Financial Advisor (Licensed)

Livonia, MI. Primarily in-office with limited travel

Overview

We are seeking a Financial Advisor to join a growing, client-focused firm. This role is designed for individuals committed to building long-term client relationships, delivering comprehensive financial guidance, and developing a scalable book of business.

This opportunity is best suited for someone with a builder mindset who wants access to qualified opportunities, structured support, and a clear path to production.

Key Responsibilities

Build, manage, and retain a book of business through client relationships and referrals
Engage with firm-provided, pre-qualified prospects across events, referrals, and media channels
Deliver financial planning and investment guidance aligned with client goals
Execute within a structured client process designed to drive consistent outcomes
Collaborate with internal resources on case design and planning strategies
Maintain compliance and stay current on industry trends

Qualifications

Active Series 65 or 66 license
Active Life and Health license
Clean U4/U5 record
3+ years of financial services experience preferred
Strong communication skills and professional presence
Self-motivated with a high level of accountability

What We Provide

Uncapped earning potential with a competitive payout structure
Initial base and draw support during ramp period
Consistent flow of qualified, pre-screened opportunities
A structured and proven client acquisition process
Full support including appointment setting, marketing, administrative processing, and client service
Access to paraplanning and CPA support
Collaborative, growth-focused environment

Work Environment & Growth

Based in Brighton headquarters or Livonia office
Occasional travel for meetings or client needs, estimated under 10 percent
Clear path to build, scale, and sustain a high-producing book of business over time

Why Join

This platform is designed to combine independence with infrastructure. Advisors have the ability to build and own their book of business while leveraging consistent opportunity flow, operational support, and a defined process that drives results.