Senior Wealth Advisor

District Partners has been exclusively retained by a nationally recognized, rapidly growing wealth management platform that is expanding its Advisor Referral Channel across Michigan.

This is a rare opportunity for experienced advisors, especially those currently working within custodial referral programs at other wealth management firms, to plug into an established ecosystem of qualified referrals, institutional partnerships, and built-in prospect flow. The firm offers top-tier planning, investment, and technology resources to support continued growth and client success.

Advisors in this channel are empowered to accelerate their business growth without starting from scratch. You will step into a high-volume referral environment, supported by a national brand, sophisticated planning teams, and a reputation for delivering holistic service to high-net-worth individuals, business owners, and multigenerational families.

What You'll Do :

• Serve as the primary advisor to high-net-worth clients, delivering fully integrated wealth management including investment strategy, financial planning, tax, estate, charitable giving, and risk management.
• Receive a steady pipeline of qualified introductions through institutional custodial relationships and referral partners-allowing you to focus on client engagement rather than prospecting.
• Build and deepen relationships through proactive outreach, discovery meetings, and ongoing strategic reviews.
• Partner with in-house planning, investment, and alternative investment specialists to deliver advanced client solutions.
• Utilize state-of-the-art tools (eMoney, Tamarac, CRM, portfolio management platforms) to drive efficiency, growth, and an exceptional client experience.
• Play an active role in market growth initiatives, collaborating with senior leadership to deepen referral partnerships across Texas.
• Participate in investment committee discussions to stay at the forefront of portfolio innovation and market insights.

What Sets This Platform Apart :

What You'll Have :

Who Thrives Here :

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Ready to Elevate Your Advisory Career in Michigan?

If you are an experienced advisor seeking a platform that delivers warm lead flow, long-term equity opportunity, and the freedom to grow your practice with the backing of a national firm-this is the opportunity built for you.

Location : Open to all major markets in Michigan