Top 53538 Goal Advisor Jobs

Wealth Planning Liaison
MMG Wealth Management —Grand Haven, MI
- $45,000 - $85,000 a year
- Multiple hires
- Background check
- Microsoft Excel
- Microsoft Outlook
- Relocation assistance
- Tuition reimbursement
Quick Apply
Financial Advisor
Secure Financial Group —Kent County, MI
- $70,000 - $150,000 a year
- Full-time
- Background check
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- Professional development assistance
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Customer Accounts Manager / Furniture Delivery Driver
Aarons' Sales and Lease —Concord, NH
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- Health insurance
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Estate Planning Associate (3+ years)
Meister Seelig & Schuster PLLC —New York, NY
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- Full-time
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- 3 years
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Wealth Advisor - Madison
UW Credit Union —Madison, WI
- From $75,000 a year
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- Writing skills
- Mid-level
- Microsoft Office
- Paid parental leave
- Paid holidays
Financial Advisor
First Command Financial Services, Inc. —Abilene, TX
- $65,000 - $150,000 a year
- Choose your own hours
- Background check
- Military
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Project Manager/Comfort Advisor
Happy Home Services —Oakdale, PA
- $150,000 - $225,000 a year
- Extended hours
- Clean driving record
- Microsoft Excel
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Admissions Lead - International
Order of Saint Benedict/Saint John's Abbey —Collegeville, MN
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- Online Application
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- School experience
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10d
Licensed Financial Services Advisor
First State Bank & Trust —Basehor, KS
- Full-time
- Background check
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- Office
- Health savings account
- Health insurance
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Kumu (Teacher)
Namahana School —Kilauea, HI
- $53,649 - $105,426 a year
- Full-time
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- High school
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Selections and Design Consultant
Hemlock Homes —Washington, PA
- From $25 an hour
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- Residential
- 3 years
- Paid holidays
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Estate Planning and Probate Attorney
Roybal Mack Cordova Law —Albuquerque, NM
- $140,000 - $200,000 a year
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- 5 years
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- Paid holidays
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Investment Portfolio Associate (Maite, Guam)
Raymond James Financial, Inc. —Maite, GU
- Full-time
- Writing skills
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- Mid-level
- Paid holidays
- Health insurance
Sales Consultant for Aesthetic and Cosmetic Surgery
IMAGELIFT —The Villages, FL
- $70,000 - $150,000 a year
- Full-time
- Background check
- Private practice
- Sales
- Travel reimbursement
- Disability insurance
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Estate Planning & Estate Administration Attorney
Stamm Law Firm LLP —Buffalo, NY
- $75,000 - $100,000 a year
- Full-time
- Microsoft Outlook
- Mid-level
- In-person
- Health insurance
- Dental insurance
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1d
Comfort Advisor
Guaranteed Service.com —Manasquan, NJ
- $100,000 - $500,000 a year
- Weekends as needed
- Clean driving record
- Driver's License
- Senior level
- Paid training
- Fuel card
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Human Resources Manager
Fibre Converters, Inc. —Constantine, MI
- $68,041.39 - $81,942.31 a year
- Full-time
- Management
- Mid-level
- Recruiting
- Health savings account
- Health insurance
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Tax Manager
SD Associates PC —Elkins Park, PA
- $120,000 - $160,000 a year
- Full-time
- Hybrid work
- CPA
- Research
- Office
- Disability insurance
- Health insurance
Quick Apply
Director - Trust & Estate
PKF O'Connor Davies —Cranford, NJ
- $100,000 - $150,000 a year
- Hybrid work
- CPA
- Research
- Office
- Profit sharing
- Health savings account
Quick Apply
Director of Development
Humane Society of Vero Beach —Vero Beach, FL
- $110,000 - $120,000 a year
- Weekends as needed
- 5 years
- Project management
- Bachelor's degree
- Paid holidays
- Health insurance
Quick Apply
8d

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Wealth Planning Liaison

MMG Wealth Management
Grand Haven, MI

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Job Details

Full-time
$45,000 - $85,000 a year

Benefits

Relocation assistance
Tuition reimbursement
Paid time off
Employee discount
Professional development assistance
Referral program
Retirement plan

Qualifications

Life Insurance License
Financial sales
Microsoft Excel
Microsoft Outlook
Active listening
CFP
English
Research
Cross-selling
Bachelor's degree
Attention to detail
Series 65

Full Job Description

Job Summary

MMG Wealth Management is hiring a Wealth Planning Analyst. This is an entry-level in-person position in the financial services industry in Grand Haven, MI, with a start date on October 1, 2026.

