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Retirement Plan Advisor: Client Strategy & Fiduciary

Job in Ann Arbor, Washtenaw County, Michigan, 48113, USA
Listing for: Rehmann
Full Time position
Listed on 2026-02-10
Job specializations:
  • Finance & Banking
    Financial Advisor, Financial Consultant, Wealth Management, Financial Services
Job Description & How to Apply Below
A financial services firm based in Ann Arbor, MI, is seeking a Retirement Plan Advisor to manage client relationships and provide advisory services on retirement plans. The ideal candidate should have over 5 years of experience in financial services, strong analytical and communication skills, and familiarity with retirement investments. Responsibilities include client consultations, report preparation, and collaboration with third-party service providers.

The role emphasizes building long-term relationships and providing exceptional service.
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