Job Title: Senior Financial Advisor 

Location: Farmington Hills, MI

Employment Type: Full-Time 

Responsibilities

• Manage and provide financial advice for an existing book of client accounts
• Lead client meetings to review portfolios, financial plans, and investment strategies
• Develop personalized strategies addressing tax, estate, and retirement planning needs
• Ensure compliance with financial regulations and industry standards
• Collaborate with internal teams to deliver exceptional client service
• Foster long-term client relationships through high-quality, consultative service

Qualifications

• Experience managing high-net-worth client portfolios
• Strong knowledge of financial planning, investment management, and wealth strategies
• Familiarity with compliance standards and regulatory requirements
• Excellent client relationship and communication skills
• Team-oriented with the ability to collaborate across advisors and support staff
• Series 65 or equivalent licensing preferred