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Wealth Advisor – Client & Planning

Job in Portage, Kalamazoo County, Michigan, 49002, USA
Listing for: Cetera Financial Group
Full Time position
Listed on 2026-02-01
Job specializations:
  • Finance & Banking
    Financial Sales, Financial Consultant
  • Sales
    Financial Sales
Salary/Wage Range or Industry Benchmark: 60000 USD Yearly USD 60000.00 YEAR
Job Description & How to Apply Below
Position: Wealth Advisor – Client Growth & Planning
A financial services company is looking for a Managed Financial Professional in Portage, Michigan. The role involves meeting with clients to assess investment goals and providing tailored financial advice. Ideal candidates should have strong sales and customer service skills, along with a state-required insurance license. This position offers a base salary of $60,000 plus additional incentives, focusing on developing durable client relationships and exceeding customer expectations.
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