Personal Financial Consultant - (Ann Arbor, MI)

With your superior knowledge and incomparable integrity, we know that clients invest their trust in you. Join a team that also invests in you with key product and service offerings, sophisticated technology and a world class investment platform. Here, you will build longterm, trusting relationships with customers by bringing them peace of mind as you guide them through wealth management and retirement planning strategies. The Ability We're Looking For Series seven and series 63 licenses in current and in good standing prior to hire Series 66 (or 63/65) and Insurance Licenses or obtain them within six months of hire A college diploma is preferred A CFP certification is preferred Background managing a book of business and/or financial planning experienceThe Purpose of Your Role Fully supported by an open architecture product platform and the best resources and professionals in the industry, you cultivate relationships with our most sophisticated investors.