Wealth Advisor — Growth, Leadership & Hybrid Role

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

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.