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Senior Wealth Planner; CPA​/CFA​/CFP​/JD Path to Partnership

Job in Rochester, Oakland County, Michigan, 48308, USA
Listing for: Rochester Wealth Strategies
Full Time position
Listed on 2026-02-28
Job specializations:
  • Finance & Banking
    Financial Consultant
Salary/Wage Range or Industry Benchmark: 60000 - 120000 USD Yearly USD 60000.00 120000.00 YEAR
Job Description & How to Apply Below
Position: Senior Wealth Planner (CPA/CFA/CFP/JD) Path to Partnership
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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