Senior Wealth Advisor (Onsite)
This role is not remote; candidates must be able to work onsite in our Grand Blanc or Troy Office.
Join a Growing Registered Investment Advisor with Real Opportunity for Advancement
Mainstay Capital Management is an independent, fee-only Registered Investment Advisor with over $5 billion in assets under management.
For the past 17 years, Mainstay has been ranked by Barron's as one of the Top 100 Independent Financial Advisors, and within the Top 25 for the past 12 years.
We are seeking experienced Financial Advisors for our Troy, MI and Grand Blanc, MI offices to support our rapidly expanding client base.
Compensation & Benefits
Base salary: $60,000 â $200,000 (based on experience) Quarterly bonus plus additional annual bonuses: $30,000 â $150,000 Generous signing bonus: $20,000 No sales targets, no commissions, and no highâpressure environment We focus on delivering exceptional client service, which naturally results in strong referral business and long-term relationships.
Position Responsibilities
Manage existing client relationships Develop new client relationships Understand and communicate client goals clearly Simplify complex financial concepts for clients Ensure the firm is meeting clientsâ full range of financial needs Collaborate as a flexible, openâminded team player Maintain excellent organisational and communication skills Note:
This role is relationshipâfocused, with no product sales and no quotas.
A previous book of business or AUM is not required.
Desired Skills & Experience
Bachelorâs degree preferred (finance or business emphasis desirable) Minimum three yearsâ experience in the investment/finance industry Strong understanding of financial markets and investment principles Experience advising clients on: Retirement planning Asset allocation Estate planning Employee benefits Tax planning Insurance Industry designations preferred (or actively pursuing): CFP, CFA, CPA Experience with retirement planning software such as RightCapital or MoneyGuidePro preferred High energy, ambition, and strong desire to succeed Excellent communication and relationshipâbuilding abilities
Join a Growing Registered Investment Advisor with Real Opportunity for Advancement
Mainstay Capital Management is an independent, fee-only Registered Investment Advisor with over $5 billion in assets under management.
For the past 17 years, Mainstay has been ranked by Barron's as one of the Top 100 Independent Financial Advisors, and within the Top 25 for the past 12 years.
We are seeking experienced Financial Advisors for our Troy, MI and Grand Blanc, MI offices to support our rapidly expanding client base.
Compensation & Benefits
Base salary: $60,000 â $200,000 (based on experience) Quarterly bonus plus additional annual bonuses: $30,000 â $150,000 Generous signing bonus: $20,000 No sales targets, no commissions, and no highâpressure environment We focus on delivering exceptional client service, which naturally results in strong referral business and long-term relationships.
Position Responsibilities
Manage existing client relationships Develop new client relationships Understand and communicate client goals clearly Simplify complex financial concepts for clients Ensure the firm is meeting clientsâ full range of financial needs Collaborate as a flexible, openâminded team player Maintain excellent organisational and communication skills Note:
This role is relationshipâfocused, with no product sales and no quotas.
A previous book of business or AUM is not required.
Desired Skills & Experience
Bachelorâs degree preferred (finance or business emphasis desirable) Minimum three yearsâ experience in the investment/finance industry Strong understanding of financial markets and investment principles Experience advising clients on: Retirement planning Asset allocation Estate planning Employee benefits Tax planning Insurance Industry designations preferred (or actively pursuing): CFP, CFA, CPA Experience with retirement planning software such as RightCapital or MoneyGuidePro preferred High energy, ambition, and strong desire to succeed Excellent communication and relationshipâbuilding abilities