Financial Advisor - Grand Rapids
Glades TalentGrand Rapids, MI, US30+ days ago
Job type
- Full-time
Job descriptionConduct educational seminars and workshops to engage potential clients. Guide clients through a thorough fact-finding and needs analysis process. Develop and present customized wealth management strategies and retirement income plans. Conduct periodic client reviews to ensure they remain on track to meet their financial goals. Collaborate with associate advisors and client service teams to enhance the client experience. Maintain compliance with industry regulations and firm policies. 3-7 years of experience as a Financial Advisor (no existing book of business required). NASAA Series 65 (or equivalent) and Michigan Life License required. Strong communication skills, with the ability to present in both large and small group settings . Clean background check and compliance record. Self-motivated, ethical, and driven to provide exceptional client service. 1099 Contractor Role – Includes an initial $1,000 / week draw during training (3-6 months). Income Range : $150,000 – $500,000+ Professional development and growth opportunities within the firm. A company culture built on training, support, and long-term success. Preliminary call with hiring team. Virtual interview with the Director of Advisory. Final step – Candidate presentation on their background and approach.
Job Description
Job Description
Here's the revised job description with the requested changes :
Financial Advisor – Grand Rapids, MI
A well-established and rapidly growing wealth management firm is seeking experienced Financial Advisors to join our expanding team in Grand Rapids, MI. Our firm takes a client-first, educational approach to financial planning, focusing on building strong, lasting relationships with families to help them achieve their financial goals.
Why Join Us?
- No Cold Calling – All leads and prospects are provided through our firm's marketing and educational events.
- Proven Growth Model – Advisors conduct three seminars per month , engaging with 16 households per event to generate new client opportunities.
- Comprehensive Support – A dedicated support staff handles applications and administrative tasks, allowing advisors to focus on client relationships.
- Strong Community Presence – Our firm is the official wealth management partner of University of Michigan athletics and the Detroit Lions.
- Uncapped Earning Potential – Income directly correlates with effort, ambition, and client success.
Responsibilities
Qualifications
Compensation & Benefits
Interview Process
Equal Opportunity Employer (EOE).
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Financial Advisor • Grand Rapids, MI, US
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