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Client-Focused Financial Advisor - Retirement Planning
Job in
Ann Arbor, Washtenaw County, Michigan, 48113, USA
Listed on 2026-06-18
Listing for:
Advisor Talent Solutions
Full Time
position Listed on 2026-06-18
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor
Job Description & How to Apply Below
Imber Wealth Advisors in Ann Arbor, MI is looking for a Service Advisor to enhance client relationships through ongoing financial guidance and exceptional service. The ideal candidate has 3-5 years of experience in financial planning, strong analytical skills, and a Series 65 certification.
The role involves preparing client meetings, performing portfolio analysis, and conducting proactive outreach. The company offers a competitive salary of $80,000 - $90,000 plus bonuses, health insurance, and professional development opportunities.
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