Associate Financial Advisor

Forgent; Farmington Hills (MI); Sur place; USD 70 000 - 90 000; Plein temps

Avantages offerts par ce poste

Health, Dental, Vision coverage

401(k) with 4% match

CFP tuition support

Gym credit match

Résumé du poste

Forgent Ltda. is seeking a wealth management professional in Farmington Hills, MI to build comprehensive financial plans and participate in client meetings under the guidance of a lead advisor.

This full-time onsite role offers a clear career path toward lead advisor, with structured training and ongoing mentorship. You’ll implement plans using eMoney and other firm tools, handle client requests, and contribute to a team that values client relationships and professional growth.

Qualifications

• Two to five years into your career, or completed wealth management/CFP program.
• Series 7 and Series 66, or at least Series 7.
• OutGoing with clients, strong with technology, including AI tools used daily.

Responsabilités

• Prepare for client meetings and handle follow-up.
• Build financial plans in eMoney and present with lead advisor.
• Handle routine client requests, such as distributions.

Connaissances

Client interaction

Financial planning

Tech savvy

Formation

Series 7

Series 66 or CFP program

Outils

eMoney

CRM software

Description du poste

Earn $70,000 to $90,000 while you build real financial plans, sit in on client meetings, and follow a clear path to lead advisor at a comprehensive wealth management firm in Michigan.

Compensation: $70,000 to $90,000, depending on experience and licensing. 100% employer-paid health, dental, and vision for employees, 401(k) with 4% match, CFP® tuition support, and a gym credit match.

Location: Farmington Hills, MI · Full-time and onsite at its office

About our client

A comprehensive wealth management firm that has served families for more than 30 years and manages about $1 billion in assets. Financial planning, tax planning and preparation, and Medicare guidance all sit under one roof, so associates see the full range of planning, not a narrow slice of it.

Why this role stands out

• You’ll do real planning from the start. You build the plans, spot inefficiencies, and bring recommendations to your lead advisor. Paperwork goes to a separate team.
• Clients will know your name. You sit second chair in meetings, and clients call you directly.
• Your first year is built around your growth: a structured 60-day training program, then nine more months of mentorship. Many associates move into lead advisor roles within a few years.

What you’ll do

• Prepare for client meetings and handle the follow-up afterward.
• Build financial plans in eMoney and the firm’s other tools, and present them alongside your lead advisor.
• Handle routine client requests, such as distributions, so they never land on your lead advisor.

Let’s Talk About You

• You’re two to five years into your career, or you’ve just finished a wealth management or CFP® program.
• You hold the Series 7 and Series 66, or at least the Series 7.
• You’re outgoing with clients, strong with technology, including the AI tools you use every day, and you’d rather support a lead advisor well than try to run the meeting.

How it works

• If our client wants to meet you, we’ll make the introduction.

Why we don’t name the firm

This is a real, open role. Our clients ask us to keep their names private until candidates are further along, so we can’t share every detail here. You’ll learn more as you move forward.