12 Financial Senior Advisor Jobs in Southfield, MI
Plante Moran is Hiring a Financial Senior Advisor Near Southfield, MI
- Location: United States, Michigan, Southfield
- Location: United States, Michigan, Detroit
- Location: United States, Michigan, Auburn Hills
- Location: United States, Michigan, Ann Arbor
Your work will include, but not be limited to:
- Engaging in client discussions to determine client's assets, liabilities, cash flow, insurance coverage, tax status, charitable intentions, and financial objectives
- Analyzing client's financial status; designing and developing timely financial plans and procedures based on analysis of data, and discussing financial options with client
- Leading various practice development activities, resource gathering, and service product development assignments and leading design and presentation of sales process
- Networking with internal peers and external professionals to promote knowledge of service offering
- Preparing and reviewing documents to engage client and implement plan selected by client
- Managing the new client onboarding process
- Consulting with clients on risk tolerance and investment policy
- Conveying regulatory, legal, and technical issues to appropriate parties
- Performing recurring quality control procedures on account activity (assuring mutual fund trades and wires with appropriate custodians have taken place, distributions to the client, etc.)
- Maintaining contact with client to revise existing plan based on modified needs of client or changes in investment market
- Utilizing internal trading system to propose trades for client portfolios
- Discussing current long term macroeconomic trends and portfolio items to clients
- Tax planning and consulting with CPA on tax compliance matters for clients
- General estate planning and coordination with external attorneys and internal wealth transfer specialist
The qualifications.
- Bachelor's degree in Business, Accounting, or Finance required
- 3 years of experience as a Financial Planner (within a brokerage, RIA, financial planning firm/practice, or money management firm)
- Pursuit of CFP will be required, if not already obtained
- Skilled at working with numbers and budgets and ability to understand complicated financial documents
- Strong Excel skills preferred
- Passion for networking, developing relationships, and pursuing new client opportunities
We are a nationally recognized public accounting, consulting, and wealth management firm, consistently ranked as one of FORTUNE magazine's "100 Best Companies to Work For." We have been recognized on Forbes "Top 50 Wealth Managers" list and honored as the fifteenth largest independent financial advisory firm based on assets under management, according to Financial Advisor magazine. At Plante Moran, we live by the Golden Rule, fostering a relatively "jerk-free" culture with the lowest staff turnover rate in the industry. Our supportive network of well-rounded professionals is excited to catapult your growth and help pave your pathway to professional excellence.
Apply now. Make your mark.
This is an exempt position, so you may have to work hours that exceed the standard 40-hour work week.
Plante Moran is committed to a diverse workplace.We strive to create a culture where each person feels accepted and valued. We believe that each person's ultimate potential begins with first acknowledging their inherent dignity. When we can recognize - and celebrate - our many human differences, we're able to create a workplace where all staff feel a sense of belonging and an opportunity to succeed. This allows us to attract and retain the best talent, serve clients through diverse thinking, and better represent and support the various communities in which we live and work.Plante Moran is an Equal Opportunity Employer.
Plante Moran maintains a drug-free workplace.
Interestedapplicantsmust submit their resume for consideration using our applicant tracking system. Due to the high volume of applications received, only candidates selected for interviews will be contacted. Candidates must be legally authorized to work in the United States without sponsorship, with the exception of candidates that are bilingual in Japanese and English. Unsolicited resumes from search firms or employment agencies, or similar, will not be paid a fee and become the property of Plante Moran.
The specific statements above are not intended to be all-inclusive.
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Salary Class
Colorado Equal Pay for Equal Work Act (SB 19-085) Information
Compensation is commensurate with technical skills and experience and is provided in accordance with the CO Equal Pay for Equal Work Act.
Compensation information posted is based on a position being located in the state of CO. Please review position location for applicable geographic location.
Colorado monthly base range is as follows:
Job Summary
Full Time
Business Services
$85k-104k (estimate)
03/15/2024
05/14/2024
plantemoran.com
DEWITT, MI
1,000 - 3,000
1924
Private
KEVIN CRAWLEY
$500M - $1B
Business Services
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About Plante Moran
Plante & Moran offers audit, accounting, tax and business advisory consulting services.
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