Integrated Wealth Management is a division of Integrated Financial Group. We offer wealth management for individuals and families as well as fiduciary support for company retirement plans. We are seeking a highly motivated and licensed financial advisor to join our team. This individual would be responsible for helping to manage and support the clientele of our lead financial advisor and firm owner.
Integrated Financial Group is a highly collaborative and team-oriented company offering financial planning, tax preparation, bookkeeping, payroll, and insurance services. We have offices in Michigan, Tennessee, and Florida. This position would be located in our Sterling Heights, MI office.
Essential Job Functions
Integrated Wealth Management Clients:
Provides holistic wealth management alongside the company’s investment services
Develops strong relationships with clients built on trust, respect, and communication
Meets and communicates regularly with clients to proactively respond to their ongoing questions, concerns, and needs
Prepares client files for annual review meetings along with reviewing client accounts and objectives to ensure that goals are being met
Communicates any client updates, requests, and/or new accounts that need to be opened with the administrative staff
Works collaboratively with team members at Integrated Financial Group
The position requires the Advisor to provide new and existing clients with financial planning and investment management services. Initially, the Advisor will work alongside our Senior Advisor and her clients.
An existing book of business is welcome but not required.
Series 7 and 66 licenses
Life and Health Insurance licenses are preferred, but not initially required
Additional Salary Information: We offer a comprehensive benefits package that includes group health insurance with optional HSA, AFLAC insurance, Retirement Plan with employer matching, and unlimited vacation policy.
About Integrated Financial Group
Integrated Financial Group is a comprehensive financial services firm offering wealth management, tax preparation, bookkeeping, payroll, and insurance services. We work with individuals as well as small to mid-sized businesses creating customized service plans based on client needs. We focus on client service and team collaboration. Our team is comprised of licensed professionals and experienced administrative staff.