A Personal Financial Advisor advises clients on financial plans and investment strategies. Discusses the client's financial objectives, researches and recommends investment options, advises on tax strategies, monitors client accounts. May be licensed to buy and sell financial products such as stocks and bonds.
360 Financial Group | Metro Detroit, MI Build a Career That Makes a Difference Are you looking for more than another financial sales position? At 360 Financial Group , we help individuals and families retire with confidence through retirement income planning, principal protection strategies, and guaranteed lifetime income solutions. We're seeking a motivated Retirement Income Specialist who wants to build a long-term career within an established retirement planning firm—not start from scratch. Unlike many firms, we provide qualified opportunities, a proven sales process, ongoing coaching, and a collaborative team environment so you can focus on helping clients. Why Join 360 Financial Group? We have spent years building a retirement planning practice that consistently generates opportunities through seminars, client referrals, and community education.
Our advisors benefit from:
Qualified retirement planning appointments Established seminar marketing program Proven retirement income planning process Administrative and client service support Weekly coaching and mentorship Professional marketing support Clearly defined career path Collaborative team environment Opportunity to work with existing clients You will spend your time meeting with qualified prospects—not cold calling. What You'll Do As a Retirement Income Specialist, you will: Meet with pre-retirees and retirees Conduct retirement income planning appointments Analyze retirement income needs Present retirement protection strategies Recommend appropriate fixed indexed annuity solutions when suitable Build long-term client relationships Coordinate with Managed Money and Protection Specialists Maintain complete CRM documentation Participate in weekly coaching sessions What We're Looking For The ideal candidate is: Coachable Highly ethical Confident communicator Strong relationship builder Organized and disciplined Comfortable asking for the business Passionate about helping retirees Team-oriented Preferred Qualifications Life Insurance License (or ability to obtain quickly) Previous financial services or insurance experience preferred Retirement planning experience is a plus Sales experience with a documented history of success CRM experience Public speaking experience is helpful but not required Candidates from financial services, insurance, banking, mortgage, business-to-business sales, and consultative sales are encouraged to apply. Compensation We offer a competitive compensation package that includes: Base salary (for qualified candidates) Performance-based commissions Production bonuses Marketing support Lead generation Professional development Career advancement opportunities Compensation is designed to reward performance and long-term client relationships. Why Advisors Join Us Many advisors spend most of their week: Prospecting Cold calling Buying leads Managing paperwork Handling administrative tasks At 360 Financial Group, our goal is to remove those obstacles so advisors can focus on what they do best—serving clients and building trusted relationships. Our Culture Our culture is built around five principles: Clients First Integrity Always Team Before Individual Continuous Improvement Professional Excellence We believe technical skills can be developed, but integrity and character are non-negotiable. Career Growth Successful advisors have opportunities to advance into: Senior Retirement Income Specialist Lead Advisor Sales Coach Sales Manager Partner Opportunities We invest heavily in coaching, leadership development, and long-term career growth.
Benefits Eligible employees may receive:
Health insurance contribution Paid time off Retirement plan Continuing education support Licensing assistance Marketing support Administrative support Professional coaching About 360 Financial Group 360 Financial Group is a retirement planning firm serving individuals and families throughout Metro Detroit.
Our mission is simple:
Help clients protect what they've worked a lifetime to build while creating dependable retirement income they can count on. We believe retirement planning should be educational, relationship-driven, and centered on each client's long-term goals. Ready to Apply? If you're looking for a career where you can make a meaningful impact while building a successful future, we'd like to meet you. Apply today and discover why advisors choose 360 Financial Group to build lasting careers in retirement planning.
Pay:
$60,000.00 - $140,000.00 per year
Benefits:
401(k) 401(k) matching Dental insurance Flexible spending account Health insurance Life insurance Paid time off Paid training Vision insurance