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Senior Financial Planner — Path to Partnership & Equity
Job in
Rochester, Oakland County, Michigan, 48308, USA
Listed on 2026-06-24
Listing for:
Rochester Wealth Strategies
Full Time
position Listed on 2026-06-24
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor
Job Description & How to Apply Below
Rochester Wealth Strategies, located in Downtown Rochester, is seeking a financial planner (CFP, CPA, CFA, or JD) to work closely with clients and advisors. The firm focuses on providing unmatched value to clients, specializing in retirement planning.
Successful candidates will build client relationships, analyze financial needs, and provide tailored guidance on investments and estate planning. Compensation starts between $60,000 - $120,000, with opportunities for growth and partnership.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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