Associate Wealth Advisor: Client-Centric, Growth Path

Financial Planner Recruiting Llc; Traverse (MI); On-site; USD 70,000 - 100,000; Full time

Benefits offered by this job

PTO

401k with company match

Health Insurance

HSA

Job summary

Our client, a fee-only firm in Traverse City, MI, seeks an Associate Wealth Advisor to support a lead advisor, manage day-to-day client relationships, and assist with financial plan development and implementation.

The role involves serving as a primary service advisor, coordinating with clients and the support team to provide unbiased advice across all areas of financial planning and wealth management.

Qualifications

• Bachelor’s degree in business, accounting, finance, economics, or related field.
• 3 years of experience in financial advisory, wealth management, or client service within the financial services industry.
• CFP designation preferred.
• Proficiency in Microsoft Office and familiarity with financial planning, CRM, portfolio management, and document management software.

Responsibilities

• Serve as the point of contact for clients, managing and strengthening relationships through proactive, ongoing communication and service.
• Prepare for and participate in client meetings, including reviewing paperwork, taking notes, and ensuring thorough follow-up on action items.
• Collaborate with the team to develop, implement, and monitor comprehensive financial planning.
• Identify and coordinate solutions for client needs across investments, tax, estate, and related planning areas.
• Maintain accurate client records and support client onboarding, account servicing, and special projects.
• Participate in executing and rebalancing client portfolios to support investment objectives.
• Promote firm services and consistently uphold high standards of client experience.
• Begin to build Centers of Influence (COI) networks and participate in community engagement.
• Collaborate with management on firm initiatives and internal responsibilities.
• Offer ideas and solutions to enhance team performance and advance firm goals.

Skills

Client service

Financial planning

Relationship management

Communication

Team collaboration

Education

Bachelor’s degree in business/finance/economics or related field

Tools

CRM software

Portfolio management software

Document management software

Job description

Our client, a fee-only firm in Traverse City, MI, seeks an Associate Wealth Advisor to support a lead advisor, manage day-to-day client relationships, and assist with financial plan development and implementation.

The role involves serving as a primary service advisor, coordinating with clients and the support team to provide unbiased advice across all areas of financial planning and wealth management.