Herbert Financial Group LLC (HFG) is headquartered in Auburn Hills, MI and has proudly served clients across the nation for over 37 years. Our experienced, dedicated advisory team handles over half a billion combined in advisory and brokerage assets for select families, corporate executives, and business owners. Client services include holistic financial plans, portfolio management, wealth transfer planning, risk management, estate planning and tax planning.

We are looking for a motivated, professional, and energetic individual with experience in financial planning to fill the role of Wealth Advisor within our firm.

As a Wealth Advisor, you will be an integral member of our unified team, a value to our clients and significantly contribute to the overall success of our organization.

Job Summary

This position as a Wealth Advisor is to service an existing book of business and formulating and implementing advice regarding financial planning, investment management, as well as tax and estate planning in coordination with clients CPAs and Attorneys. While developing new business from the existing or new relationships is encouraged, we do not have sales targets. As an established firm who puts clients first, we have significant referral business.

Responsibilities

• Manage existing client relationships
• Understand and communicate client's goals, simplify complicated financial concepts for clients, and ensure the firm is meeting the client's broad range of financial needs
• Develop and deliver financial plans to current and prospective clients
• Identify areas for planning
• Undertake research to identify suitable solutions to meet the clients’ needs
• Prepare information/comparisons for analysis
• Liaise with clients’ legal and tax advisor
• Assists in development and participation of client event presentations
• Track activity completed and in process through Redtail activities and Workflows
• Participate in and provide feedback in team meetings

Knowledge, Skills & Abilities

Required

• Bachelor’s degree in finance or related field
• 2+ years experience working in private wealth management / financial planning
• Knowledge of industry leaders’ investment and insurance (variable annuity) products
• Flexible, open-minded team player with excellent organizational and communication skills
  

Helpful

• Experience with CRM and Financial Planning software
• FINRA Series 7, 6, 63, (and 65 if part of a Registered Investment Advisor), Life and Health license
• CERTIFIED FINANCIAL PLANNER ™ designation preferred, if currently do not hold the designation, enrollment in the next year is required
  

Compensation and Benefits

• Base salary ranges from $60,000 to $80,000, dependent on experience level
• Additional annual bonuses range from $10,000 to $20,000
• Growth opportunities are available based on performance
• Safe Harbor 401k 3% non-elective employer contribution after 1 year
• No health Insurance but currently researching
• Professional development assistance
• Must sign restrictive covenant

Email your resume to liz@hfgllc.com