Financial Advisor

Financial Advisor – Wealth Management    

About LoVasco

LoVasco is on a mission to inspire, engage, and empower one million people to build healthier and wealthier lives.  
Our core focus is to help organizations deliver world-class benefits and compensation to the employees they care about and steward individual's financial wellbeing in and out of the workplace. 

LoVasco Consulting Group serves two key audiences:

•     B2B- Total Rewards Strategy & Support: HR and C-Suite professionals of middle market organizations looking to build a world-class total rewards strategy, aligning health and retirement benefits, compensation strategy, and overall employee wellbeing. 

•     B2C- Financial Planning & Wealth Management: Individuals looking for concierge-level financial advice in the context of a deep relationship with their advisor. 

The Opportunity 

While LoVasco has had a long history of solving estate and business continuity planning issues  and serving thousands of 401(k) participants, we're expanding our Wealth Management team to offer a full suite of private wealth management services, including independent, unbiased advice to these individuals.

The Job

The Financial Advisor – Wealth Management will serve as a trusted partner to high-net-worth individuals, helping them navigate their financial future with confidence. You'll build deep, long-term relationships with clients, crafting customized financial plans that encompass investment management, estate planning, retirement strategies, and wealth preservation. Beyond advising, you'll play a key role in expanding our client base—networking, uncovering new opportunities, and driving the growth of assets under management (AUM). This is an exciting opportunity for an entrepreneurial, relationship-driven professional who thrives on making meaningful connections and delivering concierge-level financial guidance. 

Job Responsibilities

Build and Strengthen Client Relationships:

•    Become a trusted financial guide, helping clients navigate their financial futures with confidence.

•    Engage with high-net-worth individuals, understanding their goals, concerns, and aspirations.

•    Provide ongoing insights, updates, and strategic advice to ensure clients stay on track toward financial success.

•    Deliver exceptional, concierge-level service—anticipating client needs and exceeding expectations.

Develop Tailored Financial Strategies:

•    Craft customized financial plans that align with clients' wealth-building, retirement, and legacy goals.

•    Analyze financial data, uncover opportunities, and recommend strategic investment solutions.

•    Guide clients through complex wealth management decisions with clarity and confidence.

Be a Leader in Investment Management:

•    Oversee client portfolios with precision—balancing risk, return, and long-term growth.

•    Research and evaluate new investment opportunities, ensuring the best strategies for each client.

•    Leverage technology and data-driven insights to enhance investment decision-making.

•    Communicate market trends in a way that's engaging, digestible, and actionable for clients.

Expand Your Network & Drive Growth:

•    Take charge of business development—networking, building relationships, and expanding your client base.

•    Cultivate connections with professionals, entrepreneurs, and community leaders.

•    Leverage social media, digital tools, and innovative marketing to attract and engage new clients.

Maintain Integrity & Excellence:

•    Uphold the highest standards of ethics, transparency, and client advocacy.

•    Ensure compliance with all financial regulations while delivering seamless, high-touch service.

•    Embrace a culture of continuous learning and professional growth.

About You

People who thrive in this position:

•    Possess an entrepreneurial spirit – driven to grow professionally and personally

•    A connector of people – enjoys engaging with people, cultivating positive relationships

•    Naturally curious – interested in new ideas, absorbing information, curious about many topics 

•    Loves organization and project management – finds satisfaction in creating structure out of ambiguity

•    Values effective communication - believes that words matter and takes pride in written and verbal communication skills

•    Process-oriented and have knowledge of and/or the willingness to learn the Entrepreneurial Operating System (EOS) and David Allen's Getting Things Done (GTD) principles to manage long-term goals and daily projects/tasks

•    Thrives in an accountable environment – Takes extreme ownership over results.

Education, Training, and Experience

•    Bachelor's Degree in Finance, Economics, or other related field 

•    5+ years of job experience required, directly serving high-net-worth individual's financial and estate planning needs

•    Hold Certified Financial Planner CFP designation or progress towards completion

•    Required to hold or obtain licenses including Series 7 and Series 66, State of Michigan Life Insurance license

•    Previous experience with complex financial planning engagements, and a significant record of accomplishments

•    Expertise in financial planning software platforms, especially Right Capital

 Benefits

•    Medical Insurance, including Health Savings Account options

•    Dental Insurance

•    Vision Insurance

• k) plan and company match

•    Employer-paid life insurance

•    Employer-paid short-term and long-term disability insurance

•    Flexible spending account

•    Generous paid time off

•    Paid parental leave

•    Summer Friday hours

•    Professional development assistance

•    Volunteer days with local charity

•    Team building events and outings

•    Sabbatical opportunity