Thank you for your interest in the Center for Financial Planning, Inc.® We currently have one job opening. Please read below for more information.

Interested? Send your cover letter and resume to CenterCareers@CenterFinPlan.com


Client Service Assistant

Role Summary: 

The Client Service Assistant is an integral part of The Center’s wealth management team. This individual will work alongside a team of lead and associate financial planners to deliver world-class financial planning and investment service to clients.

General Duties:

  • Collaborate with planners of The Center to assist in the development of financial plans and periodic reviews for clients including, but not limited to, retirement analysis, tax planning, education expense analysis, estate planning, insurance assessment, and pension maximization
  • Provide exceptional service for client needs including account maintenance, money movement, relationship support, etc.
  • Coordinate and proactively follow up with clients’ other financial professionals, when necessary
  • Work with lead financial planners to successfully onboard new clients
  • Assist in department projects and with the creation of efficient processes

Background Requirements:

  • Experience in a financial planning and investment environment a plus, though position is also open to career changers or new job market entrants
  • Bachelor’s degree preferred
  • Series 7, 63, or 66 or other securities license or willingness to complete within twelve months of hire

Abilities and Competencies:

  • Strong service mindset and drive to go above and beyond to provide the best possible client experience
  • Desire to be part of a team, well-developed interpersonal skills, and ability to get along with diverse personalities
  • Intellectual curiosity and talent to think independently and creatively to solve problems
  • Effective time management skills and ability to multi-task in a dynamic environment while prioritizing independent tasks and meeting aggressive deadlines
  • Process-oriented, exceptional organization skills, and dedication to exceeding quality standards
  • Excellent written and verbal communication skills

Center for Financial Planning, Inc.® Profile:

  • Registered Investment Advisor with $1 billion assets under management and 800+ clients; custodian Raymond James Financial Services
  • Recognized in Financial Times Top 300 Registered Investment Advisors (2015, 2016, 2017), an annual ranking determined by the RIA’s AUM, growth, company age, industry certifications, compliance, and online accessibility*
  • Recognized by Crain’s as one of Michigan’s Cool Places to Work (2017), an annual ranking of Michigan’s best work environments based on factors such as benefits, policies, perks, and engagement as measured by employee and employer-based surveys

Compensations and Benefits:

  • Full-time position with base salary commensurate with experience and incentive compensation based upon personal and firm performance
  • Paid time off, including vacation, sick, and holidays
  • Employer-subsidized health insurance, disability, access to Flexible Spending Account, and 401(k) match opportunities
  • Professional development plan for all employees with potential for advancement within the team or transition into financial planning

Interested? Send your cover letter and resume to CenterCareers@CenterFinPlan.com


*The Financial Times (FT) used the database of RIAs who are registered with the U.S. Securities and Exchange Commission (SEC), and selected those practices reporting to the SEC that had $300 million or more in assets under management. Qualifying RIA firms filled out an online application and questionnaire that gave more information about their practices. That information was augmented with their own research on the candidates, including data from regulatory filings. The FT generated an internal score for each applicant based on six broad factors: advisor assets under management, AUM growth rate, the firm's years in operation, advisors' industry certifications (CFA, etc.), compliance record, and online accessibility. AUM and asset growth comprise roughly 65 percent to 70 percent of each RIA's score. Additionally, to provide a diversity of advisors, the FT placed a cap on the number of RIA's from any one state that's roughly correlated to the distribution of millionaires across the U.S. In 2017 41.4% of RIA applicants were named to this ranking. The ranking may not be representative of any one client's experience, is not an endorsement, and is not indicative of the advisor's future performance. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with Financial Times or Crain's