Financial Planner

CG Financial Services is seeking a Financial Planner to join our team. This is an in-office position located in Williamston, MI.

As the Financial Planner, you will work directly with Advisors to provide analysis and advice to prospective clients while ensuring quality and compliance across the team. In order to be successful in this role, you must be organized, adept with financial information, analytical and able to provide recommendations both written and verbal. This role has potential to grow into a leader for the Financial Planning team.

The ideal Financial Planner will demonstrate the following core values:

Thirst for Knowledge: You have a curious and creative mindset, always asking questions to build your expertise and knowledge.

Innovative Problem Solver: You propose solutions and have experience in leading a team, setting an example, and driving success through collaboration, effective communication, and follow-through on commitments.

Self-Motivated: You have a driven and proactive personality, result-oriented, and accept challenges.

Authentic: Your personality is true, honest, and built on integrity. You create an atmosphere with no drama or politics.

Positively Impact People: You are always looking for ways to grow and develop your team, clients, community, and you strive for collective winning.

Essential Job Responsibilities:

• Prepare financial plans and provide analysis and recommendations to Relationship Managers and Financial Advisors.
• Request and format client information, including risk tolerance, financial data, and financial goals.
• Input client data into financial planning software and other relevant tools and systems.
• Prepare investment, risk management, estate, and tax planning proposals.
• Proactively collaborate with advisors, relationship managers, and the support team to ensure accuracy and timely delivery of work products to prospects and clients.
• Maintain client records and ensure compliance.
• Provide guidance and mentoring to peers and others within the organization.

Experience and Education Requirements:

• Bachelor’s degree and/or two (2) years related industry experience.
• Must be able to read and interpret information relative to the industry.
• Excellent organizational and time management skills.
• Ability to solve problems and make decisions within a timely manner.
• Communicate effectively with peers and external stakeholders.
• Experience with MS Office and financial planning software.
• Experience with Salesforce CRM.
• Series 65 or other industry licenses or credentials are not required for this role, but highly preferred.