Financial Advisor (Licensed)

Job Description

Job Description

Financial Advisor (Licensed)

Compensation: Performance-based compensation structure with uncapped earnings and significant upside
Location: Brighton, MI. Primarily in-office with limited travel

Overview

We are seeking a Financial Advisor to join a growing, client-focused firm. This role is designed for individuals committed to building long-term client relationships, delivering comprehensive financial guidance, and developing a scalable book of business.

This opportunity is best suited for someone with a builder mindset who wants access to qualified opportunities, structured support, and a clear path to production.

Key Responsibilities

• Build, manage, and retain a book of business through client relationships and referrals
• Engage with firm-provided, pre-qualified prospects across events, referrals, and media channels
• Deliver financial planning and investment guidance aligned with client goals
• Execute within a structured client process designed to drive consistent outcomes
• Collaborate with internal resources on case design and planning strategies
• Maintain compliance and stay current on industry trends

Qualifications

• Active Series 65 or 66 license
• Active Life and Health license
• Clean U4/U5 record
• 3+ years of financial services experience preferred
• Strong communication skills and professional presence
• Self-motivated with a high level of accountability

What We Provide

• Uncapped earning potential with a competitive payout structure
• Initial base and draw support during ramp period
• Consistent flow of qualified, pre-screened opportunities
• A structured and proven client acquisition process
• Full support including appointment setting, marketing, administrative processing, and client service
• Access to paraplanning and CPA support
• Collaborative, growth-focused environment

Work Environment & Growth

• Based in Brighton headquarters or Livonia office
• Occasional travel for meetings or client needs, estimated under 10 percent
• Clear path to build, scale, and sustain a high-producing book of business over time

Why Join

This platform is designed to combine independence with infrastructure. Advisors have the ability to build and own their book of business while leveraging consistent opportunity flow, operational support, and a defined process that drives results.