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Professional Wealth Planner

2 months ago

Lansing, Michigan, United States Latitude Wealth Management LLC Full time
Position Overview

Latitude Wealth Management LLC is seeking a CERTIFIED FINANCIAL PLANNER / Investment Adviser Representative with extensive experience in the financial services sector.

About the Candidate:
We are looking for a professional with a robust background in providing financial guidance to a diverse clientele, including pre-retirees, retirees, business owners, and professionals.

Core Competencies:
1. Comprehensive Financial Planning
2. Strategic Retirement Planning
3. Investment Portfolio Design and Management
4. Risk Management Solutions (including Life Insurance, Disability Insurance, Long Term Care, and Annuities)

Professional Background:
The ideal candidate will have a proven track record in the financial services industry, demonstrating a commitment to client success and financial literacy.

Personal Attributes:
We value individuals who are dedicated to continuous improvement and possess a strong work ethic. A passion for helping clients achieve their financial goals is essential.

Join us at Latitude Wealth Management LLC, where we prioritize client relationships and deliver tailored financial solutions.