Your passion. Your purpose.
If you’re here, you’re looking for something more. More opportunity, more impact, more purpose. At Rehmann, each and every one of our associates plays a pivotal role in the Firm’s success.
When you join our team, you can count on exceptional support, encouragement, and guidance from your colleagues and from leadership.
No matter where you want to go in your career, Rehmann can help you get there. Whether you’re in the early stages of your professional journey or you’re further down your path, we’re focused on helping you achieve your goals whatever they may be.
When you join Rehmann, you are part of a culture that Puts People First and aims to help everyone reach their fullest potential.
Let us show you all the ways we can Empower Your Purpose.
We are seeking a talentedfinancial advisor to join our team. Accelerate your career by collaborating with our Advisory and Tax, Wealth Management, Estate and Gift, Rehmann Trust and Family Office specialists, as we guide our clients through their life events providing clarity, confidence, and peace of mind.
How You Will Make an Impact :
- Workingas part of the LansingPrivate Client Advisory team to know the goals,values, and expectations of our clients
- Building and monitoringclient financial plans focusing on; cashflow, debt management, taxes,investments, insurance,and estate planning
- Collaborating with firmwide centralized resourcestoenhance client success
- Promoting professional development by maintaining an in-depth understanding of financial planning, capital markets and the financial services industry
- Driving business development through community engagement and team collaboration efforts
- Developing a thorough understanding of the strategic technologies that allow us todrive client satisfaction. Specifically, but not limitedto;
CRM, Portfolio Management and Financial Planning tools
Displaying a positive attitude and ability to effectively managetimein a rapidly changing environment
Your Desired Skills, Experiences & Values :
- Undergraduate degree in a related field
- Certified Financial Planner designation
- Securities licenses and insurance licenses preferred
- Minimum of seven years related financial planning and client relationship management experience
- Outstanding client service and communication skills
- Unwavering integrity in all situations
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