Alex Guys - Internal Transfer

Plante Moran

  • Southfield, Michigan
  • 4 days ago
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    Skills

    • Accountingunmatched
    • Asset Managementunmatched
    • Budgetingunmatched
    • Business Planunmatched
    • Cash Flowunmatched
    • Chinese Languageunmatched
    • Community Supportunmatched
    • Compensation and Benefitsunmatched
    • Consultingunmatched
    • Contact Managementunmatched
    • Customer Support/Serviceunmatched
    • Data Analysisunmatched
    • Develop and Maintain Customersunmatched
    • Diversityunmatched
    • Documentation Planunmatched
    • Documentation Reviewunmatched
    • Employee Retentionunmatched
    • English Languageunmatched
    • Establish Prioritiesunmatched
    • Financeunmatched
    • Financial Planningunmatched
    • Financial Proceduresunmatched
    • Geographyunmatched
    • Insuranceunmatched
    • Japanese Languageunmatched
    • Legalunmatched
    • Legal Documentsunmatched
    • Multilingualunmatched
    • Nonprofitunmatched
    • Problem Solving Skillsunmatched
    • Quality Controlunmatched
    • Reimbursementunmatched
    • Resume Searchunmatched
    • Retirement Planunmatched
    • Sales Prospectingunmatched
    • Tax Planningunmatched
    • Time Managementunmatched
    • Wealth Managementunmatched

    Description

    Count on us. Our "we-care" culture is more than just a motto; it's a promise. From day one, we prioritize your growth, well-being, and success. You can count on us to support your career journey and help you achieve your professional goals. Join us.

    Having roots in one of the nation’s largest and most well-respected audit, tax, and advisory firms, Plante Moran Wealth Management proudly serves as a trusted advisor to individuals, families, nonprofits, and retirement plan sponsors, providing comprehensive financial solutions in the areas of investment advisory, trust, tax, and insurance. With $19.4B in assets under management as of December 31, 2023, we have over 300 professionals dedicated to delivering holistic, independent, and objective financial guidance with the highest level of quality, integrity, and excellence.


    Your role.

    Your work will include, but not be limited to:

    • Interviewing client to determine client's assets, liabilities, cash flow, insurance coverage, tax status, and financial objectives
    • Analyzing client's financial status, designing and developing timely financial plan and procedures based on analysis of data, and discussing financial options with client
    • Preparing and reviewing documents to implement plan selected by client
    • Performing recurring quality control procedures on account activity
    • Maintaining contact with client to revise existing plan based on modified needs of client or changes in investment market
    • Practice Development activities: Meeting and networking with potential clients to identify new opportunities and grow practice; managing a portfolio of decision makers in ways that create referrals and references


    The qualifications.

    • Bachelor’s degree in Business, Accounting or Finance is required
    • Candidate should be a CFP or obtaining CFP status
    • 2+ years of experience as a Financial Planner or equivalent experience
    • High technical knowledge of legal restrictions and laws concerning retirement plans, tax shelters, insurance, and trusts
    • Skilled at working with numbers and budgets and be able to understand complicated financial and legal documents
    • Client service orientation combined with creative problem solving skills
    • Knowledge of automated trade, research, custodial relationship systems is highly preferred
    • This position may be filled as a Senior Advisor or Manager depending on applicable experience and qualifications

    What makes us different?

    On the surface, we’re one of the nation’s largest audit, tax, consulting, and wealth management firms. But dig a little deeper, and you’ll see what makes us different: we’re a relatively jerk-free firm (hey, nobody ‘s perfect) with a world-class culture, consistent recognition as one of Fortune Magazine’s “100 Best Companies to Work For,” and an endless array of opportunities.  At Plante Moran, diversity, equity and inclusion means that all staff members have equitable and fair opportunities to succeed, in an inclusive environment, with their individual, unique identities. So, what are you waiting for? Apply now.

    Plante Moran enjoys a “Workplace for Your Day” model which, simply put, means we strive for flexibility and balance while staying true to our principally in-person model. We believe that face-to-face interactions are paramount for individual and collective development, but also encourage individuals to work with their supervisor and team to determine their optimal working environment each day.   

    Plante Moran is committed to a diverse workplace. We strive to create a culture where each person feels accepted and valued. We believe that each person’s ultimate potential begins with first acknowledging their inherent dignity. When we can recognize — and celebrate — our many human differences, we’re able to create a workplace where all staff feel a sense of belonging and an opportunity to succeed. This allows us to attract and retain the best talent, serve clients through diverse thinking, and better represent and support the various communities in which we live and work. Plante Moran is an Equal Opportunity Employer. 

    Plante Moran maintains a drug-free workplace. 

    Interested applicants must submit their resume for consideration using our applicant tracking system. Due to the high volume of interest in our positions, only candidates selected for interviews will be contacted. Candidates must be legally authorized to work in the United States without sponsorship, with the exception of qualified candidates who are bilingual in either Japanese and English or Chinese and English. Unsolicited resumes from search firms or employment agencies, or similar, will not be paid a fee and become the property of Plante Moran.    
     

    The specific statements above are not intended to be all-inclusive.

    We are pleased to offer eligible staff a robust benefits package. Eligibility and contribution requirements for some of these benefits vary based on the number of hours staff work per week. Highlights include health, dental, vision, disability, and life insurance. In addition to this, eligible staff are able to take advantage of our Flexible Time Off and various pre-determined holidays, as well as a 401(k) plan, flexible benefits plans, business-related travel expense, lodging, and meal reimbursement for business-related use. A pension plan is also available for eligible administrative and paraprofessional staff. A discretionary bonus plan is available for eligible staff. Plante Moran also offers some contingent staff positions the option to elect health insurance in addition to limited paid sick time.

    The compensation range reflects the base salary we reasonably expect to pay for this position across our offices in the following regions: CO, IL, OH, and MA. Please review the position description for the applicable geographic location. Generally, experienced hires are not hired at or near the maximum salary range, as compensation decisions take into account a wide variety of factors, including but not limited to: responsibilities, education, experience, knowledge, skills, and geography. For early career roles, including campus hires, we offer standardized, market-based starting salaries among individuals within the same hiring group. This approach ensures fairness and reflects current industry benchmarks for entry-level talent.

    Under Colorado’s Job Application Fairness Act, you have the right to redact, from any documents that you submit in connection with your application, information that identifies your age, date of birth, or dates of attendance at or graduation from an educational institution. Should you wish to exercise your right to redact such information, please redact it prior to submitting documentation.

    The compensation range for this role in CO, IL, OH, and MA is: XX,000.00 - XX,000.00

    $Internal Transfer$

    This application window is a good-faith estimate of the time that this posting will remain open. This deadline will be promptly updated if the deadline is extended.

    Numbers & Facts

    LocationSouthfield, Michigan

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