Wealth Management Professional

2 days ago


Troy, Michigan, United States VIMA Full time
About VIMA LLC

VIMA LLC is a fee-only IRA firm dedicated to providing comprehensive financial services to high-net-worth individuals and their families.

Salary Range

The estimated annual salary for this role is between $150,000 and $200,000, with potential payouts ranging from 75% to 100% on fees and annuities.

Job Description

This Investment Advisory Expert will develop and manage relationships with high-net-worth clients, assisting them in achieving their financial objectives by implementing customized asset allocation strategies.

Key responsibilities include:

  1. Assessing clients' financial needs and recommending suitable solutions
  2. Developing and maintaining strong relationships with clients
  3. Providing access to innovative investment opportunities
  4. Working remotely from a home or office environment
Requirements
  • Proven track record of engaging with and influencing others
  • Exceptional interpersonal skills
  • Ability to build trust and credibility quickly
  • Goal-oriented with a focus on results
  • Ability to source new clients through prospecting and networking


  • Troy, Michigan, United States Mainstay Capital Management, LLC Full time

    Mainstay Capital Management is a leading Registered Investment Advisor with over $4.0 billion under management.About the RoleThis is a unique opportunity for an ambitious Financial Advisor to join our team in Michigan.The estimated annual salary for this role is between $90,000 and $250,000.No sales targets or commissions apply to this position.Key...

  • Account Professional

    3 weeks ago


    Troy, Michigan, United States Marsh LLC Full time

    About the Role:We are seeking an experienced Account Manager to join our Employee Health & Benefits team. As a key member of our team, you will be responsible for actively managing a book of business to ensure each client's welfare benefit plan needs and goals are met.Key Responsibilities:Manage a portfolio of clients to deliver exceptional service and meet...


  • Troy, Michigan, United States Mainstay Capital Management, LLC Full time

    Mainstay Capital Management is an independent, fee-only Registered Investment Advisor with more than $4.0 billion under management.Role OverviewThis is an exciting opportunity for an experienced Financial Advisor to join our team in Troy, MI or Grand Blanc, MI office.Our advisors are paid a base salary plus a quarterly bonus and other bonuses.The estimated...


  • Troy, Michigan, United States Kirco Management Services LLC Full time

    Why Join Us?Kirco Management Services LLC offers a dynamic and challenging work environment that fosters growth and development. As a member of our team, you will have the opportunity to work closely with experienced professionals who share your passion for real estate and customer service.We are committed to building long-term relationships with our clients...


  • Troy, Michigan, United States Mainstay Capital Management, LLC Full time

    Join Our TeamMainstay Capital Management, LLC is an innovative Registered Investment Advisor dedicated to delivering exceptional client experiences. We're seeking an experienced Financial Advisor to contribute to our success in Troy, MI and Grand Blanc, MI.Our ideal candidate has a strong background in finance, a solid understanding of investment strategies,...


  • Troy, Michigan, United States Aim Global Solutions Full time

    Job OverviewAim Global Solutions, a leading recruitment agency, has an exciting opportunity for an experienced Sales and Account Management Professional to join our team. This is a contract placement position with a Tier 1 Automotive supplier located in Troy, MI.As a key member of our client's sales team, you will be responsible for building and maintaining...


  • Troy, Michigan, United States The Phillip Charles Group -Taylor, Auburn Hills, Livonia, & Southfield Full time

    Overview">The Phillip Charles Group is a renowned recruitment agency with over 30 years of experience in staffing solutions for Metro Detroit businesses. Our team focuses on delivering tailored job opportunities that cater to each candidate's unique skills, interests, and culture fit.">Job Description">We are currently seeking a highly skilled Office Manager...


  • Troy, Michigan, United States PNC Financial Services Group Full time

    Unlock Career OpportunitiesPNC Financial Services Group seeks a skilled Healthcare Treasury Management Advisor to join its Small Business team in Michigan, preferably in Greater Detroit. As a key member of our team, you will be responsible for managing client relationships to generate revenue and deepen share of wallet.About the RoleThis role involves...

