Experienced Financial Advisor - Open-Architecture Platform

Great Lakes Financial Group of Prudential; Ann Arbor (MI); On-site; USD 100,000 - 200,000; Full time

Benefits offered by this job

Medical insurance

Vision insurance

401(k) with 4% match

Pension plan

Job summary

A financial services firm in Ann Arbor, Michigan is seeking an experienced Business Development Manager to leverage a robust client base and create customized financial solutions. Candidates should have a minimum of three years in investment sales and be licensed to sell. The firm offers a competitive compensation package alongside comprehensive benefits, including medical insurance and retirement plans. This position provides the flexibility of an independent advisor with the advantages of being an employee.

Qualifications

• Series 7 and 66 (or 63/65) required.
• Insurance licenses required.
• Three or more years of investment sales experience required.

Responsibilities

• Work with an existing client base.
• Build a strong book of business.
• Create customized financial plans.

Skills

Investment sales

Client relationship management

Financial planning

Job description

A financial services firm in Ann Arbor, Michigan is seeking an experienced Business Development Manager to leverage a robust client base and create customized financial solutions. Candidates should have a minimum of three years in investment sales and be licensed to sell. The firm offers a competitive compensation package alongside comprehensive benefits, including medical insurance and retirement plans. This position provides the flexibility of an independent advisor with the advantages of being an employee.