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Financial Advisor Lead-Gen
Job in
Portage, Kalamazoo County, Michigan, 49002, USA
Listed on 2026-02-07
Listing for:
Threadneedle group
Full Time
position Listed on 2026-02-07
Job specializations:
-
Finance & Banking
Financial Advisor
Job Description & How to Apply Below
A wealth advisory practice is seeking experienced Financial Advisors in Portage, MI. Candidates must have a proven record of business growth, the ability to develop marketing strategies, and an existing Book of Business exceeding $200k in annual GDC. The role involves building client relationships, conducting financial planning meetings, and servicing clients. This full-time position offers a collaborative environment focusing on professional development.
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