Wealth Management Advisor - Client Growth & Planning

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

Job summary

Greenleaf Trust is seeking a Wealth Management Advisor to manage client relationships and implement personalized wealth management plans. You will work closely with clients to define goals and coordinate investment, tax, retirement, and estate planning within fiduciary guidelines.

Responsibilities include meeting with clients, updating portfolios, coordinating with tax and legal advisors, and helping to grow the client base through proactive outreach and collaborative teamwork across the Wealth

Qualifications

• Bachelor's degree and minimum 5 years of portfolio/wealth management experience.
• CFP® or CFA designation strongly preferred.
• Sales experience in a service-related field.

Responsibilities

• Develop and manage personalized Wealth Management Plans for clients.
• Meet with clients regularly to discuss portfolio status and strategies.
• Coordinate with tax and legal advisors and other professionals.
• Maintain up-to-date knowledge in investment management and retirement planning.
• Grow client base through proactive outreach and relationship management.

Skills

Interpersonal skills

Verbal communication

Written communication

Analytical ability

Team collaboration

Self-motivation

Attention to detail

Sales experience

Financial planning

Education

Bachelor's Degree

CFP or CFA designation preferred

Job description

Greenleaf Trust is seeking a Wealth Management Advisor to manage client relationships and implement personalized wealth management plans. You will work closely with clients to define goals and coordinate investment, tax, retirement, and estate planning within fiduciary guidelines.

Responsibilities include meeting with clients, updating portfolios, coordinating with tax and legal advisors, and helping to grow the client base through proactive outreach and collaborative teamwork across the Wealth