Entry Level Wealth Associate

Maner Costerisan; Lansing (MI); On-site; USD 52,000 - 72,000; Full time

Benefits offered by this job

Competitive compensation package

Generous Paid Time Off

Medical, Dental and Vision Insurance

Job summary

Maner Costerisan is seeking an entry level Wealth Associate in Lansing, MI, with a target start date in June 2027. You will support all areas of the financial planning process, investment management, and client relationship management.

The role involves servicing and advising existing clients, using Wealthbox, eMoney, and Schwab to manage relationships and provide financial guidance, and maintaining regular contact with clients both in person and remotely.

Qualifications

• Bachelor’s Degree from an accredited University.
• Experience with families on personal financial planning preferred.
• Series 65 License preferred.
• Experience with eMoney or other financial planning software.
• Strong verbal and written communication skills.
• Knowledge of, and experience with, DC and DB plans is strongly preferred.

Responsibilities

• Servicing and advising existing clients.
• Work with our software (e.g., Wealthbox, eMoney, Schwab) to manage client relationships and provide financial advice.
• Manage client relationships including regular client contact in-person, via phone, as well as electronically

Skills

Communication

Relationship building

Attention to detail

Organizational skills

Independent work

Multi-tasking

MS Office

Education

Bachelor’s Degree

Series 65 License preferred

Tools

Wealthbox

eMoney

Schwab

Excel

Job description

Exciting opportunity to join our established Maner Wealth practice as an entry level Wealth Associate! Target start date is June 2027.

Summary of Responsibilities:

The Wealth Associate will be responsible for all areas of the financial planning process, investment management and managing client relationships.

Essential Functions:

• Servicing and advising existing clients
• Work with our software (e.g., Wealthbox, eMoney, Schwab) to manage client relationships and provide financial advice
• Manage client relationships including regular client contact in-person, via phone, as well as electronically

.

Job Qualifications:

• Experience directly working with families on personal financial planning preferred
• Bachelor’s Degree from an accredited University
• Series 65 License preferred
• Experience with eMoney or other financial planning software
• Ability to build deep relationships and trust with clients, team members, and COI’s
• Thorough computer skills a must including Microsoft Office Suite
• Excellent verbal and written communication skills a must
• Knowledge of, and experience with, DC and DB plans is strongly preferred
• Strong interpersonal skills and a compelling aptitude to provide advice
• Ability to think critically, identify, meet and follow through with recommendations for clients
• Strong attention to detail and highly organized
• Ability to work independently and perform multiple tasks efficiently
• Competitive compensation package
• Generous Paid Time Off policy
• Medical, Dental and Vision Insurance available