Wealth Advisor/Team Lead

Wealth Advisor/Team Lead

Fee-Only Wealth Management Firm
Published
July 8, 2021
Location
Greater Detroit Area with Chicago or Florida Gulf Coast Option, United States

Description

Overview 

Independent Wealth Management Firm in the Greater Detroit Area seeks a Wealth Advisor/Team Lead to provide comprehensive wealth management services to ~400M AUM (~200 clients). Inherit relationship management and team leadership responsibilities from the founding partner as he transitions to more business development related activities.  

Not a commissioned sales role, no portable book of business required 

Highlights  

Advise clients with regards to estate and tax planning, financial planning, cash flow analysis, retirement planning, asset allocation, portfolio construction, and charitable giving with a focus on high touch relationship management and retention strategies.  

  • Collaborative and forward-thinking culture, embracing cutting edge technologies and industry best practices  
  • Competitive base salary, profit and performance-based bonuses 
  • Opportunity to be based out of Chicago or the Gulf Coast of Florida 

Requirements  

  • 10+ years client leadership experience within wealth management with the ability to deepen relationships and uncover planning opportunities.  
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