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CPA-Driven Financial Planning Strategist

Job in Grand Rapids, Kent County, Michigan, 49528, USA
Listing for: Cetera Financial Group Inc
Full Time position
Listed on 2026-07-09
Job specializations:
  • Finance & Banking
    Financial Advisor / Consultant
Salary/Wage Range or Industry Benchmark: 110000 USD Yearly USD 110000.00 YEAR
Job Description & How to Apply Below

Cetera Financial Group Inc is seeking a Financial Planning Consultant based in Grand Rapids, MI. The ideal candidate should have at least a Bachelor’s degree and two years of relevant experience. This role focuses on client relationships and financial planning, offering a competitive base salary of $110,000.

The position requires proficiency in MS Excel and financial planning software, and successful candidates will focus on developing business relationships through proactive communication and investment analysis.

Certifications such as FINRA Series 7/66 and ideally CFP certification are preferred.

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