Private Wealth Advisor

Alexander Legacy Private Wealth Management
400 Renaissance Center, Detroit, MI 48243
$50,000 - $169,133 a year - Full-time

Profile insights

Find out how your skills align with the job description

Licenses

Do you have a valid Series 7 license?

Skills

Do you have experience in Time management?

Education

Do you have a Bachelor's degree?

Job details

Here’s how the job details align with your profile.

Pay

  • $50,000 - $169,133 a year

Job type

  • Full-time

Shift and schedule

  • 8 hour shift

Location

400 Renaissance Center, Detroit, MI 48243

Benefits
Pulled from the full job description

  • 401(k)
  • 401(k) matching
  • Dental insurance
  • Flexible schedule
  • Paid time off
  • Professional development assistance
  • Vision insurance

Full job description

Position Title:Private Wealth Advisor

(Openings in Chicago, IL & Detroit, MI)

Are you ready to break out of the “status quo” and join our movement to help clients preserve wealth, invigorate their philanthropic ambitions, and amplify their family’s legacy? We are looking for advisors that have a minimum of 5 years of experience working with high-net-worth clients with an investment management firm or custodian. This person will enjoy building lifelong legacy relationships with clients and their families. It is important that our advisors provide an extraordinary client service experience since Alexander Legacy Private Wealth strives for excellence in all that we do! Our goal is to create and maintain a culture that is inclusive, impactful, and fun!

Qualifications:

  • Bachelor’s degree preferred
  • Active Series 7 license is required
  • Active Series 66 (63/65) license is required
  • Active Life and Health Insurance license is required
  • Minimum of 5 years of experience working as an advisor with high-net-worth clients with an investment management firm or custodian
  • Delivers clear and concise communication (oral & written)
  • Excellent attitude and track record for providing extraordinary client service experience
  • A genuine interest in serving and caring for other people
  • Excellent organizational and time management skills
  • Ability to handle multiple tasks and priorities simultaneously
  • Proficient in Word, Excel and PowerPoint
  • Certified Financial Planning certification is preferred

Additional Incentives:

  • Health, Dental, Vision Benefit Package
  • PTO (4 weeks)
  • 401K
  • Professional Development Reimbursement
  • Charity Donation Match
  • Paid Volunteer Days

www.alprivatewealth.com

Alexander Legacy Private Wealth Management provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

Work Remotely

  • Temporarily due to COVID-19

Job Type: Full-time

Pay: $50,000.00 - $169,133.00 per year

Benefits:

  • 401(k)
  • Flexible schedule

Physical setting:

  • Office

Schedule:

  • 8 hour shift

Supplemental pay types:

  • Commission pay

Application Question(s):

  • Are you a certified financial planner?

Education:

  • Bachelor's (Preferred)

Experience:

  • asset management: 5 years (Preferred)

License/Certification:

  • Life and Health insurance license (Preferred)
  • Series 7 license (Required)
  • Series 66 license (Required)

Work Location: In person

If you require alternative methods of application or screening, you must approach the employer directly to request this as Indeed is not responsible for the employer's application process.