Financial Advisor

Secure Financial Group seeks an experienced Financial Advisor to manage an existing book of business, pursue new client opportunities, and contribute to the growth of the practice in Kent County, Michigan. This onsite role offers collaboration with a support-enabled environment and access to resources to help clients reach their financial goals.

Responsibilities

• Deliver comprehensive financial planning and investment management aligned with each client's objectives.
• Develop and sustain strong client relationships through proactive communication and regular reviews.
• Present tailored financial strategies aimed at helping clients achieve their goals.
• Collaborate with internal teams on insurance, retirement, estate, and tax planning strategies.
• Stay informed on market trends and regulatory developments to guide recommendations.
• Actively participate in team and firm growth initiatives.

Requirements

• Minimum of 2 years of experience in financial planning or a related advisory role.
• Life and Health Insurance License (Required).
• Series 65 (Preferred, or willingness to obtain).
• Proven ability to manage and grow client relationships.
• Strong communication and presentation skills.
• Ability to work independently and as part of a team.

Benefits

• Access to an established book of business and incoming client leads.
• Professional marketing and back-office support.
• A collaborative, team-oriented culture.
• Competitive compensation structure with growth incentives.
• Opportunities for continued education and career advancement.
• Opportunity to make a meaningful difference in clients’ lives while growing your own business.
• Financial planning services.
• Flexible schedule.
• Professional development assistance.

Job Type

• Full-time

Compensation Package

• Bonus opportunities
• Commission pay

Experience

• Financial planning: 2 years (Required)

License / Certification

• Life & Health Insurance License (Required)
• Series 65 (Preferred)

Work Location

• On the road
• In person

Pay

• $70,000.00 - $150,000.00 per year