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Wealth Management Financial Advisor

Senior Workplace Wealth Advisor - Retirement Plan Strategy

Job in Kalamazoo, Kalamazoo County, Michigan, 49006, USA
Listing for: First Merchants Bank
Full Time position
Listed on 2026-02-19
Job specializations:
  • Finance & Banking
    Wealth Management, Financial Advisor
Salary/Wage Range or Industry Benchmark: 100000 - 125000 USD Yearly USD 100000.00 125000.00 YEAR
Job Description & How to Apply Below
A reputable financial institution is seeking a Senior Workplace Wealth Advisor in Michigan to provide strategic guidance and mentorship within the Workplace Wealth Advisory Team. You will work directly with large retirement plans, leading discussions on plan design and fiduciary responsibilities while developing participant education strategies. Key qualifications include an Associate's degree and at least five years of experience with Plan Sponsors.

The role offers competitive compensation including bonuses and comprehensive benefits.
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Position Requirements
10+ Years work experience
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