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Financial Consultant Financial Advisor

Financial Planner & Case Design Specialist

Job in Novi, Oakland County, Michigan, 48377, USA
Listing for: Retirement Resource Center, LLC.
Full Time position
Listed on 2026-02-01
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Advisor
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 in Michigan is looking for a Financial Planner. This role focuses on case design and improving planning efficiency, which includes managing financial plans, completing updates, and collaborating with advisors. Ideal candidates have an active Series 65 and insurance licenses, combined with experience in financial planning and strong analytical skills. This position offers benefits including health insurance and performance bonuses.
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