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Senior Wealth Planner; CPA/CFA/CFP/JD Path to Partnership
Job in
Rochester, Oakland County, Michigan, 48308, USA
Listed on 2026-02-28
Listing for:
Rochester Wealth Strategies
Full Time
position Listed on 2026-02-28
Job specializations:
-
Finance & Banking
Financial Consultant
Job Description & How to Apply Below
A dedicated financial planning firm is seeking a qualified individual (CFP, CPA, CFA, or JD) to join their team. This role involves building and maintaining strong client relationships, analyzing financial needs, and providing tailored investment and estate planning guidance. Candidates must have a Bachelor's Degree and 3+ years of industry experience. The firm offers a competitive compensation starting at $60,000 to $120,000 with growth potential including partnership opportunities.
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Position Requirements
10+ Years
work experience
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