Junior Financial Advisor

About the Role
We are seeking a driven, relationship-oriented professional to join our team as a Junior Financial Advisor in Ann Arbor, MI. This role is designed for individuals who are committed to becoming a lead advisor and building a long-term career in wealth management.

This is not a purely analytical or support role. The right candidate will be actively involved in networking, developing relationships, and contributing to new client acquisition, with a clear path toward building and managing their own book of business.

You will gain hands-on experience working alongside senior advisors while developing the skills and relationships needed to grow into a client-facing advisory role.

Key Responsibilities

• Support senior advisors in delivering comprehensive financial planning and client service
• Actively network and build relationships within the community to generate new client opportunities
• Develop and maintain a pipeline of prospective clients
• Participate in client meetings and contribute to strategy development and recommendations
• Prepare financial plans, analyses, and client presentations
• Maintain accurate client records and ensure compliance with firm standards
• Take ownership of personal business development goals with the expectation of building a book of business over time

Qualifications

• Bachelor’s degree in Finance, Accounting, Business Administration, or a related field
• Strong desire to become a financial advisor, including comfort with business development and networking
• Proven ability or willingness to build relationships and generate new business
• Excellent communication and interpersonal skills
• Highly motivated, self-starter with an entrepreneurial mindset
• Strong organizational and analytical skills
• Progress toward or interest in pursuing CFP®, CFA, or similar certifications is a plus
• Experience working with or understanding the needs of business owners is a plus

What We’re Looking For
Someone who is ambitious, proactive, and comfortable with the business development side of advising. This role is best suited for candidates who want more than a support position and are motivated to grow into a lead advisor responsible for their own client relationships.