Thank you for your interest in the Center for Financial Planning, Inc. We currently have two job openings. Both opportunities are for Client Service Assistant positions. Please read below for more information.

Interested? Send your cover letter and resume to

Client Service Associate

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:

  • Provide exceptional service for client needs including account maintenance, money movement, relationship support, etc.
  • Represent The Center to clients as the primary backup for phone answering and in-person client greeting during office visits
  • Help ensure the client readiness of offices, rooms are maintained in a neat and tidy manner, and adequate supplies for employees
  • Assist with or lead additional projects within the client service department

Background Requirements:

  • Experience in a financial planning and investment environment a plus
  • Bachelor’s degree preferred

Abilities and Competencies:

  • Strong service mindset and drive to go above and beyond to provide the best possible client experience
  • Eagerness to greet and serve clients over the phone and in person
  • Desire to be part of a team, well-developed interpersonal skills, and ability to get along with diverse personalities
  • 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), 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 (2014), 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 hourly rate 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