Top 19 Finance associate Jobs in Ada Mi

Wealth Management Associate
Curi Capital —Grand Rapids, MI
- $60,000 - $70,000 a year
- Research
- Office
- Experience equivalent to degree accepted
- Paid holidays
- Disability insurance
Part Time Associate Banker Grand Rapids N Michigan (30 Hours)
JPMorganChase —Grand Rapids, MI
- Part-time
- Office
- High school diploma or GED
- Leadership
- Health insurance
- Tuition reimbursement
Personal Banker Associate I
Fifth Third Bank —Grand Rapids, MI
- Full-time
- Office
- Math
- Travel
9d
Treasury Sales Associate (Treasury Management - Commercial Banking)
Mercantile Bank —Grand Rapids, MI
- Full-time
- Hybrid work
- Office
- High school diploma or GED
- Bachelor's degree
- Health savings account
- Employee stock purchase plan
Quick Apply
Part Time Client Service Associate (Bank Teller/Personal Banker)
Independent Bank Corporation —Rockford, MI
- $18 an hour
- Part-time
- High school diploma or GED
- In-person
- Communication skills
- 401(k)
- Paid time off
Quick Apply
6d
Part Time (20 Hours) Associate Banker, Clocktower Branch, Grand Rapids, MI
JPMorganChase —Grand Rapids, MI
- Part-time
- Office
- High school diploma or GED
- Leadership
- Health insurance
- Tuition reimbursement
Financial Center Manager Associate
Fifth Third Bank —Jenison, MI
- Full-time
- Mid-level
- Office
- Leadership
Oracle Cloud Finance PPM/AHCS - Senior Associate
PRICE WATERHOUSE COOPERS —Grand Rapids, MI
- $77,000 - $202,000 a year
- Oracle
- Mid-level
- Finance
- Paid holidays
- Health insurance
J.P. Morgan Wealth Management - Private Client Investment Associate - Jenison, MI
JPMorganChase —Jenison, MI
- Full-time
- Mid-level
- Office
- Marketing
- Health insurance
- Tuition reimbursement
3d
Services Associate, Risk & Compliance (Tracking & Trading/Broker Data Import Program)
Deloitte —Grand Rapids, MI
- $51,900 - $95,500 a year
- Full-time
- Research
- Mid-level
- Office
Full Time Floating Client Service Associate (Bank Teller/Personal Banker)
Independent Bank Corporation —Sparta, MI
- $18 an hour
- Full-time
- High school diploma or GED
- Mentoring
- US work authorization
- 401(k)
- Paid time off
Quick Apply
13d
Associate Actuary
Hastings Insurance —Hastings, MI
- Full-time
- Hybrid work
- Background check
- 5 years
- Office
- Paid parental leave
- Health savings account
5d
Audit Senior Associate - Financial Services
Crowe —Grand Rapids, MI
- $70,600 - $139,800 a year
- Full-time
- Hybrid work
- CPA
- Customer service
- Research
Quick Apply

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Full-Time Store Associate
Aldi —Caledonia, MI
*Benefits offered to full-time and part-time employees may vary by state. Ability to operate all store equipment such as cash registers, floor scrubber,…
$18 - $20 an hour
6d
Stock Associate
World Market —Grand Rapids, MI
Up to 30% shopping discount on our unique finds for you and your designated shopper. Full time and Part time associates are eligible to participate in the…
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finance associate jobs near ada mi

Wealth Management Associate

Curi Capital
Grand Rapids, MI

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Job Details

$60,000 - $70,000 a year

Benefits

Paid holidays
Disability insurance
Health insurance
Dental insurance
Vision insurance
401(k) matching
Life insurance

Qualifications

Customer relationship building
Research

Full Job Description

About Us

Curi Capital, founded in 2005, is a rapidly growing national registered investment advisory firm (RIA) based in Chicago. We are committed to building meaningful relationships and making a difference in our clients' financial wellness. Our mission is focused on enriching the lives of our teammates, clients, partners, and the communities in which we live and work. Curi Capital is perennially ranked among Barron's Top 100 Independent Registered Investment Advisors globally. Our values—Accountability, Curiosity, Teamwork, Inclusion, and Service Commitment—are at the core of our culture.

Location

St. Joe Michigan or Grand Rapids, Michigan

At Curi Capital, we believe that working together we have better outcomes. Team members are strongly encouraged to work in the office three days a week.

