Associate Financial Advisor

Rehmann

19d

About The Position

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: https://www.rehmann.com/careers/ Job Description: We are seeking an experienced and dynamic Financial Advisor to join our high-end CPA/wealth management team. This unique role offers the opportunity to work with an established, high-value client base alongside a seasoned advisor, with the potential to assume primary responsibility for these relationships in the coming years. The ideal candidate will have exceptional interpersonal skills, a deep understanding of financial planning, and the ability to build trust and deliver tailored solutions for our discerning clientele.

Requirements

Bachelor’s degree in finance, accounting, business, or a related field
1-2+ years of experience in financial planning or wealth management, preferably working with high-net-worth clients.
Proven success in relationship management and client retention.
In-depth knowledge of investment strategies, tax planning, estate planning, and risk management.
Strong communication and interpersonal skills, with the ability to simplify complex financial concepts.
Technologically adept, with proficiency in financial planning software and CRM tools.

Nice To Haves

advanced degree or certifications (CFP, CFA, CPA, etc.) preferred.

Responsibilities

Develop and implement tailored financial strategies, including retirement, investment, estate, tax, and risk management planning.
Conduct regular reviews of clients' financial plans and investment portfolios, ensuring alignment with their objectives.
Stay abreast of changes in tax laws, financial products, and economic conditions to provide informed advice.
Work closely with CPAs, tax professionals, and other specialists within the firm to deliver integrated solutions.
Contribute to the firm’s culture of excellence by collaborating on client service initiatives and supporting business development efforts.
Identify opportunities to expand the firm's client base through referrals and strategic networking.
Participate in client events, seminars, and other activities to enhance visibility and trust within the community.