Wealth Management Operations & Reporting Associate

Ascent Wealth Partners

Grand Rapids (MI)

On-site

USD 60,000 - 80,000

Full time

8 days ago

Application generator

Don’t send a generic resume — generate a resume and cover letter tailored to this exact role.

Get past ATS filters

Benefits offered by this job

Medical/Dental/Vision insurance

401(k)

Group Life/Disability

Paid time off (PTO)

Paid Parental Leave

Job summary

Ascent Wealth Partners in Grand Rapids, MI is seeking a Wealth Management Associate to manage investment operations within our independent broker-dealer framework. You will execute day-to-day trading, rebalancing, reporting, and client service to support aligned financial strategies.

The role requires 2+ years of investment experience, in-office commitment, and licensure including SIE, Series 7 and 63. A base salary of $60-80k plus discretionary bonus and a comprehensive benefits package is

Qualifications

Must have 2+ years of investment experience.
In-office opportunity in Grand Rapids, MI.
Licensing: Life, Health, Annuities & Long-Term Care Insurance Licenses; SIE, Series 7 and 63.

Responsibilities

Perform operations of the firm’s investment functions, ensuring smooth processing of trades, portfolio rebalancing, and execution of client investments.
Manage the investment trade lifecycle, including order entry, trade settlement, trade reconciliations, and reporting.
Ensure accurate and timely generation of client investment reports and transaction confirmations.
Maintain close records through the firm’s Client Relationship Management system.