Financial Advisor
Wealth Management Practice
RemoteFull timeMid level$80,000-$90,000Posted today
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Wealth Management Practice
Financial planning professionals are sought to offer investment advice and manage advisory assets, working alongside the founder on comprehensive financial planning. The role offers a clear path toward practice ownership over time alongside other team members, joining a small, highly educated, long-tenured team known for its kindness, personal service, and family-friendly approach to work.
Nice to have:
Our client is an established wealth management practice in Sturgis, Michigan, with a client base built almost entirely through referrals. Led by a founder who has worked in the industry since the 1990s, the practice is supported by a national broker-dealer and RIA platform.