Financial Advisor at KPMG, Detroit, Michigan
Job Description
Company Overview:
KPMG is a leading global professional services firm providing audit, tax, and advisory services. With a strong presence in over 150 countries, KPMG is known for its commitment to excellence, integrity, and quality in everything it does. In Detroit, Michigan, KPMG serves a diverse client base in the Banking & Finance industry, offering innovative solutions and strategic insights to help clients navigate complex financial challenges.
Key Responsibilities for Financial Advisor:
- Provide comprehensive financial planning services to clients, including investment strategies, retirement planning, and risk management
- Conduct in-depth financial analyses to assess clients' current financial status and develop personalized recommendations
- Collaborate with clients to understand their financial goals and develop customized wealth management plans
- Monitor market trends and economic indicators to make informed investment recommendations
- Stay updated on industry regulations and compliance standards to ensure adherence in all financial advisory activities
Required Qualifications:
- Bachelor's degree in Finance, Economics, Business, or related field
- Certified Financial Planner (CFP) designation
- Proven experience in financial advising or wealth management role
- Strong knowledge of investment products, financial markets, and wealth management strategies
- Excellent communication and interpersonal skills to build strong client relationships
Desired Skills:
- Master's degree in Finance or related field
- Chartered Financial Analyst (CFA) certification
- Experience working with high-net-worth clients
- Proficiency in financial planning software and tools
- Ability to work in a fast-paced, dynamic environment and adapt to changing market conditions
Compensation & Benefits:
The annual salary range for the Financial Advisor position at KPMG in Detroit, Michigan, is competitive and commensurate with experience, ranging from $80,000 to $120,000. In addition to the salary, KPMG offers a comprehensive benefits package, including health insurance, retirement plans, professional development opportunities, and work-life balance initiatives.
How to Apply:
To apply for the Financial Advisor position at KPMG in Detroit, Michigan, please visit our careers page on the company website and submit your resume along with a cover letter highlighting your relevant experience and qualifications. Only shortlisted candidates will be contacted for further evaluation. Thank you for considering a career with KPMG.
Required Skills
- Valuation methods (DCF
- comparables)
- M&A analysis
- Pitch books
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