Wealth Management Associate: Trading & Portfolio
Listed on 2026-10-13
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Finance & Banking
Portfolio & Asset Management, Wealth Management, Financial Advisor / Consultant
Location: Anchor Bay Harbor
Greenleaf Trust N.A. is seeking a Wealth Management Associate to provide day-to-day support for the Senior Wealth Management Team. This position involves executing trades, maintaining financial planning systems, portfolio rebalancing, and preparing for client meetings with mentorship from a senior advisor.
You will assist with trading, planning software support, and client portfolio maintenance while collaborating with advisory staff. Normal hours are Mon-Fri 8:15 a.m.
For the Wealth Management Associate:
Trading & Portfolio Support position at Greenleaf Trust, we are reviewing applications now.
Step into the Wealth Management Associate:
Trading & Portfolio Support role at Greenleaf Trust in Anchor Bay Harbor, MI, United States and grow with us.
Please review the full job details above before applying.
If your experience matches this role, we encourage you to apply.
All applications are reviewed carefully by our team.
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