285 financial planner Jobs
CG Financial Services is Hiring a Financial Planner Near Williamston, MI
CG Financial Services is seeking a Financial Planner to join the team in Williamston, MI. As the Financial Planner, you will lead and manage a winning team of financial planning professionals, ensuring quality and compliance while fostering a fun and collaborative team environment through guidance, mentoring, and professional development. The Financial Planner role will support Advice teams in their efforts to provide analysis and advice to prospects and clients more effectively. This will be achieved through organizing and formatting financial profile information, analyzing data, formalizing recommendations and more.
At CG Financial, we place our Core Values at the heart of the organization. Here, you will be expected to:
- Have a Thirst for Knowledge
- Be an Innovative Problem Solver
- Show up driven and Self-Motivated
- Be Authentic
- Positively impact people
Essential Job Responsibilities:
- Manage and hold accountable the financial planning team as it relates to their day-to-day function and overall strategic alignment to core process, as well as division and firm objectives.
- Prepare financial plans and provide analysis and recommendations to relationship managers and financial advisors.
- Request and format client information, including risk tolerance, financial data, and financial goals.
- Input client data into financial planning software and other relevant tools and systems.
- Prepare investment, risk management, estate, and tax planning proposals.
- Proactively collaborate with advisors, relationship managers, and the support team to ensure accuracy and timely delivery of work products to prospects and clients.
- Maintain client records and ensure compliance.
- Excellent organizational and time management skills.
- Ability to solve problems and make decisions within a timely manner.
- Communicate effectively with peers and external stakeholders.
- Provide guidance and leadership to direct reports as well as others within the organization.
Experience and Education Requirements:
- Bachelor’s degree and/or two (2) years related industry experience
- Experience in Project Management or similar
- Experience in a leadership role, completing guidance and performance evaluation
- Must be able to read and interpret information relative to the industry
- Experience with MS Office and financial planning software
- Experience with Salesforce CRM
- Series 65 or other industry licenses or credentials
Job Summary
Full Time
$80k-95k (estimate)
06/27/2024
07/16/2024
mycgfinancial.com
HASLETT, MI
50 - 100
1999
ANTHONY MAZZALI
<$5M
Securities
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The following is the career advancement route for Financial Planner positions, which can be used as a reference in future career path planning. As a Financial Planner, it can be promoted into senior positions as a Financial Associate (Corporate) III that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Financial Planner. You can explore the career advancement for a Financial Planner below and select your interested title to get hiring information.
If you are interested in becoming a Financial Planner, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Financial Planner for your reference.
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Financial planners primarily assist with financial and lifestyle planning.
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Budgeting and cash flow analysis.
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Preparing and consolidating financial forecasts and models as required.
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Collect all documents required to create a complete financial plan.
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Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.
Career tips from people on Financial Planner jobs
To obtain each of these licensures, the financial planner must complete a different set of education, examination, and work history requirements.
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Financial planners are a specific subset of financial advisors who focus on meeting longer term financial goals.
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The subcategory of financial planning tends to track closely with the trend for financial advising as a whole.
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They’re familiar with all kinds of financial transactions and products to make sure they present the most profitable solutions to their clients.
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Step 3: View the best colleges and universities for Financial Planner.
