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Financial Consultant

Hybrid Financial Planning Assistant

Job in Auburn Hills, Oakland County, Michigan, 48326, USA
Listing for: Blumark Tax Advisors
Full Time position
Listed on 2026-01-29
Job specializations:
  • Finance & Banking
    Financial Consultant
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
A financial advisory firm located in Auburn Hills, Michigan, is seeking a dedicated individual for a full-time financial planning role. Candidates will assist advisors in the planning process, follow up with clients, and ensure the delivery of quality service. The ideal candidate holds a bachelor's degree in finance and possesses strong communication and organizational skills. Candidates should be prepared to pursue necessary financial licenses, including FINRA SIE, Series 7, and Series 66, and are expected to work in a hybrid schedule.
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