Development-Track Financial Advisor: Client-Focused Growth

Retirement & Wealth Strategies; Grand Rapids (MI); On-site; USD 60,000 - 90,000; Full time

Job summary

Retirement & Wealth Strategies, in Grand Rapids, seeks an Associate Financial Advisor to grow into a client-facing role. You will support meetings, plan preparation, and portfolio implementation under a Lead and Senior Advisor, with a clear path to managing an independent book of business and ongoing prospecting.

This development-track, full-time position operates within a collaborative team that serves an established client base and emphasizes client service, compliance, and professional growth

Qualifications

• SIE and securities licenses required or obtainable within timeframe.
• Series 7 and Series 66 required or obtainable within established timeframe.
• Life and health licensure preferred or willing to obtain.
• 1–3 years of experience in financial services or wealth management.
• Working knowledge of investment products and financial planning concepts.
• Proficiency with planning and CRM tools and platforms.

Responsibilities

• Support Lead and Senior Financial Advisors in client meetings and follow-up.
• Assist discovery meetings to gather 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 with the team-based process.
• Begin managing a growing subset of client relationships as licensing progresses.
• Coordinate with planning, investment, and client service teams to deliver a seamless client experience.
• Maintain accurate client records in CRM and broker-dealer systems.
• Participate in prospecting and referral-generation activities with Senior Advisors.
• Additional duties and special projects as assigned by management.

Skills

Strong communication

Attention to detail

Organizational skills

Client service mindset

Explain financial concepts clearly

Education

SIE license

Series 7 license

Series 66 license

Life and health insurance license (preferred)

Tools

eMoney

Riskalyze

YCharts

Zacks Research

Microsoft Office

Salesforce

Job description

Retirement & Wealth Strategies, in Grand Rapids, seeks an Associate Financial Advisor to grow into a client-facing role. You will support meetings, plan preparation, and portfolio implementation under a Lead and Senior Advisor, with a clear path to managing an independent book of business and ongoing prospecting.

This development-track, full-time position operates within a collaborative team that serves an established client base and emphasizes client service, compliance, and professional growth