Associate Financial Advisor - Real Planning, Clear Growth Path

Forgent Ltda.; Farmington Hills (MI); On-site; USD 70,000 - 90,000; Full time

Benefits offered by this job

Health, Dental, Vision coverage

401(k) with 4% match

CFP tuition support

Gym credit match

Job summary

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.

Responsibilities

• 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.

Skills

Client interaction

Financial planning

Tech savvy

Education

Series 7

Series 66 or CFP program

Tools

eMoney

CRM software

Job description

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.