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Financial Advisor - Grand Rapids

Financial Advisor - Grand Rapids

Glades TalentGrand Rapids, MI, US
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Job Description

Job Description

Here's the revised job description with the requested changes :

Financial Advisor – Grand Rapids, MI

A well-established and rapidly growing wealth management firm is seeking experienced Financial Advisors to join our expanding team in Grand Rapids, MI. Our firm takes a client-first, educational approach to financial planning, focusing on building strong, lasting relationships with families to help them achieve their financial goals.

Why Join Us?

  • No Cold Calling – All leads and prospects are provided through our firm's marketing and educational events.
  • Proven Growth Model – Advisors conduct three seminars per month , engaging with 16 households per event to generate new client opportunities.
  • Comprehensive Support – A dedicated support staff handles applications and administrative tasks, allowing advisors to focus on client relationships.
  • Strong Community Presence – Our firm is the official wealth management partner of University of Michigan athletics and the Detroit Lions.
  • Uncapped Earning Potential – Income directly correlates with effort, ambition, and client success.

Responsibilities

  • Conduct educational seminars and workshops to engage potential clients.
  • Guide clients through a thorough fact-finding and needs analysis process.
  • Develop and present customized wealth management strategies and retirement income plans.
  • Conduct periodic client reviews to ensure they remain on track to meet their financial goals.
  • Collaborate with associate advisors and client service teams to enhance the client experience.
  • Maintain compliance with industry regulations and firm policies.

    • Qualifications

  • 3-7 years of experience as a Financial Advisor (no existing book of business required).
  • NASAA Series 65 (or equivalent) and Michigan Life License required.
  • Strong communication skills, with the ability to present in both large and small group settings .
  • Clean background check and compliance record.
  • Self-motivated, ethical, and driven to provide exceptional client service.

    • Compensation & Benefits

  • 1099 Contractor Role – Includes an initial $1,000 / week draw during training (3-6 months).
  • Income Range : $150,000 – $500,000+
  • Professional development and growth opportunities within the firm.
  • A company culture built on training, support, and long-term success.

    • Interview Process

  • Preliminary call with hiring team.
  • Virtual interview with the Director of Advisory.
  • Final step – Candidate presentation on their background and approach.

    • Equal Opportunity Employer (EOE).

    Let me know if you'd like any further adjustments!

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    Financial Advisor • Grand Rapids, MI, US

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