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Wealth Advisor

Company: Retirement Income Solutions
Location: Ann Arbor
Posted on: August 5, 2022

Job Description:

Job Description Retirement Income Solutions is a locally owned, independent Registered Investment Advisor based in Ann Arbor, Michigan. The firm was founded 30 years ago with the core belief that client relationships should be built upon a foundation of unparalleled trust, integrity, and personalized service. The team is led by industry veterans who have extensive backgrounds building and developing exceptional relationships and our proactive management approach offers customized investment strategies for over 1,200 clients representing over $2 billion in assets. We have developed a team of more than thirty financial advisors and support professionals and are seeking to add a Wealth Advisor to our growing team. This Wealth Advisor will manage client relationships, often partnering with a Lead Advisor to provide comprehensive investment management and retirement planning solutions. This is an exceptional opportunity for a wealth management professional to continue to grow and learn from a team of knowledgeable, highly skilled wealth management professionals. A qualified individual will have five to ten years of experience managing relationships for clients with investment and retirement needs at a bank, brokerage or wealth management firm. The ideal candidate will be passionate about delivering the highest quality of service while developing their career to become a Lead Advisor, someone who clients seek out for advice on important issues. This individual will formulate and implement advice for their clients and at times, they may leverage the knowledge of specialists at RIS to develop recommendations. Qualifications -- Bachelor---s Degree -- 5-10 years client facing experience -- Series 65 license or willingness to obtain within 6 months -- CFA or CFP (preferred) Position Responsibilities: -- Meet with clients both virtually and in person to discuss their financial planning needs. -- Offer strategic advice on specific services, products, and investments. -- Perform investment and market research to stay current with financial trends. -- Prepare reports including, but not limited to, retirement plans, income and investment reports. -- Maintain compliance with industry regulations. -- Identify and pursue new client relationships. Benefits -- Competitive benefits package Supplemental Pay -- Bonus compensation Company Description We are a locally-owned and independent financial advisory firm. Our team consists of 9 experienced and knowledgeable investment advisers, plus a support staff of more than 20 professionals. We understand that trust, integrity and personalized service are important factors when you are seeking a financial adviser --- and these attributes are frequently cited as reasons why our clients select us to manage their financial affairs. Our role is to help clients manage their wealth in a way designed to achieve their financial goals. We work with a wide range of clients and carefully develop an investment approach that meets each of their unique objectives and investment personalities. For many clients and their families, we have become the trusted, one-stop advisor for all their financial planning needs.

Keywords: Retirement Income Solutions, Ann Arbor , Wealth Advisor, Other , Ann Arbor, Michigan

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