Associate Advisor

Associate Advisor

Foguth Financial Group is seeking a motivated, organized and relationship driven Associate Financial Advisor to join our expanding Advisory Team. This role plays a critical part in delivering exceptional client experience while supporting advisor productivity, directly contributing to our continued growth across Michigan and beyond. In this role, you will work closely with experienced advisors to prepare financial planning materials and support the overall client experience. The ideal candidate thrives in a fast-paced, collaborative environment where accountability and client impact matter. We are excited about this opportunity because Associate Financial Advisors play a key role in supporting client relationships while developing the experience and licensing needed to grow into future advisory roles. Serve as a primary point of contact for client service requests, ensuring requests such as distributions, contributions, withdrawals, and account updates are handled accurately and efficiently. Support Financial Advisors by preparing client reports, financial planning materials, and meeting documentation for client reviews and onboarding. Maintain accurate client records by utilizing CRM systems and Microsoft 365 tools to track client activity, follow-up items, and service requests. Monitor and manage follow-up tasks to ensure client needs are addressed promptly, and no requests are overlooked.

Foguth Financial Group is hiring for this role on CareerPlace.

Apply on the company website through Foguth Financial Group.

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