At Zhang Financial, one of the nation’s leading fee-only wealth management firms, we strive to make sure that you have the most advantageous work-life balance while pushing you to realize your full potential. As an inclusive workplace, we want you to feel welcome and offer you multiple opportunities for career advancement. We also offer some of the most sought-after benefits, including, great health, dental, and vision coverage, retirement plan, parental leave, education reimbursement, and a generous bonus program.
Below are employee testaments on why Zhang Financial is the best company fit and how to apply!
KOLBY SMITH, CFP®
SENIOR VICE PRESIDENT - FINANCIAL PLANNING AND PRIVATE CLIENT SERVICES
Kolby Smith is Zhang Financials’ Senior Vice President of Financial Planning and Private Client Services. With over twelve years of experience in the Financial Service Industry, Kolby is a Certified Financial Planner CFP® with a bachelor's degree in Finance from Taylor University. When looking to jumpstart his career and maintain a healthy work-life balance for his young family (including wife and three daughters), Kolby felt Zhang Financial was the perfect fit.
When asked why he chose Zhang Financial, he explained, “Zhang has given me the opportunity to take control of my career. I get to work directly with our founding partners Charles and Lynn; an opportunity I never would have received at a large firm. I really enjoy being able to make meaningful connections with both my clients and my team members. In addition, Zhang Financial is structured around a results-based system that has given me fair and challenging goals with the ability to climb the seniority ladder regardless of age. All these factors have helped contribute to my success. I would encourage anyone looking for a career in Wealth Management to consider Zhang Financial. There are extensive opportunities to gain meaningful, real-world experience with and learn from a team of highly qualified and knowledgeable professionals.
CLIENT SERVICE ASSOCIATE
Skylar Bus is a Client Service Associate at Zhang Financial with over 5 years in the Financial Service Industry and a bachelor's degree from Western Michigan University. After working in banking for several years, Skylar wanted to explore more of the investment and planning side of the finance world. Ultimately, she chose to go back to school and obtain her degree to pursue those interests further.
When asked why she chose Zhang Financial, she explained, “Zhang has always been a goal of mine. When originally enrolling at Western Michigan University, I remember telling my family “I hope I am able to work at Zhang Financial one day”. Now, I do! Zhang has given me the opportunity to further my education and career while pursuing the Certified Financial Planner CFP® designation. I work within a team that pushes me to be my best, while also being surrounded by the best of the best in the industry.”
Open Positions Available
We are always on the lookout for exceptional talent. If you seek to join our team, please submit your cover letter and resume. We will review your qualifications and objectives with current openings to see if we are the right fit for your career.
Email resume to: email@example.com
Attention: Lynn Chen-Zhang
5931 Oakland Drive
Portage, MI 49024
Minimum investment requirement: $1,000,000 in Michigan, $2,000,000 outside of Michigan.
Investment Advice offered through Zhang Financial, a Fee-Only Wealth Management Group.