Financial Planner

3 weeks ago

Ann Arbor, United States Michigan Staffing Full time
Job DescriptionJob 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

  • Wealth Planner

    3 days ago

    Ann Arbor, United States Fidelity Investments Full time

    Job Description:Financial Consultant If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is...