Associate Financial Advisor

Inspire Wealth; Brighton (MI); On-site; USD 75,000 - 100,000; Full time

Job summary

Inspire Wealth is seeking an Associate Financial Advisor in Brighton/Ann Arbor, Michigan, to support advisors and build client relationships. The role focuses on meeting preparation, financial planning support, and client follow-up, with increasing responsibility over time.

You will develop skills in retirement and investment planning, Social Security, tax strategies, estate planning, and client service, aiming to grow into a Financial Advisor role providing coordinated financial guidance.

Qualifications

• Education or experience in finance, financial planning, accounting, economics, business or related field.
• Financial services or client-facing experience.
• Series 65/66 or similar licensing.
• CFP coursework or interest in pursuing the CFP designation.
• Strong written and verbal communication skills.
• Candidates may be supported to obtain necessary licenses and education.

Responsibilities

• Develop and nurture client relationships and coordinate with advisors.
• Prepare for and participate in client meetings.
• Track and complete client follow-up and action items.
• Assist with paperwork, account openings and transfers.
• Support planning in areas such as retirement, investments and tax strategies.
• Coordinate with team to ensure coordinated financial guidance for clients.
• Help with business development—prospecting, referrals, events.

Skills

Financial planning

Client relationships

Communication skills

Team coordination

Business development

Education

Finance related degree

Series 65/66 licensing

CFP coursework / CFP pursuit

Job description

Inspire Wealth | Brighton / Ann Arbor, Michigan

Full-Time

Compensation:

Base salary plus performance and growth incentives.

Years 1–2: Potential to earn $75,000+ total compensation

Years 3–5: Potential to earn $100,000+ as responsibilities, client relationships, and contributions to firm growth increase

About Inspire Wealth:

Inspire Wealth is a growing independent financial planning firm serving individuals, families, retirees, professionals, and business owners.

We take a comprehensive approach to financial planning by helping coordinate investments, retirement strategies, taxes, estate planning, insurance, asset protection, and other important financial decisions.

We are looking for an Associate Financial Advisor who wants to build a long-term career, develop strong client relationships, and grow alongside the firm.

The Role:

The Associate Financial Advisor will work closely with our advisors and team to support clients while developing the skills needed to become a Financial Advisor.

Initially, you will focus on meeting preparation, financial planning support, client follow-up, account coordination, and making sure client needs are handled.

As you grow, you will take on more responsibility, including participating in and eventually leading client meetings, developing planning recommendations, managing client relationships, and contributing to business development.

Key Responsibilities:

• Client Relationships
• Prepare for and participate in client meetings
• Track and complete client follow-up
• Help clients with paperwork and action items
• Build trusted relationships with clients
• Assist with planning in areas such as:
• Retirement and investment planning
• Social Security and Medicare
• Roth conversions and tax strategies
• Estate and asset protection planning
• Insurance and long-term care
• Cash-flow and beneficiary planning
• Business-owner and retirement plan strategies

You are not expected to know everything on day one. We want someone who is motivated to learn and develop their planning expertise.

• Account & Investment Support
• Assist with account openings and transfers
• Prepare investment proposals and reviews
• Coordinate distributions and contributions
• Monitor pending transactions
• Team Coordination
• Work with advisors, operations, tax, Medicare, insurance, estate planning professionals, and other partners to ensure clients receive coordinated financial guidance.
• Business Development
• As you grow in the role, you may participate in:
• Prospect meetings and referrals
• Educational and community events
• Professional networking
• Marketing initiatives
• Developing new client relationships

This is not a traditional cold-calling or friends-and-family sales position.

Process Improvement:

We want someone who takes initiative and looks for ways to improve workflows, technology, client follow-up, planning processes, and the overall client experience.

This position is designed to grow with you.

Preferred Qualifications

• Education or experience in finance, financial planning, accounting, economics, business, or a related field
• Financial services or client-facing experience
• Series 65, Series 66, or similar licensing
• CFP® coursework or interest in pursuing the CFP® designation
• Strong written and verbal communication skills
• Candidates do not need to have every credential today. We are willing to invest in someone with strong potential who is committed to obtaining the necessary licenses and education.

What Success Looks Like:

Within the first 12–24 months, you should be developing the ability to independently prepare for meetings, confidently participate in client conversations, manage follow-up, identify planning opportunities, build trusted client relationships, and take increasing responsibility from senior advisors.

Ultimately, we want to develop someone into a highly capable Financial Advisor who can manage client relationships, contribute to the growth of Inspire Wealth, and build a rewarding long-term career.