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Compensation

$60,000 to $100,000 Annually

Employment Type

Full-Time

Why Work Here?

“Customized practice management resources, sincere 1 on 1 coaching, access to target markets, NO PROPRIETARY PRODUCTS”

We are a boutique wealth management firm seeking to hire a Financial Adviser for our Non-Profit/Government Employee Market. This role for the right individual, should provide the right balance of support, training and opportunity to build a great career. We are looking for someone who has tremendous potential, proven they can succeed in this field, but finds themselves currently in a dissatisfied with their current broker-dealer.

The ideal candidate embraces relationship building, has a strong sense of service and excellent communication and analytical skills. We believe the best and brightest in this field embrace both the analytical and ‘people’ elements that future financial advisers will need.

Job Requirements:

  • 2 to 4 years experience as a Financial Advisor and/or insurance sales.
  • Currently Series 7 license, Series 63 and 65 or Series 66. (may consider Series 6)
  • Bachelor’s degree in business, finance, sales, marketing or related field preferred
  • Excellent communication, writing, time management and organization skills.
  • Strong community involvement.
  • Embrace Hard work
  • Ability to listen to client needs and provide financial solutions.
  • Successful completion of background check .

Job Duties:

  • Cultivating existing client relationships including continuing and regular client contact and communications. Growing market share from existing relationships
  • Consistent marketing and prospecting for new clients within existing Mission Point Target Markets and own personal network
  • Tremendous client service, including preparing for client meetings, planning updates, portfolio changes and reviews, information gathering, portfolio returns and implementing recommendations
  • Conduct Investment Research
  • Comprehensive financial planning, including coordinating of asset management, estate planning and risk management.
  • Meet all regulatory obligations.

An attractive compensation package awaits the successful candidate.

Mission Point Planning and Retirement

About Mission Point Planning and Retirement:

You found some success as a financial advisor but get the gnawing feeling that you're a poor fit for your broker-dealer now?

Believe me, we've been there. We got our start at an insurance-based broker dealer and quickly learned that the life of proprietary products requirements, limited solutions and massive restrictions on marketing was no way to build a financial planning practice in the current environment.

As a boutique practice within a large independent B/D and RIA you will be treated like a person but with the support of a massive organization.

Company address: 3250 West Big Beaver Rd Suite 302 Troy, MI 48984

Posted date: 14 days ago

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