USA Today’s Top Ranked Michigan-based Financial Advisory Firm is SGH Wealth Management for 2 years in a row: />

About the Role

You’ll play a key role in delivering high-quality financial planning to our clients. Working alongside senior advisors, you’ll help build, analyze, and implement financial plans while gaining hands-on experience in client meetings and real-world decision making. Set

COMPENSATION: $55k - $80k per year + Bonus + Benefits

*Pay dependent on Experience & Credentials

This is a growth-oriented role designed to develop you into a lead advisor over time.

What You'll Do

• Proactively Call and qualify prospective clients and schedule meetings for advisors
• Prepare and refine financial plans for client review and implementation
• Support client meetings, including note-taking and follow-ups
• Analyze client data and build reports, presentations, and recommendations
• Input and maintain data in financial planning and CRM systems
• Assist with account servicing: transfers, account setup, and maintenance
• Generate performance and portfolio reports
• Coordinate with custodians and internal teams to execute client requests

What You'll Develop

• Core financial planning expertise across investments, tax, retirement, and estate planning
• Real client exposure and advisory experience
• Mastery of financial planning tools and firm processes
• Strong analytical, organizational, and communication skills

What We’re Looking For

• Detail-oriented and highly organized
• Strong analytical and problem-solving ability
• Team-first mindset with the ability to collaborate effectively
• Clear communicator with clients and internal teams
• Ability to manage multiple priorities with accuracy and efficiency