Relationship Manager - Financial Advisor
📋 Role Overview & Responsibilities
About This RoleThe Relationship Manager will be responsible to care for and manage a specific group of clients and partner closely with our leadership team to ensure the highest level of customer satisfaction, acting ethically and honestly as a fiduciary to ensure the client’s best interests are of primary focus.
Regular activities will include:Service, manage, and grow relationships with a large base of existing clients.Analyze and adjust existing wealth management and income plans custom tailored to each family.Prepare reports, statements, and analysis for client review meetings annually, semi-annually and quarterly.Regularly monitor plan(s) to make sure clients are on track with their goals and provide solutions andalternatives when necessary.Adhere to compliance policies and procedures.
Requirements:Michigan Life licenseFINRA registration with a 65 series or equivalentClean Background Check and Compliance RecordMinimum of 5+ years of industry experience desired – RIA experience preferred
Benefits include:Healthcare, Dental, Vision Benefit optionsBonus Compensation ProgramEligibility for Company VehicleEmployee Nutrition ProgramOther Perks specific to Foguth Financial Group
The right candidate’s values will align with FFG’s core values.1. Open, honest, positive, ethical2. Proud and loyal3. Client first4. Work works, get it done.5. Encourage the heart and show appreciationJob Type: Full-time
Frequently Asked Questions
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This position is located in Brighton, MI with potential relocation and sponsorship assistance depending on candidate qualifications.
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