Senior Financial Planner/Wealth Advisor

Midwest Capital Advisors; Grand Rapids (MI); On-site; USD 80,000 - 120,000; Full time

Job summary

Midwest Capital Advisors is seeking a Senior Financial Planner/Wealth Advisor to enhance client relationships and support the financial planning team. The ideal candidate will have significant experience in finance, possess strong problem-solving skills, and thrive in a collaborative environment. This full-time position offers competitive compensation, benefits, and opportunities for professional development.

Benefits

Competitive compensation and bonus opportunities

401(k) Profit Sharing Plan

4 weeks of PTO and 7 paid holidays

Summer hours and phone stipend

Medical benefits with HSA contributions

Collaborative family-oriented culture

Growth opportunities and career development

Paid memberships and charitable contributions

Qualifications

• 5 years of relevant experience required.
• Registered Investment Advisor Representative in Michigan preferred.
• CFP certification or similar preferred.

Responsibilities

• Manage client relationships as the lead advisor.
• Support Senior Wealth Advisor with complex client relationships.
• Participate in investment committee activities.

Skills

Client Relationship Management

Financial Markets Knowledge

Communication

Attention to Detail

Education

Degree in Finance, Economics or related field

Tools

MoneyGuidePro

Holistiplan

Charles Schwab

Job description

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Who We Are

Midwest Capital Advisors was founded in 2003 on a principle: always do what is right for the client. We are an independent, fee-only, SEC-registered investment advisory firm based in Grand Rapids, MI. We pride ourselves on transparency and a supportive environment. Our mission is to empower people to lead their best lives by helping them make informed financial decisions, guided by our core values: be real, be professional, do the right thing, and have fun.

What We Are Looking For

We are building a passionate team dedicated to improving our clients' lives. We seek an experienced, driven adviser to manage client relationships, support senior advisors, and grow within our firm. We offer training, mentorship, and career development opportunities.

Responsibilities

• Use your finance, economics, or related degree and 5 years of relevant experience to manage client relationships as the lead advisor.
• Support the Senior Wealth Advisor with complex client relationships, leveraging your understanding of financial markets and investments.
• Build rapport with clients and external professionals.
• Handle multiple priorities, communicate complex topics clearly, and accommodate unexpected needs.
• Utilize financial planning software (MoneyGuidePro, Holistiplan), trading software, and custodians like Charles Schwab to serve clients effectively.
• Participate in investment committee activities.
• Support and train the financial planning team.
• Lead meetings with retirement plan participants as needed.
• Perform other duties to support organizational mission.

Benefits

• Competitive compensation and bonus opportunities
• 401(k) Profit Sharing Plan
• 4 weeks of PTO and 7 paid holidays
• Summer hours, phone stipend, medical benefits with HSA contributions
• Collaborative, family-oriented culture and strong work-life balance
• Growth opportunities and career development
• Paid memberships and charitable contributions

Ideal candidates will have strong attention to detail, an entrepreneurial attitude, and a positive, eager-to-learn mindset. Registered Investment Advisor Representatives in Michigan and CFP certification or similar are preferred. If passionate about personal finance and client success, apply today!

Equal Opportunity Employer

Job Posted by ApplicantPro

Seniority level

• Mid-Senior level

Employment type

• Full-time

Job function

• Finance and Sales