Legacy Trust GR · 7 hours ago
Wealth Advisor
Grand Rapids, MI
Full-time
Onsite
Senior Level
5+ years expLegacy Trust is a private investment and wealth management firm located in downtown Grand Rapids, and they are seeking a motivated individual to join their team as a Wealth Advisor. The Wealth Advisor will serve as the primary financial advisor providing individualized solutions to high net-worth clients and will develop wealth plans addressing various financial strategies.
Financial ServicesImpact InvestingRetirementRisk ManagementWealth Management
Responsibilities
Applies advanced knowledge of financial investments, federal and state taxes, services, and strategies to provide proactive holistic advance and financial planning regarding complex financial issues impacting the affluent market. Develops rapport with diverse range of personalities and effectively incorporates wealth planning techniques
Collaborates with a customized team of specialists to deliver high-quality client service
Ensures service standards and metrics are met based on client needs, segmentation, asset allocation, and risk management
Partners and leverages internal and external service providers to optimize effectiveness and efficiency
Provide Trustee services when Legacy Trust is named as trustee
Conducts comprehensive reviews to analyze financial data and provide recommendations for modifications based on client’s risk tolerance, goals, objectives and individual preferences. Provides comprehensive financial planning and consultations
Coordinates client relationship to ensure the Legacy Trust client experience is delivered
Coordinates and collaborates with other advisors of clients
Resolves problems as trusted advisor for client issues
Provides the client with current trends and commands a thorough knowledge of investment products, financial planning, taxes and market dynamics
Develops and executes an annual account servicing plan appropriate for the service standards, including conducting periodic reviews and leveraging the appropriate specialist to ensure client’s needs are being met
Prospects for clients in a New Business Development capacity by sourcing and building own pipeline of clients and opportunities
Demonstrates highly developed sales, client contact and relationship management skills
Earns referrals from clients, 3rd party advisors (e.g. Attorney, accountant), and other Centers of Influence
Existing book of business is welcomed but not required
Qualification
Required
Bachelor's degree specializing in Finance or equivalent work experience
Advanced degree or professional certification required
Five (5) or more years of experience in high net-worth client service and business development
Is proficient and understands income, gift, estate, generation and fiduciary taxes
Applies advanced knowledge of financial investments, federal and state taxes, services, and strategies to provide proactive holistic advance and financial planning regarding complex financial issues impacting the affluent market
Develops rapport with diverse range of personalities and effectively incorporates wealth planning techniques
Collaborates with a customized team of specialists to deliver high-quality client service
Ensures service standards and metrics are met based on client needs, segmentation, asset allocation, and risk management
Partners and leverages internal and external service providers to optimize effectiveness and efficiency
Conducts comprehensive reviews to analyze financial data and provide recommendations for modifications based on client's risk tolerance, goals, objectives and individual preferences
Coordinates client relationship to ensure the Legacy Trust client experience is delivered
Coordinates and collaborates with other advisors of clients
Resolves problems as trusted advisor for client issues
Provides the client with current trends and commands a thorough knowledge of investment products, financial planning, taxes and market dynamics
Develops and executes an annual account servicing plan appropriate for the service standards, including conducting periodic reviews and leveraging the appropriate specialist to ensure client's needs are being met
Prospects for clients in a New Business Development capacity by sourcing and building own pipeline of clients and opportunities
Demonstrates highly developed sales, client contact and relationship management skills
Earns referrals from clients, 3rd party advisors (e.g. Attorney, accountant), and other Centers of Influence
Preferred
CFP, CTFA, CPA, JD or comparable background is preferred
Existing book of business is welcomed but not required
Benefits
Health
Dental
Disability and life insurance
401(k) plan
Generous leave program
Onsite fitness center
Company
Legacy Trust GR
At Legacy Trust, we have three areas of interest—you, your family and the generations that will follow.
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Tracey Hornbeck
President & CEO
Company data provided by crunchbase