Private Wealth Advisor

CIG Capital Advisors; Southfield (MI); Hybrid; USD 105,000 - 140,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

401(k) plan

Paid time off

Professional development

CFP licensing

Hybrid work flexibility

Career advancement

Job summary

CIG Capital Advisors is looking for experienced Wealth Advisors to support growth and deliver personalized wealth management for high-net-worth clients. The role emphasizes relationship-building, comprehensive financial planning, and leadership within a collaborative team.

The firm offers professional development support, CFP licensing assistance, and a hybrid work environment designed to balance productivity with work-life integration, alongside a competitive compensation package.

Qualifications

• Bachelor’s degree and 7+ years in wealth management or advisory.
• Series 65 license or ability to obtain.
• Strong knowledge of financial planning and investment management.
• Exceptional relationship management and communication skills.
• Ability to work independently while collaborating on a team.

Responsibilities

• Develop and maintain trusted relationships with high-net-worth individuals and families.
• Create and implement comprehensive financial plans tailored to client objectives.
• Provide guidance on investment management, retirement planning, tax-efficient strategies, risk management, estate planning, and wealth preservation.
• Conduct regular client reviews and discuss strategies that support clients' financial objectives.
• Deepen relationships with existing clients and uncover additional planning opportunities.
• Partner with firm leadership to support business development initiatives.
• Cultivate relationships with centers of influence, referral partners, and prospective clients.
• Represent the firm professionally in networking and community engagement opportunities.
• Serve as a role model and resource for associate and emerging advisors.
• Share best practices and contribute to advisor development.
• Support a culture of collaboration, accountability, and continuous improvement.
• Provide input on strategic initiatives, client experience enhancements, and growth opportunities.
• Help advance operational excellence and firm-wide objectives.
• Participate as a key contributor in the continued evolution of the organization.

Skills

Relationship management

Financial planning

Investment management

Communication skills

Independent worker

Education

Bachelor's degree in Finance, Business, Economics, or related field

Job description

At CIG Capital Advisors, we're focused on continued growth and delivering a high level of service to our clients. For nearly 30 years, we've helped clients navigate life's financial decisions with confidence while fostering a collaborative, client-first culture for our team. Today, with approximately $210 million in assets under management and a vision for continued future growth, we're seeking experienced Wealth Advisors to help support the firm’s growth and development.

Why Advisors Choose CIG Capital Advisors

Growth-Oriented Firm

Join a firm with ambitious growth objectives and the opportunity to play a meaningful role in shaping our future success.

Dedicated Advisor Support

Focus on serving clients and growing relationships while our operations, planning, and client service professionals help deliver a consistent and high-quality client experience.

Work alongside experienced professionals who value teamwork, accountability, continuous improvement, and shared success.

Referral and Growth Opportunities

Participate in firm-supported business development initiatives, networking opportunities, and relationship-building efforts.

Professional Development Investment

We support your long-term success through continuing education reimbursement, CFP® and licensing assistance, professional development opportunities, and career advancement pathways.

Enjoy a hybrid work environment designed to support both productivity and work-life balance.

Leadership and Career Advancement

Select leadership and ownership opportunities may become available based on business needs, performance, and firm discretion.

What You'll Do

Deliver Personalized Wealth Management Advice

• Develop and maintain trusted relationships with high-net-worth individuals and families.
• Create and implement comprehensive financial plans tailored to client objectives.
• Provide guidance on investment management, retirement planning, tax-efficient strategies, risk management, estate planning, and wealth preservation.
• Conduct regular client reviews and discuss strategies that support clients' financial objectives.

Drive Organic Growth

• Deepen relationships with existing clients and uncover additional planning opportunities.
• Partner with firm leadership to support business development initiatives.
• Cultivate relationships with centers of influence, referral partners, and prospective clients.
• Represent the firm professionally in networking and community engagement opportunities.

Lead and Mentor

• Serve as a role model and resource for associate and emerging advisors.
• Share best practices and contribute to advisor development.
• Support a culture of collaboration, accountability, and continuous improvement.

Contribute to Firm Leadership

• Provide input on strategic initiatives, client experience enhancements, and growth opportunities.
• Help advance operational excellence and firm-wide objectives.
• Participate as a key contributor in the continued evolution of the organization.

What Success Looks Like

In this role, you will:

• Build and deepen trusted client relationships.
• Consistently deliver comprehensive planning and service experiences.
• Contribute to the firm's growth through client retention, referrals, and new business development.
• Serve as a mentor and collaborative team member.
• Demonstrate leadership that positively influences the firm's culture and future direction.

We offer a competitive compensation package designed to reward performance and support long-term success, including:

• Compensation: $105,000 - $140,000 base salary plus performance-based incentive compensation. In addition to base compensation, advisors may be eligible for incentive compensation based on individual and firm performance.
• Health, dental, and vision insurance
• 401(k) plan
• Paid time off and holidays
• Professional development support and continuing education reimbursement
• CFP®, licensing, and credential assistance
• Hybrid work flexibility
• Opportunities for career advancement and leadership growth

Qualifications

Required

• Bachelor's degree in Finance, Business, Economics, or related field.
• 7+ years of experience in wealth management, financial planning, or financial advisory services.
• Series 65 license or ability to obtain.
• Strong knowledge of financial planning and investment management principles.
• Exceptional relationship management and communication skills.
• Proven ability to work independently while thriving within a collaborative team environment.

Preferred

• CFP®, CFA®, CPA, or other advanced professional designations.
• Experience working with high-net-worth individuals and families.
• Demonstrated success in business development and client relationship expansion.
• Leadership or mentoring experience.

Transition Support

We understand that changing firms is a significant decision.

For qualified advisors, customized transition support may be available to help facilitate a successful onboarding experience and position you for long-term success.

Build Something Meaningful

We're looking for an advisor who wants more than a seat on a production grid.

We are looking for someone who wants to help shape a growing firm, build meaningful client relationships, mentor future advisors, and contribute to a culture that values people, integrity, collaboration, and excellence.

CIG Capital Advisors is an Equal Opportunity Employer and values diversity, inclusion, and professional excellence.