Associate Advisor

Foguth Financial Group; Norton Shores (MI); On-site; USD 60,000 - 110,000; Full time

Benefits offered by this job

Healthcare benefits

Dental benefits

Vision benefits

Bonus program

Company vehicle

Lunch partnership

Other Foguth perks

Job summary

Foguth Financial Group seeks an Associate Financial Advisor to join our expanding Advisory Team. You’ll support advisors, prepare planning materials, and help deliver an exceptional client experience across Michigan and beyond.

In this fast-paced role you’ll manage client requests, maintain records in CRM and Microsoft 365, assist in workshops and seminars, and grow toward advisory responsibilities as licensing progresses.

Qualifications

• Candidates should demonstrate strong organizational and communication skills.
• Ability to manage multiple priorities and follow through on client requests.
• Willingness to pursue Series 65 and Michigan Life & Health licensing.

Responsibilities

• Serve as primary contact for client service requests such as distributions and account updates.
• Prepare client reports and planning materials for reviews and onboarding.
• Maintain accurate client records using CRM and Microsoft 365 tools.
• Support advisors and participate in client workshops and seminars.

Skills

Organizational skills

Relationship building

Client communication

Proactive problem-solver

Multi-tasking

Team collaboration

Education

Series 65 license

Life & Health licensing (Michigan)

Tools

CRM systems

Microsoft 365

Job description

Foguth Financial Group is seeking a motivated, organized and relationship driven Associate Financial Advisor to join our expanding Advisory Team. This role plays a critical part in delivering exceptional client experience while supporting advisor productivity, directly contributing to our continued growth across Michigan and beyond.

In this role, you will work closely with experienced advisors to prepare financial planning materials and support the overall client experience. The ideal candidate thrives in a fast-paced, collaborative environment where accountability and client impact matter. We are excited about this opportunity because Associate Financial Advisors play a key role in supporting client relationships while developing the experience and licensing needed to grow into future advisory roles.

What You’ll Do

• Serve as a primary point of contact for client service requests, ensuring requests such as distributions, contributions, withdrawals, and account updates are handled accurately and efficiently.
• Support Financial Advisors by preparing client reports, financial planning materials, and meeting documentation for client reviews and onboarding.
• Maintain accurate client records by utilizing CRM systems and Microsoft 365 tools to track client activity, follow-up items, and service requests.
• Monitor and manage follow-up tasks to ensure client needs are addressed promptly, and no requests are overlooked.
• Collaborate with advisors and internal teams while also managing responsibilities independently to ensure a seamless client experience.
• Support and participate in educational workshops and retirement seminars, communicating confidently in both small and large group settings (some evening events required).

What We’re Looking For

• Strong organizational and task management skills with the ability to manage multiple priorities and pivot as needed
• Proactive problem-solver with the ability to follow through on client requests and support team objectives
• Warm, professional communicator with strong relationship-building skills, confident presenting in both one-on-one and group settings with clients and internal teams, including client meetings and educational seminars
• Experience with CRM systems and Microsoft 365 applications, or the ability to quickly learn new technology platforms
• Willingness and ability to pursue Series 65 and Michigan Life & Health licensing and attend occasional evening events
• Healthcare, Dental, Vision Benefit options
• Bonus Compensation Program
• Eligibility for Company Vehicle
• Discounted lunch partnership program
• Other Perks specific to Foguth Financial Group

Founded in 2009 by Michael Foguth, Foguth Financial Group was built on a mission to remove barriers, maximize retirement income, and reduce financial stress for those nearing or in retirement. What began with in-home client appointments has grown into a firm with 15 office locations across the United States, headquartered in Brighton, Michigan.

Our commitment to excellence has earned recognition including the Best Investment Firm of Livingston County and the INC 5000 Fastest-Growing Private Companies, reinforcing our reputation as a trusted leader in retirement planning.

Today, our team is dedicated to education and empowering clients to make informed financial decisions with confidence – delivering peace and purpose for our clients’ money. As part of our continued growth, we are expanding our Advisory Team and seeking professionals who want to grow with us.

The right candidate will not only meet the qualifications but live these values daily:

FOGUTH FINANCIAL GROUP’S CORE VALUES

1. Open, honest, positive, ethical

2. Proud and loyal

3. Client first

5. Encourage the heart and show appreciation