Client Service & Investment Associate

The Center is looking for a rock star Client Service & Investment Associate to join its 30-person wealth management team. To apply, send your cover letter and resume.

About Us:

· Center for Financial Planning, Inc.® was founded in 1985 and is a Registered Investment Advisor (RIA)

· The Center currently serves over 1000 families and manages over $1.6B in client assets as of March 1st, 2024

· Our mission is simple – “Improving lives through financial planning done right”

· Our target client is between the ages of 50 and 65 with investable assets of at least $500,000

· Our team focuses on comprehensive financial planning – this means we review and provide advice on virtually every aspect of one’s financial life

Responsibilities We’ll Trust You With:

· Support team initiatives and understand and support the firm and department’s vision, mission, and strategy

· Collaborate with planners of The Center to assist in the development of financial plans and periodic reviews for clients including, but not limited to, retirement analysis, tax planning, education expense analysis, estate planning, insurance assessment, and investment management

· Provide exceptional service for client needs including account maintenance, money movement, relationship support, etc.

· Coordinate and proactively follow up with clients’ other financial professionals, when necessary

· Work with lead financial planners to successfully onboard new clients

· Proactively seek ways to surprise and delight clients with WOW moments

· Assist in department projects and with the creation of efficient processes

· Maintains the firm’s performance reporting and rebalancing system

· Ensuring reliable data for preparation of operational reports

· General support of investment management including client set up and maintenance

· Various data audit projects

Qualifications:

· Experience in a financial planning and investment environment a plus, though position is also open to career changers or new job market entrants

· Bachelor’s degree preferred

· Strong service mindset and drive to go above and beyond to provide the best possible client experience

· Strong analytical mindset with great attention to detail, and the interest in applying that to data-focused projects and tasks alongside the Client Service role

· Desire to be part of a team, well-developed interpersonal skills, and ability to get along with diverse personalities

· Intellectual curiosity and talent to think independently and creatively to solve problems

· Effective time management skills and ability to multi-task in a dynamic environment while prioritizing independent tasks and meeting aggressive deadlines

· Process-oriented, exceptional organization skills, and dedication to exceeding quality standards

· Excellent written and verbal communication skills

· Excel skills, or a basic level of comfort with Excel and willingness to learn more

· Series 7, 63, or 66 or other securities license or willingness to complete as a part of professional development plan

The Perks:

· Base salary commensurate with experience

· Incentive compensation of up to 20% of base salary

· Well-defined career path with professional development opportunities

· Benefits include 401(k) plan with employer match, health insurance, dental insurance, vision insurance, disability and life insurance, flex spending account, health savings account, paid parental leave, vacation and personal days, ability to purchase additional vacation days, paid holidays, paid volunteer days, etc.

Culture:

· We hire and reward upon our core values – Commitment to the Financial Planning Process, Education & Personal Growth, Nice & Kind, Teamwork & Collaboration, Energy & Enthusiasm, and Real & Down to Earth – check them out to ensure we would be a good fit for you

· Our job is serious, but we make having fun at The Center a priority! Ex. Fowling, curling, whirly ball, kick ball, chili cook offs, happy hours, Halloween costume contests, family picnics, charitable team events, etc.

· Driven, competitive group of professionals who are always seeking ways to learn and grow themselves AND the firm

· Various internal committees focused on improving our team experience (social, health and wellness, charitable, technology, etc.)

Awards & Recognition:

· Recognized by Crain’s as one of Michigan’s Cool Places to Work (2023, 2022, 2021, 2020, 2019, 2018, 2017) an annual ranking of Michigan’s best work environments based on factors such as benefits, policies, perks and engagement as measured by employee and employer-based surveys

· Recognized by InvestmentNews as a Best Place to Work for Financial Advisors (2024, 2023, 2022, 2021, 2020, 2019, 2018), an annual ranking recognizing financial advisory firms for outstanding human resources practices and policies

Interested? Send your cover letter and resume.

Investment News “2024 Best Places to Work for Financial Advisors”. The Best Places to Work for Financial Advisers program is a national program managed by Best Companies Group. The survey and recognition program are dedicated to identifying and recognizing the best employers in the financial advice/wealth management industry. The final list is based on the following criteria: must be a registered investment adviser (RIA), affiliated with an independent broker-dealer (IBD), or a hybrid doing business through an RIA and must be in business for a minimum of one year and must have a minimum of 15 full-time/part-time employees. The assessment process is compiled in a two part process based on the findings of the employer benefits & policies questionnaire and the employee engagement & satisfaction survey. The results are analyzed and categorized according to 8 Core Focus Areas: Leadership and Planning, Corporate Culture and Communications, Role Satisfaction, Work Environment, Relationship with Supervisor, Training, Development and Resources, Pay and Benefits and Overall Engagement. Best Companies Group will survey up to 400 randomly selected employees in a company depending on company size. The two data sets are combined and analyzed to determine the rankings. A total of 75 employers won . The ranking is based on fiscal year 2023 and was released on 02/28/2024. The award is not representative of any one client's experience, is not an endorsement, and is not indicative of an advisor's future performance. Neither Raymond James nor any of its Financial Advisors pay a fee in exchange for this award. Investment News and/or Best Companies Group is not affiliated with Raymond James.”

Crain's 2023 Detroit Business Best Places to Work in Southeast Michigan, developed by Best Companies Group, is based on evaluating employee surveys and the organizations benefits package. To be considered, the organization must: be a publicly or privately held business, be a for-profit, not-for-profit business or government entity, have a facility in Southeast Michigan, have at least 15 full or part-time employees working in Southeast Michigan, be in business for a minimum of one year, and pay a $770 fee. 100 of the 200 self-nominated applicants won the award. This ranking is based upon the period from 5/26/2022 to 5/26/2023 and was released on 8/24/2023. This recognition is neither an evaluation of services offered, nor a ranking of the Center for Financial Planning associates as investment adviser representatives. The award is not representative of any one client's experience, is not an endorsement, and is not indicative of an advisor's past or future performance. Crain's Detroit Business and/or Best Companies Group are not affiliated with Raymond James.

Job Type: Full-time

Pay: From $50,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Flexible spending account
• Health insurance
• Health savings account
• Life insurance
• Paid time off
• Parental leave
• Vision insurance

Schedule:

• Monday to Friday

Supplemental pay types:

• Bonus opportunities

Work Location: In person