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Wealth Management Advisor

Company: Birmingham Wealth Partners
Location: Birmingham
Posted on: June 12, 2021

Job Description:

Wealth Management Advisor Position Overview:

As a Wealth Management Advisor at Birmingham Wealth Partners, you are responsible for advising clients on building, preserving, and managing their wealth. You will use your knowledge of investments, financial planning, and insurance to both advise current clients on all aspects of their balance sheet and drive new client acquisition. You will be part of a close-knit local team and supported by the Raymond James institutional platform that has the resources, specialists, and intellectual capital to help you advise clients on achieving their desired goals.


Compensation: Payout approximately 80% of gross production (retaining roughly 64-66%). Negotiable upon offer.

Benefits: Full group plan benefits available.

Location: 34611 Woodward Ave, Birmingham, MI 48009. Remote work flexible with occasional in-office visits for meetings, materials, etc.


Why Join our Team as a Wealth Management Advisor?:

  • Top Industry Pay: Our advisors retain on average 64-66% of gross production including cost for benefits (vs. 40% industry average at wirehouse). Plus, we help you get ramped up financially in your first year with a base pay.
  • Ideal Work Flexibly: As a work from home role, come in and out of the office as you please. This is a self-managed position.
  • We're Independent with No Non-Competes: We have the support of Raymond James, but we're an independent agency with a private branded front office encouraging you to only share the best solutions for your clients.
  • Build the Team You Need: Have a licensed sales assistant, etc., you'd like to stay by your side? We'll consider it - let's chat.
  • Small Shop, Big Resources: As a private branded front office, get all the perks of a small company plus the resources of a brand name.


Wealth Management Advisor Position Responsibilities:

  • Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience

    • Drive business results and acquire new managed assets, both from existing client base and new client acquisition

    • Advise clients on their overall balance sheet, including asset allocation, investment management and wealth planning

    • Partner with internal specialists to provide interdisciplinary expertise to clients when needed

    • Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals-based planning approach

    • Strictly adhere to all risk and control policies, regulatory guidelines and security measure


Wealth Management Advisor Position Requirements:

  • $25 to $50+ million client assets currently under management

  • FINRA Series 65 or 66 and Series 7 Financial Licensure Required

  • Designations such as CPFA are a plus

  • CRM software experience a plus (currently use Raymond James Proprietory CRM)

  • Energetic and entrepreneurial business builder who thrives and excels in a competitive industry

  • Proactive, takes initiative, and uses critical thinking to solve problems

  • Focuses on the client experience and works tirelessly on the client's behalf

  • Proven sales success and strong business acumen

  • Dynamic and credible professional who communicates with clarity and has exceptional presentation skills

  • Demonstrates strong organizational skills and applies a disciplined and organized approach throughout their business

  • Strong community presence with an established network

  • Experience or demonstrated understanding of investments and wealth planning


About Birmingham Wealth Partners:

We offer a team approach to financial planning, offering our clients a broader scope of expertise than they will likely find in any one person. Clients are our main priority, which is why we work to understand their unique circumstances and ultimately create a distinctive plan that provides a roadmap for their financial journey.

We chose to partner with Raymond James because we believe the firm is also dedicated to our client's best interests. The firm delivers industry-leading support, client-focused service, and the financial planning and investment resources of a premier financial services company.

While Raymond James has the resources to match even the largest firms’ capabilities, our focus is on building close-knit individual relationships based on trust and integrity.

The firm’s culture of independence allows us to work closely with our clients to create custom strategies to your short- and long-term financial challenges.




Keywords: Birmingham Wealth Partners, Detroit , Wealth Management Advisor, Other , Birmingham, Michigan

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