Financial Advisor - Grand Rapids

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

• Conduct 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.

Qualifications

• 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.

Compensation & Benefits

• 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.

Interview Process

1. Preliminary call with hiring team.
2. Virtual interview with the Director of Advisory.
3. Final step – Candidate presentation on their background and approach.

Equal Opportunity Employer (EOE).

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