Wealth Development Specialist

1 week ago


Troy, Michigan, United States VIMA Full time
Job Description

Join VIMA LLC, a fee-only IRA located in Troy, MI, as a Financial Advisor and embark on a rewarding career in wealth development.

Compensation Package:

An estimated salary range of $120,000 - $160,000 per year.

Your primary responsibility will be to cultivate and maintain relationships with high-net-worth individuals, their families, and foundations.

  1. Key Performance Indicators:
  2. Develop and implement customized financial strategies to meet the unique needs of each client.
  3. Collaborate with clients to create and execute long-term asset allocation plans.
  4. Deliver exceptional service and build trust with clients through proactive communication and results-driven solutions.
  5. Identify and pursue new business opportunities through strategic networking and prospecting efforts.

Core Competencies:

  • Strong interpersonal and relationship-building skills.
  • Ability to engage and influence others.
  • Results-oriented approach with a focus on delivering exceptional outcomes.
  • Proficiency in sourcing new clients through targeted marketing and networking efforts.

About Our Organization:

VIMA LLC is a fee-only IRA committed to providing cutting-edge financial solutions to our clients.



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