Wealth Advisor — Path to Ownership & Family‑Friendly Firm

NPAworldwide; Sturgis (MI); On-site; USD 80,000 - 90,000; Full time

Benefits offered by this job

Health insurance

SIMPLE IRA with 3% employer match

Job summary

NPAworldwide seeks a financial planning professional in Sturgis, MI to manage advisory assets, provide investment advice, and work with the founder on comprehensive financial planning. The role offers a path toward practice ownership, a collaborative team, and a client base largely built through referrals.

You will join a small, educated team centered on personal service, family‑friendly culture, and long‑term growth within a national broker‑dealer and RIA platform.

Qualifications

• Two years of paraplanning or financial planning experience including asset allocation and managing client investments.
• CFP designation preferred; candidates with CFP who are passionate about helping clients encouraged to apply.
• Series 7 and Series 65 or 66 licenses preferred.
• Entrepreneurial mindset and genuine interest in becoming a practice owner.
• Collaborative, ethical, and client‑focused professional.

Responsibilities

• Manage advisory assets, provide investment advice, and execute trades for clients.
• Collaborate with founder to develop and deliver comprehensive financial plans.
• Advise individuals and families on retirement planning, IRA rollovers, and wealth transfers.
• Provide attentive, personal service to a referral‑based client base.
• Coordinate with registered professional and client services associate.
• Utilize Wealthscape, Albridge, and other tools for client access and reporting.

Skills

Paraplanning

Investment advisory

Client relationship management

Team collaboration

Education

CFP designation

Series 7/65/66 licenses

Tools

Wealthscape

Albridge

Job description

NPAworldwide seeks a financial planning professional in Sturgis, MI to manage advisory assets, provide investment advice, and work with the founder on comprehensive financial planning. The role offers a path toward practice ownership, a collaborative team, and a client base largely built through referrals.

You will join a small, educated team centered on personal service, family‑friendly culture, and long‑term growth within a national broker‑dealer and RIA platform.