Wealth Management Specialist, Sr. jobs in Michigan

Our Company

We are an independent wealth management firm devoted to providing our clients with a unique experience, while improving their current financial world, and partnering with them in order to maximize their financial and personal objectives. Our firm works with affluent individuals, families and institutions nationwide.

We value our clients and focus on providing exemplary financial advice and client service, as well as providing a rewarding and positive work environment for our team members. Great pride is taken in the enduring relationships we have built with our clients and our team.

Position Summary

We are seeking a responsible, highly efficient, and motivated individual to help build and maintain client relationships in partnership with our Senior Wealth Advisors.

Roles and Responsibilities

• Attend client meetings held by the Senior Wealth Advisors
• Conduct client meetings
• Manage client-related requests and account service inquiries
• Assist Senior Wealth Advisors with data collection and analysis utilizing financial planning software
• Develop and implement investment strategies for clients
• Provide investment education and recommendations
• Prepare client analysis and deliverables, including: (Financial projection assumptions/facts and reports; Insurance analysis – to include life, health, disability, long-term care, and P&C; Estate planning review; Tax planning analysis; Investment performance reports)
• Coordinate client follow-up with internal team members and other professional advisors
• Maintain performance reporting system, to include: (System setup and configuration; New account and asset set-up; Perform investment account reconciliation, including researching and resolving any discrepancies; Data feed management; Maintenance and accounting of alternative investment positions)
• Other duties and ad-hoc projects as requested

Requirements

• Bachelor’s degree in Finance, Personal Financial Planning, or Accounting
• Three months of full-time experience, or six months of part-time experience in Wealth Management internships or related positions.
• Highly detailed-orientated and strong organizational skills
• Able to effectively prioritize workload and meet deadlines
• Critical thinker that possesses strong communication skills, both written and verbal
• Strong desire to pursue coursework for CFP designation or other industry designations

Benefits

• Competitive salary with performance-based bonus
• Medical reimbursement
• Retirement plan with employer matching contributions
• Professional development assistance
• Paid time off
• Paid professional designations and dues

Job Type

• Full-time

Experience Level

• Under 1 year

Schedule

• Monday to Friday

Work Setting

• Office

Job Type: Full-time

Benefits:

• 401(k) matching
• Paid time off
• Professional development assistance
• Retirement plan

Compensation package:

• Bonus opportunities
• Yearly bonus

Experience level:

• Under 1 year

Schedule:

• Monday to Friday

Work setting:

• In-person
• Office

Ability to Relocate:

• Grand Rapids, MI: Relocate before starting work (Required)

Work Location: In person