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Financial Planner

Employer
The Planning Group
Location
Battle Creek, Michigan
Salary
Competitive salary and comprehensive benefits package - 100% of base benefits paid by TPG
Closing date
May 25, 2022

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Job Role
Financial Advisor
Employment Type
Full Time
Level
Experienced
Experience Level
5 to 9 years
CFP® Certification
Preferred
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Job Details

Position Overview:

The primary function of the Financial Planner is to serve as the main contact for customer relationship management. TPG takes pride in high quality service and the Financial Planner will be responsible for managing existing client relationships and needs regarding financial planning, case design, asset allocation, and investment reviews. This position requires a strong understanding of the financial services industry and is critical in handling day-to-day client management as well as providing support to the firm’s Senior Financial Planners. Salary is commensurate with experience, competitive benefits and room for advancement.

 

 

Essential Responsibilities:

  • Gain a deep understanding of our clients’ unique needs and aspirations to confidently advise them on their personal goals by developing and implementing a financial plan
  • Discuss and explain investment strategies, asset allocation, investment performance, retirement and other projections with our clients
  • Build and deepen your knowledge and skillset by maintaining an in-depth understanding of financial markets and planning solutions
  • Provide clients with operational/coaching support for specific financial-related questions
  • Active engagement in marketing efforts on behalf of the firm (not required to build own book of business)
  • Commitment to TPG’s team, ensemble approach and client-centric culture
  • Continue to develop your craft of financial planning

 

Basic Qualifications:

  • Bachelor’s degree in financial planning, finance, accounting, or related field
  • Minimum 3 years of experience in the financial services industry
  • In-depth knowledge of financial planning concepts and financial markets
  • Series 7 preferred, Series 63 and 65, or 66 preferred (or ability to obtain)
  • Highest degree of integrity and ethics
  • Strong written, verbal, and interpersonal communication skills
  • Self-starter, problem solver and a goal-oriented team player with strong work ethic
  • Ability to work independently and perform multiple tasks efficiently
  • Ability to manage and oversee staff
  • Strong working knowledge of Microsoft Excel and Word

 

Ideal Qualifications:

  • CFP or CPA strongly preferred (or ability to obtain or be on the CFP track)

Benefits:

  • Competitive salary, bonus, and vacation/sick pay policy package
  • 401(k) with company match and profit-sharing
  • Work remote one day per week, if desired
  • Comprehensive health, vision, dental, LTD and life insurance benefits
  • 100% of base benefits paid by TPG for employees
  • Great opportunity for advancement along the TPG career track

Company

The Planning Group (TPG) is a comprehensive independent boutique wealth management practice, based in Battle Creek, Michigan with clients nationwide. Our advisors deliver customized wealth management programs that are designed to grow and conserve our clients’ wealth by delivering a superior level of personalized service. We provide customized financial planning, investment management, business consulting, and insurance services. 

Our staff consists of experienced professionals with a "hands on" approach to financial guidance. Not only will you find our team members knowledgeable, but you will also discover that our staff truly cares about making your dreams a reality. As your Financial Professionals, we will do everything in our power to keep you focused on where you want to go, advise you on how to get there, and continually remind you of the importance of maintaining a disciplined approach to realizing your dreams. 

Our company is based on the principle that education and understanding of your current financial situation is vital to successfully make prudent decisions concerning your future financial condition.

Find Us
Website
Telephone
2694415010
Location
500 Country Pine Lane, Suite 1
Battle Creek
MI
49015
United States
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