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Strategic Wealth Advisor: Client & Planning
Job in
Traverse City, Grand Traverse County, Michigan, 49685, USA
Listed on 2026-07-08
Listing for:
Greenleaf Trust
Full Time
position Listed on 2026-07-08
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant
Job Description & How to Apply Below
Greenleaf Trust is seeking a Wealth Management Advisor in Traverse City, MI, to manage client relationships and provide personalized wealth management solutions. You will be responsible for developing and maintaining a strong knowledge base in investment management, tax, retirement, and estate planning.
The ideal candidate should have at least 5 years of experience in wealth management with relevant certifications notably the CFP® or CFA®. The position offers opportunities for continual learning and a dynamic work environment that values collaboration.
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