Financial Advisor - Entry Level (2025)

Location: United States, Michigan, Ann Arbor Location: United States, Michigan, East Lansing Location: United States, Illinois, Chicago Location: United States, Ohio, Columbus Make your mark.Having roots in one of the nation's largest and most well-respected audit, tax, and wealth management firms, Plante Moran Wealth Management proudlyserves as a trusted advisor to individuals, and families, providing full comprehensive financial solutions in the areas of wealth management, investment research, wealth transfer, trust services, life insurance, and tax. With $19.4B in assets under managementasof December 31, 2023, we have over 300 professionals dedicated todelivering holistic, independent, and objective financial guidance with the highest level of quality, integrity, and excellence. Your role. As an advisor, working with staff at all levels of the firm, you'll dive in with hands-on experience and substantial scope to help drive our client's success. Your work will include, but not be limited to: Assessing clients' assets, liabilities, cash flow, tax status, and financial objectives to establish investment strategies. Evaluate client financial plans utilizing knowledge of investment and tax strategies and financial securities. Performing recurring quality control procedures on account activity ensuring trades and money movements with appropriate custodians have taken place and distributions are provided to the clients. Preparing reports, including charts and graphs, to illustrate trends, future payoffs, and possible risks of various investment opportunities. The qualifications. Detail-oriented leader with strong analytical and communication (written and verbal) skills. Bachelor's or master's degree in finance, mathematics, economics, accounting or related field. Academic success (a minimum cumulative GPA of 3.0). Completion of a requisite bachelor's degree and willingness to complete additional coursework required to sit for the CFP exam OR completion of a requisite bachelor's degree from a CFP Board Registered Program, with the goal of successfully obtaining your CFP license. Internship experience at a brokerage, financial planning firm/practice or money management firm is preferred. What makes us different? On the surface, we're one of the nation's largest audit, tax, consulting, and wealth management firms. But dig a little deeper, and you'll see what makes us different: we're a relatively jerk-free firm (hey, nobody 's perfect) with a world-class culture, consistent recognition as one of Fortune Magazine's "100 Best Companies to Work For," and an endless array of opportunities.At Plante Moran, diversity, equity and inclusion means that all staff members have equitable and fair opportunities to succeed, in an inclusive environment, with their individual, unique identities. So,what are you waiting for? Apply now. This is an exempt position that may require some local, national, and occasional international travel. Plante Moran enjoys a "Workplace for Your Day" model which, simply put, means we strive for flexibility and balance while staying true to our principally in-person model. We believe that face-to-face interactions are paramount for individual and collective development, but also encourage individuals to work with their supervisor and team to determine their optimal working environment each day. Plante Moran is committed to a diverse workplace.We strive to create a culture where each person feels accepted and valued. We believe that each person's ultimate potential begins with first acknowledging their inherent dignity. When we can recognize - and celebrate - our many human differences, we're able to create a workplace where all staff feel a sense of belonging and an opportunity to succeed. This allows us to attract and retain the best talent, serve clients through diverse think

Created: 2024-11-05