About Medalist Wealth Management:
Medalist Wealth Management is a Grand Rapids-based financial advisory firm specializing in retirement planning and comprehensive wealth management services. We pride ourselves on a client-centric approach-putting clients at the core of our business, not a corporate agenda.
Position Summary:
We are seeking a motivated and detail-oriented Associate Financial Advisor to join our team in Grand Rapids, MI. In this full-time, in-office role, you will collaborate closely with senior advisors to provide exceptional financial planning services to our clients. Flexible hours are available as part of our commitment to work-life balance, though the role is primarily on-site.
Compensation: $50,000 Base Salary + Bonuses & Commissions
Key Responsibilities:
- Client Relationship Management: Assist in managing and nurturing client relationships by participating in meetings, addressing inquiries, and providing timely follow-ups to ensure client satisfaction and trust.
- Financial Planning Support: Collaborate with senior advisors to develop comprehensive financial plans tailored to clients' goals, risk tolerance, and financial situations.
- Investment Research and Analysis: Conduct thorough research on investment opportunities, analyze market trends, and prepare reports to support investment recommendations.
- Portfolio Monitoring: Assist in monitoring client portfolios, evaluating performance, and suggesting adjustments in alignment with clients' financial objectives and market conditions.
- Regulatory Compliance: Ensure all client interactions and financial strategies comply with industry regulations and company policies.
- Business Development: Support business growth initiatives by identifying potential clients, participating in networking events, and contributing to marketing efforts.
Qualifications:
- Education & Experience: Bachelor's degree (preferred) and previous experience in financial services or a client-facing role is advantageous.
- Licensing: Must have Series 65 & Life and Health.
- Technical Skills: Proficiency in Microsoft Office Suite (Word, Excel, Outlook, PowerPoint) and familiarity with financial planning software and Client Relationship Management (CRM) systems.
- Analytical Skills: Strong analytical and problem-solving abilities with keen attention to detail.
- Communication Skills: Excellent interpersonal and communication skills, with the ability to explain complex financial concepts clearly.
Preferred Qualifications:
- Experience with financial modeling and investment analysis tools.
- Knowledge of regulatory requirements and compliance in the financial services industry.
Thank you for considering a career with Medalist Wealth Management. We are excited to meet the next member of our team. Together, we will continue to foster a supportive, flexible, and growth-driven workplace while helping our clients achieve first-place retirements