Wealth Planner-West MI

Location: Grand Rapids, MI, United States; workplace type: Office

Company

A banking and wealth management organization providing financial planning and advisory services.

What you will do

• Lead financial planning engagements for clients with a net worth of $1–10M.
• Conduct discovery conversations to identify client goals, values, and financial objectives.
• Develop, present, and review customized plans covering retirement, tax, estate, investment, and risk management strategies.
• Partner with wealth advisors on client relationship management and plan implementation.
• Mentor and train wealth advisors on planning practices and discovery techniques.
• Ensure plans meet compliance and regulatory requirements while reflecting the firm’s planning philosophy.

Requirements

• Bachelor’s degree.
• At least 8 years of experience in financial planning or wealth management.
• Exceptional interpersonal and communication skills.
• Strong coaching and presentation abilities.

Nice to have

• CFP® designation.

Culture & Benefits

• Office-based work environment.
• Certain positions may be eligible for flexible work arrangements combining in-office and work-from-home work; specific arrangements are determined by the hiring team.
• Equal opportunity and tobacco-free hiring practices.