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Ann Arbor

    Financial Planner - Ann Arbor, United States - Michigan Staffing

    Michigan Staffing
    Michigan Staffing Ann Arbor, United States

    2 weeks ago

    Default job background
    Description
    Job Description

    Job Description

    Direct Hire

    with salary (DEO) plus commissions

    Locations:
    Ann Arbor / Hybrid

    Role Description
    Due to growth, our client is seeking to hire a Financial Planner/Wealth Advisor to join their "work family". This is a full-time hybrid role for a Certified Financial Planner.

    The Certified Financial Planner will be responsible for providing personalized financial planning services, including retirement planning and personal financial planning.

    The day-to-day tasks of this role include assessing client needs, analyzing financial data, developing financial plans, and providing advice on investment strategies.

    Leads/referrals are provided in addition to self-generated leads. While this role is primarily located in Ann Arbor, MI, some remote work is acceptable.

    Qualifications

    • Certified Financial Planner (CFP) designation (or desire to obtain)
    • Experience in financial planning and personal financial planning
    • Strong knowledge of finance and retirement planning
    • Excellent analytical and problem-solving skills
    • Effective communication and interpersonal skills
    • Ability to work well in a team and independently
    • Bachelor's degree in Finance, Economics, or a related field
    • Additional certifications or advanced degrees in finance are a plus
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