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Hybrid Financial Planning Assistant | Path Mentorship
Job in
Rochester, Oakland County, Michigan, 48308, USA
Listed on 2026-01-28
Listing for:
Lakeview Financial Consultants, Inc.
Full Time
position Listed on 2026-01-28
Job specializations:
-
Finance & Banking
Financial Consultant, Accounting & Finance
Job Description & How to Apply Below
A financial planning firm in Michigan is seeking a dedicated team member to assist with client service and account administration. Ideal candidates will have a Bachelor's degree in Finance or a related field, strong communication skills, and the ability to manage multiple tasks effectively. The firm offers competitive compensation, opportunities for career advancement, and a supportive team culture. Experience in financial services is preferred but not mandatory.
Enjoy a flexible working environment while helping clients achieve their financial goals.
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