Glades Talent
Heres 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 firms 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
- Preliminary call with hiring team.
- Virtual interview with the Director of Advisory.
- Final step Candidate presentation on their background and approach.
Equal Opportunity Employer (EOE).
Let me know if you'd like any further adjustments!
Compensation:
$150,000-$200,000 per year