Financial Advisor
Right Executive Search
STURGIS, MI · $80k–$90k a year · Posted October 23, 2026
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Finance jobs in the rankings
Rankings about finance jobs
- Best cities for finance jobs #1 New York (1,932 openings)
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- Most requested AI skills in finance jobs #1 AI tools in daily work (4.3%)
- AI tools named most often in finance jobs #1 Claude (0.55%)
- Employers with the most finance jobs #1 Amazon (475 roles)
How AI is used in this kind of work
Among personal financial advisors, AI is already used for a large share of the tasks. Measured exposure for personal financial advisors: 35% (high).
Share of this job’s tasks that AI is already used for at work, from real usage. It is not a forecast of job loss, and a low number means no use seen yet. Source: Anthropic Economic Index.
About the job
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.