Investment Advisor — Path to Ownership in Local Practice

Right Executive Search, LLC; Sturgis (MI); On-site; USD 70,000 - 110,000; Full time

Benefits offered by this job

Health insurance

SIMPLE IRA 3% match

Job summary

Right Executive Search, LLC places a financial planning professional with an established wealth management practice in Sturgis, Michigan. You will offer investment advice, manage advisory assets, and work with the founder on comprehensive financial planning within a close-knit team.

The role provides a clear path toward practice ownership, a family-friendly culture, and support from a national broker-dealer and RIA platform, including health insurance and a SIMPLE IRA with a 3% employer match.

Qualifications

• 2+ years paraplanning or financial planning experience including asset allocation and client investments.
• CFP designation preferred; candidates with CFP designation are encouraged to apply.
• Series 7 and Series 65 or 66 licenses preferred.
• Entrepreneurial mindset and genuine interest in becoming a practice owner.
• Strong work ethic, sound judgment, and commitment to acting in clients’ best interests.

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 through referrals.
• Collaborate with the firm’s registered professional and client services associate.
• Use Wealthscape, Albridge, and other platform tools for client access and reporting.
• Develop the business and leadership skills for a future ownership role.
• Contribute wherever needed in a small, collaborative office.

Skills

Paraplanning experience

Entrepreneurial mindset

Team collaboration

Strong work ethic

Client service mindset

Education

CFP designation

FINRA Series 7/65/66 licenses

Job description

Right Executive Search, LLC places a financial planning professional with an established wealth management practice in Sturgis, Michigan. You will offer investment advice, manage advisory assets, and work with the founder on comprehensive financial planning within a close-knit team.

The role provides a clear path toward practice ownership, a family-friendly culture, and support from a national broker-dealer and RIA platform, including health insurance and a SIMPLE IRA with a 3% employer match.