Wealth Management Associate: Trading & Portfolio Support

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

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.