Financial Advisor: Growth, Client Impact & Equity Options

Wealth Enhancement Group; Saginaw (MI); Hybrid; USD 65,000 - 105,000; Full time

Job summary

Wealth Enhancement Group is seeking a Financial Advisor in Saginaw, MI to work with an advisory team on client planning and relationship management. You will support senior advisors, manage client meetings, and help grow the client base through planning-driven service.

The role requires 4+ years in wealth management, a 4-year degree, and relevant designations/licensing. A base salary with bonuses and equity participation is offered, along with comprehensive benefits and ongoing training.

Qualifications

• 4+ years of experience in wealth management.
• Bachelor’s degree; business/finance/economics preferred.
• Advanced designation required (CFP, CPA, MBA, etc.).
• Series 7, 66 (BD/RIA) and Series 65 (RIA Only).
• Insurance licenses.
• Ability to source and convert prospects to clients with high-level planning-oriented service.
• Excellent analytical, organizational, and communication skills.

Responsibilities

• Manage client relationships and assist senior advisors with complex clients.
• Facilitate the financial planning process and annual reviews.
• Source and close prospective clients; drive referrals from existing clients and channels.
• Present financial advice or plans to clients; assist with meetings and follow-up.
• Place trades and manage accounts; participate in trainings and advisor technology.

Skills

Relationship management

Communication skills

Analytical thinking

Multi-tasking

Prospecting/sales

Education

4-year degree; business/finance/economics preferred

CFP designation

CPA designation

MBA

Series 7

Series 66

Series 65

Insurance licenses

Tools

Advisor/client-facing technology

Job description

Wealth Enhancement Group is seeking a Financial Advisor in Saginaw, MI to work with an advisory team on client planning and relationship management. You will support senior advisors, manage client meetings, and help grow the client base through planning-driven service.

The role requires 4+ years in wealth management, a 4-year degree, and relevant designations/licensing. A base salary with bonuses and equity participation is offered, along with comprehensive benefits and ongoing training.