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.
To learn more about Rehmann, visit: https://www.rehmann.com/about/rehmann-careers
We are seeking a talented Financial Advisor to join our Lansing office. The right candidate will work closely with accounting associates and Principals in our office to provide new and existing clients with the complete Rehmann experience that has made us one of the largest Accounting, Wealth Management and Corporate Investigative Services firms in the nation.
Responsibilities:
- Develop a thorough understanding of each client's financial situation in order to create and deliver a suitable strategy based upon Rehmann Financials' investment philosophy
- Provide investment strategies to achieve client goals. Serve as clients Wealth Management coach
- Manage and grow your assigned client base
- Promote professional development by maintaining an in-depth understanding of financial planning, capital markets and the financial services industry
- Participate in business development projects
- Display a positive attitude and ability to effectively manage change in a rapidly changing environment
Requirements:
- Undergraduate degree or equivalent combination of training and experience
- Certified Financial Planner designation or progress towards an industry recognized designation a plus, but not required
- Minimum of three years related financial planning and client relationship management experience
- Outstanding client service and communication skills
- Unwavering integrity in all situations
We Put People First in all that we do. Our associates are our greatest asset and we provide programs and benefits that encourage growth and development and align with their needs and goals. This includes benefits focused on physical and mental health, paid time off for volunteering and diversity-related activities, flexible work arrangements, and more.
When you join Rehmann, you become part of a firm dedicated to helping Empower Your Purpose, whatever it may be.
Rehmann is an Equal Opportunity Employer