Associate Financial Planner

Sano; Grand Rapids (MI); Presencial; USD 45 000 - 65 000; Tempo integral

Resumo da oferta

Sano, located in Greater Grand Rapids, seeks an Associate Financial Planner to support advisory teams and grow toward client-facing responsibilities. This development-track role offers ongoing mentorship, firm collaboration, and a clear path to manage an independent book as licensing progresses.

As part of a W-2 team, you’ll help prepare plans, coordinate meetings, and implement investment strategies while building relationships within the firm’s client base.

Qualificações

• 1-3 years of experience in financial services, wealth management, or a client-facing role preferred
• SIE required
• Series 7 required, or willingness to obtain within an established timeframe
• Series 66 required, or willingness to obtain within an established timeframe
• Life and health insurance licensure preferred or willingness to obtain
• Working knowledge of investment products and financial planning concepts
• Proficiency with firm technology platforms including eMoney, Riskalyze, YCharts, Zacks Research, and Microsoft Office; Salesforce is a plus

Responsabilidades

• Support Lead and Senior Financial Advisors in preparing for, attending, and following up on client meetings
• Assist in discovery meetings to gather client goals, risk tolerance, time horizon, and financial information
• Help develop and present financial plans and investment recommendations under advisor supervision
• Assist with implementation of investment strategies in coordination with the firm's team-based investment process
• Begin managing a growing subset of client relationships as proficiency and licensing progress allow
• Coordinate with internal planning, investment, and client service teams to deliver a seamless client experience
• Maintain accurate client records and documentation in CRM and our broker dealer's system in accordance with firm policies and compliance standards
• Participate in prospecting and referral-generation activities alongside Senior Advisors
• Additional duties and special projects as assigned by management

Conhecimentos

Communication

Client relationship management

Organizational skills

CRM proficiency

Financial planning concepts

Formação académica

SIE (Securities Industry Essentials)

Series 7 (General Securities Representative)

Series 66 (Uniform Combined State Law)

Life and health insurance licensure preferred

Ferramentas

eMoney

Riskalyze

YCharts

Zacks Research

Microsoft Office

Salesforce

Descrição da oferta de emprego

Salary: Competitive Base W2 Salary Plus Incentive Compensation Based on Experience and Credentials

Location: Greater Grand Rapids

Employment Status: Full-Time

Position Summary

We are seeking a motivated Associate Financial Planner to join our advisory team and grow into a client-facing relationship management role. Working closely with a Lead and Senior Financial Advisor and our internal planning and investment teams, this role supports client meetings, plan preparation, and portfolio implementation while developing the skills to eventually manage an independent book of business. This is a development-track position for a candidate who is coachable, client-oriented, and committed to building a long-term career in financial advising. This is a W-2 employee position offering the opportunity to serve and build relationships with clients within the firm's established client base. Client relationships are maintained by the firm and supported through a collaborative team environment.

About Sano

Sano is an independent financial services firm dedicated to helping individuals, families, and businesses Build, Protect, and Enjoy their financial future.

Our team is guided by five core values:

• Integrity
• Care
• Proactive

We strive to help families live intentionally with Peace of mind and financial confidence.

• Support Lead and Senior Financial Advisors in preparing for, attending, and following up on client meetings
• Assist in discovery meetings to gather client goals, risk tolerance, time horizon, and financial information
• Help develop and present financial plans and investment recommendations under advisor supervision
• Assist with implementation of investment strategies in coordination with the firm's team-based investment process
• Begin managing a growing subset of client relationships as proficiency and licensing progress allow
• Coordinate with internal planning, investment, and client service teams to deliver a seamless client experience
• Maintain accurate client records and documentation in CRM and our broker dealer's system in accordance with firm policies and compliance standards
• Participate in prospecting and referral-generation activities alongside Senior Advisors
• Additional duties and special projects as assigned by management

Qualifications

• 1-3 years of experience in financial services, wealth management, or a client-facing role preferred
• SIE (Securities Industry Essentials) required
• Series 7 (General Securities Representative) required, or willingness to obtain within an established timeframe
• Series 66 (Uniform Combined State Law) required, or willingness to obtain within an established timeframe
• Life and health insurance licensure preferred or willingness to obtain
• Working knowledge of investment products and financial planning concepts
• Proficiency with firm technology platforms including eMoney, Riskalyze, YCharts, Zacks Research, and Microsoft Office; experience using Salesforce is a plus

Knowledge, Skills & Abilities

The ideal candidate will demonstrate:

• Strong verbal and written communication and presentation skills
• Eagerness to learn and receptiveness to mentorship and feedback
• Sound judgment and a fiduciary, client-first mindset
• Ability to explain financial concepts in clear, approachable terms
• Strong organizational skills and attention to detail
• Ability to manage multiple client workstreams under supervision
• Proficiency with business technology, CRM, and planning software platforms
• Commitment to client service, professionalism, and long-term career growth within the firm

This position operates in a professional office environment and includes regular client and team interaction. The role may occasionally require internal training attendance, industry continuing education, and participating in company events.

Why Join Sano

At Sano, we believe our people are our greatest asset. Team members have the opportunity to work alongside experienced professionals, contribute to meaningful initiatives, and grow their careers in an organization built on trust, education, and relationships.