What are the responsibilities and job description for the Financial Advisor position at Vitale Wealth Management?
Job Description
Vitale Wealth Management is an Investment Advisory Firm in Southeast Michigan. Our company was established in 2016, an affiliate of our longstanding American Retirement Solutions established in 2007. As part of our Vitale Wealth family, we are our clients trusted guide in helping them prepare for and enjoy retirement every step of the way by strategically working with them to determine their specific financial goals.
We are seeking a motivated and reliable Financial Advisor to join our team. This is an exciting opportunity to grow with a company that values personalized service, expertise, and a collaborative environment. If you're looking for a career with independent opportunities and room for advancement, we want to hear from you!
Why Join Us?
- Career Growth: There is significant potential for career advancement, including the opportunity to take over an existing book of business.
- Collaborative Environment: Join a supportive team where your input matters and you'll have the chance to learn and collaborate with experienced professionals.
- Visibility & Recognition: Opportunities for publishing a book, contributing to national publications, and even appearing on TV!
- Competitive Compensation: Enjoy a competitive base salary plus a lucrative variable compensation model that rewards your success.
- Comprehensive Support: Benefit from a marketing budget and dedicated administrative assistance to help you focus on what you do best—serving clients.
- Work Flexibility: Take advantage of the ability to work in multiple office locations in the Metamora, Oakland, Macomb, Flint, Saginaw, and Lapeer areas.
Our Investments in You
- Pay: $70,000 Commission
- Quarterly Bonus Opportunities
- PTO Paid Holidays
- Work-Life Balance
- 401(k) 3-4% Employer Match (after 90 days)
- Health Insurance (after 90 days)
- Car Allowance (after 1 year)
- GROWTH OPPORTUNITIES
What You Will Be Doing
- Financial Planning: Prepare comprehensive financial plans, analyzing data and developing projections to meet client objectives
- Client Relations: Conduct client and prospective client meetings to provide guidance, answer questions, and follow up on action items
- Relationship Building: Use various communication channels to initiate and foster relationships with clients and prospects
- Collaboration: Work alongside the advisory team to create and implement personalized investment strategies
- Business Growth: Assist in growing the firm’s client base through outreach efforts and company-funded marketing campaigns
- Support Marketing Initiatives: Contribute to business development and marketing efforts, including vendor research
- Industry Expertise: Stay up to date on financial trends, products, and regulatory changes
- Client Support: Provide ongoing service to existing clients, handling inquiries and performing account-related tasks
What You Will Bring
- Series 65 or equivalent (Required)
- Life & Health Insurance licensure (Required)
- CFP (Preferred)
- High school diploma (Required)
- Bachelor’s degree in finance, Economics, or similar field (Preferred)
- Prior experience in financial planning or investment advisory services (Required)
- Prior sales experience (Required)
- Commitment to client service
- Clear and professional communication (verbal and written)
- Organized and attention to details
Check Us Out!
- Website: https://vitalewealth.com/index.html
If you feel liked we’d be a great fit, apply today!
Salary : $70,000