Wealth Management Associate - Bay Harbor

Greenleaf Trust • Petoskey, MI

6h

About The Position

Provides day to day support of the Senior Wealth Management Team. This role is responsible for executing trades, maintaining various financial planning systems, portfolio rebalancing and other items necessary to prepare for client meetings or questions. The Wealth Management Associate will provide general support to the various Senior Wealth Management Advisors, but will also be provided with a mentor of whom they will shadow while completing all of the aforementioned responsibilities.

Requirements

• Bachelor's Degree and 1 year experience in financial or investment management; or equivalent education and experience.
• Regular and predictable attendance is required.
• Our normal operating hours are Monday through Friday from 8:15 a.m. to 5:00 p.m.

Responsibilities

• Execute tasks as needed for Senior Wealth Management Advisors. These tasks include: ongoing trading and financial planning software support, account rebalancing and all other account portfolio maintenance and management of client portfolio duties for assigned Senior Wealth Management Advisors.
• Leverage position to drive process improvement across wealth management, financial planning and trading platforms.
• Become an expert and a go-to resource for the wealth management team with regard to the financial planning tool eMoney.
• 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 above mentioned 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 projects as assigned.
• Provide general support to Senior Wealth Management Advisors as needed.
• All other duties as assigned

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level