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Wealth Advisor

Retirement Income Solutions
Ann Arbor, Michigan
Up to $125,000 + benefits
Closing date
Nov 11, 2021

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Job Role
Financial Advisor
Employment Type
Full Time
Experience Level
5 to 9 years
CFP® Certification
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Retirement Income Solutions is a locally owned, independent Registered Investment Advisor based in Ann Arbor, Michigan. The firm was founded 30 years ago with the core belief that client relationships should be built upon a foundation of unparalleled trust, integrity, and personalized service. The team is led by industry veterans who have extensive backgrounds building and developing exceptional relationships and our proactive management approach offers customized investment strategies for over 1,200 clients representing over $2 billion in assets. We have developed a team of more than thirty financial advisors and support professionals and are seeking to add a Wealth Advisor to our growing team.

This Wealth Advisor will manage client relationships, often partnering with a Lead Advisor to provide comprehensive investment management and retirement planning solutions.  This is an exceptional opportunity for a wealth management professional to continue to grow and learn from a team of knowledgeable, highly skilled wealth management professionals. 

A qualified individual will have five to ten years of experience managing relationships for clients with investment and retirement needs at a bank, brokerage or wealth management firm.  The ideal candidate will be passionate about delivering the highest quality of service while developing their career to become a Lead Advisor, someone who clients seek out for advice on important issues.  This individual will formulate and implement advice for their clients and at times, they may leverage the knowledge of specialists at RIS to develop recommendations.

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