Michigan Staffing

For consideration please send resume to vicky@aspen-search.us

Ideal for a professional with experience in the Financial Planning industry that wants to become a Certified Financial Planner – Training provided!

Direct Hire with salary (DEO) plus commissions

Locations: Ann Arbor / Hybrid

Role Description:

This is a full-time hybrid role with a Woman Owned and Operated firm.  Ideal for a professional with experience in the Financial Planning industry that wants to become a Certified Financial Planner (A Client Service Manager or Sales Assistant in the Financial Field who is looking to make a move into CFP).  Full training is provided.  The role will start out with some Administrative and Human Resource tasks while training to become a CFP.   Once trained, 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. While this role is primarily located in Ann Arbor, MI, some remote work is acceptable.

Qualifications:

  • Certified Financial Planner (CFP) designation (or willing to get it)
  • Experience in the  financial planning field
  • 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

 

For consideration please send resume to:  vicky@aspen-search.us

 

 

 

 

To apply for this job please visit aspen-search.us.

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