Financial Services Professional
3 days ago
Mainstay Capital Management, LLC is an independent, fee-only Registered Investment Advisor with over $4.0 billion in assets under management. Our CEO, David Kudla, has been ranked as one of the top financial advisors by reputable publications.
We are seeking a highly skilled Financial Advisor to join our Troy, MI office and our Grand Blanc, MI office. This role will involve managing existing client relationships, developing new ones, and providing exceptional service to help drive business growth.
The ideal candidate will have a solid understanding of financial markets and investments, with a minimum of three years' experience in the industry. A bachelor's degree in finance or business is preferred, along with industry-related designations such as CFP, CFA, or CPA.
Key Responsibilities:
- Manage existing client relationships to ensure high levels of satisfaction and retention.
- Develop new client relationships through referrals, networking, and other means.
- Provide expert advice on retirement planning, asset allocation, estate planning, employee benefits, tax planning, and insurance.
- Candidate must be a flexible, open-minded team player with excellent organizational and communication skills.
Compensation:
A competitive salary ranging from $60,000 to $120,000 per year, depending on experience level, plus a generous quarterly bonus and additional bonuses up to $130,000 annually. We also offer a $20,000 signing bonus.
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Financial Services Professional
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Financial Services Advisor
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Financial Service Coordinator
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Financial Manager
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Financial Career Professional
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Financial Services Representative
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Financial Services Champion
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Financial Services Expert
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Strategic Financial Professional
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Financial Services Advisor
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Financial Services Specialist
2 weeks ago
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Accounting and Financial Services Director
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Property Financial Manager
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Financial Operations Specialist
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Financial Services Representative
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