Wealth Management Associate - Bay Harbor

Greenleaf Trust; Anchor Bay Harbor (MI); On-site; USD 60,000 - 75,000; Full time

Job summary

Greenleaf Trust N.A. is seeking a Wealth Management Associate to provide day-to-day support for the Senior Wealth Management Team. This position involves executing trades, maintaining financial planning systems, portfolio rebalancing, and preparing for client meetings with mentorship from a senior advisor.

You will assist with trading, planning software support, and client portfolio maintenance while collaborating with advisory staff. Normal hours are Mon-Fri 8:15 a.m.

Qualifications

• : Bachelor's Degree and 1 year experience in financial or investment management; or equivalent education and experience.
• : Familiarity with wealth management tools and client service expectations.

Responsibilities

• Execute tasks for Senior Wealth Management Advisors, including ongoing trading and account rebalancing.
• Support wealth management platforms and client portfolios.
• Become expert in the eMoney planning tool.
• Create wealth management plans for prospective clients with advisor coordination.
• Implement wealth management plans through asset allocation and advisor collaboration.
• Manage client portfolios per wealth plan and client preferences.
• Collaborate with Client Centric Team (CCT) members to support client needs.
• Participate in projects as assigned.
• Provide general support to Senior Wealth Management Advisors.
• All other duties as assigned.

Skills

Client support

Attention to detail

Communication

Team collaboration

Education

Bachelor’s Degree + 1 year investment mgmt

Tools

eMoney

Job description

At Greenleaf TrustN.A., our teams are dedicated to providing the highest level of comprehensive wealth management services, trust administration and retirement plan services. We adhere to the highest standards of fiduciary excellence while providing customized solutions and highly personal service to our clients.

Summary

Provides day to day support of the Senior Wealth Management Team. This role is responsible for executing trades, maintaining various financial planning systems, portfolio rebalancing and other items necessary to prepare for client meetings or questions. The Wealth Management Associate will provide general support to the various Senior Wealth Management Advisors, but will also be provided with a mentor of whom they will shadow while completing all of the aforementioned responsibilities.

Your Role in Serving Clients and Assisting Divisions Includes:

• Execute tasks as needed for Senior Wealth Management Advisors. These tasks include: ongoing trading and financial planning software support, account rebalancing and all other account portfolio maintenance and management of client portfolio duties for assigned Senior Wealth Management Advisors.
• Leverage position to drive process improvement across wealth management, financial planning and trading platforms.
• Become an expert and a go-to resource for the wealth management team with regard to the financial planning tool eMoney.
• Create a wealth management plan for prospective clients, which will serve as a framework to the relationship and highlight the objectives of the portfolio.
• Implement the wealth management plan using coordination with other advisors, reallocating accounts to the set asset allocation and analyzing other above mentioned wealth management strategy techniques.
• Continue to manage client portfolios as set forth in the wealth management plan using asset allocation objectives while satisfying clients' wants, needs and desires.
• Work closely with Client Centric Team (CCT) members to support client needs.
• Participation in projects as assigned.
• Provide general support to Senior Wealth Management Advisors as needed.
• All other duties as assigned

DEI Commitment

Greenleaf Trust is committed to exploring diversity, equity, and inclusion, both within the organization itself, and the communities in which we serve. We continue to seek opportunities to give back and serve, work to ensure our actions are better and more inclusive and to provide opportunities for our team members to uphold the same expectations.

Security Responsibilities

Employees are required to comply with all information and physical security policies and procedures. Recurring training in information and physical security policies will be provided throughout your period of employment. Participation in the training is required. Refer to the Personnel Information Security Guide and the Information Security Policy Manual for further guidance on information security responsibilities and expectations.

Minimum Education / Experience Required

• Bachelor's Degree and 1 year experience in financial or investment management; or equivalent education and experience.

OTHER

• Regular and predictable attendance is required.
• Our normal operating hours are Monday through Friday from 8:15 a.m. to 5:00 p.m.

Equal Opportunity Employer

Greenleaf Trust N.A. is an Equal Opportunity Employer and provides equal employment opportunities to all employees and applicants without regard to any protected status under applicable law.

E-Verify Participation

Greenleaf Trust N.A. participates in E-Verify and will provide information from Form I-9 to the federal government to confirm authorization to work in the United States. E-Verify is used only after an employee accepts an offer of employment and completes Form I-9.

E-Verify Participation Notice | Right to Work