Financial Planning Associate: Client-Facing Path
The Bahnsen Group6 months ago
Grand Rapids, MI, United States
On-site
Full-time
Junior Level (1-3 years)
Job Description
Position: Financial Planning Associate: Client-Facing Growth Path
A leading wealth management firm in Grand Rapids, MI is seeking an Associate for their Planning Department. This full-time, in-office role focuses on providing financial planning advice in a client-facing capacity, supporting Private Wealth Advisors. Candidates should possess a Bachelor's degree and 1–5 years of relevant experience, with a strong interest in financial planning. The role offers opportunities for career advancement and includes a full benefits package and potential bonuses.
Job Code: #J-18808-Ljbffr
Required Skills
Analytical Skills
Wealth Management
Client Relationship Management
Communication Skills
Financial Planning
Problem Solving