Description: A boutique financial planning firm with offices in Troy, MI and Lake Forest, IL, seeks a highly qualified, client-focused individual to provide financial planning and wealth management services to clients in our Troy, Michigan office. Ideal candidate possesses a passion for serving others and works well in a fun, small office/team environment.
Ensure all financial plans are accurately constructed and presented to clients. Excellent and professional client service is provided at all times to prospective and existing clients.
Communicates extensively with clients, providing a superior level of customer service
Works closely with our financial planning team to build proprietary financial plans
Presents financial plans to clients and manages the overall client relationship
Updates the financial plans annually and meets with clients to present the updated plan
Discusses financial planning and investment strategies with clients
Prepares extensively for client meetings and sends a detailed follow up letter or email
Communicates with CPAs, Estate Planners and insurance professionals in an effort to quarterback the client’s personal financial team
Skills and Technical Knowledge:
CFP® designation preferred (or passed exam)
Experience in financial services industry required
Strong passion for serving others and the greater community
Maintains a comprehensive understanding of financial planning and investment strategies
Confident and friendly with strong written, verbal and interpersonal communication skills
Skilled at analyzing and solving problems
Excellent consultation and leadership skills
Extraordinary commitment to confidentiality
Team player with positive energy
Strong computer skills with working knowledge of Microsoft Excel
Excellent time management skills with ability to set priorities and meet deadlines
Strong attention to detail with the ability to work with a high degree of accuracy
Very organized and takes initiative to complete multiple tasks in a professional and efficient manner
Location: Troy, MI
Hours: 40-50 hrs. per week. Exact hours flexible, 5 days per week, Monday – Friday
Compensation: Based on experience
Principals only. Recruiters, please don't contact this job poster.
Please do not contact job poster about other services, products or commercial interests.
Please provide personal reference along with employment and income history