VP, Financial Consultant - West Bloomfield, MI

Location: Birmingham, Michigan, United States

Salary: USD $65,000–$95,000 per year, plus a performance-driven incentive plan.

Company

Financial services organization providing investment, retirement, education, banking, lending, insurance, and estate-planning guidance through its branch network.

What you will do

• Guide clients through holistic financial decisions, including investing, retirement readiness, education goals, and wealth management.
• Manage and develop an existing book of clients while building lasting relationships.
• Conduct warm outreach to existing and prospective clients to grow the book of business.
• Discuss market conditions, investing principles, and long-term investment strategies with clients and community members.
• Use internal specialists, advice guidelines, market knowledge, and communication skills to help clients progress toward their goals.
• Adapt financial-planning and investment approaches as market and business conditions evolve.

Requirements

• Valid and active FINRA Series 7 license.
• Ability to obtain FINRA Series 66, or Series 63/65, during employment.
• Ability to obtain Life & Health Insurance licensing during employment.
• Strength in business development, client communication, relationship building, and trust development.
• Ability to manage retirement, education, investment, banking and lending, insurance and risk, and estate-planning needs.

Nice to have

• CFP® Certification.
• Interest in participating in the internal CFP Cohort Program.

Culture & Benefits

• Four-week virtual Wealth Management University followed by a weeklong in-person bootcamp.
• Hands-on branch training, mentorship, and ongoing professional development.
• Four-level Financial Consultant career path with opportunities for advancement and leadership.
• 401(k) with company match and employee stock purchase plan.
• Health, dental, and vision insurance, paid vacation, paid parental leave, tuition reimbursement, and family-building benefits.
• Eligible employees may receive a 28-day sabbatical after five years of service.