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Considering A New Professional Career?

Thinking of a career change? Consider a career where you can assist others by creating a secure financial future for them and their families. As a financial advisor, you are in business for yourself and that comes with all the independence and flexibility it implies.

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.


Informational Videos

Equity Succession - Nick J. Valenti, CLU, ChFC, CFP, President/CEO

Michigan Financial Companies offers an industry leading equity and succession platform that enables you to benefit from the success you've achieved as you prepare for retirement. Click here to hear more about Equity and succession planning from our CEO, Nick Valenti.


Marketing Introduction - Kim Stine, Vice President

We offer customized and personal plans that allow new advisors to transition seamlessly into our firm and build their business. Click here to learn more about our transition plan, annual plan, and 90-day plan process from Vice President, Kim Stine.


Success Systems - Lori Oancea J.D., Executive Director, Training & Development

We have identified 7 key areas that are paramount to running a successful financial services practice. Click here to learn more about prospecting new client acquisition, client service, business processing, transitioning clients, human resources, and marketing from Lori Oancea J.D., Executive Director.


Marketing with Social Media - Kristen Stack, Director of Marketing Development

Our marketing department can train you to better utilize social media in growing your business. Click here to learn more about using LinkedIn expand your list of prospective clients from our Director of Marketing Development.



Additional Resources

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.


For more information or questions about joining our team, please contact:

Elizabeth Valenti

Vice President

(210) 998-5036

[email protected]