Wealth Management Associate - Bay Harbor, MI

Greenleaf Trust; Anchor Bay Harbor (MI); On-site; USD 65,000 - 90,000; Full time

Job summary

Greenleaf Trust N.A. is seeking a Wealth Management Associate to support the Senior Wealth Management Advisors with trading, portfolio rebalancing, and financial planning tasks.

The role involves mentoring, client preparation, and collaboration across the wealth management team. Ideal candidates will have a Bachelor's degree in finance or investment management with at least one year of relevant experience, plus strong communication and analytical skills.

Qualifications

• Bachelor's Degree and 1 year of experience in financial or investment management.
• Or equivalent education and experience.
• Proficiency with financial planning tools and models.

Responsibilities

• Execute tasks for Senior Wealth Management Advisors, including ongoing trading and financial planning software support.
• Leverage position to drive process improvement across wealth management, financial planning and trading platforms.
• Become an expert and go-to resource for the wealth management team regarding the eMoney tool.
• Create wealth management plans for prospective clients highlighting portfolio objectives.
• Implement wealth plans by coordinating with advisors and reallocating accounts to meet asset allocation goals.
• Continue to manage client portfolios per the wealth plan while satisfying client needs.
• Work with Client Centric Team (CCT) to support client needs.
• Participate in projects and provide general support to Senior Wealth Management Advisors.

Skills

Strong communications

Analytical ability

Financial modeling

Team collaboration

Self-motivated

Attention to detail

Sales process knowledge

Financial planning

Education

Bachelor's Degree in finance/investment management

Tools

eMoney

Job description

At Greenleaf Trust N.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 OUR CLIENTS 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 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 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 on information and physical security policies will be provided throughout your period of employment. Participation in these trainings 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 of experience in financial or investment management.
• Or equivalent education and experience.

TALENTS, KNOWLEDGE, SKILLS, AND ABILITIES:

• Strong communications skills.
• Strong thought leadership and analytical ability.
• Ability to develop and refine complex financial models, analytical processes and methodologies.
• Ability to collaborate with other team members to develop and grow a robust learning environment among the Wealth Management Team.
• Self-motivated, ability to work independently while fully functioning with a team environment.
• Ability to maintain a positive attitude while investment recommendations are reviewed and challenged by other Wealth Management Advisors.
• Ability to work in a complex environment and successfully perform with multiple priorities.
• Attention to detail
• Knowledge of sales process
• Financial planning

EQUIPMENT USED:

• Various copiers, printers, and scanners

CONTACTS:

• Wealth Management Associates have regular contact with most areas of the company; however, high contact would exist with Trust Relationship Officers and Team Service Coordinators as they are also part of the Client Centric Team.
• Wealth Management Associates also have regular contact with clients and prospects and their external

PHYSICAL REQUIREMENTS:

This position requires a significant amount of time sitting and working on a computer, sitting in meetings and/or talking on a telephone.

WORK ENVIRONMENT:

Normal office environment, subject to constant interruptions, that is well lit, properly ventilated and handicap accessible.

OTHER:

• Regular and predictable attendance in the office is required.
• Our normal operating hours are Monday through Friday from 8:15 a.m. to 5:00 p.m.
• The position would often require full day or overnight travel, up to 10% of time, to meet with clients outside of the general area.

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