Wealth Management Associate - Bay Harbor, MI

Greenleaf Trust•Petoskey, MI

1d•Onsite

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 of experience in financial or investment management.
Or equivalent education and experience.
Strong communications skills.
Strong thought leadership and analytical ability.
Ability to develop and refine complex financial models, analytical processes and methodologies.
Ability to collaborate with other team members to develop and grow a robust learning environment among the Wealth Management Team.
Self-motivated, ability to work independently while fully functioning with a team environment.
Ability to maintain a positive attitude while investment recommendations are reviewed and challenged by other Wealth Management Advisors.
Ability to work in a complex environment and successfully perform with multiple priorities.
Attention to detail
Knowledge of sales process
Financial planning

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 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