Member Level
Last Activity
2 weeks
Novi, MI, US
Job Type
$40,000.00 - $50,000.00 per year

Do you enjoy building and maintaining authentic, long lasting client relationships? Are you a paraplanner who is seeking a more client-facing role? An innovative Novi-based boutique investment advisory firm seeks dynamic self-starter, detail-oriented professional that is passionate about connecting with clients, collaborating with others and thrives in an environment full of opportunity. This position has the potential for growth and advancement. Compensation level will be commensurate with experience.


· Deep commitment to client satisfaction

· Strong experience in building interpersonal relationships with clients, prospects and business partners

· Ability to maintain confidentiality with the highest ethical standards

· Proactive team player able to work in a fast-paced environment

· Time management and organizational skills

· Strong interpersonal, organizational, presentation and computer skills

· Ability to multitask while maintaining high degree of accuracy and attention to detail

· Minimum 2 years of financial services industry experience preferred

· Financial planning input and strategy

· FINRA Series 7 and 66 (63/65) license preferred

· Bachelor’s degree or equivalent combination of education and experience required

Responsibilities will include:

· Establish and maintain strong client relationships

· Provide education and solutions to clients as you leverage the resources of our team of professionals

· Consult with new and existing clients to identify their financial goals and objectives so that appropriate investment solutions can be implemented to help them achieve those goals and objectives

- Retain current clients while maintaining our best in class client services including financial planning

· Interaction with other departments to support and develop ongoing service processes