Senior Financial Advisor

Senior Financial Advisor

Location : Midland, MI

Compensation : $160,000 - $180,000 + incentive

Status : Full time, In office

We are an employee-owned holistic financial services firm based in Midland, MI, offering a wide range of financial planning solutions. The firm’s culture is steeped in core values that are integral to its success. We are a tight knit team that enjoys building relationships and are passionate about providing the best experience possible to clients, prospects, and teammates.

We are looking for a highly motivated Senior Financial Advisor with an entrepreneurial spirit who will build strong relationships with clients and assist them with attaining their financial goals. You will find developing and maintaining financial plans for high-net-worth individuals both intellectually stimulating and personally rewarding. A successful candidate will formulate, implement, and monitor a variety of planning strategies related to cash flow, income tax and estate planning, insurance and risk management, and investment portfolio analysis and oversight.

This position is designed to provide a career path leading to the role of Lead Advisor.

Some of the top qualities that we seek in new team members include :

• A sincere commitment to both client and team success
• A personal interest in continuous education and new planning concepts in the wealth management industry
• Reliability, integrity, and a proven record of strong client relationship-building
• Exceptional communication skills, both written and verbal
• Detail oriented
• Problem-solving skills
• Client-first attitude
• Entrepreneurial spirit

Professional demeanor and a team player

As a Senior Financial Advisor , you will manage all aspects of financial planning and investment management for our valued clients. You'll be comfortable and confident when interacting with clients to ensure a thorough and robust financial planning experience. In addition to delivering an exceptional client experience, you will actively contribute to the firm’s growth through business development and relationship cultivation.

In your new role, you can expect to :

Qualifications for this role include :

We welcome a diverse pool of applicants from various backgrounds and urge you to apply to learn more about what our firm offers and see if it might be an attractive fit. We look forward to meeting you!

Compensation :

$160,000-$180,000 per year