Wealth Management Associate

Waggoner Financial; Lansing (MI); On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

Health, dental, life, and disability保险

401(k) with company match

Generous paid time off

CFP coursework support and licensing

Mentorship from senior advisors

Competitive base salary with incentive

Small collaborative firm environment

Job summary

Waggoner Financial in Lansing, MI seeks an motivated financial associate to support senior advisors, manage client relationships, and help deliver tailored financial plans.

You will assist in meetings, perform portfolio reviews, and maintain accurate CRM data while advancing CFP certification and professional development within a collaborative firm.

Qualifications

• 1–3 years of experience in financial services, wealth management, or related field; strong candidates considered without direct experience.
• Progress toward CFP certification
• CFP certification or active progress toward SIE, Series 7 & 66 certification (not required)

Responsibilities

• Manage and grow a mixed book of business, including inherited and self-sourced client relationships.
• Support lead advisors in preparing for and conducting client meetings, including portfolio reviews and planning analysis.
• Develop financial plans, including retirement projections, cash flow analysis, and benefits comparisons.
• Manage client account paperwork, onboarding, and ongoing service requests.
• Maintain CRM and portfolio management systems with accurate client information.

Skills

Written communication

Verbal communication

CRM management

Education

Bachelor's degree in Finance, Economics, or Accounting

Tools

Microsoft Excel

Microsoft Word

Portfolio management software

Job description

• Manage and grow a mixed book of business, including both inherited and self-sourced client relationships.
• Support lead advisors in preparing for and conducting client meetings, including portfolio reviews and planning analysis.
• Develop financial plans, including retirement projections, cash flow analysis, and benefits comparisons.
• Manage client account paperwork, onboarding, and ongoing service requests.
• Maintain CRM and portfolio management systems with accurate client information.

• Bachelor's degree in Finance, Economics, Accounting, or a related field
• 1-3 years of experience in financial services, wealth management, or a related field preferred; strong candidates without direct experience will be considered
• Progress toward or willingness to pursue CFP® certification
• Proficiency in Microsoft Excel and Word; comfort learning planning and portfolio management software
• Strong written and verbal communication skills
• Preferred (Not Required)
• CFP® certification or active progress toward it
• SIE, Series 7 & 66, certification or active progress toward it

• Comprehensive health, dental, life, and short and long term disability insurance
• 401(k) with company match
• Generous paid time off
• Full support for CFP® coursework, exam fees, and licensing, including the SIE, Series 7, and Series 66
• Direct mentorship from senior advisors, with a clear path to expanded client responsibility
• Competitive base salary plus performance based incentive compensation
• A small, collaborative firm environment with direct access to leadership and a real seat at the table