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Wealth Management Financial Advisor Financial Consultant

Senior Family Office Wealth Advisor

Job in Grand Rapids, Kent County, Michigan, 49528, USA
Listing for: ECG Resources, Inc.
Full Time position
Listed on 2026-02-28
Job specializations:
  • Finance & Banking
    Wealth Management, Financial Advisor, Financial Consultant
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
A wealth management firm in Michigan seeks a Senior Wealth Advisor to provide comprehensive services to high-net-worth clients. The role includes advising on financial matters such as asset allocation, risk management, and estate planning. Required qualifications include a bachelor's degree, advanced certifications, and over 12 years of experience with high-net-worth individuals. Strong communication and organizational skills are essential. This position offers a collaborative environment focused on client needs and service excellence.
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Position Requirements
10+ Years work experience
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