  • RN Case Manager

    3 weeks ago


    Troy, Michigan, United States Trinity Health Corporation Full time

    We are seeking a skilled RN Case Manager to join our dynamic team at Trinity Health Corporation. This is an exciting opportunity for a dedicated healthcare professional to collaborate with our interdisciplinary team to provide high-quality patient care.Job Summary:The RN Case Manager will be responsible for managing the progression of patients' care,...


  • Troy, Michigan, United States Corewell Health Full time

    About the RoleThis full-time position is based at our Troy Hospital location, where you will work closely with our team of medical specialists to deliver high-quality patient care. As an OB/GYN Laborist, you will be responsible for providing on-site, restricted obstetric care to patients who require immediate attention.You will work collaboratively with...


  • Troy, Michigan, United States Community Loving Care Hospice Full time

    Expert Nursing Care for End-of-Life PatientsWe are seeking a compassionate and skilled RN Case Manager to join our team at Community Loving Care Hospice in Wentzville, MO. As a dedicated nurse, you will provide expert care to patients and their families during the most vulnerable time of their lives.About Our TeamAt Community Loving Care Hospice, we value...


  • Troy, Michigan, United States Thrive Realty Company Full time

    We are seeking a detail-oriented Transaction Coordinator to join our dynamic team at Thrive Realty Company in southeast Michigan. As a key member of our real estate team, you will be responsible for managing the administrative aspects of transactions from contract to close.About the RoleThe ideal candidate will have excellent communication skills and the...


  • Troy, Michigan, United States LR Management Full time

    About the RoleWe are seeking an experienced Maintenance Technician to join our team at LR Management.This is a great opportunity for a skilled professional looking to grow their career in property maintenance.


  • Troy, Michigan, United States SAS Retail Services Full time

    OverviewSAS Retail Services is a dynamic organization specializing in retail stocking and shelving services. Our team provides efficient product movement, effective display, and inventory management solutions to retail locations.


  • Troy, Michigan, United States VIMA Full time

    Job OverviewVIMA LLC is a fee-only IRA firm located in Troy, MI.CompensationThe estimated salary for this position ranges from $150,000 to $200,000 annually, with a potential payout of 75-100% on fees and annuities.Key ResponsibilitiesThis role involves developing and managing relationships with high-net-worth individuals, their families, and foundations. As...


  • Troy, Michigan, United States VIMA Full time

    VIMA LLC ProfileVIMA LLC is a fee-only IRA firm committed to delivering exceptional financial services to high-net-worth individuals and their families.Estimated SalaryThe estimated annual salary for this role is between $150,000 and $200,000, with potential payouts ranging from 75% to 100% on fees and annuities.Job SummaryThis Investment Advisory Expert...


  • Troy, Michigan, United States Citizens Full time

    About CitizensCitizens is a bank that stands and grows with its clients, providing personalized, world-class financial planning and advice to help them achieve their financial goals.Job DescriptionWe are seeking a Private Client Relationship Manager to join our team. As a key member of the Core Banking Division, you will be responsible for acquiring,...


  • Troy, Michigan, United States Born & Bicknell, Inc. Full time

    Transformative Opportunity">We are seeking an exceptional Obstetrics & Gynecology Physician to join our team at Born & Bicknell, Inc. as a Medical Director for Women's Health.About UsOur comprehensive integrated healthcare network is dedicated to providing high-quality care to thousands of patients every day. We value excellence and teamwork, and we're...


  • Troy, Michigan, United States Rensselaer Polytechnic Institute Full time

    About Rensselaer Polytechnic InstituteRensselaer Polytechnic Institute is a leading institution in higher education, renowned for its innovative research and academic programs. Located on a beautiful 275-acre campus in upstate New York, our university offers a unique blend of academic rigor and hands-on experience.We are committed to creating a diverse and...


  • Troy, Michigan, United States Advantex Inc. Full time

    About the RoleAdvantex Inc. is seeking an experienced Accounting Professional to support our accounting team. In this role, you will be responsible for maintaining accurate financial records and preparing financial reports.Responsibilities:Perform daily accounting tasks using QuickBooks.Prepare financial reports, including Balance Sheets and Profit & Loss...