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Financial Consultant Financial Advisor

UHNW Financial Planner | Wealth & Tax Strategy

Job in Jackson, Jackson County, Michigan, 49203, USA
Listing for: Rockefeller Capital Management
Full Time position
Listed on 2025-12-08
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Advisor
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
A leading financial advisory firm in Jackson, Michigan, is seeking a candidate for a role focusing on financial planning for ultra-high net-worth clients. Responsibilities include organizing financial information, evaluating scenarios, and preparing comprehensive wealth plans. Applicants should hold a bachelor’s degree in finance and have 1-3 years of related experience, with proficiency in financial planning tools being preferred.
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