Financial Advisor

1 week ago


Farmington Hills, United States Bloom Advisors, Inc Full time

Job description

At Bloom Advisors, we put people first- our clients and our employees. We pride ourselves on being our clients' first phone call for all matters pertaining to their financial wellbeing – from the expected to the unexpected. We are hyper-focused on securing every individual's immediate and long-term financial goals and are looking for a financial advisor to join our tenured team. Since our founding in 1984, we have taken great pride in being a fiduciary serving the mass affluent. We have no conflicts of interest, ever, and are a fee-only firm. Unlike most financial advisors, you do not have your own book of business. Instead, our staff works as a team to support Bloom clients. We believe this collaborative approach allows us to leverage our diverse experiences and expertise to provide clients with the best support possible.


The role: Financial Advisor

Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You are responsible for providing an exceptional experience to our clients and guiding them through their financial journey. You share our commitment to understand, care for, and guide financial decisions involving portfolio management, estate planning, tax planning, risk management, charitable giving, and insurance planning. On a typical day, you may meet with clients to discuss their retirement plans, write for our client newsletters or host a webinar with our community partners.


Key responsibilities

  • Be a key member of our advisory team, providing financial planning and investment advice to our client base.
  • Work closely with clients to fully understand their financial situation, provide solutions to achieve stated goals and objectives, and guide them through their unique journey.
  • Conduct financial planning analyses for clients using our software (MoneyGuidePro).
  • Run reports for clients (using Black Diamond) and document client interactions in our CRM (Wealthbox).
  • Regularly contribute to our quarterly newsletter and online blog.
  • Create presentations and host seminars / webinars with our many community partners.


Who you are:

  • Client Focused: You exhibit unwavering integrity that points toward doing right by clients at every opportunity. Insights, interpersonal skills, and meticulous planning allow you to support and guide your clients. You are passionate about educating clients on the technology and channels available to better monitor, maintain, and handle their investments. You always speak to clients in a language they can understand (as we like to say, no geek speak) and work to educate and empower them to be more aware of their finances.
  • Disciplined Practice Management: You focus on relationship management and demonstrate a deep understanding of your clients, financial markets, and sound business judgment. You'll rely on your personal drive, leadership, and relationship-building skills to expand our business and deliver personalized financial solutions to your clients.
  • The Bloom Way: You treat our clients and your coworkers like family. You provide a holistic view of clients' needs and financial coaching beyond investments. You are a collaborative worker and support your colleagues.


Qualifications

  • At least 4 years in a Financial Advisor role or equivalent financial services experience
  • Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
  • Demonstrated ability and commitment to goals-based planning and advice
  • Outstanding verbal and written communication skills
  • A valid and active Series 65 license is required
  • Certified Financial Planning (CFP®) certification is preferred
  • Attorney with estate planning experience is a bonus
  • Bachelor's degree preferred


What You Will Receive

  • Comprehensive compensation that includes a base salary and quarterly incentives
  • Health insurance, including HSA contribution
  • 401(k) match
  • Flexible work environment – hybrid in person / remote structure
  • Joining an excellent, experienced, and family-focused team
  • Flexible vacation package

  • Lead Financial Advisor

    8 months ago


    Farmington Hills, United States Financial Architects, Inc. Full time

    Are you reaching your full potential as a financial advisor? Are you stuck working right now at a "cubicle farm where nobody knows your name?" Are you tired of these objections: “What fees do you charge?” “What is your commission?” “Are you cheaper than anybody else?” At Financial Architects, we offer a fresh approach based on high-level macro...


  • Farmington Hills, Michigan, United States Financial Architects, Inc. Full time

    At Financial Architects, Inc., we're on the move and growing. We're seeking a highly skilled Lead Financial Advisor to help our clients achieve financial freedom through our innovative planning process. This is an exceptional opportunity for professionals who share our passion for predictable and peak performance.We offer a unique approach based on...

  • Financial Advisor

    6 days ago


    Farmington Hills, United States LPL Financial Holdings, Inc. Full time

    Your career path should lead to real opportunity LPL Financial partners with banks to offer a complete menu of financial services to bank clients. This employment opportunity at Community Choice Credit Union in Farmington Hills, MI would allow you to join the Investment Program at Community Choice Credit Union as a Financial Advisor associated with LPL...

  • Financial Advisor

    20 hours ago


    Farmington Hills, United States Bloom Advisors, Inc Full time

    Job descriptionAt Bloom Advisors, we put people first- our clients and our employees. We pride ourselves on being our clients' first phone call for all matters pertaining to their financial wellbeing - from the expected to the unexpected. We are hyper-focused on securing every individual's immediate and long-term financial goals and are looking for a...


  • Farmington Hills, Michigan, United States Bloom Advisors, Inc Full time

    At Bloom Advisors, Inc., we strive to provide unparalleled financial guidance and support to our clients. As a Financial Advisor Specialist, you will be an integral part of our team, working closely with clients to understand their unique financial situations and goals.The role requires strong analytical and communication skills, with the ability to provide...


