Greenleaf Trust
  • Traverse City, MI, USA
  • Full Time

What's This Job All About?

The Wealth Management Advisor/Associate is responsible for creating and implementing wealth management plans, portfolio management, regularly scheduled portfolio review meetings and coordination with other advisors of the client to provide portfolios that meet client objectives.

What You'll Be Doing

Principal Accountabilities:

  • Meet with prospective and existing clients on a regular basis to maintain open communication on the status of their portfolio and other wealth management strategies within the relationship.
  • 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 abovementioned 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 designated workgroups and projects as assigned.
  • All other duties as assigned

What You Need for this Position:

  • Bachelor's Degree and minimum 3 years' experience in financial or investment management.
  • Certified Financial Planner or Chartered Financial Analyst designation is preferred; progress toward obtaining, or interest in obtaining is preferred for the associate role.
Greenleaf Trust
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