Financial Planning Specialist

21 hours ago


Rochester Hills, Michigan, United States TalentWealth Full time
Financial Advisor Opportunity

TalentWealth Recruiting is proud to partner with a successful independent wealth management team in Rochester Hills, MI to find a skilled Financial Advisor to join their practice.

The ideal candidate will have a strong background in financial planning and wealth management, with excellent communication and interpersonal skills. They will be responsible for leading client meetings, presenting financial plans, and providing expert advice to clients.

Key Responsibilities:

  • Develop and implement comprehensive financial plans for clients
  • Conduct client meetings and presentations
  • Provide expert advice on financial planning and wealth management
  • Collaborate with the practice founder to achieve business goals
  • Stay up-to-date with industry developments and best practices

Requirements:

  • Bachelor's degree or higher in a related field
  • FINRA series 7, 66 (or 65,63) licenses
  • Certified Financial Planner (CFP) designation a plus
  • Experience with goals-based planning software a plus
  • Excellent communication, interpersonal, and presentation skills
  • Ability to understand and explain complex financial concepts
  • Strong problem-solving and analytical skills
  • Detail-oriented and organized with a strong work ethic

About the Company:

TalentWealth Recruiting is a leading recruitment firm specializing in placing top talent in the wealth management industry. We are committed to providing exceptional service and support to our clients and candidates.



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