More jobs:
Financial Planning Case Designer
Job in
Novi, Oakland County, Michigan, 48377, USA
Listed on 2026-06-20
Listing for:
C2 Private Wealth, LLC.
Full Time
position Listed on 2026-06-20
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant -
Insurance
Financial Advisor / Consultant
Job Description & How to Apply Below
C2 Private Wealth, LLC. is seeking a Financial Planner to enhance planning efficiency and support advanced strategies for clients. This role involves preparing, updating, and maintaining financial plans while collaborating with advisors.
Qualifications include an active Series 65 license and insurance licenses, along with strong analytical skills and communication. The position offers health insurance, bonuses, and a supportive team environment.
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