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Client Engagement Paraplanner & Presentation Specialist
Job in
Brighton, Livingston County, Michigan, 48116, USA
Listed on 2026-06-06
Listing for:
MAIN Financial Group Wealth Management
Full Time
position Listed on 2026-06-06
Job specializations:
-
Finance & Banking
Financial Analyst, Financial Advisor
Job Description & How to Apply Below
MAIN Financial Group Wealth Management in Brighton, MI, is seeking a Paraplanner to enhance client experience and support new business operations. This role involves conducting lead qualification calls and developing polished PowerPoint presentations for advisory meetings.
The ideal candidate will have strong communication skills, experience in financial planning, and proficiency in PowerPoint. Join a supportive team and contribute to client satisfaction while growing your career in a dynamic environment.
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