Senior Wealth Advisor High Net Worth
Job in
Grand Rapids, Kent County, Michigan, 49528, USA
Listed on 2026-02-16
Listing for:
Legacy Trust GR
Full Time
position Listed on 2026-02-16
Job specializations:
-
Finance & Banking
Financial Advisor, Wealth Management, Financial Consultant, Financial Services
Job Description & How to Apply Below
A private investment and wealth management firm in Grand Rapids is seeking a Wealth Advisor to provide tailored financial solutions for high net-worth clients. The ideal candidate will have over five years of experience in client service and business development, alongside a bachelor's degree in Finance or equivalent. Responsibilities include creating wealth plans, conducting financial reviews, and developing client relationships.
Competitive compensation and benefits are offered in an entrepreneurial team environment.
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Position Requirements
10+ Years
work experience
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