Junior Financial Advisor: Grow Client Relationships

StrategiQly; Farmington Hills (MI); On-site; USD 55,000 - 75,000; Full time

Job summary

StrategiQly in Farmington Hills, MI is seeking an Associate Financial Advisor straight out of college to build from the ground up. You’ll learn how real client relationships are managed and grow into running your own book over time.

You’ll support senior advisors, participate in client meetings, build financial plans in the firm’s planning software, and study for licensing exams such as Series 7, Series 66, and CFP as you progress.

Qualifications

• Bachelor’s degree in finance, economics, accounting, business, or related program.
• Internship experience in financial advising or wealth management.
• Strong written and verbal communication; ability to explain complex financial concepts.

Responsibilities

• Support senior advisors with client meeting prep and updates.
• Attend client meetings; take notes and follow up.
• Build financial plans in planning software under supervision.
• Handle account openings, transfers, beneficiary updates, and client questions.
• Learn the firm's planning philosophy and investment approach.
• Develop relationships and prospective activity over time.
• Study for Series 7, Series 66, and CFP licensing exams.

Skills

Communication skills

Attention to detail

Financial literacy

Coachability

Education

Bachelor’s degree in finance or related

Tools

Planning software

Job description

StrategiQly in Farmington Hills, MI is seeking an Associate Financial Advisor straight out of college to build from the ground up. You’ll learn how real client relationships are managed and grow into running your own book over time.

You’ll support senior advisors, participate in client meetings, build financial plans in the firm’s planning software, and study for licensing exams such as Series 7, Series 66, and CFP as you progress.