Financial Services Specialist

3 weeks ago


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

Mainstay Capital Management is a leading independent, fee-only Registered Investment Advisor with over $4.0 billion under management.

Salary & Benefits

The base salary for this role ranges from $60,000 to $120,000 per year, with additional annual bonuses ranging from $30,000 to $130,000.

A generous signing bonus of $20,000 is also offered.

Job Description

This is a client relationship-focused position with no product sales or quotas to meet.

You will be responsible for managing existing client relationships and developing new ones, ensuring the firm meets clients' broad financial needs.

  • Understand and communicate clients' goals.
  • Simplify complex financial concepts for clients.

The ideal candidate has experience advising clients on retirement planning, asset allocation, estate planning, employee benefits, tax planning, and insurance.

Certified Financial Planners and Chartered Retirement Counselors are preferred.

We take care of our clients first, and referrals follow naturally.

We believe in taking exceptional care of our clients.



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