Servicing Financial Advisor / Relationship Manager
Foguth Financial Group is an Investment Advisory firm headquartered in beautiful Downtown Brighton. Our organization is internally driven to exceed client experience expectations. We are currently expanding our Advisory team and are looking for an experienced Financial Advisor to join our team and help manage an existing book of long-time clients.
The Servicing Advisor will be responsible to care for and manage a specific group of some of our most high profile clients and partner closely with our leadership team to ensure the highest level of customer satisfaction, acting ethically and honestly as a fiduciary to ensure the client’s best interests are of primary focus.
Regular activities will include:
- Service, manage, and grow relationships with a large base of existing clients
- Develop and present unique and comprehensive wealth management/income plans
- Scheduling and preparing reports and analysis for client meetings
- Regularly monitor plan(s) to make sure clients are on track with their goals.
- Review client’s plans annually to make sure they keep on track to meet goals and objectives
- Adhere to compliance policies and procedures
Requirements:
- FINRA registration with a 65 series or equivalent (Required)
- Michigan Health and Life license (Required)
- Clean Background Check and Compliance Record
- 5+ years of industry experience desired – RIA experience preferred
Benefits include:
· Healthcare, Dental, Vision Benefit options
· Bonus Compensation Program
· Eligibility for Company Vehicle
· Employee Nutrition Program
· Other Perks specific to Foguth Financial Group
The right candidate’s values will align with FFG’s core values.
FOGUTH FINANCIAL GROUP’S CORE VALUES
1. Open, honest, positive, ethical
2. Proud and loyal
3. Client first
4. Work works, get it done.
5. Encourage the heart and show appreciation
Please send all inquiries to:
Alec Mooradian, Recruiter
amooradian@foguthfinancial.com | (810) 206-3465
Job Type: Full-time
Supplemental pay types:
- Bonus opportunities
- Commission pay
License/Certification:
- Series 65 or Series 66 (Required)
Ability to Relocate:
- Brighton, MI 48116: Relocate before starting work (Required)
Work Location: In person