Opportunistic - PMFA Advisor at Plante Moran in Southfield

Summary: Plante Moran is a leading firm in audit, tax, consulting, and wealth management. They are seeking a PMFA Advisor to assess clients' financial situations, establish investment strategies, and prepare informative reports on investment opportunities. Responsibilities: - Assessing clients' assets, liabilities, cash flow, tax status, and financial objectives to establish investment strategies - Evaluate client financial plans utilizing knowledge of investment and tax strategies and financial securities - Performing recurring quality control procedures on account activity ensuring trades and money movements with appropriate custodians have taken place and distributions are provided to the clients - Preparing reports, including charts and graphs, to illustrate trends, future payoffs, and possible risks of various investment opportunities Required Qualifications: - Bachelor's or master's degree in finance, mathematics, economics, accounting or related field - Academic success (a minimum cumulative GPA of 3.0) - Completion of a requisite bachelor's degree and willingness to complete additional coursework required to sit for the CFP exam OR completion of a requisite bachelor's degree from a CFP Board Registered Program, with the goal of successfully obtaining your CFP license Preferred Qualifications: - Internship experience at a brokerage, financial planning firm/practice or money management firm is preferred Required Skills: Financial Planning, Investment Strategies, Tax Strategies Important Skills: Bachelor's Degree, CFP License Nice-to-Have Skills: Mathematics, Economics, Accounting, Internship Experience Benefits: Health, dental, vision, disability, and life insurance, Flexible Time Off, Various pre-determined holidays, 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