Financial Advisor

Your passion. Your purpose.If you're here, you're looking for something more. More opportunity, more impact, more purpose. At Rehmann, each and every one of our associates plays a pivotal role in the Firm's success. When you join our team, you can count on exceptional support, encouragement, and guidance from your colleagues and from leadership.No matter where you want to go in your career, Rehmann can help you get there. Whether you're in the early stages of your professional journey or you're further down your path, we're focused on helping you achieve your goals - whatever they may be. When you join Rehmann, you are part of a culture that Puts People First and aims to help everyone reach their fullest potential. Let us show you all the ways we can Empower Your Purpose.To learn more about Rehmann, visit: are seeking a talented financial advisor to join our team. Accelerate your career by collaborating with our Advisory and Tax, Wealth Management, Estate and Gift, Rehmann Trust and Family Office specialists, as we guide our clients through their life events providing clarity, confidence, and peace of mind.How You Will Make an Impact:Working as part of the Lansing Private Client Advisory team to know the goals, values, and expectations of our clientsBuilding and monitoring client financial plans focusing on; cashflow, debt management, taxes, investments, insurance, and estate planningCollaborating with firmwide centralized resources to enhance client successPromoting professional development by maintaining an in-depth understanding of financial planning, capital markets and the financial services industryDriving business development through community engagement and team collaboration effortsDeveloping a thorough understanding of the strategic technologies that allow us to drive client satisfaction. Specifically, but not limited to; CRM, Portfolio Management and Financial Planning toolsDisplaying a positive attitude and ability to effectively manage time in a rapidly changing environmentYour Desired Skills, Experiences & Values:Undergraduate degree in a related fieldCertified Financial Planner designationSecurities licenses and insurance licenses preferredMinimum of seven years related financial planning and client relationship management experienceOutstanding client service and communication skillsUnwavering integrity in all situationsWe Put People First in all that we do. Our associates are our greatest asset and we provide programs and benefits that encourage growth and development and align with their needs and goals. This includes benefits focused on physical and mental health, paid time off for volunteering and diversity-related activities, flexible work arrangements, and more.When you join Rehmann, you become part of a firm dedicated to helping Empower Your Purpose, whatever it may be.Rehmann is an Equal Opportunity EmployerLI-VK1

Created: 2025-01-04