Senior Wealth Advisor – Client & Planning
Job in
Midland, Midland County, Michigan, 48640, USA
Listed on 2025-12-22
Listing for:
Greenleaf Trust
Full Time
position Listed on 2025-12-22
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor, Wealth Management
Job Description & How to Apply Below
A financial advisory firm located in Midland, Michigan, is seeking an experienced Wealth Management Advisor. This role involves managing client relationships, providing high-touch service, and developing personalized investment strategies. Ideal candidates must have a Bachelor's Degree and at least 5 years of experience in portfolio management, along with preferred certifications such as CFP® or CFA®. The position entails significant client interaction, business development activities, and collaboration with professionals in finance and sales.
#J-18808-Ljbffr
Position Requirements
10+ Years
work experience
To View & Apply for jobs on this site that accept applications from your location or country, tap the button below to make a Search.
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
Search for further Jobs Here:
×