Job Description
Rehmann
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 youre in the early stages of your professional journey or youre further down your path, were 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. We are seeking an experienced and dynamic Financial Advisor to join our high-end CPA/wealth management team. 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. Maintain and deepen relationships with existing clients by understanding their financial goals and providing proactive, customized advice. Financial Planning & Advisory Services: 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. 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. Bachelors degree in finance, accounting, business, or a related field; advanced degree or certifications (CFP, CFA, CPA, etc.) 5-10+ years of experience in financial planning or wealth management, preferably working with high-net-worth clients. 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. 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.
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