Top 233 Financial technology associate Jobs in Grand Rapids, Mi

Associate Financial Advisor
Foguth Financial Group —Grand Rapids, MI
- $45,000 - $60,000 a year
- Full-time
- Background check
- Office
- Analysis skills
- Paid training
- Health insurance
Quick Apply
14d
Respiratory Therapist
Corewell Health —Greenville, MI
- Full-time
- Acute care
- Hospital
- BLS Certification
Respiratory Therapist
Corewell Health —Greenville, MI
- 12 hour shift
- Acute care
- BLS Certification
- Mid-level
Associate Dentist
Aspen Dental —Grand Rapids, MI
- $220,000 - $250,000 a year
- Full-time
- Dental office
- Doctoral degree
- Surgery
- Health insurance
- 401(k)
Quick Apply
Associate Dentist
Aspen Dental —Grand Rapids, MI
- $220,000 - $250,000 a year
- Full-time
- Dental office
- Doctoral degree
- Surgery
- Health insurance
- 401(k)
Quick Apply
Shipping Support
Etna Shared Services —Grand Rapids, MI
- Full-time
- Clean driving record
- Basic math
- Local
- Disability insurance
- Health insurance
Quick Apply
Process Engineer
Cascade Engineering, Inc —Grand Rapids, MI
- $70,470 - $104,649 a year
- Full-time
- 5 years
- Writing skills
- Mid-level
- Health savings account
- Disability insurance
Quick Apply
Veterinary Technician
VCA Animal Hospitals —Grand Rapids, MI
- $21 - $25 an hour
- Full-time
- Mid-level
- Communication skills
- Continuing education credits
- Health savings account
Veterinary Technician
VCA Animal Hospitals —Kentwood, MI
- $22 - $28 an hour
- Full-time
- Patient monitoring
- Mid-level
- Patient care
- Continuing education credits
- Health savings account
RN or LPN Sub Acute Rehab
Corewell Health —Grand Rapids, MI
- Full-time
- Nursing
- Skilled nursing facility
- RN License
Tech Advisory, Data Engineering Manager
Crowe —Grand Rapids, MI
- $115,000 - $184,000 a year
- Full-time
- Computer Science
- 5 years
- AWS
Quick Apply
14d
Branch Office Administrator
Edward Jones —Grand Rapids, MI
- Full-time
- Computer literacy
- Office
- Communication skills
- Profit sharing
- Health savings account
7d
Branch Office Administrator
Edward Jones —Grand Rapids, MI
- Full-time
- Computer literacy
- Office
- Communication skills
- Profit sharing
- Health savings account
Branch Office Administrator
Edward Jones —Wyoming, MI
- Full-time
- Computer literacy
- Office
- Communication skills
- Profit sharing
- Health savings account
Branch Office Administrator
Edward Jones —Byron Center, MI
- Full-time
- Computer literacy
- Office
- Communication skills
- Profit sharing
- Health savings account
RN or LPN Long Term Care
Corewell Health —Grand Rapids, MI
- Full-time
- Nursing
- RN License
- Mid-level
5d
RN or LPN Long Term Care
Corewell Health —Grand Rapids, MI
- Full-time
- Nursing
- RN License
- Mid-level
RN or LPN Long Term Care
Corewell Health —Grand Rapids, MI
- Weekends as needed
- Nursing
- RN License
- Mid-level
- Paid time off
RN or LPN Long Term Care
Corewell Health —Grand Rapids, MI
- Full-time
- Nursing
- RN License
- Mid-level
5d
RN or LPN Sub Acute Rehab
Corewell Health —Grand Rapids, MI
- Weekends as needed
- Nursing
- Skilled nursing facility
- RN License
- Paid time off

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Associate Financial Advisor

Foguth Financial Group -
Grand Rapids, MI

Quick Apply

Job Details

Full-time
$45,000 - $60,000 a year
14 days ago

Benefits

Paid training
Health insurance
Dental insurance
Vision insurance
401(k) matching
Professional development assistance
Referral program

Full Job Description

About This Role

Foguth Financial Group is an Investment Advisory firm (RIA) that is internally driven to help individuals and families find peace and purpose for their money. We have a track record of exceeding client expectations and fostering relationships within our local communities. We are currently expanding our Advisory team and are looking for an Associate Financial Advisor for our Grand Rapids office, to be a part of our continued growth.

As an Associate Financial Advisor with Foguth Financial Group you’ll get the opportunity to learn from and support our experienced team of financial advisors. Our advisors educate over 500 households annually. Our educational and consultative approach allows our Advisors to focus on their strengths and build strong relationships with our clients and our community.

Opportunities include:

Growth including uncapped earning potential and professional development opportunities
Impact in the lives of your clients through comprehensive financial planning
Support of our industry leading marketing, events, and client services teams
Income potential directly correlated to your effort, ambition, and drive to help clients
Culture built on exceptional training, support, and development

Regular activities will include:

Assist advisors as the primary point of contact for client requests including trading, distribution/contribution requests, withdrawals, and all other servicing needs
Ensure all client service requests are processed quickly and accurately
Enter client data into financial planning and investment proposal software and work with the financial planning and wealth management teams to prepare proposals and plans
Prepare client reports and/or required paperwork for client meetings and client onboarding
Monitor and track follow-up items to ensure timely completion and ensure no requests are overlooked
Leverage firm resources and technology to increase efficiency and scalability
Assist clients in setting up online access and ensure they are receiving the intended client experience
Setup, host, and attend educational workshops and seminars (Some evenings required)

Our ideal candidate has:

Strong communication, relationship building, and analytical skills
Must be able to become proficient in the use of technology
Effective and efficient time management skills
Ability to pursue FINRA 65 Series and Michigan Life and Health licensing

The right candidate’s values will align with FFG’s core values.

FOGUTH FINANCIAL GROUP’S CORE VALUES

Open, honest, positive, ethical
Proud and loyal
Client first
Work works, get it done.
Encourage the heart and show appreciation

If you are a team player that is up for a challenge, we are looking to bring on confident individuals that thrive on solving family’s financial problems. Desired candidate MUST be comfortable communicating in both large and small group settings and willing to consider new or different products / investment strategies that are in the best interest of the client. We are looking for someone with a warm and professional demeanor that excels in solving problems and following up appropriately.

Other Relevant Titles: Paraplanner, Wealth Management Associate, Financial Planning Associate, Associate Wealth Advisor, Junior Financial Advisor, Financial Advisor Trainee, Financial Planning Assistant, Investment Associate, Financial Planning Analyst, Entry Level Financial Advisor.

Job Type: Full-time

Pay: $45,000.00 - $60,000.00 per year

Benefits:

401(k) matching
Dental insurance
Health insurance
Paid training
Professional development assistance
Referral program
Vision insurance

Application Question(s):

What are your compensation expectations for this role (salary or hourly rate)?

Work Location: In person

Quick Apply

Refine Your Search

financial technology associate jobs in grand rapids, mi

Associate Financial Advisor

Respiratory Therapist

Respiratory Therapist

Associate Dentist

Associate Dentist

Shipping Support

Process Engineer

Veterinary Technician

Veterinary Technician

RN or LPN Sub Acute Rehab

Tech Advisory, Data Engineering Manager

Branch Office Administrator

Branch Office Administrator

Branch Office Administrator

Branch Office Administrator

RN or LPN Long Term Care

RN or LPN Long Term Care

RN or LPN Long Term Care

RN or LPN Long Term Care

RN or LPN Sub Acute Rehab

I want to receive the latest job alert for financial technology associate in grand rapids, mi

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