  • farmington hills, United States Bloom Advisors, Inc Full time

    Job descriptionAt Bloom Advisors, we put people first- our clients and our employees. We pride ourselves on being our clients' first phone call for all matters pertaining to their financial wellbeing – from the expected to the unexpected. We are hyper-focused on securing every individual's immediate and long-term financial goals and are looking for a...

  • Financial Advisor

    6 days ago


    Auburn Hills, United States Corebridge Financial Full time

    Financial Advisor Who we are. Corebridge Financial helps people make some of the most meaningful decisions they're ever going to make. We help them plan and take action to protect the future they envision and respond to some of life's most difficult moments through the solutions and services we provide. We do this through our broad portfolio of life...


  • Farmington Hills, Michigan, United States Financial Architects, Inc. Full time

    Company OverviewFinancial Architects, Inc. is a forward-thinking financial services company that empowers individuals to live a life of freedom by simplifying the complexity of money decisions.About the RoleWe are seeking an experienced Strategic Financial Planner to join our team. As a full-time advisor, you will help clients create a comprehensive...

  • Financial Advisor

    5 days ago


    Auburn Hills, United States Corebridge Financial Full time

    Financial Advisor - Flint, MI Who we are. Corebridge Financial helps people make some of the most meaningful decisions they're ever going to make. We help them plan and take action to protect the future they envision and respond to some of life's most difficult moments through the solutions and services we provide. We do this through our broad portfolio of...


  • Farmington Hills, Michigan, United States Financial Architects, Inc. Full time

    At Financial Architects, Inc., we are seeking a seasoned Expert Financial Strategist to join our team. As an Expert Financial Strategist, you will play a crucial role in helping clients navigate the complexities of financial planning and achieve their long-term goals.About UsWe help individuals and businesses simplify the complexity of money decisions,...


  • Beverly Hills, United States Raymond James Financial Services Full time

    Description Job Summary: Through distance learning, apprenticeship and training at the firm’s international headquarters, the Advisor Mastery Program (AMP) offers a comprehensive education for the next generation of Raymond James Financial Advisors. The program takes a holistic approach by incorporating training for technical and sales skills to fully...

  • Financial Advisor

    1 week ago


    Rochester Hills, United States TalentWealth Full time

    At TalentWealth Recruiting we assist independent Wealth Management firms across the country in hiring top professionals to join their practices. Our client in Rochester Hills, MI is an independent wealth management team that manages over $400M in assets and is seeking a sharp, motivated, and detail-oriented Financial Advisor to join their team.The practice...

  • Financial Advisor

    1 week ago


    Rochester Hills, United States TalentWealth Full time

    At TalentWealth Recruiting we assist independent Wealth Management firms across the country in hiring top professionals to join their practices. Our client in Rochester Hills, MI is an independent wealth management team that manages over $400M in assets and is seeking a sharp, motivated, and detail-oriented Financial Advisor to join their team.The practice...


  • Beverly Hills, United States Raymond James Financial Incorporated Full time

    Job Summary: Through distance learning, apprenticeship and training at the firm's international headquarters, the Advisor Mastery Program (AMP) offers a comprehensive education for the next generation of Raymond James Financial Advisors. The program takes a holistic approach by incorporating training for technical and sales skills to fully position new...


  • Short Hills, New Jersey, United States Citigroup Full time

    Key Responsibilities">As a Strategic Financial Advisor, you will be responsible for providing expert financial guidance to clients, helping them navigate complex financial situations, and developing comprehensive financial plans to meet their unique needs. You will work closely with clients to understand their financial goals, assess their risk tolerance,...


  • Farmington Hills, Michigan, United States Bloom Advisors, Inc Full time

    About YouYou exhibit unwavering integrity and focus on doing right by clients at every opportunity.You possess outstanding verbal and written communication skills, and ability to educate clients on financial matters.You are passionate about empowering clients to take control of their finances.Requirements include 4+ years of experience in a Financial Advisor...


  • Farmington Hills, Michigan, United States Bloom Advisors, Inc Full time

    **About Us**Bloom Advisors, Inc. is a fee-only firm that prioritizes its clients' financial wellbeing. We take pride in being their first point of contact for all matters related to their financial security - from immediate needs to long-term goals.We have no conflicts of interest and are committed to providing personalized financial solutions to our...


  • Beverly Hills, California, United States Sagient Full time

    Join Our TeamWe are seeking a talented individual to join our expanding team in Los Angeles as a Wealth Management Professional. As a key member, you will have the opportunity to work closely with clients, providing comprehensive guidance across insurance, investment management, and financial planning domains.Our team is passionate about helping clients...


  • Woodland Hills, California, United States Corebridge Financial Full time

    About the RoleThis exciting opportunity allows you to leverage your sales expertise and build a successful career in the financial industry. As an Annuity Sales Expert, you will work closely with external wholesalers and internal departments to provide sales support and gather marketing intelligence to increase sales in a specific territory.Corebridge...


  • Howey-in-the-Hills, Florida, United States WestPoint Financial Group Full time

    WestPoint Financial GroupWelcome to our team! As a member of our highly-skilled advisor team, you will have the opportunity to advance your financial services career with a highly-respected and secure organization.This is a Full-Time role, Monday through Friday, working in a well-appointed office approximately 45 miles NW of downtown Chicago. The successful...