Financial Advisor - Rose Street Advisors

Rose Street Advisors; Kalamazoo (MI); On-site; USD 70,000 - 100,000; Full time

Benefits offered by this job

Collaborative culture

Competitive compensation

Work-life harmony

Professional development

Community impact

Job summary

Rose Street Advisors in Kalamazoo, MI is seeking a Financial Advisor to build trusted relationships with individuals, families and business owners, delivering personalized wealth management strategies and lasting financial security.

You will collaborate with Relationship Managers and fellow advisors to provide an exceptional client experience, contribute to growth, and help communities we serve.

Responsibilities

• Serve as trusted partner to clients, developing meaningful relationships and delivering personalized wealth management strategies.
• Work closely with Relationship Managers and fellow advisors to deliver an exceptional client experience.
• Contribute to the growth and innovation of Rose Street Advisors.

Job description

At Rose Street Advisors, we believe financial planning is about more than numbers, it's about helping individuals, families, and business owners make confident decisions that support their goals and create lasting financial security. As a Financial Advisor, you will serve as a trusted partner to clients, developing meaningful relationships and delivering personalized wealth management strategies that make a lasting impact.

As part of our collaborative team, you will work closely with Relationship Managers and fellow advisors to deliver an exceptional client experience while contributing to the continued growth and innovation of Rose Street Advisors.

Why Rose Street Advisors?

We believe great people create great experiences for our clients. We offer an environment where relationships matter, collaboration is encouraged, and employees have the opportunity to grow professionally while making a meaningful difference.

Our team enjoys:

• A collaborative, relationship-focused culture.

• Competitive compensation and benefits.

• Flexibility and a commitment to work-life harmony.

• Opportunities for professional development and continued growth.

• The ability to make a meaningful impact on clients and the communities we serve.