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Wealth Planner & Investment Advisor; Kalamazoo
Job in
Grand Rapids, Kent County, Michigan, 49528, USA
Listed on 2026-01-04
Listing for:
Daus Financial Group
Full Time
position Listed on 2026-01-04
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor
Job Description & How to Apply Below
A financial services firm in Michigan is seeking a dedicated Financial Advisor to provide personalized financial planning and advisory services. This is a full-time on-site position where the advisor will assess clients' financial needs, develop tailored strategies, and collaborate with other professionals to ensure regulatory compliance. Ideal candidates will possess strong expertise in financial planning, excellent communication skills, and a relevant degree in finance or economics.
Certification such as CFP or CFA is preferred.
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