Wealth Management Specialist, Sr. jobs in Grand Rapids, MI

About Generational Wealth:

Generational Wealth is a growing advisory firm that offers financial planning and asset management for our clients. This is a fast-paced firm that thrives on constant change. We need additional quality team members to fuel our quest for expansion. Become part of the Gen-Wealth Team

About the Role:

As a part of our team, you will assist in the delivery of our best-in-class financial advisory services. As a member of a detail-oriented team in an ever-evolving environment, we both encourage and require your candid feedback; and will foster your existing ownership mentality and commitment to continuous improvement to perpetually enhance our internal efficiency.

Responsibilities include, but are not limited to:

· Customer Service

· Business Processing

· Marketing: Lead generating, customizing & ordering

· Planning events

· Keeping the Financial Advisor calendar full

· General office duties

· Considerable muti-tasking

About You:

Gen-Wealth is a fast-paced, growth-oriented advisory firm that offers financial planning and asset management for our clients nationwide. As a rapidly growing firm that thrives on constant change, we are seeking highly determined team members with great attitudes who are dedicated to growing with us as a firm. We are looking for candidates who “wow” us from the start by being bold, candid, and exceptional! We are looking for employees that both demonstrate and expect a high level of dedication both to and from their employer & coworkers.

The successful candidate will possess:

· BA/BS degree required

• Excellent organization & time management skills
• Strong analytical and problem-solving skills
• Outstanding oral and written communication skills
• Resilience and the ability to adapt to change in a fast-paced environment
• The ability to maintain strong attention to detail and a deadline orientation across multiple tasks
• A passion for thinking strategically about interrelated process flows while executing them flawlessly
• Bias for action and the ability to work independently
• Must be able to quickly adapt to new systems and learn industry-specific software including reporting and task management
• Financial services experience not required!

About Benefits:

• Competitive Wages
• Bonus opportunities
• Paid Time Off (PTO)
• Health Reimbursement Arrangement (HRA)
• Paid Holidays
• Short Term Disability Bank (STDB)
• 401(k) Plan – Offered with an employer contribution

Job Type: Full-time

Pay: $49,900.00 - $53,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Paid time off

Schedule:

• Monday to Friday

Supplemental pay types:

• Bonus opportunities

Education:

• Bachelor's (Required)

Language:

• English (Required)

Ability to Relocate:

• Zeeland, MI 49464: Relocate before starting work (Required)

Work Location: In person