Financial Advisor
Financial Advisor
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Job Description
Location: Hybrid Troy MI (with offices in Grosse Pointe and St. Clair Shores MI)
Job Type: Full-Time Permanent
Salary Range: As per Exp.
At Client we believe financial advisors should have the freedom to serve their clients without limitations. Thats why we offer a truly advisor-first platform backed by United Planners Financial Services (Member FINRA/SIPC). We provide the infrastructure support and flexibility that empower advisors to take full ownership of their book while maximizing their growth and impact.
This is a hybrid role with the flexibility to work from home and access to our offices in Troy Grosse Pointe and St. Clair Shores MI.
Position SummaryWere looking for an experienced Financial Advisor who brings an existing book of business and a passion for providing tailored financial guidance. In this role youll enjoy autonomy robust transition support and the opportunity to scale your practice without the burden of proprietary product pressure.
Key Responsibilities-
Deliver holistic financial planning and investment advisory services
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Cultivate long-term trust-based relationships with clients
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Create customized financial plans that reflect clients goals risk tolerance and timelines
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Proactively communicate with clients on portfolio performance updates and market trends
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Leverage Spectrums advisor-centric resources including marketing compliance and admin support
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Participate in ongoing professional development and remain current on industry regulations
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FINRA Series 7 and 63 licenses required
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Series 65/66 preferred (or willingness to obtain promptly)
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4 years of experience in financial advising with a proven client portfolio
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Bachelors degree in Finance Business or a related field
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Clean U4 and professional background
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Excellent interpersonal and communication skills
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Entrepreneurial mindset and a strong client-first attitude
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Top-tier payout structure with no caps-maximize your earnings
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Full ownership of your book of business and client relationships
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Open architecture platform-no proprietary product pressure
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Back-office support including compliance admin and marketing assistance
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Personalized transition assistance to ensure a seamless move
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A collaborative and entrepreneurial environment built around your success
Employment Type
Full Time
