Financial Planner
The Center is looking for a rock star, values-driven Financial Planner to join its 30-person wealth management team. To apply, send your cover letter and resume to CenterCareers@CenterFinPlan.com.
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
Click here to to learn more about our team and individual awards and recognition
Interested? Send your cover letter and resume to CenterCareers@CenterFinPlan.com.
Investment News “2024 Best Places to Work for Financial Advisors”. The Best Places to Work for Financial Advisers program is a national program managed by Best Companies Group. The survey and recognition program are dedicated to identifying and recognizing the best employers in the financial advice/wealth management industry. The final list is based on the following criteria: must be a registered investment adviser (RIA), affiliated with an independent broker-dealer (IBD), or a hybrid doing business through an RIA and must be in business for a minimum of one year and must have a minimum of 15 full-time/part-time employees. The assessment process is compiled in a two part process based on the findings of the employer benefits & policies questionnaire and the employee engagement & satisfaction survey. The results are analyzed and categorized according to 8 Core Focus Areas: Leadership and Planning, Corporate Culture and Communications, Role Satisfaction, Work Environment, Relationship with Supervisor, Training, Development and Resources, Pay and Benefits and Overall Engagement. Best Companies Group will survey up to 400 randomly selected employees in a company depending on company size. The two data sets are combined and analyzed to determine the rankings. A total of 75 employers won . The ranking is based on fiscal year 2023 and was released on 02/28/2024. The award is not representative of any one client's experience, is not an endorsement, and is not indicative of an advisor's future performance. Neither Raymond James nor any of its Financial Advisors pay a fee in exchange for this award. Investment News and/or Best Companies Group is not affiliated with Raymond James.”
Crain's 2024 Detroit Business Best Places to Work in Southeast Michigan, developed by Best Companies Group, is based on evaluating employee surveys and the organizations benefits package. To be considered, the organization must: be a publicly or privately held business, be a for-profit, not-for-profit business or government entity, have a facility in Southeast Michigan, have at least 15 full or part-time employees working in Southeast Michigan, be in business for a minimum of one year, and pay a fee to be considered. 93 of the self-nominated applicants won the award. This ranking was released on 8/22/2024, This recognition is neither an evaluation of services offered, nor a ranking of the Center for Financial Planning associates as investment adviser representatives. This award is not representative of any one client's experience, is not an endorsement, and is not indicative of an advisor's past or future performance. Crain's Detroit Business and/or Best Companies Group is not affiliated with Raymond James.