Posted 11/04/2026
Job Number: 18363
Associate Advisor
Northville, Michigan • Hybrid
Industry: Financial Services
Job Category: Wealth Management
Job Type: Direct Hire
Salary: $100000 - $125000
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Job Description
Position Title: Associate Advisor
This advisor role pairs the support of a lead advisor on top-tier client relationships with the freedom to build an individual book of business. The firm offers an in-house alternative investment fund, and it intends to invest heavily in the advisor who champions that fund and engages clients around it. Leadership has described this hire as a main priority for the office, with marketing events, networking support, and close access to firm leadership built into the plan.
The environment is small, collaborative, and entrepreneurial, with a laid-back approach to work-life balance and a culture that treats employees as adults. The advisor will work onsite five days a week during the first few months, then move to a hybrid schedule of two to three days in the office. The role rewards initiative, referral generation, and growing sales skill, and it offers a clear route to advancement for a self-directed professional who wants to earn on the business they create.
Salary Range: $100,000 – $125,000 / Year DOE
Plus commission on new assets under management and on assets placed in the firm’s proprietary fund, paid as a share of fee billing
Associate Advisor Responsibilities
- Support a lead advisor in serving top-tier clients and independently manage a book of mid- and lower-tier client relationships
- Manage a current portfolio of accredited and unaccredited investors, identifying client needs and recommending tailored investment solutions
- Introduce and recommend the firm’s proprietary alternative investment fund to clients in a fiduciary capacity as part of a broader portfolio strategy
- Build new client relationships through networking, referrals, and business development, with the average client relationship near $500,000
- Participate in approximately ten local marketing events and client seminars each year to educate clients and attract new investors
- Provide clear, compliant communication and education to clients on complex investment opportunities, including private placements
- Collaborate with an operations and client service associate to support onboarding, investment execution, paperwork, and ongoing client service
- Meet and exceed growth and revenue targets while upholding fiduciary standards
Associate Advisor Requirements
- Three to seven years of experience advising clients as a financial advisor, or in investment sales for an RIA or broker-dealer
- Active Series 65/66 licenses or equivalent, or a willingness to obtain them within the first 60 days of employment
- Proven sales track record, including prospecting and bringing in new business
- Experience selling alternative investments, specifically private placements, and the ability to identify suitable alternatives for clients
- Ability to support a lead advisor with top-tier clients while working independently with other client tiers
- Strong knowledge of securities regulations and compliance requirements
- Self-directed, entrepreneurial, and coachable, with a strong drive to grow a book of business and excellent communication and presentation skills
- Bachelor’s degree or equivalent relevant experience
- Life and health license is preferred
- CAIA (Chartered Alternative Investment Analyst) designation is preferred
Benefits
- Medical coverage with employer contribution, plus dental and vision plans
- 401(k) retirement plan with employer matching
- Flexible paid time off and market holidays
- Coverage of licensing and compliance costs, along with client meal expenses
- Hybrid work arrangement after an initial onsite period
- Opportunities for equity participation
Qualified advisors with a record in private placements and a drive to build their own book are encouraged to apply today and take on a high-priority role with direct access to leadership.
#LI-AM1 #LI-SG1
Job ID: a0CUm00005PiGphMAF
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