Senior Financial Advisor: Grow Your Practice with AI Tools

WizeHire, Inc; Lansing (MI); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

Access to business-owner opportunities

AI-powered prospecting tools

Mentorship and coaching

Marketing and business development

Job summary

Principal is seeking experienced Financial Advisors to grow their advisory practice with access to retirement, employee benefits, and wealth management solutions from a Fortune 500 firm's platform.

You will build relationships, develop clients, and deliver personalized financial strategies using technology-enabled tools, mentorship, and marketing resources to expand your impact and career.

Qualifications

• Experience building relationships with clients and closing financial service deals.
• Ability to develop comprehensive financial plans and strategies.
• Strong communication and interpersonal skills.
• Familiarity with retirement and wealth management products.

Responsibilities

• Grow your advisory practice with supported opportunities and resources.
• Deliver personalized financial strategies to clients and prospects.
• Leverage technology-enabled tools for prospecting and client engagement.

Skills

Relationship building

Business development

Financial planning

Client engagement

Job description

Principal is seeking experienced Financial Advisors to grow their advisory practice with access to retirement, employee benefits, and wealth management solutions from a Fortune 500 firm's platform.

You will build relationships, develop clients, and deliver personalized financial strategies using technology-enabled tools, mentorship, and marketing resources to expand your impact and career.