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Associate Financial Planner: Wealth Strategy
Job in
Southfield, Oakland County, Michigan, 48076, USA
Listed on 2026-02-01
Listing for:
Center for Financial Planning, Inc.®
Full Time
position Listed on 2026-02-01
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor
Job Description & How to Apply Below
A leading financial services firm in Southfield, Michigan, is seeking an Associate Financial Planner to join its wealth management team. Responsibilities include preparing for and attending client meetings, handling follow-up tasks, and developing financial plans. Candidates should have at least 2 years of experience and be licensed in Series 7, 63, 65, or 66. This position offers a comprehensive benefits package and fosters a collaborative team environment focused on professional growth.
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Position Requirements
10+ Years
work experience
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