Financial Advisor

Location : Sturgis, MI (In office) Industry : Wealth Management / Financial Planning Compensation Range : $80-90k plus bonus

About the Role Our client is an established wealth management practice in Sturgis, Michigan, with a client base built almost entirely through referrals. Led by a founder who has worked in the industry since the 1990s, the practice is supported by a national broker-dealer and RIA platform. They are seeking a financial planning professional to offer investment advice and the management of advisory assets while working alongside the founder on comprehensive financial planning.

The role offers a path toward practice ownership over time alongside other team members. You would join a small, highly educated, long-tenured team known for its kindness, personal service, and family-friendly approach to work.

Key Responsibilities Manage advisory assets, provide investment advice, and execute trades for clients. Work alongside the founder to develop and deliver comprehensive financial plans. Advise individuals and families on retirement planning, IRA rollovers, and wealth transfers. Provide attentive, personal service to a client base built primarily through referrals. Collaborate with the firm’s registered professional and client services associate. Use Wealthscape, Albridge, and other platform tools for client access and reporting. Develop the business and leadership skills needed for a future ownership role. Contribute wherever needed in a small, collaborative office.