A Wealth Planning Analyst is a financial planner in training, primarily supporting a senior CERTIFIED FINANCIAL PLANNER® in financial plan development, research and client service tasks. This includes client document review, financial plan data entry, scenario modeling, and investment account administrative tasks. Wealth Planning Analysts will attend meetings with the senior planner, taking notes, scheduling and engaging in client follow-up tasks such as updating client relationship management software and providing recaps and next steps to clients. This position is both service and sales. The associate will be expected to identify cross-sell opportunities and referrals. The position is expected to staff hours from 8:30am through 5:00pm, Monday through Friday. A candidate for this position is intended to be promoted to a Series 65 securities licensed associate financial planner after one year, and is expected to complete their CFP® Certification within the first few years of employment.

Common Tasks

Supports team members by creating financial plans and preparing materials needed for client meetings and follow-ups
Attends client meetings and takes extensive notes
Maintains information in CRM
Sets up and retrieves reports in the portfolio management system
Assists in generating performance and other reports
Processes move money requests at licensed planner's direction
Fills out necessary forms for opening, funding and maintaining accounts at a licensed planner's direction
Performs ad hoc tasks in support of firm operations

Compensation

Salary & Incentive Pay: Starting range from $45,000 to $55,000 based on experience, education, licenses, and designations. The associate will be eligible for individual and firm performance based incentives.

Minimum Qualifications

Bachelor's Degree (Pending graduates are welcome to apply)
Speak, read, and write English
Able to lift and carry up to 15 lbs

Preferred Qualifications

Upbeat and personable
Series 65 licensed
Graduate of an accounting, finance, business or personal financial planning program
Prior completion of CFP® Certification courses via certificate or degree program
Proficient with Microsoft (Word, Excel, Outlook, Powerpoint)
Experience with Redtail CRM or Wealthbox, LPL and American Funds/Capital Group platforms, eMoney, Morningstar

Hiring Process

As this position is on our lead planner and partner career track, we are extremely thorough in our selection of candidates. Each step after the first should be considered as if moving forward. We will never ghost a candidate and will always provide positive confirmation that you are moving forward or have been declined at a certain stage. Below are the steps of the hiring process:

1. Submit your application between July 1, 2026 and August 15, 2026. Note:

a) Applications should include a resume and cover letter in .pdf format; no other formats are acceptable. Resumes and cover letters should not exceed one page each, for a total of two pages. Those who thoroughly read this job posting should include the phrase life$tyle in their cover letter.

b) We often receive multiple applications for positions at the firm, and if overwhelmed by interest, we may close the application window early and with limited notice on the job posting. Thus, applying with a sense of urgency is important.

c) We will notify applicants not invited to move forward within a few days of applying; we believe in open and clear communication with all applicants to the firm.

2. If selected as a candidate of interest, you will be asked to submit a video no longer than 5 minutes, introducing yourself. Your introduction video should be a link to the video, not sent as a file, and include:

a) One minute on your background and yourself

b) Why you want to work in-person at MMG Wealth Management, specifically.

c) Your understanding of our business model.

d) An explanation on a financial planning topic, which will be described with the invitation to submit a video.

3. If selected to interview, interview by 8/15/26 with MMG Wealth Management. If local, in person. For those applying from greater than 100 miles away, a Zoom interview will be permitted, but a candidate will be invited to meet in person before being given a final offer. Transportation and accommodations will be paid for in such a case.

4. Final selection of a candidate for the position will be made no later than September 15, 2026. All candidates not selected will also be notified by this date, though candidates who are not a fit may be notified earlier.

5. After tentative offer is made, background check will be performed.

6. Offer is to be made and accepted by September 15, 2026.

7. Start date: October 1, 2026.

MMG Wealth Management is a RIA (Registered Investment Advisor) founded on a simple philosophy of helping others get what they want in life. We do this by helping clients get their money and values aligned so they can live their ideal lives and be a blessing to others.

From clients and associates, their families, and communities our focus is adding transformational value. We operate from our Grand Haven, Michigan location and also serve clients virtually across the USA from coast to coast.

We are a growth minded firm, applying creative strategies to serve our relationship driven processes. Our clients are looking for more than investment management. They want advice in multiple areas of their wealth picture, which we deliver through a collaborative planning process; considerable attention is given to cash flow driven planning, risk management, life style goals and legacy.

Pay: $45,000.00 - $85,000.00 per year

Benefits:

Employee discount
Paid time off
Professional development assistance
Referral program
Relocation assistance
Retirement plan
Tuition reimbursement

Work Location: In person

Quick Apply

Refine Your Search

Goal Advisor jobs

Wealth Planning Liaison

Financial Advisor

Customer Accounts Manager / Furniture Delivery Driver

Estate Planning Associate (3+ years)

Wealth Advisor - Madison

Financial Advisor

Project Manager/Comfort Advisor

Admissions Lead - International

Licensed Financial Services Advisor

Kumu (Teacher)

Selections and Design Consultant

Estate Planning and Probate Attorney

Investment Portfolio Associate (Maite, Guam)

Sales Consultant for Aesthetic and Cosmetic Surgery

Estate Planning & Estate Administration Attorney

Comfort Advisor

Human Resources Manager

Tax Manager

Director - Trust & Estate

Director of Development

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