About this role
Wealth Management Advisor - Bay Harbor/Traverse City, MI at Greenleaf Trust. Location: Bay Harbor or Traverse City. Role: managing relationships, developing plans, generating opportunities Requirements: Bachelor's degree and 5+ years portfolio/wealth management experience required; CFP or CFA preferred. Sales experience, strong interpersonal, communication, analytical and fiduciary skills; knowledge of investments, tax, retirement, philanthropic, trust & estate, and insurance planning. Category: Finance and Accounting Seniority: Senior Level Tools: Office 365, Salesforce, Global Wealth (Fi-Tek), EMoney Advisor Certifications: cfp, cfa Commitment: Full Time Workplace: Onsite Languages: English