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Bloomfield Hills, MI


Our client is seeking a Financial Advisor to add to their growing team.

From the firm: Defined by our independence and dedication to acting in our clients’ best interest, our organization is a fee-only wealth management firm with a passion for building long-term relationships and a reliance on a fact-based investing process.

Role Summary: This role will involve learning and supporting an existing book of clients as well as developing new business. We’re looking for individuals who are passionate about helping clients, good communicators, self-starters, reliable, organized, and can follow-through on activities efficiently. This position requires the ability to work well in both a self-directed manner and in a collaborative team environment. Versatility, flexibility and empathy are all keys to success.


  • Deliver an exceptional client experience in every interaction and continually look for ways to improve the client experience and to create efficiencies.

  • Become an expert in working with our rebalancing software, CRM, and financial planning software.

  • Deliver well-crafted advice and guidance to clients and assist team members in doing the same.

  • Become a contributing member of the Investment Committee and Financial Planning Committee.

  • Become clients’ go-to resource for all things in their financial lives.

  • Develop new business by soliciting referrals, developing centers of influence, and being active in the community.

Skills, Education & Experience:

  • Bachelor’s degree (in finance, economics, or business preferred) with at least seven years’ experience in financial services or related industry.

  • Either a CFP® or CFA designation

  • Demonstrated proficiency in analyzing investments, putting investment outcomes in context for clients, and implementing and explaining financial plans.

  • Strong proofreading and effective communication skills.

  • Ability to maintain utmost discretion in working with sensitive and confidential information.

  • Excellent interpersonal skills.

  • Strong attention to detail and accuracy.

  • Ability to work independently and a team player who can pitch in wherever needed.

  • Perform duties in an efficient, professional, and courteous manner.

  • Competency in all aspects of the Microsoft Office suite (especially Excel) and ability to learn new software and technologies (e.g. Tamarac, RightCapital or MoneyGuide Pro, Salesforce).



  • Competitive salary commensurate with experience

  • Performance-based bonus

  • Safe Harbor 401(k) plan with discretionary profit sharing

  • Medical, Dental, and Vision

  • Paid vacation

  • Opportunities for professional growth and continuing education


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