Senior Financial Advisor (Wealth Management / Annuities / Life Insurance)

The Senior Financial Advisor role in Sterling Heights, Michigan centers on acquiring and expanding a client book in wealth management, annuities, and life insurance, offering substantial earning potential and strong support from an established organization.

Responsibilities

• Bringing and transitioning your existing book of business, sphere of influence, and referral relationships
• Conducting client meetings focused on comprehensive financial planning, retirement strategies, annuities, and insurance solutions
• Meeting with high-net-worth and established clients currently serviced by Betcher Financial Group
• Performing client reviews with a focus on identifying opportunities for asset consolidation
• Performing client reviews with a focus on identifying opportunities for insurance and annuity optimization
• Performing client reviews with a focus on identifying opportunities for retirement income planning
• Performing client reviews with a focus on identifying opportunities for risk management strategies
• Building long-term client relationships through education, service, and consistent follow-up
• Collaborating with internal support staff to ensure a high-level client experience
• Maintaining compliance with all regulatory and licensing requirements

Requirements

• Series 6 and Series 63 required
• Active Life Insurance License required
• Minimum 5+ years experience as a financial advisor or insurance-based financial professional
• Proven track record in financial planning
• Proven track record in fixed and/or indexed annuities
• Proven track record in life insurance sales
• Proven track record in retirement income strategies

Benefits

• Highly competitive compensation structure designed to attract proven producers
• Access to existing high-end clients for review meetings and revenue opportunities
• Professional office environment in Sterling Heights
• Dedicated administrative and operational support staff
• Strong leadership and mentorship available from a nationally recognized producer
• Collaborative team environment focused on growth and performance
• Long-term opportunity for expansion and advancement

Position Overview

Betcher Financial Group is seeking an experienced, high-producing Senior Financial Advisor to join our growing firm in Sterling Heights, Michigan. This position offers the chance to align with an established organization, expand an existing book of business, and work with a respected leadership team.

Why Join Betcher Financial Group?

Betcher Financial Group is not a startup agency or a revolving-door sales environment. We are a long-established firm with a strong client base, a reputation for results, and leadership that understands how to support high-performing advisors. If you are a proven producer seeking the right environment to grow, this opportunity provides the platform, support, and compensation to elevate your career.

Pay

$125,000 - $350,000 per year

Work Location

In person

Earning Potential

This role offers significant income potential based on performance and production.

Ideal Candidate Profile

• Experienced and confident in presenting solutions to high-net-worth clients
• Motivated to grow and increase income
• Strong in client acquisition, relationship building, and closing business
• Professional, ethical, and compliance-focused
• Interested in joining a firm that values long-term client relationships and high-level production