Wealth Management Advisor — Client & Fiduciary Focus
Listed on 2026-10-07
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Finance & Banking
Wealth Management, Financial Advisor / Consultant, Portfolio & Asset Management
Greenleaf Trust in Traverse City, MI is seeking a Wealth Management Advisor to manage client relationships and execute tailored wealth management plans.
You will meet with clients, coordinate with tax and legal advisors, and operate within fiduciary standards to grow client families and portfolios.
Expect travel to meet clients and attend events; collaborate with junior staff to deliver holistic wealth management services.
We are seeking a motivated Wealth Management Advisor — Client Growth & Fiduciary Focus to join Greenleaf Trust in Traverse City, MI, United States.
Consider building your career as a Wealth Management Advisor — Client Growth & Fiduciary Focus at Greenleaf Trust.
The Wealth Management Advisor — Client Growth & Fiduciary Focus position in the Management & Operations, Sales field is open for applications.
We have an opening for a Wealth Management Advisor — Client Growth & Fiduciary Focus in Traverse City, MI, United States within Management & Operations, Sales.
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