Financial Advisor

Elite Income Advisors; Free Soil (MI); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

Performance-based bonuses

Commission and incentive programs

Health, dental, and vision insurance

401(k) with company match

Paid time off and holidays

Continuing education and certification

Weekly company events and outings

Job summary

Elite Income Advisors is seeking a committed financial professional to guide clients toward their objectives within a fiduciary framework. The firm provides full operational support, including paperwork processing, compliance management, and office infrastructure, so Advisors can focus on client outcomes.

Advertised roles include high-net-worth warm leads, competitive compensation with bonuses and commissions, and comprehensive benefits.

Qualifications

• FINRA Series 65 license required.
• Bachelor’s degree in Finance, Economics, Business, or related field; Master’s preferred.
• Proven ability to build and maintain a book of business.
• Excellent analytical, organizational, and communication skills.
• Ability to build trust and maintain long-term client relationships.
• Proficiency with financial planning software and CRM systems.

Responsibilities

• Build and maintain strong relationships with individual and business clients.
• Analyze clients’ financial status, risk tolerance, and objectives to develop comprehensive financial plans.
• Recommend investment strategies, insurance products, and other financial services tailored to client needs.
• Monitor client portfolios and provide ongoing financial advice and updates.
• Assist clients in understanding and navigating complex financial decisions.
• Conduct regular review meetings with clients to assess financial performance and adjust plans accordingly.

Skills

Building relationships

Financial analysis

Financial planning software

CRM systems

High-net-worth experience

Sales background

Education

Bachelor’s degree in Finance, Economics, Business, or related field

Master’s degree (preferred)

Tools

Financial planning software

CRM systems

Job description

• Build and maintain strong relationships with individual and business clients.
• Analyze clients’ financial status, risk tolerance, and objectives to develop comprehensive financial plans.
• Recommend investment strategies, insurance products, and other financial services tailored to client needs.
• Monitor client portfolios and provide ongoing financial advice and updates.
• Assist clients in understanding and navigating complex financial decisions.
• Conduct regular review meetings with clients to assess financial performance and adjust plans accordingly.
• FINRA Series 65 required.
• Bachelor’s degree in Finance, Economics, Business, or a related field (Master’s preferred).
• Proven ability to build and maintain a book of business.
• Excellent analytical, organizational, and communication skills.
• Ability to build trust and maintain long‑term relationships with clients.
• Proficiency in financial planning software and CRM systems.

Preferred Skills

• Experience with high-net-worth clients
• Sales background

Series 65 License (Required)

Life and Health License

• Performance-based bonuses
• Commission and incentive programs
• Health, dental, and vision insurance
• 401(k) with company match
• Paid time off and holidays
• Continuing education and certification support
• WEEKLY company events and outings

If you’re a committed financial professional who puts clients first and embraces fiduciary responsibility, we encourage you to apply for this exciting role. Join us in guiding clients towards their financial objectives, while adhering to the highest standards of integrity and professionalism.

About Us

At Elite Income Advisors we provide full operational support, including paperwork processing, compliance management, and office infrastructure, so you can concentrate on what you do best: helping clients achieve their financial goals. At EIA, cold calling does not exist (high net-worth warm leads provided). This is an ideal opportunity for advisors who want to grow their business in a streamlined, supportive environment without the distractions of running an office.

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