Plante Moran
Michigan, Illinois, Ohio, Colorado
Contact: Courtney Harrison
Email: courtney.harrison@plantemoran.com
Telephone: (248) 603-5358
Website: https://www.plantemoran.com/
Please indicate which city and state the potential job position is located: Michigan, Illinois, Ohio and Colorado
Please indicate which describes your affiliation: RIA
Please provide a brief description of your Company: Make your mark. Having roots in one of the nation’s largest and most well-respected audit, tax, and advisory firms, Plante Moran Wealth Management proudly serves as a trusted advisor to individuals, families, nonprofits, and retirement plan sponsors, providing comprehensive financial solutions in the areas of investment advisory, trust, tax, and insurance.
Please provide a brief description of what you are looking for in your possible hire: While we don't have any 2022 opportunities, we typically look for: -Bachelor’s degree in finance, mathematics, economics, accounting or related field. -Academic success (a minimum cumulative GPA of 3.0). -Completion of the requisite degree and supporting credits to sit for the CFP exam, with the goal of successfully obtaining your CFP license. We will utilize this time to discuss our Wealth Management practice, 2023 opportunities and beyond!
Please provide the Zoom Link:
Join Zoom Meeting: https://plantemoran.zoom.us/j/85961704886