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Wealth Management Associate- Traverse City/Bay Harbor
Location:
Traverse City, MI
Description:
What's This Job All About? The Wealth Management Associate p rovides 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. What You'll Be Doing Principal Accountabilities: 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 You Need for this Position: Bachelor's Degree and 1 year experience in financial or investment management; or equivalent education and experience.
Company:
Greenleaf Trust
Posted:
December 26 2023 on ApplicantPool
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More About this Listing: Wealth Management Associate- Traverse City/Bay Harbor
Wealth Management Associate- Traverse City/Bay Harbor is a Executive Manager Job at Greenleaf Trust located in Traverse City MI. Find other listings like Wealth Management Associate- Traverse City/Bay Harbor by searching Oodle for Executive Manager Jobs.
Wealth Management Associate- Traverse City/Bay Harbor is a Executive Manager Job at Greenleaf Trust located in Traverse City MI. Find other listings like Wealth Management Associate- Traverse City/Bay Harbor by searching Oodle for Executive Manager Jobs.