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Senior Financial Advisor & Planning Specialist

Job in Troy, Oakland County, Michigan, 48083, USA
Listing for: Great Lakes Financial Group of Prudential
Full Time position
Listed on 2026-10-06
Job specializations:
  • Finance & Banking
    Financial Advisor / Consultant, Wealth Management, Portfolio & Asset Management
Salary/Wage Range or Industry Benchmark: 85000 - 120000 USD Yearly USD 85000.00 120000.00 YEAR
Job Description & How to Apply Below

Great Lakes Financial Group of Prudential is seeking an experienced investment planning professional in Michigan to deliver personalized financial solutions. The role focuses on creating financial plans, supporting investment professionals, and ensuring accuracy through careful cross-checking of information.

The ideal candidate holds a Bachelor's degree in finance or related field and brings 5+ years in the industry with a solid understanding of the investment business to help clients reach

For the Senior Financial Advisor & Planning Specialist position at Great Lakes Financial Group of Prudential, we are reviewing applications now.

We have an opening for a Senior Financial Advisor & Planning Specialist in Troy, MI, United States within Finance.

This role, Senior Financial Advisor & Planning Specialist at Great Lakes Financial Group of Prudential, could be your next career step.

Position Requirements
10+ Years work experience
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