Financial Advisor

About the role

Our client is an established wealth management practice in Sturgis, Michigan, with a client base built almost entirely through referrals. Led by a founder who has worked in the industry since the 1990s, the practice is supported by a national broker-dealer and RIA platform. They are seeking a financial planning professional to offer investment advice and the management of advisory assets while working alongside the founder on comprehensive financial planning. The role offers a path toward practice ownership over time alongside other team members. You would join a small, highly educated, long-tenured team known for its kindness, personal service, and family-friendly approach to work.

Responsibilities

• Manage advisory assets, provide investment advice, and execute trades for clients.
• Work alongside the founder to develop and deliver comprehensive financial plans.
• Advise individuals and families on retirement planning, IRA rollovers, and wealth transfers.
• Provide attentive, personal service to a client base built primarily through referrals.
• Collaborate with the firm's registered professional and client services associate.
• Use Wealthscape, Albridge, and other platform tools for client access and reporting.
• Develop the business and leadership skills needed for a future ownership role.
• Contribute wherever needed in a small, collaborative office.

Qualifications

• At least two years of paraplanning or financial planning experience, including asset allocation and management of client investments.
• CFP designation preferred.
• Candidates with less experience who hold the CFP designation and are passionate about helping clients are encouraged to apply.
• Series 7 and Series 65 or 66 licenses preferred.
• An entrepreneurial mindset and a genuine interest in becoming a practice owner.
• A strong work ethic, sound judgment, and a commitment to acting in clients' best interests.
• Kind, ethical, dependable, detail-oriented, resourceful, and professional.
• A collaborative approach that fits a close-knit, long-tenured team.

Pay

$80-90k plus bonus

Benefits

• Clear path toward practice ownership
• Family-friendly culture that values work-life balance
• Commitment to professional development through regular feedback, performance reviews, and the opportunity to learn directly from an experienced founder
• Established client base built almost entirely through referrals
• Resources and support of a national broker-dealer and RIA platform
• Health insurance and a SIMPLE IRA with a 3% employer match