Darden Wealth Group · 1 week ago
Junior Advisor
Ann Arbor, MI
Full-time
Onsite
New Grad, Entry LevelDarden Wealth Group specializes in providing a multi-family office approach to wealth management, designed for entrepreneurs and business owners. The Junior Advisor will assist senior advisors in managing client relationships and preparing financial strategies while fostering strong client relationships.
ConsultingFinancial ServicesWealth Management
Hiring Manager
David McNeely, CFA
Responsibilities
Assist senior advisors with managing client relationships
Prepare financial plans
Ensure compliance and conduct financial data analysis
Coordinate client meetings
Maintain accurate client records
Prepare presentations
Support research for financial strategies
Qualification
Required
Experience in financial planning, investment management, and risk assessment
Proficiency in data analysis, research, and financial software tools
Strong written and verbal communication skills for client interaction and documentation
Attention to detail, organizational skills, and the ability to manage multiple tasks effectively
A bachelor's degree in Finance, Accounting, Business Administration, or a similar field
Passion for client service and helping clients achieve their financial goals
Ability to work effectively in a team-oriented, professional environment
Preferred
Relevant certifications such as CFP, CFA, or progress towards obtaining certification are a plus
Knowledge of the unique financial needs of business owners is advantageous
Company
Darden Wealth Group
Darden Wealth Group provides wealth management, financial planning, and retirement plan services.
Founded in 2018
2-10 employees
Funding
Current Stage
Early StageLeadership Team
Andrea Darden, AAMS
CEO
Company data provided by crunchbase