Financial Advisor

As a Financial Advisor at Rehmann, your primary responsibilities include knowing the goals and values of your clients, building and monitoring their financial plans which encompass cash flow management, investment strategies, and estate planning. Additionally, you will collaborate with specialized teams to provide the best solutions and ensure a positive client experience.

To apply for the Financial Advisor position at Rehmann, you’ll need an undergraduate degree in a relevant field, ideally the Certified Financial Planner designation, and preferably securities and insurance licenses. A minimum of seven years of experience in financial planning and client relationship management is also required.

At Rehmann, the work environment for Financial Advisors is collaborative and supportive. You’ll work within the Lansing Private Client Advisory team, where professionalism and personal development are prioritized. We have a positive culture that encourages continuous learning and innovation, helping you thrive in your financial career.

Rehmann is committed to the professional growth of its financial advisors by providing access to various training programs, resources, and mentors. You'll gain an in-depth understanding of financial services, capital markets, and planning tools, ensuring you remain updated with industry trends and best practices.

As a Financial Advisor at Rehmann, you can expect a comprehensive benefits package that promotes your physical and mental health, including flexible work arrangements, paid time off for volunteering, and opportunities for professional development. We truly believe in putting our people first.

In answering this question, be sure to highlight your process for understanding a client's specific goals and values. Discuss how you assess their financial situation and what tools and methodologies you use to create a comprehensive plan. Emphasize your collaborative approach as it's crucial at Rehmann.

It's important to show that you engage in continuous learning. Discuss your strategies for staying informed, such as subscribing to financial news outlets, attending industry seminars, and participating in professional networks, reflecting Rehmann's emphasis on professional growth.

Here, share specific examples of how you have fostered long-term relationships with clients. You can mention active listening, regular communication, and providing personalized services, which aligns well with Rehmann’s client-first philosophy.

When answering, emphasize your ability to remain calm and solution-oriented. Explain how you approach sensitive topics with empathy, providing clarity and confidence to clients while ensuring they feel supported throughout the process.

Narrate a specific story about collaboration that showcases your teamwork skills and dedication to client outcomes. Highlight the strategies used and the significance of teamwork, perfectly aligning with Rehmann's culture.

Share what drives you in your profession—be it the joy of helping clients achieve their financial goals, the challenges of the industry, or personal ambitions. Relating this motivation to Rehmann’s mission of empowering others can create a strong connection.

Discuss the organizational tools and methods you employ, such as CRM systems and effective scheduling. Time management is key in financial advisory roles, and demonstrating your competence here will be impressive to Rehmann.

Share the software familiar to you, ideally ones you have used in prior roles. Emphasize your adaptability to learn new technologies, showcasing the importance of strategic technologies at Rehmann.

Use this chance to illustrate your problem-solving abilities. Detail the case, what made it challenging, your thought process, and how your approach led to a successful resolution, reflecting initiative and ingenuity.

Articulate your interest in Rehmann by highlighting their commitment to a people-first culture, growth opportunities, and their reputation in the industry. Show that you are aligned with their values and mission.