Vedanta Sentinel Investment Advisors, Ann Arbor, MI.
Entrepreneurial Investment Advisor (Revenue Share) - Michigan
Please be aware, this role is NOT A SALARIED ROLE. This is a revenue sharing, entrepreneurial role.
The Opportunity:
Are you tired of corporate ceilings, proprietary product quotas, and high-fee environments?
We are a newly established, truly independent Registered Investment Advisor (RIA) based in the Ann Arbor area. We operate on a fee-only basis, meaning we don't sell commissions or proprietary products. We put clients first, and now we are looking for the right partners to grow with us.
This is not a traditional "job." This is a chance to build your own practice within a transparent, low-cost infrastructure. You will be your own boss, own your success, and share in the revenue you generate.
Who We Are Looking For?
We are seeking high-integrity individuals with a "finance bent" and local roots. This role is ideal for:
The Career Switchers: You have a strong finance background and the ambition to build something of your own, but you’re done with climbing the corporate ladder and seeking something longer lasting.
The Industry Professional: You are currently at a wire house or large firm and want to transition to an independent model where you (and your clients) keep more of the value.
The Connected Professional: You are an HNW individual, Business Owner, or Real Estate/Mortgage professional with a strong local network looking to expand/integrate investment services.
The CPA/Tax/Accounting Firm: You want to offer holistic wealth management to your existing tax clients without the overhead of starting an RIA from scratch.
Requirements & Qualifications:
The "Must-Haves": Absolute integrity, a clean professional/personal background, and a "grind-it-out" entrepreneurial mindset.
Licensing: You must hold (or be willing to pass) the Series 65 exam to provide fee-based advice. CFP®, CFA, EA, or CPA designations are not required but good to have. However, if you are an entrepreneur/business owner and you are interested in investing in the firm, this is not required.
The Reality Check: This is a revenue-sharing sales-focused role, not a salaried position. It requires the financial runway (or family support) to build a book of business.
Why Partner With Us?
True Independence: No "house" products or hidden agendas.
Low-Fee Model: We provide high-value, low-cost portfolio solutions that make it easy to win against traditional high-fee competitors.
Operational Support: We provide the RIA infrastructure, compliance framework, and investment philosophy so you can focus on client relationships.
Ownership Mentality: We are looking for long-term partners, not employees.
How to Apply: If you have the network, the drive, and the desire to build a modern advisory practice, we want to hear from you.
Please submit your resume or a brief overview of your professional background and why you are looking to make this transition, via email to info@vedantasentinel.com.
Website: https://www.vedantasentinel.com
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