Financial Advisor

Job Description

About the job

Are you an experienced Financial Advisor with an existing book of business looking for more freedom, support, and potential? The company offers uncapped earning potential, full ownership of your book, and the resources of an established, advisor-first firm backed by United Planners Financial Services, member FINRA/SIPC.

This is a hybrid role, with office located in Troy, MI

What You'll Do:

Provide comprehensive financial planning and investment advice

Cultivate and maintain long-term client relationships

Develop and deliver tailored financial plans

What You Bring:

Series 7 and 63 required; Series 65/66 preferred or willingness to obtain

4+ years of industry experience

Clean U-4 and background

Bachelor's degree in Finance or related field

Strong communication and client relationship skills

What We Offer:

Top-tier payout structure with unlimited earning potential

Open architecture-no proprietary product pressure and fewer restrictions

Full transition support and ongoing back-office assistance

Marketing, compliance, and administrative assistance

Entrepreneurial culture with the backing of an experienced team

Full-time

Hybrid remote