Job Overview: Join our team as a Private Client Advisor in Detroit, Michigan. In this role, you will provide personalized financial advice and services to high-net-worth individuals, helping them achieve their financial goals and secure their financial future.

Job Details: As a Private Client Advisor, you will be responsible for managing a portfolio of affluent clients, analyzing their financial situations, and recommending tailored investment strategies to optimize their wealth growth and preservation.

Responsibilities:

• Develop and maintain relationships with high-net-worth clients.
• Conduct in-depth financial analysis and create customized financial plans.
• Execute investment transactions and monitor portfolio performance.
• Provide ongoing financial guidance and support to clients.
• Collaborate with internal teams to deliver comprehensive wealth management solutions.

Requirements:

• Bachelor's degree in Finance, Economics, or related field.
• Certified Financial Planner (CFP) designation preferred.
• Proven experience in wealth management or private banking.
• Strong analytical skills and attention to detail.
• Excellent communication and interpersonal abilities.

Benefits:

• Competitive salary and performance-based bonuses.
• Comprehensive health and wellness benefits package.
• Professional development opportunities and ongoing training.

Other Details: This is a fantastic opportunity to work with a dynamic team of financial experts in Detroit, Michigan. We are committed to helping our clients achieve financial success and growth.

We look forward to receiving your application and welcoming you to our team of dedicated professionals in Detroit, Michigan.