Top 4 Cfp Jobs in Lansing Mi

Financial Planner
Tri-Star Trust Bank —Lansing, MI
- Full-time
- Background check
- Research
- Mid-level
- Health savings account
- Health insurance
Quick Apply
4d
Financial Advisor- Full Training & Development Program
Northwestern Mutual —East Lansing, MI
- $80,000 - $150,000 a year
- Full-time
- Background check
- Sales
- Bachelor of Science
- Paid training
- Health savings account
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Entry Level Wealth Associate
Maner Costerisan —Lansing, MI
- $65,000 - $75,000 a year
- Computer literacy
- Writing skills
- Office
- Profit sharing
- Disability insurance
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5d
Wealth Management Associate
Waggoner Financial —Lansing, MI
- $55,000 - $80,000 a year
- Full-time
- Mid-level
- Office
- Finance
- Disability insurance
- Health insurance
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Financial Advisor (Training and Licensing Provided)
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cfp jobs near lansing mi

Financial Planner

Tri-Star Trust Bank
Lansing, MI

Quick Apply

Job Details

Full-time
4 days ago

Benefits

Health savings account
Health insurance
Dental insurance
401(k)
Flexible spending account
Paid time off
Parental leave
Employee assistance program
Vision insurance
401(k) matching
Employee discount
Professional development assistance
Life insurance
Referral program
Retirement plan

Qualifications

Financial planning software
CFP
Interpersonal skills
Research
Bachelor's degree
Attention to detail
Organizational skills
Face-to-face client meetings
Financial services
Productivity software
Video conferences (communication methods)

Full Job Description

People are our business. Our clients’ families and futures are the focus of all our personalized wealth management solutions at Tri-Star. We believe everyone deserves to move their financial life forward, make well-informed decisions, and fulfill their financial vision.

We continue to see tremendous growth in our client base and a rapidly growing demand for our services. Our firm provides comprehensive investment and financial planning services to high-net-worth individuals and families. We are seeking a detail-oriented Financial Planner to join our team.

Job Summary:

The Financial Planner serves as a trusted advisor responsible for delivering comprehensive, goal-based financial planning to individuals, families, and businesses. This role applies advanced analytical judgment, technical planning expertise, and client relationship management to develop tailored strategies that support long-term financial objectives and contribute to a differentiated client experience.

Responsibilities:

·Evaluate complex financial information for individuals, families, and businesses to develop comprehensive plans aligned with each client’s goals, priorities, risk profile, and broader financial circumstances.

·Gather, synthesize, and interpret client data to support high-quality financial planning recommendations and a disciplined planning process.

·Apply the CFP® financial planning framework to design, maintain, and refine comprehensive, goal-based financial plans.

·Advise clients on cash flow projections and planning strategies, including the development, communication, implementation, and ongoing monitoring of recommendations.

·Assess investment strategies, asset allocation considerations, and related planning recommendations in alignment with clients’ objectives, risk tolerance, liquidity needs, and long-term priorities.

·Conduct financial analysis and research to identify planning opportunities, address risks, and support informed decision-making.

·Stay current on industry trends, planning strategies, technology, and regulatory changes to support compliant, accurate, and relevant client advice.

·Build and maintain trusted client relationships through proactive, clear, and professional communication.

·Engage with clients on a timely basis for scheduled reviews, plan updates, and planning-related follow-up needs.

·Educate clients and Tri-Star team members on financial planning topics, recommendations, and client-specific strategies.

·Prepare written financial plans and present recommendations in a clear, concise, and compelling manner.

·Collaborate with other departments to introduce the financial planning process to prospects and support integrated client service.

·Communicate plans and strategies effectively through in-person meetings, video conferencing, phone calls, and other approved communication channels.

·Develop and maintain proficiency with financial planning software, client relationship systems, and supporting technology platforms.

·Other duties as assigned.

Required Skills/Abilities:

·Prior experience involving trusts in any field (accounting, legal, wealth management).

·Proficient in Microsoft Office Suite.

·Excellent verbal and written communication skills.

·Strong analytical skills.

·Excellent organizational skills.

·Able to perform successfully under time constraints.

Education and Experience:

·Bachelor’s degree.

·CFP® Certification

·3+ years' experience in the finance industry

·2+ years' experience in a client-facing role

·Familiar with financial planning software (eMoney preferred)

Why Tri-Star?

We invest in genuine relationships, both inside and outside our firm – you’ll quickly notice what makes our people special.
We act in good faith and hold ourselves to a higher fiduciary standard.
We adhere to a Higher Purpose that is a driving force in our culture: Building caring, genuine relationships that strengthen families and transform our communities.
Tri-Star has proudly given back an average of 10% of our earnings annually as grants/donations to the communities we serve.
We currently serve over 1,100 relationships and manage close to $4 billion in client assets while maintaining 99.5% client retention.
Please visit our website at www.tristartrust.com to learn more.

Job Type: Full-time

Benefits:

401(k)
401(k) matching
Dental insurance
Employee assistance program
Employee discount
Flexible spending account
Health insurance
Health savings account
Life insurance
Paid time off
Parental leave
Professional development assistance
Referral program
Retirement plan
Vision insurance

Application Question(s):

Are you willing to undergo a background check, in accordance with law/regulations?
Will you now or in the future require sponsorship for employment visa status (e.g. H-1B visa status)?

Education:

Bachelor's (Required)

Experience:

Financial services: 3 years (Preferred)

Work Location: In person

Quick Apply

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cfp jobs in lansing mi

Financial Planner

Financial Advisor- Full Training & Development Program

Entry Level Wealth Associate

Wealth Management Associate

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