Financial Advisor with Athletic Background

Ace Financial; Troy (MI); Hybrid; USD 539,133 - 1,977,243; Full time

Benefits offered by this job

Performance-based earnings

Fully funded retirement package

Comprehensive medical, vision, and dental plans

Parental benefits

Job summary

A leading financial services firm in Troy, MI seeks a Financial Advisor to engage clients, provide personalized financial guidance, and implement tailored strategies for asset protection. Responsibilities include regular review of clients' financial plans and cultivation of a strong client network. The position offers flexible work-from-home options, a fully funded retirement package, and comprehensive medical benefits, including life and disability insurance. Join a dynamic team focused on helping clients achieve their financial goals.

Responsibilities

• Engage with clients to understand their financial needs and provide guidance.
• Design and implement tailored financial strategies to safeguard assets.
• Regularly review and update clients' financial plans and insurance policies.
• Cultivate a network of clients through referrals and community involvement.

Job description

Key Responsibilities

As a Financial Advisor, your primary role will be to engage with clients to understand their comprehensive financial needs, providing personalized guidance to help them achieve their financial protection and planning goals. You will design and implement tailored strategies that safeguard clients' assets, income, and overall financial well‑being, ensuring their long‑term security. Regularly reviewing and updating clients' financial plans and insurance policies to reflect any changes in their circumstances or goals will be crucial to ensure continuous protection. Additionally, you will cultivate a robust network of clients through referrals, active community involvement, and professional associations.

Compensation & Benefits

• Performance-based earnings and revenue
• Average advisor annual revenue in our Metro Detroit office for the year 2025: $539,133.
• Top 25% advisor annual revenue: $1,316,839.
• Top 10% advisor annual revenue: $1,977,243.
• Additional income structure provided to support training and early development.
• Renewal income earned for continued client support and policy management.
• Bonus programs and expense allowances.
• Support for insurance & investment licensing.
• Fully company-funded retirement package and pension plan.
• Competitive and comprehensive medical, vision, and dental plans.
• Life Insurance and Disability Income Insurance.
• Parental benefits at every stage of family planning.

Flexible work from home options available.

Office is located at: 101 W. Big Beaver Road, Suite 500, Troy, MI.