Financial Advisor | Troy, Michigan

Reference Number: HRJ6401
Location: Troy, Michigan

Judson Group has been retained by a well-regarded bank in the search for a Financial Advisor to grow and service a client base within the Southeast Michigan footprint. This individual is responsible for attending client and prospect meetings and offering clients comprehensive wealth management services. This is a unique opportunity to be the sole Advisor leveraging the bank’s seven local branches to grow a client base. The Advisor will also be given a small client base to manage as well.

The ideal candidate has a financial planning background and successful business development track record.

Responsibilities:

  • Develop new business development skills and build referral network.
  • Advise clients on a variety of financial matters including preparation of individualized wealth management plans.
  • Responsible for thorough knowledge of client portfolios and accounts.
  • Prepare client financial plans and documents for client meetings.
  • Attend client meetings and develop and maintain long-term client relationships.

Requirements:

  • 5+ years of experience advising clients in a support or lead role.
  • Bachelor’s degree required; advanced degree highly desired.
  • CFP highly desired; Series 7, 63/65 or 66 required.
  • Desired traits include client service mentality, self-starter, and sense of urgency.
  • Exceptional communication and presentation skills.

Compensation: Attractive compensation package including base salary, bonus, and benefits

Location: Troy, Michigan

Reference Number: HRJ6401

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