Senior Retirement Advisor: Build 80 Client Relationships

Thrive Retirement Specialists; Royal Oak (MI); On-site; USD 170,000 - 250,000; Full time

Benefits offered by this job

Unlimited paid time off

401(k) with 4% employer match

Health Savings Account

Job summary

Thrive Retirement Specialists in Michigan is seeking a Retirement Advisor, a senior client-facing role responsible for building and leading a base of up to 80 retirement-planning households from lead to planning, implementation, and reviews.

You will deliver comprehensive retirement income planning, risk management, tax planning, and investment management while maintaining ETF portfolios and income ladders, with autonomy and a client-first mindset.

Qualifications

• CFP professional with at least 10 years of work experience (at least 5 years in personal financial planning).
• Strong working knowledge of retirement income planning, risk management, tax planning, and investment management.
• Demonstrated experience serving as the lead advisor for client households.
• Proven ability to develop, deepen, and retain long-term client relationships.
• Willingness to obtain the Retirement Management Advisor (RMA) designation.

Responsibilities

• Build and lead a client base of up to 80 retirement-planning households, owning each relationship from firm-provided lead through planning, implementation, and semiannual reviews.
• Serve as clients’ primary advisor throughout retirement, earning their trust through proactive planning, clear communication, and responsive service.
• Deliver comprehensive retirement income planning, risk management, tax planning, and investment management, taking ownership of the quality of advice and client outcomes.
• Maintain clients’ low-cost, passive ETF model portfolios and income ladders, placing trades at Schwab as needed.
• Exercise independent professional judgment and problem solving while solving complex planning challenges.

Skills

CFP professional

Retirement income planning

Risk management

Tax planning

Investment management

Lead advisor

Client relationship management

Autonomy with judgment

Education

CFP certification

Tools

Schwab

Income Lab

Holistiplan

Zoom

Wealthbox CRM

Job description

Thrive Retirement Specialists in Michigan is seeking a Retirement Advisor, a senior client-facing role responsible for building and leading a base of up to 80 retirement-planning households from lead to planning, implementation, and reviews.

You will deliver comprehensive retirement income planning, risk management, tax planning, and investment management while maintaining ETF portfolios and income ladders, with autonomy and a client-first mindset.