Greenleaf Trust

Wealth Management Advisor

US-Traverse City
5 months ago(7/6/2017 10:47 AM)
ID
2017-1079
# of Openings
1

Overview

What's This Job All About?

The Wealth Management Advisor is responsible for creating and implementing wealth management plans, portfolio management, regularly scheduled portfolio review meetings and coordination with other advisors of the client to provide portfolios that meet client objectives.

Responsibilities

 

What You'll Be Doing

 

The responsibilities include but are not limited to the following:

 

  • Meet with prospective and existing clients on a regular basis to maintain open communication on the status of their portfolio and other wealth management strategies within the relationship.
  • 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 abovementioned 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 designated workgroups and projects as assigned.
  • All other duties as assigned

Qualifications

 

What You Need for this Position

 

Minimum Education/ Experience Required:

  •  Bachelor’s Degree and minimum 3 years experience in financial or investment management.
  •  Certified Financial Planner® or Chartered Financial Analyst® designation is preferred.

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