Financial Advisor

NPAworldwide; Sturgis (MI); Presencial; USD 80.000 - 90.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Health insurance

SIMPLE IRA with 3% employer match

Descripción de la vacante

NPAworldwide seeks a financial planning professional in Sturgis, MI to manage advisory assets, provide investment advice, and work with the founder on comprehensive financial planning. The role offers a path toward practice ownership, a collaborative team, and a client base largely built through referrals.

You will join a small, educated team centered on personal service, family‑friendly culture, and long‑term growth within a national broker‑dealer and RIA platform.

Formación

• Two years of paraplanning or financial planning experience including asset allocation and managing client investments.
• CFP designation preferred; candidates with CFP who are passionate about helping clients encouraged to apply.
• Series 7 and Series 65 or 66 licenses preferred.
• Entrepreneurial mindset and genuine interest in becoming a practice owner.
• Collaborative, ethical, and client‑focused professional.

Responsabilidades

• Manage advisory assets, provide investment advice, and execute trades for clients.
• Collaborate with founder to develop and deliver comprehensive financial plans.
• Advise individuals and families on retirement planning, IRA rollovers, and wealth transfers.
• Provide attentive, personal service to a referral‑based client base.
• Coordinate with registered professional and client services associate.
• Utilize Wealthscape, Albridge, and other tools for client access and reporting.

Conocimientos

Paraplanning

Investment advisory

Client relationship management

Team collaboration

Educación

CFP designation

Series 7/65/66 licenses

Herramientas

Wealthscape

Albridge

Descripción del empleo

Job Description

Location: Sturgis, MI (In office)Industry: Wealth Management / Financial PlanningCompensation Range: $80-90k plus bonus

About the Role

About the RoleOur client is an established wealth management practice in Sturgis, Michigan, with a client base built almost entirely through referrals. Led by a founder who has worked in the industry since the 1990s, the practice is supported by a national broker-dealer and RIA platform. They are seeking a financial planning professional to offer investment advice and the management of advisory assets while working alongside the founder on comprehensive financial planning.

The role offers a path toward practice ownership over time alongside other team members. You would join a small, highly educated, long-tenured team known for its kindness, personal service, and family-friendly approach to work.

Key Responsibilities

• Manage advisory assets, provide investment advice, and execute trades for clients.
• Work alongside the founder to develop and deliver comprehensive financial plans.
• Advise individuals and families on retirement planning, IRA rollovers, and wealth transfers.
• Provide attentive, personal service to a client base built primarily through referrals.
• Collaborate with the firms registered professional and client services associate.
• Use Wealthscape, Albridge, and other platform tools for client access and reporting.
• Develop the business and leadership skills needed for a future ownership role.
• Contribute wherever needed in a small, collaborative office.

Qualifications

• At least two years of paraplanning or financial planning experience, including asset allocation and management of client investments.
• CFP designation preferred. Candidates with less experience who hold the CFP designation and are passionate about helping clients are encouraged to apply.
• Series 7 and Series 65 or 66 licenses preferred.
• An entrepreneurial mindset and a genuine interest in becoming a practice owner.
• A strong work ethic, sound judgment, and a commitment to acting in clients best interests.
• Kind, ethical, dependable, detail-oriented, resourceful, and professional.
• A collaborative approach that fits a close-knit, long-tenured team.

Why Is This a Great Opportunity

What the Practice Offers

• A clear path toward practice ownership.
• A family-friendly culture that values work-life balance.
• A commitment to your professional development through regular feedback, performance reviews, and the opportunity to learn directly from an experienced founder.
• An established client base built almost entirely through referrals.
• The resources and support of a national broker-dealer and RIA platform.
• Health insurance and a SIMPLE IRA with a 3% employer match.