Investment Operations Assistant

Overview

The Center is looking for an Investment Operations Assistant to join its wealth management team. To apply, send your cover letter and resume to Ce

About Us:

• Center for Financial Planning, Inc.® was founded in 1985 and is a Registered Investment Advisor (RIA) (we operate as a hybrid RIA and work with Raymond James as our custodian and broker/dealer)
• The Center currently serves over 1000 families and oversees over $2B in client assets as of December 31st, 2025
• Our mission is simple – “Improving lives through financial planning done right”
• Our team focuses on comprehensive financial planning – this means we review and provide advice on virtually every aspect of one’s financial life

• Begin developing investment industry understanding and investment product comprehension
• Assisting advisors with client requests and portfolio recommendations consistent with Investment Policy Statements
• Conduct Investment Research and support Investment Committee
• Portfolio Rebalancing system set up and maintenance
• Coordinate with vendors
• Assist in department projects and with the creation of efficient processes
• Support team initiatives and understand and support the firm and department’s vision, mission, and strategy

• Strong service mindset and drive to go above and beyond to provide the best possible internal and external client experience
• Desire to be part of a team, well-developed interpersonal skills, and ability to collaborate effectively with individuals of varied backgrounds and working styles
• Intellectual curiosity and talent to think independently and creatively to solve problems
• Effective time management skills and ability to multi-task in a dynamic environment while prioritizing independent tasks and meeting aggressive deadlines
• Process-oriented, exceptional organization skills, and dedication to exceeding quality standards
• Excellent written and verbal communication skills
• Series 7, 63, or 66 or other securities license or willingness to complete as a part of professional development plan within the first year

• Base salary commensurate with experience and reviewed annually
• Incentive compensation up to 20% of base salary
• Well-defined career path with professional development opportunities
• Benefits include 401(k) plan with employer match, health insurance, dental insurance, vision insurance, disability and life insurance, flex spending account, health savings account, paid parental leave, vacation and personal days, ability to purchase additional vacation days, paid holidays, paid volunteer days, etc.

• We hire and reward upon our core values – Commitment to the Financial Planning Process, Education & Personal Growth, Nice & Kind, Teamwork & Collaboration, Energy & Enthusiasm, and Real & Down to Earth – check them out to ensure we would be a good fit for you
• Our job is serious, but we make having fun at The Center a priority! Ex. Fowling, curling, whirly ball, kick ball, chili cook offs, happy hours, Halloween costume contests, family picnics, charitable team events, etc.
• Driven, competitive group of professionals who are always seeking ways to learn and grow themselves AND the firm
• Various internal committees focused on improving our team experience (social, health and wellness, charitable, technology, etc.)

• Recognized by Crain’s as one of Michigan’s Cool Places to Work (2025, 2024, 2023, 2022, 2021, 2020, 2019, 2018, 2017) an annual ranking of Michigan’s best work environments based on factors such as benefits, policies, perks and engagement as measured by employee and employer-based surveys
• Recognized by Investment News as a Best Place to Work for Financial Advisors (2025, 2024, 2023, 2022, 2021, 2020, 2019, 2018), an annual ranking recognizing financial advisory firms for outstanding human resources practices and policies
• learn more about our team and individual awards and recognition.
• Interested? Send your cover letter and resume to Ce

Investment News “2025 Best Places to Work for Financial Advisors”. The Best Places to Work for Financial Advisers program is a national program managed by Best Companies Group. The survey and recognition program are dedicated to…