Financial Planner
4 weeks ago
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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