Wealth Management Advisor

Greenleaf Trust; Anchor Bay Harbor (MI); On-site; USD 90,000 - 150,000; Full time

Job summary

Greenleaf Trust seeks a seasoned Wealth Management Advisor to manage client relationships and implement personalized wealth plans. You will collaborate with tax, legal, and estate professionals to deliver holistic solutions aligned with fiduciary standards.

You will meet with clients, translate goals into action, monitor portfolios, and contribute to business growth through referrals and community engagement.

Qualifications

• Bachelor's degree in finance, economics, or related field.
• CFP or CFA designation strongly preferred.
• Minimum 5 years of experience in portfolio and wealth management; sales experience in a service field is a plus.

Responsibilities

• Manage client relationships and develop Wealth Management Plans.
• Provide proactive client communication and annual portfolio reviews.
• Collaborate with tax, legal, and other advisors to implement strategies.
• Meet with clients regularly to discuss goals and progress.
• Grow the client base through referrals and community outreach.
• Uphold fiduciary standards and ongoing education within the team.

Skills

Interpersonal skills

Verbal and written communication

Analytical ability

Team collaboration

Self-motivation

Attention to detail

Sales process knowledge

Financial planning

Education

Bachelor's degree in finance/related field

CFP or CFA designation preferred

5+ years wealth management or portfolio experience

Tools

Office 365

Salesforce

Global Wealth (Fi‑Tek)

EMoney Advisor

Job description

Greenleaf Trust seeks a seasoned Wealth Management Advisor to manage client relationships and implement personalized wealth plans. You will collaborate with tax, legal, and estate professionals to deliver holistic solutions aligned with fiduciary standards.

You will meet with clients, translate goals into action, monitor portfolios, and contribute to business growth through referrals and community engagement.