Wealth Planner - Client Relationships & Planning

BrokerHunter; Detroit (MI); On-site; USD 80,000 - 200,000; Full time

Benefits offered by this job

Base salary $80K–$200K

Bonus opportunities $30K–$150K+

Collaborative environment

Growth and advancement potential

No cold calling

Job summary

BrokerHunter is seeking experienced Financial Advisors for its Grand Blanc, MI offices to focus on client relationships and comprehensive financial planning. There are no quotas or commission pressures, with a base salary of $80,000–$200,000 and bonus opportunities.

Ideal candidates have 5+ years in wealth management and Series 65/66, and familiarity with RightCapital or MoneyGuidePro. Join a collaborative team that emphasizes long-term client service, growth, and advancement within a

Qualifications

• 5+ years of wealth management or financial planning experience.
• Strong knowledge of investments and financial markets.
• Series 65/66 licensing required or in progress.
• Excellent communication and relationship-building skills.

Responsibilities

• Manage and strengthen existing client relationships.
• Assist clients with retirement planning, investments, estate planning, tax strategies, and insurance planning.
• Explain complex financial concepts in clear terms for clients.
• Develop new client relationships through referrals and service excellence.

Skills

Client relationships

Financial planning

Investments

Communication

Education

Series 65/66

Tools

RightCapital

MoneyGuidePro

Job description

BrokerHunter is seeking experienced Financial Advisors for its Grand Blanc, MI offices to focus on client relationships and comprehensive financial planning. There are no quotas or commission pressures, with a base salary of $80,000–$200,000 and bonus opportunities.

Ideal candidates have 5+ years in wealth management and Series 65/66, and familiarity with RightCapital or MoneyGuidePro. Join a collaborative team that emphasizes long-term client service, growth, and advancement within a