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Lead Financial Advisor & Personal CFO – Metro Detroit; CFP/CFA
Job in
Troy, Oakland County, Michigan, 48083, USA
Listed on 2026-03-05
Listing for:
Professions Inc
Full Time
position Listed on 2026-03-05
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor
Job Description & How to Apply Below
A financial advisory firm in Michigan is seeking a Lead Financial Advisor to be a primary relationship lead for high net worth clients in the Metro Detroit area. The role emphasizes sophisticated financial planning and client relationship management without the need for a portable book. Ideal candidates are CFP or CFA certified professionals with over 6 years of experience in wealth management, focusing on client-centric advice rather than product distribution.
The position includes competitive compensation and growth opportunities.
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