Financial Advisor Career Changers

Financial Advisor (with nationally ranked training program) Join Our Team

For over 167 years, we've helped clients achieve financial security. We’re committed to your success and are searching for special individuals to continue that tradition.
No financial experience required! We welcome diverse backgrounds, including sales, insurance, leadership, community influencers, athletes, teachers, military personnel, hospitality, and business professionals.
We’ll train, coach, mentor and develop the right candidates in our Wealth Management Advisor program with robust training, technology, planning tools, and supportive mentors.

• Comprehensive Medical Coverage
• Bonus Programs and Expense Allowances
• Group Life and Disability Insurance
• Leadership Opportunities
• Financial Support for Licensing; LAH, SIE, Series 6, Series 63, CFP®, and more
• Parental Benefits

• 4-year College Degree REQUIRED
• Self-starter and highly motivated
• Proven History of Success
• Strong Interpersonal and Networking Skills
• Legal authorization to work in the US without sponsorship

Join us as a Financial Advisor
to grow your career, explore your earning potential, craft a workday around your life, and make a daily impact on clients' lives.

• FORTUNE's "World’s Most Admired Companies"
• Crains Detroit Business "Best Places to Work 2023"
• DBusiness "Top Corporate Culture Award 2024"
• Business Week "Best Places to Launch a Career"
• "Best Places to Work"
• Ranked among the Top 10 independent Broker-Dealers by Total Revenues

As a Financial Advisor
you will build long-lasting relationships, offer guidance and provide solutions to help clients meet their financial goals and objectives. Financial Advisors are supported by training programs, mentoring and unlimited access to resources to assist their clients. They are supported by a network of specialists who together provide guidance on:

Comprehensive Financial Planning – Wealth Management - Personal Planning Analysis – Asset & Income Protection – Education Funding – Investment & Advisory Services – Trust Services – Estate Analysis – Retirement Solutions – Business Needs Analysis – Employee & Executive Benefits

We’ve been helping clients achieve financial security for over 165 years. We are searching for (2) special individuals to help us carry on that tradition.
No financial experience required. We will train, coach, mentor and develop the right candidate in our Financial Advisor Program. Here, you’ll have access to award – winning training, technology, planning tools and supportive mentors to help you deliver expert advice to your clients.

We want people with different backgrounds and work experience, including but not limited to:

• Financial management, sales, insurance, and financial services
• Executive leadership
• Community influencers
• Former athletes
• Military background
• Prior sales and/ or business experience preferred

• 4- year College Degree REQUIRED
• Self – starter and highly motivated
• History of success
• Strong interpersonal and networking skills

• Best Places to Work Crains Detroit Business 2023
• Top Corporate Culture
  Award Business 2024
• Worlds’ Most Admired Companies in our industry according to FORTUNE
• America’s Best Large Employer, Best Employer for Diversity, Best Employer for Women, Best Employer for New Grads as recognized by Forbes
• Best Places to Launch a Career recognized by Business Week
• Best Places to Work by
• Ranked among the Top 10 independent Broker
  - Dealers as measured by total revenues

• Group Life and Disability Income Insurance
• Multiple bonus compensation programs
• Sponsorship of Licensing/ Credentialing
• Exceptional Income Potential
• Financial support for professional designations and certifications: SIE, Series 6, 7, 63, CFP, LAH

Help clients achieve their goals with personalized financial plans. You’ll guide them from their current situation to their future goals, providing the tools and support they need. If this feels exciting, but scary