Wealth Planner — Path to Practice Ownership

NPAworldwide; Sturgis (MI); On-site; USD 80,000 - 90,000; Full time

Benefits offered by this job

Health insurance

SIMPLE IRA (3% match)

Job summary

NPAworldwide is seeking a financial planning professional in Sturgis, MI to manage advisory assets, provide investment guidance, and help deliver comprehensive financial plans alongside the founder.

The role offers a clear path toward practice ownership within a close-knit, long-tenured team that values personal service and referrals. Qualifications include paraplanning/financial planning experience and CFP designation preferred; Series 7/65/66 licenses are advantageous.

Qualifications

• Two years of paraplanning or financial planning experience with asset allocation and client investments.
• CFP designation preferred for candidates.
• Series 7 and Series 65/66 licenses preferred.
• Entrepreneurial mindset and interest in future practice ownership.
• Collaborative, ethical, detail‑oriented professional.

Responsibilities

• Manage advisory assets, provide investment advice, and execute client trades.
• Collaborate with founder to develop and deliver comprehensive financial plans.
• Advise individuals and families on retirement planning, IRAs, and wealth transfers.
• Provide attentive, personal service to a referrals-based client base.
• Coordinate with the firm’s registered professional and client services associate.
• Utilize Wealthscape, Albridge, and other tools for access and reporting.
• Develop business and leadership skills for future ownership.
• Contribute wherever needed in a small, collaborative office.

Skills

Paraplanning experience

Financial planning

Client advisory

Asset allocation

Team collaboration

Entrepreneurial mindset

Strong work ethic

Education

CFP designation preferred

Series 7 license

Series 65 or 66 license

Job description

NPAworldwide is seeking a financial planning professional in Sturgis, MI to manage advisory assets, provide investment guidance, and help deliver comprehensive financial plans alongside the founder.

The role offers a clear path toward practice ownership within a close-knit, long-tenured team that values personal service and referrals. Qualifications include paraplanning/financial planning experience and CFP designation preferred; Series 7/65/66 licenses are advantageous.