Financial Planner

The Center is looking for a rock star, values-driven Financial Planner to join its 30-person wealth management team.

About Us:
Center for Financial Planning, Inc.® was founded in 1985 and is a Registered Investment Advisor (RIA) (we operate as a hybrid RIA and work with Raymond James as our custodian and broker/dealer)
The Center currently serves over 1,000 families and oversees more than $1.8B in client assets as of September 30, 2024
Our mission is simple –  “Improving lives through financial planning done right”
Our team focuses on comprehensive financial planning – we review and provide advice on virtually every aspect of one’s financial life

General Duties:
Work directly with Senior Financial Planners to serve new and existing clients
Developing business with new clients
Public speaking (webinars, client events, marketing events, etc.)
Regularly monitoring clients’ financial circumstances and goals
Involvement in all aspects of pre-client meeting activities and post-client meeting tasks
Interacting with clients over the phone and in-person professionally and respectfully
Utilizing MoneyGuidePro financial planning software and effectively communicating results and recommendations to clients and prospects
Constructing initial, comprehensive financial plans for new clients
Assisting and leading various projects and process improvements within the firm’s financial planning department

Background Requirements:
5+ years of experience working directly with clients
Must have an existing client base (minimum of $15M in assets under management)
Bachelors’ degree from an accredited institution (ideally with a concentration in personal financial planning, finance, or economics)
CERTIFIED FINANCIAL PLANNER™ certificant or willing to obtain within 15 months of hire 
Series 7 and 63 securities licenses or desire to obtain within 6 months of hire
Shows curiosity and confidence when working with clients and lead advisors
Experience with Tamarac CRM, Tamarac Reporting, and MoneyGuidePro – helpful but not required

The Perks:
Base salary will vary based on experience and existing client relationships
Incentive compensation of up to 35% of base salary
Well-defined career path with professional development and future partnership/equity ownership opportunities
Paid professional dues (CFP®, CFA, etc.)
Paid conference and professional development days
Benefits include 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, etc.
 

Culture:
We hire and reward upon our core values – Commitment to the Financial Planning Process, Education & Personal Growth, Nice & Kind, Teamwork & Collaboration, Energy & Enthusiasm, and Real & Down to Earth
Our job is serious, but we make having fun at The Center a priority! Ex. Fowling, curling, whirly ball, kick ball, chili cook offs, happy hours, Halloween costume contests, family picnics, charitable team events, etc.
Driven, competitive group of professionals who are always seeking ways to learn and grow themselves AND the firm
Various internal committees focused on improving our team experience (social, health and wellness, charitable, technology, etc.)

Awards & Recognition:
Recognized by Crain’s as one of Michigan’s Best Places to Work (2024, 2023, 2022, 2021, 2020, 2019, 2018, 2017) an annual ranking of Michigan’s best work environments based on factors such as benefits, policies, perks and engagement as measured by employee and employer-based surveys
Recognized by InvestmentNews as a Best Place to Work for Financial Advisors (2024, 2023, 2022, 2021, 2020, 2019, 2018), an annual ranking recognizing financial advisory firms for outstanding human resources practices and policies
 

To apply, send your cover letter and resume.