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:

• Manage client relationships through ongoing client communication to establish and maintain a complete understanding of their financial objectives
• Identifying and delivering exceptional client-focused customer service in all aspects of asset management, financial plan development, and estate planning
• Serve as the primary point of contact for client relationships
• Lead client meetings and present financial plans
• Deliver educational presentations to clients and staff
• Oversee and monitor individual investment portfolios while ensuring alignment with client goals and objectives
• Mentor and train junior team members
• Consult with attorneys, accountants, and other advisors on financial, estate and tax planning
• Develop new client relationships via existing client referrals and local centers of influence

Qualifications for this role include:

• Bachelor's Degree from an accredited college or university
• CFP designation
• 8+ years of experience in the industry
• 8+ years in an advisory role
• Proficiency with computer programs, including Microsoft Office Suite, financial planning and account management software, MoneyGuidePro experience is a plus
• Technical knowledge and experience in all aspects of financial planning, including financial planning, wealth management, qualified plan acumen, and estate planning
• Demonstrated growth in current or past roles
• Exceptional listening, verbal, and written communication skills
• Ability to manage multiple projects and deadlines, with keen attention to detail
• Strong coaching and leadership skills
• Ability and desire to work successfully in a small company environment

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!