So… you started you financial planning career and things aren’t going as well as you had hoped?

Believe me, we’ve been there.

The financial services industry is notorious for promising effective training, sales/marketing support and mentorship but few deliver on those promises. Don’t let that discourage you on what could be a great career as a financial planner. Like any small business, success as a Financial Adviser requires a combination of factors that lead to success.

We are a boutique wealth management firm seeking to hire a Financial Adviser for our Non-Profit/Government Employee Market. This role for the right individual, should provide the right balance of support, training and opportunity to build a great career. We are looking for someone who has tremendous potential, proven they can succeed in this field, but finds themselves currently in a dissatisfied with their current broker-dealer.

If you join our firm, you will be building your own practice through your personal networks in concert with our target markets Mission Point maintains a competitive advantage in such as hospitals, schools and Federal government employees.

The ideal candidate embraces relationship building, has a strong sense of service and excellent communication and analytical skills. We believe the best and brightest in this field embrace both the analytical and ‘people’ elements that future financial advisers will need.

Job Requirements:
• 2 to 4 years experience as a Financial Advisor and/or insurance sales.
• Currently Series 7 license, Series 63 and 65 or Series 66. (may consider Series 6)
• Bachelor’s degree in business, finance, sales, marketing or related field preferred
• Excellent communication, writing, time management and organization skills.
• Strong community involvement.
• Embrace Hard work
• Ability to listen to client needs and provide financial solutions.
• Successful completion of background check .
Sample of Job Duties
• Cultivating existing client relationships including continuing and regular client contact and communications. Growing market share from existing relationships
• Consistent marketing and prospecting for new clients within existing Mission Point Target Markets and own personal network
• Tremendous client service, including preparing for client meetings, planning updates, portfolio changes and reviews, information gathering, portfolio returns and implementing recommendations
• Conduct Investment Research
• Comprehensive financial planning, including coordinating of asset management, estate planning and risk management.
• Meet all regulatory obligations.

An attractive compensation package awaits the successful candidate.

For information on the position and the application process please email clientservices@missionpointplan.com or call 248-504-6025.

Securities offered through Securities America, Inc. Member FINRA/SIPC. Check the background of your financial professional at FINRA's BrokerCheck. Advisory services offered through Securities America Advisors, Inc. Mission Point Planning and Retirement, and the Securities America Companies are unaffiliated.
Securities America and its representatives, Mission Point Planning and Retirement do not provide tax or estate planning advice. These services are provided in conjunction with a qualified tax and/or estate planning professional.
This site is published for residents of the United States, is for informational purposes only and does not constitute an offer to sell, or a solicitation of an offer to buy, any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed."


The Five Star Wealth Manager award, administered by Crescendo Business Services, LLC (dba Five Star Professional), is based on the following objective criteria: Credentialed as an investment advisory representative (IAR) or a registered investment adviser; Actively employed as a credentialed professional in the financial services industry for a minimum of five years; Favorable regulatory and complain history review; Fulfilled their firm review based on internal firm standards; Accepting new clients; One-year client retention rate; Five-year client retention rate; Non-institutionalized discretionary and/or non-discretionary client assets administered; Number of client households served; Educational and professional designations. Wealth managers do not pay a fee to be considered of awarded.


* Source: Pew Research Center
† Source: “Quantitative Analysis of Investor Behavior, 2014” Dalbar Inc. Most recent data available. An index is un-managed and one cannot invest directly into an index.

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