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Employer Inspire Wealth Location Brighton, Michigan Salary Competitive Closing date Sep 5, 2026
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Focus Area Budgeting & Resource Allocation, Taxation Role Type Advisor Role Level Intermediate Education Level Bachelor's Degree Work Mode Hybrid Employment Type Full Time Organization Type Other
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Job Details
Job Description: Associate Financial Advisor
Inspire Wealth Brighton / Ann Arbor, Michigan
Full-Time
Career Path
Associate Financial Advisor > Financial Advisor > Lead Advisor
Compensation
Base salary plus performance and growth incentives.
Years 1-2: Potential to earn $75,000 total compensation
Years 3-5: Potential to earn $100,000 as responsibilities, client relationships, and contributions to firm growth increase
About Inspire Wealth
Inspire Wealth is a growing independent financial planning firm serving individuals, families, retirees, professionals, and business owners.
We take a comprehensive approach to financial planning by helping coordinate investments, retirement strategies, taxes, estate planning, insurance, asset protection, and other important financial decisions.
We are looking for an Associate Financial Advisor who wants to build a long-term career, develop strong client relationships, and grow alongside the firm.
The Role
The Associate Financial Advisor will work closely with our advisors and team to support clients while developing the skills needed to become a Financial Advisor.
Initially, you will focus on meeting preparation, financial planning support, client follow-up, account coordination, and making sure client needs are handled.
As you grow, you will take on more responsibility, including participating in and eventually leading client meetings, developing planning recommendations, managing client relationships, and contributing to business development.
Key Responsibilities
Client Relationships
Prepare for and participate in client meetings
Track and complete client follow-up
Help clients with paperwork and action items
Maintain accurate client information
Build trusted relationships with clients
Financial Planning
Assist With Planning In Areas Such As
Retirement and investment planning
Social Security and Medicare
Roth conversions and tax strategies
Estate and asset protection planning
Insurance and long-term care
Cash-flow and beneficiary planning
Business-owner and retirement plan strategies
You are not expected to know everything on day one. We want someone who is motivated to learn and develop their planning expertise.
Account & Investment Support
Assist with account openings and transfers
Prepare investment proposals and reviews
Coordinate distributions and contributions
Monitor pending transactions
Support investment implementation
Team Coordination
Work with advisors, operations, tax, Medicare, insurance, estate planning professionals, and other partners to ensure clients receive coordinated financial guidance.
Business Development
As you grow in the role, you may participate in:
Prospect meetings and referrals
Educational and community events
Client appreciation events
Professional networking
Marketing initiatives
Developing new client relationships
This is not a traditional cold-calling or friends-and-family sales position.
Process Improvement
We want someone who takes initiative and looks for ways to improve workflows, technology, client follow-up, planning processes, and the overall client experience.
Career & Compensation Growth
This position is designed to grow with you.
Preferred Qualifications
Bachelor's degree
Education or experience in finance, financial planning, accounting, economics, business, or a related field
Financial services or client-facing experience
Series 65, Series 66, or similar licensing
CFP coursework or interest in pursuing the CFP designation
Strong written and verbal communication skills
Candidates do not need to have every credential today. We are willing to invest in someone with strong potential who is committed to obtaining the necessary licenses and education.
What Success Looks Like
Within the first 12-24 months, you should be developing the ability to independently prepare for meetings, confidently participate in client conversations, manage follow-up, identify planning opportunities, build trusted client relationships, and take increasing responsibility from senior advisors.
Ultimately, we want to develop someone into a highly capable Financial Advisor who can manage client relationships, contribute to the growth of Inspire Wealth, and build a rewarding long-term career.
Inspire Wealth
Inspire Your Today. Plan Your Tomorrow.
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Employer Inspire Wealth Location Brighton, Michigan Salary Competitive Closing date Sep 5, 2026
View more categoriesView less categories
Focus Area Budgeting & Resource Allocation, Taxation Role Type Advisor Role Level Intermediate Education Level Bachelor's Degree Work Mode Hybrid Employment Type Full Time Organization Type Other
Apply now
You need to sign in or create an account to save a job.
Send job
Job Details
Job Description: Associate Financial Advisor
Inspire Wealth Brighton / Ann Arbor, Michigan
Full-Time
Career Path
Associate Financial Advisor > Financial Advisor > Lead Advisor
Compensation
Base salary plus performance and growth incentives.
Years 1-2: Potential to earn $75,000 total compensation
Years 3-5: Potential to earn $100,000 as responsibilities, client relationships, and contributions to firm growth increase
About Inspire Wealth
Inspire Wealth is a growing independent financial planning firm serving individuals, families, retirees, professionals, and business owners.
We take a comprehensive approach to financial planning by helping coordinate investments, retirement strategies, taxes, estate planning, insurance, asset protection, and other important financial decisions.
We are looking for an Associate Financial Advisor who wants to build a long-term career, develop strong client relationships, and grow alongside the firm.
The Role
The Associate Financial Advisor will work closely with our advisors and team to support clients while developing the skills needed to become a Financial Advisor.
Initially, you will focus on meeting preparation, financial planning support, client follow-up, account coordination, and making sure client needs are handled.
As you grow, you will take on more responsibility, including participating in and eventually leading client meetings, developing planning recommendations, managing client relationships, and contributing to business development.
Key Responsibilities
Client Relationships
Prepare for and participate in client meetings
Track and complete client follow-up
Help clients with paperwork and action items
Maintain accurate client information
Build trusted relationships with clients
Financial Planning
Assist With Planning In Areas Such As
Retirement and investment planning
Social Security and Medicare
Roth conversions and tax strategies
Estate and asset protection planning
Insurance and long-term care
Cash-flow and beneficiary planning
Business-owner and retirement plan strategies
You are not expected to know everything on day one. We want someone who is motivated to learn and develop their planning expertise.
Account & Investment Support
Assist with account openings and transfers
Prepare investment proposals and reviews
Coordinate distributions and contributions
Monitor pending transactions
Support investment implementation
Team Coordination
Work with advisors, operations, tax, Medicare, insurance, estate planning professionals, and other partners to ensure clients receive coordinated financial guidance.
Business Development
As you grow in the role, you may participate in:
Prospect meetings and referrals
Educational and community events
Client appreciation events
Professional networking
Marketing initiatives
Developing new client relationships
This is not a traditional cold-calling or friends-and-family sales position.
Process Improvement
We want someone who takes initiative and looks for ways to improve workflows, technology, client follow-up, planning processes, and the overall client experience.
Career & Compensation Growth
This position is designed to grow with you.
Preferred Qualifications
Bachelor's degree
Education or experience in finance, financial planning, accounting, economics, business, or a related field
Financial services or client-facing experience
Series 65, Series 66, or similar licensing
CFP coursework or interest in pursuing the CFP designation
Strong written and verbal communication skills
Candidates do not need to have every credential today. We are willing to invest in someone with strong potential who is committed to obtaining the necessary licenses and education.
What Success Looks Like
Within the first 12-24 months, you should be developing the ability to independently prepare for meetings, confidently participate in client conversations, manage follow-up, identify planning opportunities, build trusted client relationships, and take increasing responsibility from senior advisors.
Ultimately, we want to develop someone into a highly capable Financial Advisor who can manage client relationships, contribute to the growth of Inspire Wealth, and build a rewarding long-term career.
Inspire Wealth
Inspire Your Today. Plan Your Tomorrow.
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