Financial Planner
- Employer
- Arbor Trust Wealth Advisors
- Location
- Ann Arbor, Michigan
- Salary
- $65,000-$80,000 + benefits
- Closing date
- Mar 3, 2023
View more
- Job Role
- Financial Planner
- Employment Type
- Full Time
- Level
- Experienced
- Experience Level
- 1-4 years
- CFP® Certification
- Preferred
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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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