Financial Planner / Wealth Management Advisor

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