Wealth Advisor: Unlimited Earnings with Full Support

Foguth Financial Group; Flushing (MI); On-site; USD 290,000 - 360,000; Full time

Benefits offered by this job

Unlimited earnings potential

Lead generation costs covered by firm

Professional training & development

Career growth in wealth management

Job summary

Foguth Financial Group in Michigan is seeking a Financial Advisor to build a thriving client base through seminars, warm leads, and proactive outreach. You’ll onboard clients, understand their goals, and craft comprehensive wealth and income plans.

You’ll benefit from unmatched support, no desk fees, and a fast ramp to earnings, with a team including an Office Manager and Associate Advisor to help scale your practice while staying compliant.

Qualifications

• FINRA registration with Series 65 or equivalent is required.
• Michigan Health and Life licensing is required.
• Clean background and compliance record.
• 3+ years of industry experience preferred.
• Strong communication skills for large and small group settings.

Responsibilities

• Build and grow your client base through seminars/events/warm leads.
• Onboard clients with a thorough fact-finding process to understand goals and priorities.
• Develop and present comprehensive wealth management and income plans.
• Monitor and review plans regularly to keep clients on track.
• Provide guidance to your team to respond to client service requests and troubleshoot issues promptly.
• Follow an established, proven process that adheres to compliance and industry standards.

Skills

Strong communication skills

Problem solving

Relationship building

Team guidance

Education

FINRA Series 65

Michigan Health and Life licensing

Job description

Foguth Financial Group in Michigan is seeking a Financial Advisor to build a thriving client base through seminars, warm leads, and proactive outreach. You’ll onboard clients, understand their goals, and craft comprehensive wealth and income plans.

You’ll benefit from unmatched support, no desk fees, and a fast ramp to earnings, with a team including an Office Manager and Associate Advisor to help scale your practice while staying compliant.