Build Your Career with a Firm That Invests in Your Success
Are you an experienced Financial Advisor looking for a firm that gives you the tools, support, and opportunities to grow? At Kaizen Financial, we believe advisors do their best work when they're supported by a collaborative team, strong marketing resources, and a client-first culture.
We're seeking an experienced Financial Advisor to help serve our growing client base while continuing to develop meaningful, long-term relationships. You'll step into an established environment with existing opportunities, administrative support, and mentorship that allows you to focus on what you do best—helping clients achieve financial confidence.
About Kaizen Financial Inc.
Kaizen Financial is an independent, privately-owned financial services firm based in Shelby Township, Michigan. Our name comes from the Japanese philosophy of Kaizen, meaning to continuously improve, and that mindset influences everything we do.
At the heart of our practice is our proprietary O.W.N.® (Objective Assessment, Written Plan, Non-Stop Monitoring) process. Rather than focusing solely on numbers, we take a value-driven approach to financial planning by helping clients align their financial decisions with what matters most to them. Through objective guidance, personalized planning, and ongoing monitoring, we build long-term relationships that empower clients to pursue their goals with confidence.
If you're passionate about delivering personalized advice and building meaningful client relationships, you'll feel right at home at Kaizen Financial.
Why You'll Love Working Here
- Established book of business
- Firm-funded marketing and lead generation
- Dedicated administrative support
- Collaborative team environment
- Ongoing mentorship from experienced advisors
- Professional development opportunities
- Independence with the support of a growing firm
What You'll Do
- Develop customized financial plans tailored to each client's goals
- Meet with clients and prospects to provide financial guidance
- Build lasting client relationships through proactive communication
- Collaborate with the advisory team to develop investment strategies
- Help grow the firm's client base through networking and marketing initiatives
- Stay informed on industry trends and regulatory updates
- Provide exceptional ongoing service to existing clients
- Assist with additional projects that contribute to the firm's continued growth
Qualifications
Required
- 5+ years of financial planning or investment advisory experience
- Excellent interpersonal and communication skills
- Strong organizational skills and attention to detail
- Life & Health Insurance License
Preferred
- Bachelor's degree in Finance, Business, Economics, or related field
- Series 65 (or ability to obtain within six months)
- Experience using CRM and financial planning software
Compensation & Benefits
- Our compensation structure offers the opportunity for high earnings. Successful candidates may earn in excess of $100,000 annually, depending on performance
- PTO
- Paid holidays
- Simple IRA with company participation
- Bonus opportunities
- Professional development support
Benefits:
- Paid time off
- Paid training
- Retirement plan
Application Question(s):
- Are you willing to complete a background check?
Experience:
- Financial planning: 5 years (Required)
License/Certification:
- Series 65/66 (Preferred)
- Life & Health Insurance License (Required)
Ability to Commute:
- Shelby Charter Township, MI 48317 (Required)
Work Location: In person
