Associate Financial Advisor

Associate Financial Advisor

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Inspire Wealth | Brighton / Ann Arbor, Michigan

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Full-Time

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Career Path

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Associate Financial Advisor > Financial Advisor > Lead Advisor

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Compensation:

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Base salary plus performance and growth incentives.

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Years 1–2: Potential to earn $75,000+ total compensation

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Years 3–5: Potential to earn $100,000+ as responsibilities, client relationships, and contributions to firm growth increase

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About Inspire Wealth:

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Inspire Wealth is a growing independent financial planning firm serving individuals, families, retirees, professionals, and business owners.

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We take a comprehensive approach to financial planning by helping coordinate investments, retirement strategies, taxes, estate planning, insurance, asset protection, and other important financial decisions.

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We are looking for an Associate Financial Advisor who wants to build a long-term career, develop strong client relationships, and grow alongside the firm.

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The Role:

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The Associate Financial Advisor will work closely with our advisors and team to support clients while developing the skills needed to become a Financial Advisor.

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Initially, you will focus on meeting preparation, financial planning support, client follow-up, account coordination, and making sure client needs are handled.

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As you grow, you will take on more responsibility, including participating in and eventually leading client meetings, developing planning recommendations, managing client relationships, and contributing to business development.

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Key Responsibilities:

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• Client Relationships
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• Prepare for and participate in client meetings
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• Track and complete client follow-up
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• Help clients with paperwork and action items
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• Maintain accurate client information
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• Build trusted relationships with clients
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• Financial Planning
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• Assist with planning in areas such as:
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• Retirement and investment planning
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• Social Security and Medicare
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• Roth conversions and tax strategies
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• Estate and asset protection planning
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• Insurance and long-term care
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• Cash-flow and beneficiary planning
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• Business-owner and retirement plan strategies
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You are not expected to know everything on day one. We want someone who is motivated to learn and develop their planning expertise.

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• Account & Investment Support
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• Assist with account openings and transfers
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• Prepare investment proposals and reviews
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• Coordinate distributions and contributions
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• Monitor pending transactions
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• Support investment implementation
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• Team Coordination
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• Work with advisors, operations, tax, Medicare, insurance, estate planning professionals, and other partners to ensure clients receive coordinated financial guidance.
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• Business Development
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• As you grow in the role, you may participate in:
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• Prospect meetings and referrals
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• Educational and community events
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• Client appreciation events
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• Professional networking
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• Marketing initiatives
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• Developing new client relationships
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This is not a traditional cold-calling or friends-and-family sales position.

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Process Improvement:

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We want someone who takes initiative and looks for ways to improve workflows, technology, client follow-up, planning processes, and the overall client experience.

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Career & Compensation Growth:

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This position is designed to grow with you.

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Preferred Qualifications

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• Bachelor’s degree
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• Education or experience in finance, financial planning, accounting, economics, business, or a related field
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• Financial services or client-facing experience
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• Series 65, Series 66, or similar licensing
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• CFP® coursework or interest in pursuing the CFP® designation
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• Strong written and verbal communication skills
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• Candidates do not need to have every credential today. We are willing to invest in someone with strong potential who is committed to obtaining the necessary licenses and education.
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What Success Looks Like:

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Within the first 12–24 months, you should be developing the ability to independently prepare for meetings, confidently participate in client conversations, manage follow-up, identify planning opportunities, build trusted client relationships, and take increasing responsibility from senior advisors.

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Ultimately, we want to develop someone into a highly capable Financial Advisor who can manage client relationships, contribute to the growth of Inspire Wealth, and build a rewarding long-term career.

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Inspire Wealth

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Inspire Your Today. Plan Your Tomorrow.

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