Financial Advisor

Okemos, Michigan

|

Full Time

Foguth Financial Group is a comprehensive financial planning firm located in beautiful, Downtown Brighton. Our organization is internally driven to exceed client experience expectations.

The Financial Advisor will be responsible to care for a specific group of clients and develop new business, acting ethically and honestly, as a fiduciary to ensure the client’s best interests are of primary focus.

Regular activities will include:

Seek out and build a client base through educational seminars and workshops, referrals, etc.
Onboard new clients through a thorough fact-finding and needs analysis journey, getting to know their goals, priorities, and financial objectives, etc.
Develop and present unique and comprehensive wealth management/income plans
Regularly monitor plan(s) to make sure clients are on track with their goals
Review client’s plans yearly to make sure they keep on track to meet goals and objectives
Respond to client requests for service and troubleshoot service issues
Adhere to compliance policies and procedures
Support a servicing team, as needed, with the company’s entire client base

Opportunities include:

Earn a six-figure income
Competitive commission schedule
Lead generation costs covered by the firm
Strong renewal income
Professional training and development
A genuine career in wealth management that focuses on clients’ needs

Requirements:

Health and Life license
FINRA registration with a 65 series or equivalent
Clean Background Check and Compliance Record
3-5 years of industry experience desired

If you are a team player that is up for a challenge, we are looking to bring on confident individuals that thrive on closing the sale. The desired candidate MUST be comfortable communicating in both large and small group settings and willing to consider new or different products/investment strategies that are in the best interest of the client. We are looking for someone with a warm and professional demeanor that excels in solving problems and following up appropriately.

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Advisory services offered through Foguth Wealth Management, LLC (“FWM”), an SEC registered investment advisor (SEC No. 801-128714). FWM’s Form ADV Part 2A and Form ADV Part 3, as well as are available free of charge at https://adviserinfo.sec.gov/. Foguth Financial Group is a trade name used exclusively for marketing purposes, is commonly owned and operated, and is not a registered investment advisor. Insurance products are offered only by duly licensed individuals and are not offered through FWM. The information and materials contained herein are presented for informational purposes only and should not be construed as personalized investment, tax, or legal advice.

This material includes links to independent, third-party websites that are not affiliated with or controlled by Foguth Wealth Management, LLC or Foguth Financial Group, together referred to as “Foguth Affiliates.” When you follow a link to one of these sites, the Foguth Affiliates can not warrant the accuracy, reliability or timeliness of any information published by these external sites, nor endorses any content, viewpoints, products, or services linked from these sites, and cannot be held liable for any losses caused by reliance on the accuracy, reliability or timeliness of their information. Any person or entity that relies on any information obtained from these sites does so at his or her own risk.