Wealth Advisor (grand Rapids; Traverse City; Portage, Michigan)

Mercer Advisors

Grand Rapids, Michigan, United States
On-site
Client-focused team-centered environment
Subject matter expert in investments, tax, pension, estate, insurance
Analyze, draft, edit, deliver, and present financial planning modules
Mercer Advisors is seeking a Wealth Advisor to join their team in Grand Rapids, Traverse City, and Portage, Michigan. The role involves serving as a primary advisor to a client base, managing financial planning, investments, and client communications, while integrating various financial services

Job Summary

  • Function as the primary trusted advisor to a book of 150-250 Wealth Path clients.
  • Support the team's Regional Vice Presidents and Managing Directors as a subject matter expert in various financial planning areas.
  • Analyze, draft, edit, deliver, and present financial planning modules to clients.

Matching Summary

Match Score: 85

Mercer Advisors is seeking a Wealth Advisor to join their team in Grand Rapids, Traverse City, and Portage, Michigan. The role involves serving as a primary advisor to a client base, managing financial planning, investments, and client communications, while integrating various financial services.

Skills & Requirements

Must-have

  • Client-focused team-centered environment
  • Subject matter expert in investments, tax, pension, estate, insurance
  • Analyze, draft, edit, deliver, and present financial planning modules
  • Manage client communications and follow-up with other advisors
  • Adherence to company standards of client care
  • Proficiency with MS Word, Excel, PowerPoint, and Outlook

Nice-to-have

  • Humble, entrepreneurial, hardworking team player
  • Positive "can do" attitude
  • Experience with Salesforce and financial planning software

Key Requirements

  • Bachelor's degree in Business, Economics, Accounting or Finance related
  • Five to twenty-five years of job-related experience
  • Certified Financial Planner (CFP) designation
  • Ability to travel up to 50% as required

Work Rights

Not specified

Tailored Resume

Cover Letter