join our Brighton team and play an active role in supporting advisors, strengthening client relationships, and growing the practice.

Role Overview

We are looking for caring and motivated candidates seeking an entrepreneurial role in the financial services industry. Specifically, our team is searching for individuals with the kind of strong interpersonal skills needed to build lasting client relationships as well as the critical thinking and strategic analysis skills necessary to help others plan financially. A background specifically in finance is not required, but a heart for serving others is essential. Successful candidates also must be hard-working, coachable, and have a history of success as they approach new challenges. New advisors will be in a highly team-driven environment, so ability and desire to work well with others are a must as well.

Key Responsibilities

• Handling inbound calls and emails generated by a book of clients and collaborating on customer communications
• Responding to a range of customer needs, including asset allocation discussions, brokerage needs, basic tax-free and deferred investments, trust and estate planning, as well as income and retirement planning
• Partnering with the Advisory Team and implementing a structured client contact strategy and encouraging annual reviews
• Identifying opportunities for asset consolidation and/or High Net Worth product development, as well as other more sophisticated product offerings
• Conducting basic guidance preparation discussions with clients that support the overall strategies developed for the client
• Assisting with pre- and post-guidance appointments, including making follow-up calls to understand client meeting objectives and prepare for future appointments

Ideal Candidate

• Strong analytical ability with the capacity to synthesize financial information
• Exceptional writing, interpersonal, and client service skills
• Strong presentation skills; comfortable speaking with clients and prospects
• Self-starter with ability to work independently and think critically
• Strong prioritization and organizational skills with attention to detail
• Ability to thrive in a fast-paced, evolving environment
• Goal-oriented, self-motivated, and results-driven mindset
• Strong computer skills, including Microsoft Office
• Team-oriented with a willingness to collaborate and learn from others
• Excellent written and verbal communication skills

Work Environment and Growth

• Based in Brighton, MI Headquarters
• Occasional travel for meetings or client needs, estimated under 10%
• Clear path to build, scale, and sustain a high-producing book of business over time

Qualifications

Required

• College/University degree
• Ability and willingness to obtain Series 65 (NASAA)
• Michigan Life, Accident & Health Insurance licensing requirements
• Strong understanding of financial services products, including equities, bonds, ETFs, annuities, insurance, managed accounts, and structured products
• Strong knowledge of industry, product, and branch procedures

Preferred

• Some industry experience via prior internships preferred

Why Join Us?

• Salary: $50,000 - $65,000 (negotiable based on experience)
• Employer-contributed health insurance plus optional dental and vision (waiting period applies)
• 10 PTO Days (waiting period applies)
• Supportive, high-accountability team environment
• Career development with access to industry tools and training
• On-site role in our Brighton, MI headquarters
• Opportunity to directly impact client experience and firm growth