Associate Financial Advisor

Medalist Wealth Management; Grand Rapids (MI); On-site; USD 50,000 - 80,000; Full time

Job summary

An established industry player is looking for a motivated Associate Financial Advisor to join their team in Grand Rapids. This full-time, in-office position emphasizes a client-centric approach and offers flexible hours to promote work-life balance. The role involves collaborating with senior advisors to deliver exceptional financial planning services, preparing financial reports, and developing strategies tailored to client needs. With opportunities for growth into a Senior Financial Advisor position, this role is perfect for those passionate about finance and dedicated to client success.

Qualifications

• Life & Health Insurance License or ability to obtain within 30 days.
• Series 65 or ability to obtain within 30 days.
• Experience in Financial Planning and Advisory.

Responsibilities

• Assist with financial planning, retirement planning, and investment research.
• Prepare financial reports and develop financial strategies.
• Maintain client relationships and collaborate with senior advisors.

Skills

Financial Planning

Investment Research

Analytical Skills

Communication Skills

Interpersonal Skills

Education

Bachelor's degree in Finance

Bachelor's degree in Economics

Bachelor's degree in Business

Tools

Financial Software

Job description

Medalist Wealth Management is a rapidly growing Grand Rapids-based financial advisory firm specializing in retirement planning and comprehensive wealth management services. We pride ourselves on a client-centric approach—putting clients at the core of our business, not a corporate agenda. Medalist Wealth Management is very active in the Grand Rapids area, running multiple educational workshops every month, a weekly TV show, and more.

Role Description

We are seeking a motivated and detail-oriented Associate Financial Advisor to join our team in Grand Rapids, MI. In this full-time, in-office role, you will collaborate closely with senior advisors to provide exceptional financial planning services to our clients. Flexible hours are available as part of our commitment to work-life balance, though the role is primarily on-site. The Associate Financial Advisor will be responsible for assisting with financial planning, retirement planning, investment research, and client meetings. Additional responsibilities include preparing financial reports, developing financial strategies, and maintaining client relationships. The role demands a collaborative approach with senior advisors and other team members to ensure clients' financial goals are met. This role includes opportunity to grow into a Senior Financial Advisor role, with a timeline determined by the success of the applicant.

Qualifications

• Life & Health Insurance License or the ability to obtain within 30 days
• Series 65 or the ability to obtain within 30 days
• Experience in Financial Planning and Financial Advisory
• Knowledge of Finance, Investments, and Retirement Planning
• Strong analytical skills and attention to detail
• Excellent communication and interpersonal skills
• Ability to work independently and as part of a team
• Bachelor's degree in Finance, Economics, Business, or related field preferred
• Proficiency in financial software and tools