Wealth Advisor Assistant
📋 Role Overview & Responsibilities
Company DescriptionLegacy Wealth Partners is a financial advisory firm located in Ann Arbor, MI. We are committed to helping our clients identify and achieve their financial goals and dreams. With a personalized client experience, we provide honest, objective, and intelligent advice based on a comprehensive planning process. Our team acts with integrity and always puts the best interest of our clients first.
Role DescriptionThis is a full-time on-site role for a Wealth Advisor Assistant at Legacy Wealth Partners in Ann Arbor, MI. The Wealth Advisor Assistant will be responsible for providing support to the wealth advisors in day-to-day tasks. This includes maintaining client records, preparing financial reports, assisting with client meetings, and managing administrative duties.
QualificationsExperience in the financial services industry, 4 years minimum, 8 years ideal; experience working with National Financial Services (NFS) processes and forms a plus.Excellent organizational and time management skillsStrong attention to detailAbility to prioritize tasks and work efficientlyProficiency in Microsoft Office SuiteExceptional written and verbal communication skillsKnowledge of third‐party asset management systems, including how they work, their benefits, and their drawbacks – RedTail CRM, Wealthscape, TIAA.Previous exposure to estate planning issues.Proficiency with computer programs, including Microsoft Office Suite (particularly Excel and PowerPoint),Right Capital Financial Planning Software, YCharts, Morningstar® Advisor WorkstationSM, Argus, Value Line, AdvisorStream, Calendly, Doodle, Zoom.Ability to work well in a team environmentKnowledge of financial planning concepts and investment productsBachelor's degree in Finance, Economics, or related field
To learn more about the office setting and location, please watch this video: https://vimeo.com/user105890515/legacywealthpartnerslocationvideo?share=copy To learn more about the company, please visit our website at: https://www.YourLegacyOurFocus.com
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This position is located in Ann Arbor, MI with potential relocation and sponsorship assistance depending on candidate qualifications.
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