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Financial Advisor Wealth Management Financial Services Financial Consultant

Senior Wealth Advisor - High-Net-Worth Portfolios

Job in Novi, Oakland County, Michigan, 48377, USA
Listing for: CivicMinds, Inc
Full Time position
Listed on 2026-01-24
Job specializations:
  • Finance & Banking
    Financial Advisor, Wealth Management, Financial Services, Financial Consultant
Job Description & How to Apply Below
A financial services firm in Michigan is looking for a Wealth Management Advisor to manage a diverse portfolio of Wealth Management clients. This role involves ensuring high client retention through exceptional service, assisting clients with complex financial planning, and building customized investment portfolios. The ideal candidate possesses a Bachelor's degree, 1-5 years of experience in the financial services industry, and strong interpersonal skills.

Certifications like Series 65 or CFP are preferred.
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Position Requirements
10+ Years work experience
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