AMVETS Jobs

Financial Senior Advisor

• Location: United States, Michigan, Southfield

• Location: United States, Michigan, Detroit

• Location: United States, Michigan, Auburn Hills

• Location: United States, Michigan, Ann Arbor

  Make your mark.  Having roots in one of the nation’s largest and most well-respected audit, tax, and advisory firms, Plante Moran Wealth Management proudly serves as a trusted advisor to individuals and families, providing comprehensive financial solutions in the areas of investment advisory, trust, tax, and insurance. With $16.7B in assets under management as of December 31, 2022, we have over 250 professionals dedicated to delivering holistic, independent, and objective financial guidance with the highest level of quality, integrity, and excellence.

  Plante Moran enjoys a “Workplace for Your Day” model which, simply put, means we strive for flexibility and balance while staying true to our principally in-person model. We believe that face-to-face interactions are paramount for individual and collective development, but also encourage individuals to work with their supervisor and team to determine their optimal working environment each day.

  Your role.

  Provide holistic financial advice to clients utilizing knowledge of taxes, estate planning, insurance, retirement planning, education planning, and investment strategies. Duties include assessing clients' assets, liabilities, cash flow, tax status, and financial objectives to establish investment strategies and financial plan. Work within team to manage client relationships and provide day to day oversight on ongoing projects and investment portfolio management. Review work products of planners and leverage deep technical expertise.

  Your work will include, but not be limited to:

• Engaging in client discussions to determine client's assets, liabilities, cash flow, insurance coverage, tax status, charitable intentions, and financial objectives

• Analyzing client's financial status; designing and developing timely financial plans and procedures based on analysis of data, and discussing financial options with client

• Leading various practice development activities, resource gathering, and service product development assignments and leading design and presentation of sales process

• Networking with internal peers and external professionals to promote knowledge of service offering

• Preparing and reviewing documents to engage client and implement plan selected by client

• Managing the new client onboarding process

• Consulting with clients on risk tolerance and investment policy

• Conveying regulatory, legal, and technical issues to appropriate parties

• Performing recurring quality control procedures on account activity (assuring mutual fund trades and wires with appropriate custodians have taken place, distributions to the client, etc.)

• Maintaining contact with client to revise existing plan based on modified needs of client or changes in investment market

• Utilizing internal trading system to propose trades for client portfolios

• Discussing current long term macroeconomic trends and portfolio items to clients

• Tax planning and consulting with CPA on tax compliance matters for clients

• General estate planning and coordination with external attorneys and internal wealth transfer specialist

  The qualifications.

• Bachelor’s degree in Business, Accounting, or Finance required

• 3+ years of experience as a Financial Planner (within a brokerage, RIA, financial planning firm/practice, or money management firm)

• Pursuit of CFP will be required, if not already obtained

• Skilled at working with numbers and budgets and ability to understand complicated financial documents

• Strong Excel skills preferred

• Passion for networking, developing relationships, and pursuing new client opportunities

  Our difference.

On the surface, we’re one of the nation’s largest audit, tax, consulting, and wealth management firms. But dig a little deeper, and you’ll see what makes us different: we’re a relatively jerk-free firm (hey, nobody ‘s perfect) with a world-class culture, consistent recognition as one of Fortune Magazine’s “100 Best Companies to Work For,” and an endless array of opportunities.  At Plante Moran, diversity, equity and inclusion means that all staff members have equitable and fair opportunities to succeed, in an inclusive environment, with their individual, unique identities. So, what are you waiting for? Apply now.

This is an exempt position, so you may have to work hours that exceed the standard 40-hour work week.

Plante Moran is committed to a diverse workplace. We strive to create a culture where each person feels accepted and valued. We believe that each person’s ultimate potential begins with first acknowledging their inherent dignity. When we can recognize - and celebrate - our many human differences, we’re able to create a workplace where all staff feel a sense of belonging and an opportunity to succeed. This allows us to attract and retain the best talent, serve clients through diverse thinking, and better represent and support the various communities in which we live and work. Plante Moran is an Equal Opportunity Employer.

Plante Moran maintains a drug-free workplace.

Interested applicants must submit their resume for consideration using our applicant tracking system. Due to the high volume of applications received, only candidates selected for interviews will be contacted. Candidates must be legally authorized to work in the United States without sponsorship, with the exception of candidates that are bilingual in Japanese and English. Unsolicited resumes from search firms or employment agencies, or similar, will not be paid a fee and become the property of Plante Moran.

The specific statements above are not intended to be all-inclusive.

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For Colorado Applicants click here

Salary Class

Salary

Colorado Equal Pay for Equal Work Act (SB 19-085) Information

Compensation is commensurate with technical skills and experience and is provided in accordance with the CO Equal Pay for Equal Work Act.

Compensation information posted is based on a position being located in the state of CO. Please review position location for applicable geographic location.

Colorado monthly base range is as follows:

$7,041.67 to $9,875.00

We are pleased to offer eligible staff a robust benefits package. Eligibility and contribution requirements for some of these benefits vary based on the number of hours staff work per week. Highlights include health, dental, vision, disability and life insurance. These standard offerings are effective on the first of the month following your start date. In addition to this, eligible staff are able to take advantage of our Flexible Time Off and various pre-determined holidays as well as a balance fund, 401(k) plan, flexible benefits plans, business-related travel expense, lodging and meal reimbursement for business-related use. A Pension plan is also available for eligible administrative and paraprofessional staff. A discretionary bonus plan is available for eligible staff. Plante Moran also offers Interns and Contractors the option to elect health insurance under our contingent staff medical plan as of the 1st of the month following 60 days of employment in addition to limited paid time sick time. Seasonal staff are not eligible for benefits.

Colorado Job Application Fairness Act

Under Colorado’s Job Application Fairness Act, you have the right to redact from any documents that you submit in connection with your application information that identifies your age, date of birth, or dates of attendance at or graduation from an educational institution. Should you wish to exercise your right to redact such information, please redact it prior to submitting the documentation.

Apply now (https://plantemoran.avature.net/careers/Login?jobId=6876)