Certified Financial Planner

Rochester Wealth; Rochester (MI); On-site; USD 60,000 - 120,000; Full time

Benefits offered by this job

Equity plan

Partnership path

Job summary

Rochester Wealth Strategies, a hometown financial planning firm in Downtown Rochester, seeks a CFP/CPA/CFA or JD to join our advisory team and deliver advanced planning for high-net-worth clients. You will analyze client needs and coordinate with advisors to craft tailored plans.

With 3+ years of industry experience, you will guide investments, estate planning, and tax, while building strong client relationships and contributing to strategic growth and marketing efforts.

Qualifications

• Must hold CFP, CPA, CFA, or JD before applying.
• Bachelor’s degree.
• 3+ years of industry experience.
• Strong written and verbal communication skills.

Responsibilities

• Analyze clients' financial needs and develop tailored financial plans.
• Provide guidance on investments, estate planning, and tax.
• Build and maintain strong client relationships.
• Stay updated on financial regulations and market trends.
• Help the company sustain a growing business development / marketing plan.
• Collaborate with other financial professionals to enhance service offerings.
• Utilize financial software and tools for accurate financial analysis and reporting.

Skills

Leadership

Communication

Self-starter

Prioritization

Client management

Education

Bachelor's Degree

Tools

Microsoft Office

Job description

Requirement: Must have the CFP, CPA, CFA, or JD prior to applying for this position.

Our Team

Rochester Wealth Strategies is a hometown financial planning firm located in Downtown Rochester. Within our first eight years in business, we achieved four exceptional milestones: $200 million in assets, 140 amazing client relationships, and 6 incredible team members. We are increasingly recognized as Rochester’s Retirement Planning Specialist for those over 50 with more than $1 million saved. Our primary goal is to provide a superior commitment to the select group of clients we work with; hence our 50:1 client to advisor ratio. We are also one of the only Fee-Only Fiduciary firms in the area, which means we do not offer commission products and we are dedicated to looking out for the best interest of our clients.

It is our ambition to provide unmatched value to the select group of clients we work with. For this reason, we are looking to bring on a CFP, CPA, CFA, and/or JD. This person will work with clients and our advisors to offer advanced planning expertise.

Responsibilities

• Analyze clients' financial needs and develop tailored financial plans
• Provide guidance on investments, estate planning, and tax
• Build and maintain strong client relationships
• Stay updated on financial regulations and market trends
• Help the company sustain a growing business development / marketing plan
• Collaborate with other financial professionals to enhance service offerings
• Utilize financial software and tools for accurate financial analysis and reporting

Education, Experience, and Skills:

• Bachelor’s Degree
• 3+ years of industry experience
• Ability to effectively manage competing priorities and multiple clients
• Strong sense of professional and personal accountability
• Experience with Microsoft Office applications
• Strong written and verbal communication skills
• Highly motivated and a self-starter
• Strong leadership qualities and work ethic

Note: This job description is intended to provide a general overview of the position. It is not an exhaustive list of responsibilities, qualifications, or skills required for the role.

*Compensation will start between $60,000 - $120,000 based on credentials. A path for partnership along with an equity plan is established to grow beyond these values overtime.