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Wealth Advisor

Employer
Darden Wealth Group
Location
Ann Arbor, Michigan
Salary
$65,000 - $85,000 plus benefits, bonus, and commission
Closing date
Jun 28, 2024

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Job Role
Wealth Management
Employment Type
Full Time
Level
Experienced
Experience Level
5 to 9 years
CFP® Certification
Preferred

Job Details

At Darden Wealth Group, we're not just about managing wealth; we're about crafting personalized financial adventures for entrepreneurs and business wizards! Your mission? To sprinkle financial wisdom and magic, helping clients map out their financial future, from retirement dreams to everyday money matters.

To rock this role, you'll need your Certified Financial Planner badge and a solid background in financial planning and retirement strategies. Think of yourself as a financial wizard, armed with a Bachelor's (or even better, a Master's) degree in Finance, Accounting, or a related field. But it's not just about numbers; you've got to have top-notch communication skills to make complex finance lingo sound like a breeze.

At Darden, it's not just about crunching numbers; it's about building relationships as sturdy as a castle made of gold. So, if you're ready to blend financial savvy with a dash of charm and help our clients turn their financial dreams into reality, we've got a spot for you in our magical realm! 🌟

Company Description

At Darden Wealth Group, we offer a customized multi-family office approach to wealth management, specifically tailored to entrepreneurs and business owners. Our mission is to empower our clients and foundations to achieve their financial aspirations with integrity, expertise, and personalized service. Our team of seasoned professionals excels in investment management, financial planning, risk management, business consulting, and tax planning. We prioritize building long-lasting relationships based on trust, transparency, and communication, and strive to give you the peace of mind to focus on growing your business and achieving your personal goals.

Role Description

This is a full-time role as a Certified Financial Planner at Darden Wealth Group located in Ann Arbor, MI. The position entails handling daily responsibilities such as financial planning, personal financial management, business consulting, cultivating executive benefits, orchestrating retirement plans including 401k management, and offering comprehensive financial guidance to clients. The position offers flexibility for some remote work, while being primarily based in Ann Arbor.

Qualifications

  • Certified Financial Planner (CFP) designation
  • Experience in financial planning and personal financial planning
  • Strong knowledge of finance and retirement planning
  • Excellent analytical and problem-solving skills
  • Ability to communicate complex financial concepts effectively
  • Attention to detail and strong organizational skills
  • Ability to work well with clients and build long-lasting relationships
  • Bachelor's degree in Finance, Accounting, Economics, or a related field (Master's degree preferred)
  • Experience with wealth management software and tools

Company

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