Lead Financial Advisor CFP or CFA
Metro Detroit
No Portable Book Required
On behalf of our client, we are conducting a search for a Lead Financial Advisor to anchor and grow an emerging Metro Detroit presence.
This opportunity is designed for a CFP or CFA who wants to deliver sophisticated planning and relationship leadership without the pressure of bringing a portable book of business. A transferable book is not required.
THE OPPORTUNITY
This role offers the ability to function as a true Personal CFO for high net worth and emerging affluent clients. The advisor will serve as the primary relationship lead and will design, implement, and oversee comprehensive wealth management strategies aligned with clients long term life and financial objectives.
The firm provides:
• Strong brand credibility and national infrastructure
• Centralized investment, planning, and operational support
• Equity participation and long term ownership pathway
• Growth capital and marketing support in an emerging market
This is an opportunity for an advisor who values depth of planning, intellectual rigor, and long term client impact over transactional production models.
WHAT YOU WILL DO
• Lead complex, holistic financial planning engagements across investments, tax strategy, estate planning, retirement planning, and risk management
• Serve as the senior relationship quarterback for client households
• Collaborate with internal specialists and external professionals to deliver integrated solutions
• Build meaningful presence in the Metro Detroit community
• Develop referral relationships with custodial and professional partners
• Mentor and collaborate with a local service team to ensure exceptional client experience
WHO THIS IS IDEAL FOR
• CFP or CFA with 6 plus years of wealth management or advanced planning experience
• Advisor operating in a bank, brokerage, or RIA model who wants deeper planning engagement
• Professional seeking equity and long term ownership participation
• Advisor motivated by fiduciary advice and client centric culture rather than product distribution
• Individual with strong local credibility who wants to build strategically without being required to transition assets
COMPENSATION AND STRUCTURE
• Competitive base salary
• Discretionary year end profit sharing
• Restricted equity grants at hire
• Accelerated pathway to ownership participation
• Comprehensive benefits and retirement match
This role will initially operate with flexibility as the Metro Detroit presence continues to expand. The long term vision includes a permanent local office environment with collaborative in person engagement.
Lead Financial Advisor - Detroit • Troy, MI, United States
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