Investment Consultant

2 weeks ago


Rochester Hills, Michigan, United States TalentWealth Full time

Join Our Team as a Wealth Management Advisor

At TalentWealth Recruiting, we specialize in connecting independent wealth management firms with exceptional talent. We are currently seeking a dedicated and detail-oriented Wealth Management Advisor to support a prominent independent financial advisory team.

This role involves managing a portfolio of established client relationships, providing comprehensive financial guidance, and leading client meetings. The ideal candidate will be responsible for presenting tailored financial strategies, addressing client inquiries, and serving as the primary financial consultant.

Key Responsibilities:

  • Engage with clients to understand their financial goals and objectives.
  • Develop and present customized financial plans that align with client needs.
  • Facilitate client meetings and maintain ongoing communication.
  • Utilize financial planning software to enhance client service.

Qualifications:

  • A bachelor's degree or higher in a relevant field.
  • Possession of FINRA series 7 and 66 licenses (or 65 and 63).
  • Certified Financial Planner designation is advantageous.
  • Experience with goals-based financial planning tools is a plus.
  • Exceptional communication, presentation, and interpersonal skills.
  • Ability to articulate complex financial concepts clearly.
  • Strong analytical and problem-solving abilities.
  • Detail-oriented with excellent organizational skills.
  • Commitment to client-centric service and ethical practices.
  • Collaborative team player with a proactive approach.
  • Comfortable working in a dynamic, small company environment.
  • Proficient in Microsoft Word, Excel, and PowerPoint.


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