Financial Career Professional

5 days ago


Troy, Michigan, United States VIMA Full time
Job Overview

This is an exciting opportunity to join VIMA LLC, a fee-only IRA located in Troy, MI as a Financial Advisor.

Estimated Salary Range:

$120,000 - $160,000 per year

The successful candidate will be responsible for developing and managing relationships with high-net-worth individuals, their families, and foundations.

  • Fundamental Responsibilities:
  • Assist clients in building and preserving their financial wealth through long-term asset allocation strategies.
  • Provide access to innovative investment ideas and opportunities that align with each client's risk tolerance.
  • Built trust and credibility with clients by delivering exceptional service and results-oriented solutions.
  • Sourced new business through prospecting and networking.

Essential Skills and Qualifications:

  • Proven ability to engage and influence others.
  • Exceptional interpersonal and relationship-building skills.
  • Goal and results-oriented approach.
  • Able to source clients through prospecting and networking.

About VIMA LLC:

VIMA LLC is a fee-only IRA dedicated to providing innovative financial solutions to its clients.



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