Wealth Advisor: Trusted Partner for Growth & Impact

Rose Street Advisors

Kalamazoo (MI)

On-site

USD 70,000 - 100,000

Full time

12 days ago

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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

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.

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