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Career Changers

What Does a Financial Advisor Do?

Financial advisors work with people to:

  • Define their goals
  • Review their assets
  • Analyze their needs
  • Provide recommendations
  • Implement and execute their financial plans
  • Monitor and track their progress and work with them to refine and revise along the way

Our goal is to help our clients secure their financial future.

Our ideal candidate:

  • Connects and communicates with potential clients
  • Wants to build strong personal relationships
  • Has a desire to help others
  • Possesses the ability to listen attentively
  • Is energetic with a strong work ethic
  • Excels as part of a team
  • Draws energy and excitement from meeting new people and working in a dynamic environment

Mentorship

Our firm is built with a team mentality and as a member of our team, you will have access to excellent mentor advisors. Our experienced advisors have years of knowledge they can pass on to you to assist you in finding success faster. Learn from the best about their time in the industry and how they built their own successful practice.

Additional Resources

Why Advisors Join Our Firm - Outline of the advantages advisors enjoy by joining Michigan Financial Companies.

Advisor Success Story - A Question and Answer Session with one of our new advisors discussing why he chose financial advising and how he has been able to find success.

Helping Others Succeed Can Be Your Biggest Success - A brief overview about the role of a Financial Representative, why to choose this career, and questions to ask yourself.

What is Your Vision of Success? - An overview of two of our proven success systems to create your ideal practice.

We are strongly committed to diversity and equal opportunity.

Submit Resume

Chelsea Luttrell

(248) 663-4776
248-827-7378
cluttrell@michiganfinancial.com


Chelsea Luttrell is the Recruiting Coordinator for Michigan Financial Companies. Her role consists of helping advisors with their recruiting initiatives and is responsible for recruiting new talent to the various offices in all seven states of operation. Chelsea graduated from the University of Southern Indiana in May 2011 with her Bachelor of Arts in Online Journalism, and Political Science. In her free time, she enjoys camping and hiking in the great outdoors and is an avid marathon runner. Schedule time to speak with Chelsea about career opportunities at Michigan Financial Companies below.
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