Job Description
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:
We are seeking an experienced and dynamic Financial Advisor to join our high-end CPA/wealth management team. This unique role offers the opportunity to work with an established, high-value client base alongside a seasoned advisor, with the potential to assume primary responsibility for these relationships in the coming years. The ideal candidate will have exceptional interpersonal skills, a deep understanding of financial planning, and the ability to build trust and deliver tailored solutions for our discerning clientele.
How You Will Make an Impact:
Client Relationship Management:
Assume responsibility for an extensive client base, ensuring a seamless transition of trust and service.
Maintain and deepen relationships with existing clients by understanding their financial goals and providing proactive, customized advice.
Act as the primary point of contact for clients, addressing inquiries and coordinating with internal teams to deliver a comprehensive wealth management experience.
Financial Planning & Advisory Services:
Develop and implement tailored financial strategies, including retirement, investment, estate, tax, and risk management planning.
Conduct regular reviews of clients' financial plans and investment portfolios, ensuring alignment with their objectives.
Stay abreast of changes in tax laws, financial products, and economic conditions to provide informed advice.
Collaboration with Internal Teams:
Work closely with CPAs, tax professionals, and other specialists within the firm to deliver integrated solutions.
Contribute to the firm’s culture of excellence by collaborating on client service initiatives and supporting business development efforts.
Business Development:
Identify opportunities to expand the firm's client base through referrals and strategic networking.
Participate in client events, seminars, and other activities to enhance visibility and trust within the community.
Your Desired Skills, Experiences & Values:
Bachelor’s degree in finance, accounting, business, or a related field; advanced degree or certifications (CFP, CFA, CPA, etc.) preferred.
5-10+ years of experience in financial planning or wealth management, preferably working with high-net-worth clients.
Proven success in relationship management and client retention.
In-depth knowledge of investment strategies, tax planning, estate planning, and risk management.
Strong communication and interpersonal skills, with the ability to simplify complex financial concepts.
Technologically adept, with proficiency in financial planning software and CRM tools.
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
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