Wealth Advisor

Maner Costerisan•Lansing, MI

About The Position

Wealth Advisor – Maner Wealth Exciting opportunity to join our established Maner Wealth practice as an experienced Wealth Advisor! Summary of Responsibilities: The Wealth Advisor will be responsible for all areas of the financial planning process, investment management and managing client relationships. Essential Functions: Servicing and advising existing clients providing comprehensive planning advice and investment recommendations Work with our software (e.g., Wealthbox, eMoney, Schwab) to manage client relationships and provide financial advice Independently manage client relationships including regular client contact in-person, via phone, as well as electronically .

Requirements

3-5 years’ experience directly working with families on personal financial planning
Bachelor’s Degree from an accredited University
Series 65 License required
Experience with eMoney or other financial planning software
Ability to build deep relationships and trust with clients, team members, and COI’s
Thorough computer skills a must including Microsoft Office Suite
Excellent verbal and written communication skills a must
Knowledge of, and experience with, DC and DB plans is strongly preferred
Strong interpersonal skills and a compelling aptitude to provide advice
Ability to think critically, identify, meet and follow through with recommendations for clients
Strong attention to detail and highly organized
Ability to work independently and perform multiple tasks efficiently

Nice To Haves

CFP certification a plus

Responsibilities

Servicing and advising existing clients providing comprehensive planning advice and investment recommendations
Work with our software (e.g., Wealthbox, eMoney, Schwab) to manage client relationships and provide financial advice
Independently manage client relationships including regular client contact in-person, via phone, as well as electronically