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Investment Advisor

1 month ago

Grand Blanc, Michigan, United States Mainstay Capital Management, LLC Full time
Job OverviewMainstay Capital Management, LLC is seeking a skilled Financial Advisor to join our team in Troy, MI and Grand Blanc, MI offices. As a Financial Advisor, you will be responsible for managing existing client relationships, developing new client relationships, and providing exceptional client service. This is a client relationship-focused role with no product sales or quotas to meet. Previous book/AUM not necessary.

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 comprehensive financial planning and investment advice to clients.
  • Stay up-to-date on industry trends and developments to provide expert advice to clients.
  • Collaborate with other team members to achieve business objectives.


Requirements
  • Bachelor's degree in finance, business, or related field preferred.
  • Minimum three years of work experience in the investment/finance industry.
  • Solid understanding of financial markets and investments.
  • Industry-related designations (or working towards) such as CFP, CFA, or CPA preferred.
  • Experience with retirement planning software programs such as RightCapital or MoneyGuide Pro preferred.
  • Ambition, high energy, and strong desire to succeed.
  • Excellent communication and relationship-building skills.


About Mainstay Capital Management, LLCMainstay Capital Management, LLC is an independent, fee-only, Registered Investment Advisor with over $4.0 billion under management. Our CEO, David Kudla, is ranked the #1 "Top 100 Independent Financial Advisor" by Barron's and fee-only "Top 100 Wealth Advisor" by Forbes in Southeast Michigan. At Mainstay Capital Management, LLC, we are committed to providing professional, personalized service to our clients.