Wealth Management Advisor — Client Growth & Fiduciary Focus

Greenleaf Trust; Traverse City (MI); On-site; USD 95,000 - 130,000; Full time

Job summary

Greenleaf Trust in Traverse City, MI is seeking a Wealth Management Advisor to manage client relationships and execute tailored wealth management plans.

You will meet with clients, coordinate with tax and legal advisors, and operate within fiduciary standards to grow client families and portfolios.

Expect travel to meet clients and attend events; collaborate with junior staff to deliver holistic wealth management services.

Qualifications

• Bachelor's Degree and minimum 5 years of experience in portfolio and wealth management.
• CFP® or Chartered Financial Analyst® designation is strongly preferred.
• Sales experience in a service-related field.

Responsibilities

• Provide proactive client contact with high-touch communication and service.
• Develop and maintain knowledge in investment management, tax planning, retirement planning, philanthropic planning, trust and estate planning, and insurance planning.
• Help clients define needs, goals, and objectives and implement a personalized Wealth Management Plan.
• Meet with prospective and existing clients regularly to discuss portfolio status and strategies.
• Manage client portfolios per the wealth management plan and investment policy statement.
• Coordinate with the client's tax and legal advisors.
• Assist with seminar content development and participate in internal meetings.
• All other duties as assigned.

Skills

People skills

Communication

Team collaboration

Business development

Presentation skills

Education

Bachelor's Degree

CFP or CFA designation preferred

Tools

Salesforce

Office 365

Global Wealth (Fi-Tek)

EMoney Advisor

Job description

Greenleaf Trust in Traverse City, MI is seeking a Wealth Management Advisor to manage client relationships and execute tailored wealth management plans.

You will meet with clients, coordinate with tax and legal advisors, and operate within fiduciary standards to grow client families and portfolios.

Expect travel to meet clients and attend events; collaborate with junior staff to deliver holistic wealth management services.