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Financial Consultant Financial Advisor Financial Analyst

Remote Associate Planner – High Net Worth Financial Planning

Remote / Online - Candidates ideally in
Grand Rapids, Kent County, Michigan, 49528, USA
Listing for: Edward Jones
Remote/Work from Home position
Listed on 2026-02-16
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Advisor, Financial Analyst
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
A respected financial services firm in Grand Rapids, MI, seeks an Associate Planner to support high net worth clients with complex financial planning needs. The role involves collaboration with senior planners and financial advisors, emphasizing relationship management and strategic planning. Essential qualifications include a CFP certification and a bachelor's degree in finance or related fields coupled with key expertise in financial planning.

This position operates in a hybrid model, requiring some travel to meet client needs.
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Position Requirements
10+ Years work experience
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