The Role

We are looking for an organized and collaborative individual with excellent communication skills to join our Wealth Management team as a Wealth Management Associate in our St. Joe, Michigan or Grand Rapids, Michigan office. In this role, you will be responsible for performing administrative and financial planning functions associated with servicing high net worth clients while working in a team environment. You will also assist the Wealth Advisors in establishing relationships with clients and be responsible for maintaining client contact, servicing client needs and troubleshooting problems, while training to become a Wealth Advisor.

You will have a significant impact on the client's impression and trust in the firm. Accuracy and timeliness of work and communications is critical.

In this role, you will understand how processes and products work together in a client's portfolio. Once a minimum of one year's experience has been achieved, you will assist the Wealth Advisors with personal delivery of financial planning activities.

Key Result Areas

Establish and maintain effective relationships and provide client service that builds satisfaction and confidence
Provide support to Wealth Advisors by gathering the necessary data to manage client relationships. Update and inform Wealth Advisors about client activity as appropriate
Analyze and evaluate the financial status of clients and prospects
Participate in 1-4 client or prospect meetings or calls each week
Understand how processes and products work together and apply that knowledge to satisfy client questions and concerns
Demonstrate critical thinking and good judgment in all situations
Research and communicate the resolution of complex problems and implement solutions
Ensure completion of internal projects
Develop and present financial planning recommendations, including but not limited to, retirement and education projections
Provide effective, timely and proactive communication with clients, colleagues and third parties

Key Skills

Successful candidates will demonstrate an aptitude to learn and grow in responsibilities and accountabilities over time
Demonstrated ability to build mutually beneficial relationships required
Demonstrated ability to multi-task and prioritize work required
Must be detail oriented and have demonstrated ability to solve problems and meet deadlines
Must be able to follow defined processes where they exist while also making adjustments and using good judgment when business circumstances dictate
Ability to work in a collaborative team environment required
Excellent written and oral communication skills required

Key Qualifications

One to three years of experience in Wealth Management preferred
Undergraduate degree or equivalent work experience required
Education or experience in business, economics, or finance and/or experience working with the public preferred
Exposure to wealth management or financial services and experience servicing customers preferred
Experience in clubs, activities, sports, volunteer service, etc. helpful, especially leadership experience

Key licenses

Series 65 recommended or willingness to obtain upon hiring
CFP preferred but not required

Our Vision: To be the trusted partner in medicine, business, and life.

Our Mission: By providing valued advice and support, we help strengthen care, mitigate risk, and build financial futures to enhance the lives of those we serve.

Our Values:

Accountability: We are driven to act, work with integrity, and deliver results.
Curiosity: We ask and listen, stay curious, and are eager to learn.
Teamwork: We build strong relationships, celebrate success, and partner for greater impact.
Inclusion: We respect, recognize, and encourage the differences that make us stronger—we are better together

Built On;

Service Commitment: We demonstrate an unwavering commitment to our clients, business partners, teammates, and communities.

Our Benefits
Curi Capital offers eligible team members and their dependents comprehensive health benefits, including medical, dental, vision, and life insurance. Other benefits for eligible team members include education assistance, annual bonus opportunity, 401(k) with employer match, short-term and long-term disability, flexible time off, and 13 paid holidays annually.

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Refine Your Search

finance associate jobs in ada mi

Wealth Management Associate

Part Time Associate Banker Grand Rapids N Michigan (30 Hours)

Personal Banker Associate I

Treasury Sales Associate (Treasury Management - Commercial Banking)

Part Time Client Service Associate (Bank Teller/Personal Banker)

Part Time (20 Hours) Associate Banker, Clocktower Branch, Grand Rapids, MI

Financial Center Manager Associate

Oracle Cloud Finance PPM/AHCS - Senior Associate

J.P. Morgan Wealth Management - Private Client Investment Associate - Jenison, MI

Services Associate, Risk & Compliance (Tracking & Trading/Broker Data Import Program)

Full Time Floating Client Service Associate (Bank Teller/Personal Banker)

Associate Actuary

Audit Senior Associate - Financial Services

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I want to receive the latest job alert for finance associate in ada mi

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Our Vision: To be the trusted partner in medicine, business, and life.

Our Mission: By providing valued advice and support, we help strengthen care, mitigate risk, and build financial futures to enhance the lives of those we serve.

Our Values:

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