Wealth Advisory Associate: Launch Your Finance Career

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

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.