We are a fee based financial planning business based in Southfield, MI. Our clients are business owners, corporate executives, and retired individuals. We coordinate our clients' assets, investments, and policies into one financial plan to save time, educate, and provide a sense of security. Quite simply, we put our clients in position to confidently make decisions.
Our future growth and current service standards are challenged by our growing client base and depth of expertise.
Financial planning is consistently listed near the top of surveys for high paying and satisfying professions. Despite these accolades, it is very difficult developing a client base. The probability of success for new financial planners remains quite low. This opportunity is with an established and growing financial planning business. We are looking for an individual who will support our financial planning process, work directly with our clients, and positively represent our business in the community.
The Ideal Candidate:
Is personable and detail-oriented and works ethically and professionally.
Will provide financial planning support to our client base and implement opportunities within the rollout of new technology.
Will work directly with clients, prospects, and the community.
Interested, qualified candidates should email a cover letter and resume with salary requirements to James.Gasparotto@LFG.com or contact Jim at (248) 948-4083.