Investment Advisor / Financial Consultant

Join a growing Registered Investment Advisor with opportunity for advancement.

Mainstay Capital Management is seeking an experienced Financial Advisor for our Troy, MI office and one for our Grand Blanc, MI office to help service our expanding client base. Our advisors are paid a base salary plus a generous quarterly bonus and other bonuses. Base salary ranges from $60,000 to $150,000 (dependent on experience level). Additional annual bonuses range from $30,000 to $130,000. We also provide a generous signing bonus.

We do not have sales targets. This is not a high pressure sales environment. It is not commission based. We take exceptional care of our clients, and because we do so, we have significant referral business. We are a company that believes in taking care of clients first and the rest will follow.

If you are interested in learning more about our opportunity, please send resume to: This email address is being protected from spambots. You need JavaScript enabled to view it..

$20,000 Signing Bonus

$90,000 - $280,000 per year

Full-time, Monday-Friday

Benefits

  • Health Insurance
  • Paid time off
  • 401(k)
  • 401(k) matching
  • Vision insurance
  • Tuition reimbursement
  • Life insurance
  • Flexible spending account
  • Short term disability
  • Long term disability
  • Professional development assistance

Position responsibilities include:

  • Managing existing client relationships.
  • Developing new client relationships.
  • This position is client relationship focused with no product sales or quotas to meet. Previous book/AUM not necessary.
  • Candidate is responsible for understanding and communicating client's goals, simplifying complicated financial concepts for clients, and ensuring the firm is meeting the client's broad range of financial needs.
  • Candidate must be a flexible, open-minded team player with excellent organizational and communication skills.

Desired Skills & Experience

  • Bachelors degree preferred (preference in finance or business).
  • Minimum three years of work experience investment/finance industry.
  • Solid understanding of financial markets and investments.
  • Ideal candidate has experience advising clients with retirement planning, asset allocation, estate planning, employee benefits, tax planning and insurance.
  • Industry related designations (or working towards) such as CFP, CFA, or CPA preferred.
  • Experience with a retirement planning software program such as RightCapital or MoneyGuide Pro preferred.
  • Ambition, high energy, and strong desire to succeed.
  • Excellent communication and relationship building skills.

About Mainstay Capital Management

Mainstay Capital Management is an independent, fee-only, Registered Investment Advisor. At Mainstay Capital Management we are committed to providing professional, personalized service. Additionally, with our staff of Senior Wealth Advisors, Mainstay offers advice and develops comprehensive solutions for any financial aspect of our client's life.

Important Consumer Disclosures

Mainstay Capital Management, LLC is an investment advisor registered with the Securities and Exchange Commission. Due to various state regulations and filing requirements, Mainstay and its representatives may only provide investment advisory services in those states in which it is first appropriately registered or otherwise exempt or excluded from registration requirements. The purpose of this website is to provide the public with general information about the services offered by our investment management firm. Mainstay does not render personalized investment advice or services or effect, or attempt to effect any securities transactions, on this website. Our firm continuously monitors its filing requirements in all states, and will provide individualized advisory services only in accordance with various state regulations. Mainstay does not make any representations or warranties as to the accuracy, completeness, or relevance of any information prepared by any unaffiliated third party provider, whether linked to Mainstay's website or incorporated herein. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.

 

Disclosure Information - Rankings and Awards

Barron's Magazine - Top 100 Independent Wealth Advisors

According to Barron’s: The rankings are based on data provided by individual advisors and their firms. Advisor data is confirmed via regulatory databases, cross‐checks with securities firms and conversations with individual advisors. The formula Barron’s uses to rank advisors is proprietary. It has three major components: assets managed, revenue produced and quality of practice. Investment returns are not a component of the rankings because an advisor’s returns are dictated largely by the risk tolerance of clients. The quality of practice component includes an evaluation of each advisor’s regulatory record. The data is based on one fiscal year (7/1/22 - 6/30/23) and appeared in Barron’s on 9/18/23.


Schwab IMPACT Awards®

The Charles Schwab & Co., Inc.’s IMPACT Awards® program recognizes excellence in the business of independent financial advice. Nominees are evaluated and selected by a panel of prominent leaders from both the business world and the financial services industry. Mainstay Capital Management does use Charles Schwab to custody certain client assets, however there was no direct compensation provided to be nominated for this award. Mainstay Capital Management received this annual award on November 15, 2017.