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Financial Planner

Employer
Arbor Trust Wealth Advisors
Location
Ann Arbor, Michigan
Salary
$65,000-$80,000 + benefits
Closing date
Mar 3, 2023

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Job Role
Financial Planner
Employment Type
Full Time
Level
Experienced
Experience Level
1-4 years
CFP® Certification
Preferred

Job Details

Responsibilities include:

Gathering all necessary information through client discovery and deep profiling meetings in order to complete a comprehensive financial plan for each client.  Use available tools and resources to analyze clients’ current financial situation and prepare customized and comprehensive financial plans with an eye toward providing viable solutions to existing problems. Participate in plan presentation meetings with advisors and end clients. Meet with advisors to review draft plans prior to client meetings and provide post meeting follow up action items to assist with implementation of plan recommendations.

Company

The mission of Arbor Trust Wealth Advisors is simple and straightforward: to be THE trusted Wealth Advisor for each of our clients. We achieve this by aiming to help our clients define and pursue their most important financial goals, protecting and enhancing their wealth through sound and informed investment solutions, and our steadfast commitment to providing the highest level of personalized service. Our hard-working, humble and objective approach to providing you with quality advice are hallmarks of our firm.

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