Wealth Planner & Future Owner — In-Office Sturgis

Right Executive Search, LLC; Sturgis (MI); On-site; USD 90,000 - 120,000; Full time

Benefits offered by this job

Health insurance

SIMPLE IRA 3% match

Job summary

Right Executive Search, LLC is assisting an established wealth management practice in Sturgis, Michigan, to hire a financial planning professional who will advise clients and manage advisory assets.

You will work alongside the founder on comprehensive financial planning, with a clear path toward practice ownership. The team is small, highly educated, long-tenured, and values family-friendly, client-focused service. In-office role with health insurance and retirement plan support.

Qualifications

• At least two years of paraplanning or financial planning experience.
• CFP designation preferred; candidates with CFP designation encouraged.
• Series 7 and Series 65 or 66 licenses preferred.
• Entrepreneurial mindset and interest in becoming a practice owner.
• Collaborative, ethical, detail-oriented, client-focused.

Responsibilities

• Manage advisory assets and provide investment advice for clients.
• Work with founder to develop and deliver comprehensive financial plans.
• Advise on retirement planning, IRA rollovers, and wealth transfers.
• Provide attentive service to a referral-based client base.
• Collaborate with the firm’s professionals and client services staff.
• Use Wealthscape, Albridge, and other platform tools for client access and reporting.
• Develop the business and leadership skills for future ownership.
• Contribute wherever needed in a small, collaborative office.

Skills

Paraplanning experience

Entrepreneurial mindset

Team collaboration

Education

CFP designation

Tools

Series 7 license

Series 65/66 license

Job description

Right Executive Search, LLC is assisting an established wealth management practice in Sturgis, Michigan, to hire a financial planning professional who will advise clients and manage advisory assets.

You will work alongside the founder on comprehensive financial planning, with a clear path toward practice ownership. The team is small, highly educated, long-tenured, and values family-friendly, client-focused service. In-office role with health insurance and retirement plan support.