Wealth Advisor

TrueNorth42 Wealth; Ann Arbor (MI); Hybrid; USD 90,000 - 150,000; Full time

Job summary

TrueNorth42 Wealth in Michigan is seeking a Wealth Advisor to deliver comprehensive wealth management services, including financial and retirement planning, for clients in Ann Arbor, Brighton, and Livonia. The role combines in-person client meetings with remote coordination.

You will analyze financial data, develop tailored strategies, monitor portfolios, and collaborate with internal partners while staying current on market trends and regulatory requirements. CFP/CFA designations are preferred.

Qualifications

• Bachelor’s or higher in Finance, Economics, Business, or related field.
• Professional designations (CFP®, CFA®) are preferred.
• Strong client-facing communication, ethical judgment.
• Experience in Wealth Management Services and portfolio analysis.
• Knowledge of regulatory requirements and compliance standards.
• Ability to build long-term client relationships and collaborate with internal partners.

Responsibilities

• Deliver comprehensive wealth management services including financial and retirement planning.
• Meet with clients, gather and analyze financial data, develop tailored strategies.
• Monitor portfolios and adjust plans as circumstances change.
• Collaborate with internal partners and support business development through client referrals.

Skills

Financial Planning

Retirement Planning

Investments

Wealth Management

Client Communication

Regulatory Compliance

Education

Finance/Economics/Business degree

CFP/CFA preferred

Job description

Company Description

TrueNorth42 Wealth partners with Cetera Wealth Services LLC, Member FINRA/SIPC, for securities offerings and with CWM, LLC, an SEC Registered Investment Advisor, for investment advisory services. Cetera Wealth Services LLC operates under separate ownership from TrueNorth42 Wealth and other named entities, providing an independent and compliant platform. TrueNorth42 Wealth is also aligned with Carson Partners, a division of CWM, LLC, which is a nationwide partnership of advisors. This structure enables access to robust resources, technology, and support while maintaining a client-focused advisory experience. Team members benefit from a collaborative environment that emphasizes professional standards and fiduciary responsibility.

Role Description

The Wealth Advisor is a full-time, hybrig in-person abd remote role based in Ann Arbor, Brighton, and Livonia, MI. This role is responsible for delivering comprehensive wealth management services to clients, including financial planning, retirement planning, and investment guidance aligned with individual goals and risk tolerance. Day-to-day activities include meeting with clients, gathering and analyzing financial data, developing tailored strategies, and presenting recommendations in a clear and accessible manner. The Wealth Advisor will monitor portfolios, adjust plans as circumstances change, and proactively communicate with clients to maintain trust and long-term relationships. Additional responsibilities include collaborating with internal partners, staying current on market trends and regulations, and supporting business development efforts through client referrals and community engagement.

Qualifications

• Candidates should possess strong skills in Financial Planning and Retirement Planning to create holistic, long-term strategies.
• Candidates should possess expertise in Investments and Finance to analyze and construct portfolios, and manage risk effectively.
• Candidates should possess experience in Wealth Management Services to deliver integrated advice across assets, liabilities, and estate considerations.
• Relevant academic background such as a degree in Finance, Economics, Business, or related field; professional designations (e.g., CFP®, CFA®) are preferred.
• Excellent client-facing communication skills, ethical judgment, and the ability to explain complex concepts in accessible terms.
• Proven ability to build and maintain long-term client relationships, with strong analytical, organizational, and problem-solving skills.
• Familiarity with regulatory requirements, compliance standards, and financial planning software; prior experience in an advisory or planning role is a plus.