Associate Financial Planner

NEW PLANNER RECRUITING

We are a national recruiting firm specializing in placing financial planning professionals with leading wealth management firms nationwide. We are representing a fee-only firm in Bloomfield Hills, MI that is seeking an Associate Financial Advisor to join their team. Detailed job specifications available once we connect and agree it is a mutual fit.

FEE-ONLY RIA. $700+ MILLION AUM.

Our client serves as the primary advisor for business owners, corporate executives, and the independently wealthy. Offering an extremely high level of client service, they always do the right thing for their clients, across a wide variety of disciplines, while avoiding any and all conflicts of interest. This is a unique opportunity for an aspiring planner to join an established firm currently transitioning to G2 ownership and experiencing explosive growth!

RESPONSIBILITIES WE’LL TRUST YOU WITH

You will create financial analysis and wealth management reports for client meetings. Research wealth management issues in response to client questions and wealth management topics. Maintain appropriate records using Junxure and other internal systems. Participate in client meetings and coordinate post meeting implementation of recommendations in conjunction with lead advisors. Assist lead advisors with various client relationship management responsibilities. Perform limited back office functions.

QUALIFICATIONS

Bachelors’ degree from an accredited university; major in financial planning preferred. Pursuing the CFP® certification. Strong belief in the fiduciary model. Must have the ability to utilize critical thinking skills, work within a team, and anticipate firm needs and client questions. Detail oriented and structured with a high degree of follow through.

THE PERKS

Competitive salary and discretionary bonus. Company provided health, life, and disability insurance. 401(k) with generous profit-sharing contribution. Paid personal leave. Generation X CEO looking for other passionate people to assist in taking the firm to the next level.