Senior Wealth Advisor

Fortitude Financial Partners; Detroit (MI); On-site; USD 120,000 - 180,000; Full time

Job summary

Fortitude Financial Partners is seeking a Senior Wealth Advisor to lead a high-performing team serving high-net-worth clients in the Metro Detroit area. You’ll deliver customized financial strategies and play a key role in growing client relationships while advancing your professional growth.

This role requires 8+ years of relevant experience and professional credentials (CFP®, CPA, CFA, or Series 65); a growing client base with $200K–$300K in annual revenue; and expertise with planning tools

Qualifications

• 8+ years of relevant experience in financial planning, accounting, or related fields.
• One of CFP®, CPA, CFA, or Series 65 is required (CFP® strongly preferred).
• Growing or established client base with potential $200K–$300K in annual revenue.
• Expertise with high-net-worth clients and planning tools.

Responsibilities

• Build and deepen trusted client relationships.
• Lead client meetings, identify complex needs, and deliver tailored solutions.
• Oversee the development of holistic wealth plans with internal experts.
• Support business development efforts and nurture new opportunities.
• Mentor and guide team members to promote ongoing growth.

Skills

Client relationship management

Leadership

Communication

Mentoring

Education

CFP®, CPA, CFA, or Series 65

Tools

eMoney

Holistiplan

Job description

Candidate is required to be present in the Metro Detroit area.

Relocation support, including potential bonuses, may be available for candidates transitioning an existing client base, depending on the size and fit of the opportunity.

Fortitude is hiring a Senior Wealth Advisor to lead a high-performing team serving high-net-worth clients. You'll play a key role in delivering customized financial strategies while advancing your own professional and personal growth in a collaborative, innovative environment.

What You’ll Do

• Build and deepen trusted client relationships
• Lead client meetings, identify complex needs, and deliver tailored solutions
• Oversee the development of holistic wealth plans with internal experts
• Support business development efforts and nurture new opportunities
• Mentor and guide team members to promote ongoing growth

What You Bring

• 8+ years of relevant experience (financial planning, accounting, legal, etc.)
• One of the following required: CFP®, CPA, CFA, or Series 65 (CFP® strongly preferred)
• A growing or established client base, ideally generating $200K–$300K in annual revenue, with the ability to transition and continue building relationships.
• Expertise with high-net-worth clients and financial planning tools (eMoney, Holistiplan)
• Leadership skills, mentoring experience, and excellent communication

Note: All candidates must maintain a clean U4 with no disclosures.

Why Fortitude

• Market-leading compensation and performance-based rewards
• Comprehensive benefits that support your success personally and professionally
• A workplace culture built on collaboration, innovation, and work-life balance

About Fortitude

Fortitude is a privately held financial services firm offering in-house expertise across tax, estate, trust, insurance, investment banking, and valuation. We empower advisors to focus more time on clients by surrounding them with a strong support infrastructure.

About the Team

Behind every advisor at Fortitude is a team and behind that team is deep expertise across taxes, insurance, estate planning, technology, and more. This structure enables our advisors to deliver a higher level of service and advice to every client.