Wealth Planning Associate - Mentorship & Growth

Greenleaf Trust; Anchor Bay Harbor (MI); Presencial; USD 65 000 - 90 000; Tempo integral

Resumo da oferta

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.

Qualificações

• 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.

Responsabilidades

• 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.

Conhecimentos

Strong communications

Analytical ability

Financial modeling

Team collaboration

Self-motivated

Attention to detail

Sales process knowledge

Financial planning

Formação académica

Bachelor's Degree in finance/investment management

Ferramentas

eMoney

Descrição da oferta de emprego

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.