Associate Financial Planner

Overview

The Center is looking for an Associate Financial Planner to join its wealth management team. To apply, send your cover letter and resume to Ce

Center for Financial Planning, Inc.® was founded in 1985 and is a Registered Investment Advisor (RIA). We operate as a hybrid RIA and work with Raymond James as our custodian and broker/dealer.

The Center currently serves over 1000 families and oversees over $2B in client assets as of December 31st, 2025.

Our mission is simple – “Improving lives through financial planning done right.”

Our team focuses on comprehensive financial planning – this means we review and provide advice on virtually every aspect of one’s financial life.

• Prepare for client and prospective client meetings, serving as the final set of eyes before passing off to the lead planners.
• Attend and take notes for client meetings alongside lead planners.
• Handle meeting follow-up for lead planners (letter/e-mail, entering tasks, and taking ownership of planning-related follow-up items).
• Tackle standalone planning projects, tasks, and research for clients and lead planners.
• Assist in building initial financial plans and attend presentation meetings with lead planners.
• Seek out ways to improve efficiency with our planning process.
• Write timely blogs and develop content and present webinars for clients and/or prospects.
• Lead recurring annual projects for the Financial Planning Department.
• Ensure the data integrity of planning-related items within CRM and the firm’s client database.
• Develop subject-matter expertise in specific financial planning areas.
• Continuously evaluate and improve the firm’s Initial Financial Plan and Annual Review process.
• Evaluate and explore the fit within our firm of the resources Raymond James provides.
• Serve as the technology expert in the financial planning area.
• Attend and actively engage in the firm’s regular Monday meeting of all financial planners.

• Minimum of 2 years of industry experience.
• Must be fully licensed with Series 7, have the 63, 65, or 66, and MI insurance license.
• CFP certification or willingness to complete within one year.
• Strong service mindset and drive to go above and beyond to provide the best possible internal and external client experience.
• Desire to be part of a team, well-developed interpersonal skills, and ability to collaborate effectively with individuals of varied backgrounds and working styles.
• Intellectual curiosity and talent to think independently and creatively to solve problems.
• Effective time management skills and ability to multi-task in a dynamic environment while prioritizing independent tasks and meeting aggressive deadlines.
• Process-oriented, exceptional organization skills, and dedication to exceeding quality standards.
• Excellent written and verbal communication skills.

• Base salary commensurate with experience and reviewed annually.
• Incentive compensation up to 30% of base salary.
• Well-defined career path with professional development opportunities.
• Benefits include 401(k) plan with employer match, health insurance, dental insurance, vision insurance, disability and life insurance, flexible spending account, health savings account, paid parental leave, vacation and personal days, ability to purchase additional vacation days, paid holidays, paid volunteer days, etc.

• We hire and reward upon our core values – Commitment to the Financial Planning Process, Education & Personal Growth, Nice & Kind, Teamwork & Collaboration, Energy & Enthusiasm, and Real & Down to Earth.
• Our job is serious, but we make having fun at The Center a priority. Examples include Fowling, curling, whirly ball, kickball, chili cook-offs, happy hours, Halloween costume contests, family picnics, charitable team events, etc.
• A driven, competitive group of professionals who are always seeking ways to learn and grow themselves and the firm.
• Various internal committees focused on improving our team experience (social, health and wellness, charitable, technology, etc.).

• Recognized by Crain’s as one of Michigan’s Cool Places to Work (2025, 2024, 2023, 2022, 2021, 2020, 2019, 2018, 2017) — an annual ranking of…