Wealth Planner - Farmington Hills, MI
On-siteFarmington Hills, Michigan, United States
Job Summary
Develop personalized, comprehensive financial roadmaps and deliver integrated wealth planning strategies aligned with client goals across generations. Implement solutions supporting key life events, wealth transfer decisions, and multigenerational planning needs using sophisticated tools. Build long-term relationships with high-net-worth clients seeking tailored guidance, acting as a trusted adviser to grow, manage, and protect their assets. Collaborate with peers to strengthen planning culture and increase share of wallet. Requires Series 7 and 66 licenses, 5+ years industry experience, and a Bachelor's degree. Full-time onsite role in Farmington Hills, MI.
Required Qualifications
- Bachelor's Degree
- CFP
- Active FINRA Series 7 & 66 licensed and hold appropriate state registrations, OR ability to acquire Series 66 upon hire
- 5+ years industry experience in financial services or a related field
- 3-5 years of financial planning experience
- Strong understanding of behavioral economics and family dynamics
- Outstanding relationship-building skills with collaborative attitude
- Proven track record of client satisfaction (high Net Promoter Score)
- Deep understanding of investment theory, markets, and products
- Success in fast paced environment
- Experience developing, delivering, and executing comprehensive wealth management strategies including investment management, retirement, tax, and protection planning
- 100% onsite presence
Desired Qualifications
- 10+ years preferred
- 5+ years preferred
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