Foguth Financial Group is an Investment Advisory firm that is internally driven to help individuals and families to find peace and purpose for their money. We have a track record of exceeding client expectations and fostering relationships within our local communities. We are currently expanding our Advisory team and are looking for a Wealth Manager – Advanced Planning in Brighton or Metro Detroit to be a part of our continued growth.
As a Wealth Manager – Advanced Planning with Foguth Financial Group you’ll play a key role within our advisory team to support financial advisors, management, and clients by providing one-on-one case consultation, design, and planning services to help identify and implement various insurance, tax, and retirement planning strategies.
Regular activities will include:
• Support Financial Advisors, Management, and Clients by providing one-on-one case consultation and case design services to help identify and implement various insurance, tax and retirement planning concepts and strategies.
• Provide telephone support to Advisors, Associate Advisors, and other Foguth Financial Group management and personnel requiring assistance with the technical and tax aspects of advanced business and retirement planning tools and techniques.
• Work jointly with various insurance carriers and Independent Marketing Office(s) to develop and promote advanced market initiatives for the sale and marketing of life insurance products.
• Develop marketing, sales and educational materials for advisors and clients on life insurance and other insurance product applications, including business and retirement planning strategies.
Our ideal candidate has:
• Life Insurance sales and marketing experience.
• Minimum 5-7 years’ experience in point of sales, field experience supporting agents in closing Life Insurance cases.
• Strong knowledge and experience in the advanced markets, including retirement and business planning expertise.
• Ability to communicate effectively with Advisors, clients and Management. Adept at presenting complex topics in understandable terms to not only solve clients’ problems but to lead to sale.
• Professional written and oral communication style as well as strong organizational skills.
• Strong relationship management skills; effectively work with Advisors and Management within the general offices, as well as cross functionally with other business areas.
Required Licensing:
• Michigan Life, Accident & Health License (in good standing at date of hire)
• Series 65 (or within 90 days of date of hire)
• Certified Financial Planner (preferred, but not required)
Benefits include:
• Healthcare, Dental, Vision Benefit options
• Bonus Compensation Program
• Eligibility for Company Vehicle
• Employee Nutrition Program
• Other Perks specific to Foguth Financial Group
The right candidate’s values will align with FFG’s core values.
FOGUTH FINANCIAL GROUP’S CORE VALUES
1. Open, honest, positive, ethical
2. Proud and loyal
3. Client first
4. Work works, get it done.
5. Encourage the heart and show appreciation
Please send all inquiries to:
Scott Marra, Senior Recruiter smarra@foguthfinancial.com | (810) 522-5650
