Investment Advisor

Overview

Talon Wealth is dedicated to understanding clients’ personal goals to provide customized financial planning services. Our team of professional financial planners focuses on helping clients grow their retirement assets, manage their wealth, and protect their financial future. We offer comprehensive wealth management, including cash flow analysis, credit management, tax planning, asset allocation, and estate planning. We work closely with individuals and families to develop personalized strategies that align with their priorities and long‑term goals.

This is a full‑time, on‑site role for an Investment Advisor located in Grand Rapids, MI. The Investment Advisor will work closely with clients to assess their financial needs, develop and implement investment strategies, and provide personalized financial planning advice. Responsibilities include conducting financial analyses, assessing risk tolerance, and maintaining strong client relationships to support their financial goals and objectives.

• Proficiency in Financial Planning and thorough understanding of Finance principles
• Knowledge of Investments, Investment Strategies, and portfolio management
• Exceptional Customer Service skills, with a client-focused approach to providing financial solutions
• Strong analytical skills, problem‑solving abilities, and attention to detail
• Relevant certifications such as Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA) are highly desirable
• Bachelor’s degree in Finance, Economics, Business Administration, or a related field
• Proficiency in financial analysis software is a plus