Monster

Senior Wealth Advisor

Jobot

Detroit, MI

JOB DETAILS
SALARY
$150,000–$220,000 Per Year
JOB TYPE
Full-time, Employee
SKILLS
Accounting, Alliance/Partner Management, Chartered Financial Analyst (CFA), Communication Skills, Consulting, Customer Relations, Customer Support/Service, Detail Oriented, Develop and Maintain Customers, Estate Planning, Finance, Financial Planning, High Net Worth, Insurance, Interpersonal Skills, Investing Software, Investment Management, Investment Services, Legal, Mentoring, Multitasking, Mutual Funds, Organizational Skills, Relationship Management, Resolve Customer Issues, Retirement Planning, Risk Management, Sales Management, Series 65, Talent Management, Tax Planning, Team Building, Time Management, Training/Teaching, Wealth Management, Work From Home
LOCATION
Detroit, MI
POSTED
27 days ago
Flexible Remote Work Schedule, Incentivized Bonuses, Profit Sharing, and more!

This Jobot Job is hosted by: Kevin Shilney
Are you a fit? Easy Apply now by clicking the "Quick Apply" button and sending us your resume.
Salary: $150,000 - $220,000 per year

A bit about us:

This firm offers comprehensive financial planning and investment management services to individuals, families, and businesses. We are committed to helping our clients achieve their financial goals through a personalized approach that takes into account their unique circumstances and needs. Our team of experienced professionals provides a wide range of services, including retirement planning, estate planning, tax planning, risk management, and investment management. We are dedicated to building long-term relationships with our clients and providing them with the guidance and support they need to navigate the complex world of finance.

We are seeking a highly experienced and motivated Senior Financial Advisor to join our team. The ideal candidate will have a proven track record of leading client relationships and bringing a book of business or network that can be leveraged. This individual will be expected to manage and grow a portfolio of high-net-worth clients, providing them with tailored financial advice and solutions to help them achieve their financial goals.

Why join us?
  • Firm covers 90-95% of Medical Dental Vision
  • Flexible schedule
  • Remote work
  • Guaranteed base salary + incentive bonuses
  • 401k match up to 3%
  • Profit sharing options
  • Travel expenses covered for any company outings or meetings


Job Details

Responsibilities
  • Cultivate and maintain client relationships, building confidence by demonstrating expertise and addressing ongoing client needs.
  • Lead client meetings throughout the wealth planning process to identify complex challenges and offer innovative solutions that help clients achieve their objectives.
  • Collaborate with a team of wealth advisors to deliver comprehensive wealth management advice, including personalized investment portfolios for high-net-worth clients.
  • Support the growth of new client relationships in partnership with strategic collaborators.
  • Dedicate to ongoing professional education and contribute to team development at every level.
  • Provide training and mentorship to associates across the wealth advisory team.

Qualifications
  • Bachelor’s degree required.
  • 10+ years of experience in financial planning, accounting, legal, or other relevant fields.
  • Series 65, CFP, or CFA certification required.

Skills and Knowledge
  • Extensive experience in wealth management, including fee-based consulting, tax, mutual funds, money manager programs, insurance, and financial planning.
  • Proven expertise working with high-net-worth or ultra-high-net-worth clients.
  • Proficient in financial planning and investment software, such as eMoney and MoneyGuide Pro.
  • Exceptional interpersonal, relationship management, and communication skills.
  • Demonstrated experience in talent development, including training and mentoring new team members.
  • Strong organizational and time management abilities to handle multiple priorities in a high-energy setting.
  • High attention to detail.


Interested in hearing more? Easy Apply now by clicking the "Quick Apply" button.

About the Company

J

Jobot

About Jobot

At Jobot, we are disrupting the recruiting and staffing space by:

  • Using the latest AI technology to match jobs to job seekers.

  • Having a culture built on kindness and respect.

  • Hiring experienced recruiters who believe in providing the best possible service to their clients and candidates.  

  • Leveraging Jax™, our proprietary recruiting platform, to expedite and enrich the hiring process.

Jobot is proud that our Jobot Family consists of top-performing recruiters from nearly every industry.  Experienced recruiters know their client's needs, industry nuances, and how to find a great culture addition to join their teams.

COMPANY SIZE
500 to 999 employees
INDUSTRY
Staffing/Employment Agencies
FOUNDED
2018
WEBSITE
https://jobot.com/