Financial Advisor - Wealth Management

Job Description

Job Description

Salary : Starting Range $110,000 and up, based on experience

Financial Advisor Wealth Management

About LoVasco

LoVasco is on a mission to inspire, engage, and empower one million people to build healthier and wealthier lives.

Our core focus is to help organizations deliver world-class benefits and compensation to the employees they care about and steward individuals financial wellbeing in and out of the workplace.

LoVasco Consulting Group serves two key audiences :

B2B- Total Rewards Strategy & Support : HR and C-Suite professionals of middle market organizations looking to build a world-class total rewards strategy, aligning health and retirement benefits, compensation strategy, and overall employee wellbeing.

B2C- Financial Planning & Wealth Management : Individuals looking for concierge-level financial advice in the context of a deep relationship with their advisor.

The Opportunity

While LoVasco has had a long history of solving estate and business continuity planning issues and serving thousands of 401(k) participants, were expanding our Wealth Management team to offer a full suite of private wealth management services, including independent, unbiased advice to these individuals.

The Job

The Financial Advisor Wealth Management will serve as a trusted partner to high-net-worth individuals, helping them navigate their financial future with confidence. Youll build deep, long-term relationships with clients, crafting customized financial plans that encompass investment management, estate planning, retirement strategies, and wealth preservation. Beyond advising, youll play a key role in expanding our client basenetworking, uncovering new opportunities, and driving the growth of assets under management (AUM). This is an exciting opportunity for an entrepreneurial, relationship-driven professional who thrives on making meaningful connections and delivering concierge-level financial guidance.

Job Responsibilities

Build and Strengthen Client Relationships :

Become a trusted financial guide, helping clients navigate their financial futures with confidence.

Engage with high-net-worth individuals, understanding their goals, concerns, and aspirations.

Provide ongoing insights, updates, and strategic advice to ensure clients stay on track toward financial success.

Deliver exceptional, concierge-level serviceanticipating client needs and exceeding expectations.

Develop Tailored Financial Strategies :

Craft customized financial plans that align with clients wealth-building, retirement, and legacy goals.

Analyze financial data, uncover opportunities, and recommend strategic investment solutions.

Guide clients through complex wealth management decisions with clarity and confidence.

Be a Leader in Investment Management :

Oversee client portfolios with precisionbalancing risk, return, and long-term growth.

Research and evaluate new investment opportunities, ensuring the best strategies for each client.

Leverage technology and data-driven insights to enhance investment decision-making.

Communicate market trends in a way thats engaging, digestible, and actionable for clients.

Expand Your Network & Drive Growth :

Take charge of business developmentnetworking, building relationships, and expanding your client base.

Cultivate connections with professionals, entrepreneurs, and community leaders.

Leverage social media, digital tools, and innovative marketing to attract and engage new clients.

Maintain Integrity & Excellence :

Uphold the highest standards of ethics, transparency, and client advocacy.

Ensure compliance with all financial regulations while delivering seamless, high-touch service.

Embrace a culture of continuous learning and professional growth.

About You

People who thrive in this position :

Possess an entrepreneurial spirit driven to grow professionally and personally

A connector of people enjoys engaging with people, cultivating positive relationships

Naturally curious interested in new ideas, absorbing information, curious about many topics

Loves organization and project management finds satisfaction in creating structure out of ambiguity

Values effective communication - believes that words matter and takes pride in written and verbal communication skills

Process-oriented and have knowledge of and / or the willingness to learn the Entrepreneurial Operating System (EOS) and David Allen's Getting Things Done (GTD) principles to manage long-term goals and daily projects / tasks

Thrives in an accountable environment Takes extreme ownership over results.

Education, Training, and Experience

Bachelor's Degree in Finance, Economics, or other related field

5+ years of job experience required, directly serving high-net-worth individual's financial and estate planning needs

Hold Certified Financial Planner CFP designation or progress towards completion

Required to hold or obtain licenses including Series 7 and Series 66, State of Michigan Life Insurance license

Previous experience with complex financial planning engagements, and a significant record of accomplishments

Expertise in financial planning software platforms, especially Right Capital

Benefits

Medical Insurance, including Health Savings Account options

Dental Insurance

Vision Insurance

401(k) plan and company match

Employer-paid life insurance

Employer-paid short-term and long-term disability insurance

Flexible spending account

Generous paid time off

Paid parental leave

Summer Friday hours

Professional development assistance

Volunteer days with local charity

Team building events and outings

Sabbatical opportunity