Associate Financial Advisor: Client Impact & Growth Path

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 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.