Wealth Advisor: Unlimited Earnings with Full Team Support

Foguth Financial Group; Grand Rapids (MI); On-site; USD 150,000 - 320,000; Full time

Benefits offered by this job

Unlimited earnings potential

Lead generation covered by firm

Professional training and development

Genuine career in wealth management

Job summary

Foguth Financial Group in Grand Rapids is seeking a Financial Advisor to build a robust client base through seminars, warm leads, and a client-centric approach. You will onboard clients, craft detailed wealth plans, and review progress to stay aligned with goals.

The role emphasizes compliance, teamwork, and a high-performance culture, with rapid income growth supported by comprehensive training and branding strength.

Qualifications

• 3+ years of industry experience preferred.
• FINRA Series 65 required; Michigan Life & Health licensing required.
• Clean background and compliance record.
• Strong communication skills in group and one-on-one settings.

Responsibilities

• Build and grow client base through seminars/events/warm leads.
• Onboard clients with fact-finding to understand goals and priorities.
• Develop and present comprehensive wealth plans.
• Monitor and review plans regularly to keep clients on track.
• Provide guidance to the team to respond to client service requests promptly.
• Follow established processes that adhere to compliance standards.

Skills

Communication skills

Client focus

Problem-solving

Professional demeanor

Education

FINRA Series 65

Michigan Health and Life licensing

Job description

Foguth Financial Group in Grand Rapids is seeking a Financial Advisor to build a robust client base through seminars, warm leads, and a client-centric approach. You will onboard clients, craft detailed wealth plans, and review progress to stay aligned with goals.

The role emphasizes compliance, teamwork, and a high-performance culture, with rapid income growth supported by comprehensive training and branding strength.