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Financial Planning Assistant - Hybrid
Job in
Auburn Hills, Oakland County, Michigan, 48326, USA
Listed on 2026-02-05
Listing for:
Blumark
Full Time
position Listed on 2026-02-05
Job specializations:
-
Finance & Banking
Financial Consultant
Job Description & How to Apply Below
A financial advisory firm based in Auburn Hills is seeking a goal-oriented individual for their Financial Planning team. The position is full-time and offers the flexibility of in-office or hybrid work. Responsibilities include assisting advisors in plan preparation and client service, engaging in client meetings, and managing data collection and organization. Candidates should possess a bachelor's degree in finance or a related field and be willing to obtain necessary FINRA licenses.
Strong communication and organizational skills are vital.
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