Associate Financial Planner - Grow into Lead Advisor

Sano; Grand Rapids (MI); On-site; USD 45,000 - 65,000; Full time

Job summary

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.

Qualifications

• 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

Responsibilities

• 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

Skills

Communication

Client relationship management

Organizational skills

CRM proficiency

Financial planning concepts

Education

SIE (Securities Industry Essentials)

Series 7 (General Securities Representative)

Series 66 (Uniform Combined State Law)

Life and health insurance licensure preferred

Tools

eMoney

Riskalyze

YCharts

Zacks Research

Microsoft Office

Salesforce

Job description

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.