Location: Belmont,MI, USA
(Belmont, MI) Build and maintain client relationships in partnership with the Senior Wealth Advisors. Attend client meetings held by the Senior Wealth Advisors. Conduct client meetings. Manage client-related requests and account service inquiries. Assist Senior Financial Advisors with data collection and analysis utilizing financial planning software. Develop client strategies related to investments. Implement investment strategy of the firm. Provide investment education and recommendations. Prepare client analysis and deliverables, including financial projection assumptions/facts and reports (eMoney); insurance analysis health, disability, long-term care, P&C, life (eMoney); estate planning review (eMoney); tax planning analysis (Holistiplan); year-end tax letters (Holistiplan); and investment performance reports (Black Diamond). Coordinate client follow-up with internal team members and other professional advisors. Minimum Requirements: Minimum of Bachelor's degree in Personal Financial Planning, Finance or closely related field and three months of full time experience (or six months of part time) in the Wealth Management Intern or related position working with high net worth clients with over $500,000 in net worth required. Please apply to Henrickson Nauta Wealth Advisors, Inc. by email at jenniferhnwealthadvisors.com with Associate Wealth Advisor in the subject line. J-18808-Ljbffr