Workplace Financial Planner Jobs in Michigan , Employment

Are you looking for an exciting and rewarding career as a Financial Planner? Join our team and help our clients reach their financial goals! We offer a competitive salary, excellent benefits, and a supportive work environment. Take the first step towards a successful future and apply today!

Overview A Workplace Financial Planner is a professional who provides financial advice and guidance to individuals and businesses. They help clients develop strategies to achieve their financial goals, such as retirement planning, estate planning, and investment management. They also provide advice on tax planning, insurance, and other financial matters. Detailed Job Description A Workplace Financial Planner is responsible for providing comprehensive financial advice and guidance to clients. They work with clients to develop and implement strategies to achieve their financial goals. This includes retirement planning, estate planning, investment management, tax planning, and insurance. They also provide advice on budgeting, debt management, and other financial matters. They must be knowledgeable about the latest financial trends and regulations, and be able to explain complex financial concepts in an understandable way. Job Skills Required

• Knowledge of financial planning principles and practices

• Ability to analyze financial data and develop strategies

• Excellent communication and interpersonal skills

• Ability to explain complex financial concepts in an understandable way

• Knowledge of tax laws and regulations

• Ability to work with clients to develop and implement strategies

• Knowledge of investment products and services

• Proficiency in Microsoft Office applications

Job Qualifications

• Bachelor’s degree in finance, accounting, or a related field

• Certified Financial Planner (CFP) designation

• Chartered Financial Analyst (CFA) designation

• Master’s degree in finance, accounting, or a related field

• Five or more years of experience in financial planning

Job Knowledge

• Knowledge of financial planning principles and practices

• Knowledge of tax laws and regulations

• Knowledge of investment products and services

• Knowledge of financial markets and trends

• Knowledge of retirement planning strategies

• Knowledge of estate planning strategies

Job Experience

• Five or more years of experience in financial planning

• Experience in providing financial advice and guidance to clients

• Experience in developing and implementing financial strategies

• Experience in budgeting and debt management

• Experience in analyzing financial data

Job Responsibilities

• Develop and implement financial strategies for clients

• Provide advice and guidance on retirement planning, estate planning, and investment management

• Analyze financial data and develop strategies to achieve clients’ financial goals

• Explain complex financial concepts in an understandable way

• Monitor financial markets and trends

• Prepare financial reports and presentations

• Provide advice on budgeting and debt management