Center for Financial Planning, Inc.® · 11 hours ago
Associate Financial Planner
Southfield, MI
Full-time
Onsite
Entry, Mid Level
2+ years expCenter for Financial Planning, Inc.® is a Registered Investment Advisor that focuses on comprehensive financial planning. They are seeking an Associate Financial Planner to support lead planners by preparing for client meetings, managing follow-up tasks, and assisting in the development of financial plans.
Financial Services
Responsibilities
Prepare for client and prospective client meetings, serving as the final set of eyes before passing off to the lead planners
Attend and take notes for client meetings alongside lead planners
Hand meeting follow-up for lead planners (letter/e-mail, entering tasks, and taking ownership of planning related follow-up items)
Tackle standalone panning projects, task, and research for clients and lead planners
Assist in building initial financial plans and attend presentation meeting with lead planner
Seek out ways to improve efficiency with our planning process
Write timely blogs and develop content and present webinars for clients and/or prospects
Lead re-occurring annual projects for the Financial Planning Department
Ensure the data integrity of planning related items within CRM and the firm’s client database
Develop a subject matter expertise in specific financial planning areas
Continually evaluating and improving the firm’s Initial Financial Plan and Annual Review process
Evaluating and exploring the fit within our firm the resources Raymond James provides
Serve as the technology experts in the financial planning area
Attend and actively engage in the firms regular Monday meeting of all financial planners
Qualification
Required
Bachelor's degree
Minimum of 2 years of Industry experience
Must be fully licensed with Series 7, have the 63, 65, or 66, and MI insurance license
CFP certification or willingness to complete within one year
Strong service mindset and drive to go above and beyond to provide the best possible internal and external client experience
Desire to be part of a team, well-developed interpersonal skills, and ability to collaborate effectively with individuals of varied backgrounds and working styles
Intellectual curiosity and talent to think independently and creatively to solve problems
Effective time management skills and ability to multi-task in a dynamic environment while prioritizing independent tasks and meeting aggressive deadlines
Process-oriented, exceptional organization skills, and dedication to exceeding quality standards
Excellent written and verbal communication skills
Benefits
401(k) plan with employer match
Health insurance
Dental insurance
Vision insurance
Disability and life insurance
Flex spending account
Health savings account
Paid parental leave
Vacation and personal days
Ability to purchase additional vacation days
Paid holidays
Paid volunteer days
Company
Center for Financial Planning, Inc.®
Center for Financial Planning, Inc. is a privately managed wealth management firm and registered investment advisor.
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Angela Palacios, CFP®, AIF®
Partner & Director of Investments
Lauren Adams, CFA®, CFP®
Partner & Director of Operations, CFFP/Financial Advisor, RJFS
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