Associate Financial Advisor

Location
Ann Arbor, Michigan
Salary
Competitive salary based on experience.
Posted
Jul 13, 2021
Closes
Aug 12, 2021
Employment Type
Full Time
Experience Level
1-4 years
CFP® Certification
Not necessary

Arbor Trust Wealth Advisors, an Ann Arbor based Registered Investment Advisor, is seeking an Associate Financial Advisor for the Ann Arbor office.

Arbor Trust (www.arbortrust.com) was founded in 2014. The firm now has eleven team members, and we serve approximately 400 households, with approximately $475 million under management.

The mission of Arbor Trust Wealth Advisors is to be the trusted wealth advisor for our clients. We achieve this by aiming to help our clients define and pursue their most important financial goals, protecting and enhancing their wealth through sound and informed investment solutions, and our steadfast commitment to providing the highest level of personalized service.

Job Description

  • Responsible for supporting the Firm’s Senior Financial Advisors
  • Work with Senior Financial Advisors to create efficiencies and to ensure completion of client tasks, including various client projects
  • Participate in client meetings with Senior Financial Advisors
  • Communicate with clients via phone, email and in-person meetings
  • Transition into some existing client relationships as primary advisor
  • Learn financial planning, investment reporting and CRM software
  • Support the Firm’s investment function
    • Rebalance client portfolios
    • Research mutual funds and other investment products
    • Provide support for investment committee
  • Position reports to a Senior Financial Advisor
  • If successful, this role would lead to a Financial Advisor position, which would include business development

Requirements

  • Four-year college degree in business or a related field
  • Experience in the investment field
  • Series 65 or commitment to obtain said license
  • Demonstrated commitment to teamwork, desire to be part of a team culture, and initiative to address issues as they arise
  • Desire to work in a fast paced and results oriented environment; ability to meet deadlines
  • Strong organizational skills and ability to multitask
  • Excellent listening and communication skills
  • Strong orientation to technology with proficiency in Microsoft Office
  • Strong analytical and planning capabilities; detail-oriented with a high degree of accuracy
  • Strong verbal and written communication skills
  • Desire/ability to work successfully in a small company environment

Benefits

  • Paid time off
  • All stock market holidays observed (time off)
  • 401k match
  • Medical and dental insurance
  • Group life and disability insurance