Wealth Advisor: HNW Client Strategy & Growth Lead

Judson Group

Grand Rapids, MI

JOB DETAILS
SKILLS
Finance, High Net Worth, Interpersonal Skills, Team Player
LOCATION
Grand Rapids, MI
POSTED
Today

A private investment firm in Grand Rapids is seeking a Wealth Advisor to serve high-net-worth individuals and families. This role involves delivering custom wealth plans, guiding clients in complex financial decisions, and nurturing long-term relationships. The ideal candidate will have at least 5 years of experience, a Bachelor's degree in Finance, and strong interpersonal skills. The firm values contributions in a collaborative environment.#J-18808-Ljbffr

About the Company

J

Judson Group