Top 15 Wealth advisory manager Jobs in Grand Rapids, Mi

Financial Advisor
CFS —Grand Rapids, MI
- 5 years
- Finance
- Business development
- Paid holidays
- Health insurance
Accelerated Path to Management Program
New York Life —Grand Rapids, MI
- $60,000 - $150,000 a year
- Full-time
- Mid-level
- Master's degree
- Business development
- AD&D insurance
- Disability insurance
Quick Apply
14d
Client Advisory Services Manager
Hungerford —Grand Rapids, MI
- Full-time
- Hybrid work
- CPA
- 3 years
- Bachelor's degree
- Health savings account
- Health insurance
Senior Relationship/Trust Advisor, WM
Northern Trust Corp. —Grand Rapids, MI
- Full-time
- 11+ years
- Office
- Business development
Private Equity Mergers & Acquisitions Strategy & Diligence Manager
Deloitte —Grand Rapids, MI
- $155,600 - $306,800 a year
- Full-time
- Up to 50% travel
- Bachelor's degree
- Doctor of Philosophy
Private Equity Mergers & Acquisitions Strategy & Diligence Senior Manager
Deloitte —Grand Rapids, MI
- $189,200 - $372,900 a year
- Full-time
- 6 years
- Up to 50% travel
- Data analysis skills
Senior Manager - Healthcare Tax & Advisory Services
Rehmann Robson LLC —Grand Rapids, MI
- Full-time
- CPA
- Surgery
- Senior level
- Paid time off
Quick Apply
Senior Business Banking Relationship Manager - Grand Rapids or East Lansing, MI
Bank of America —Grand Rapids, MI
- Full-time
- 5 years
- Office
- Finance
Merrill Financial Solutions Advisor (Partially Licensed) - West Central Michigan Market
Bank of America —Grand Rapids, MI
- Full-time
- Background check
- Military
- Mid-level
1d
Tax Manager (Trust & Estate)
Hungerford —Grand Rapids, MI
- Full-time
- Hybrid work
- CPA
- 5 years
- Office
- Health insurance
- Dental insurance
Quick Apply
ISP Senior Tax Manager, High-Net Worth
Crowe —Grand Rapids, MI
- $139,200 - $293,500 a year
- Full-time
- Hybrid work
- CPA
- Research
- 8 years
Quick Apply
1d
Relationship Manager – Private Wealth & Tax Solutions
Wilson Hand LLC —United States
- $175,000 - $950,000 a year
- Full-time
- Remote
- CPA
- Bachelor's degree
- Accounting
- Flexible schedule
Quick Apply

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Check out jobs in cities near your current location, Columbus

Business Banking Relationship Manager II
Citizens Financial Group —Columbus, OH
Note, Citizens’ paid time off policy exceeds the mandatory, paid sick or paid time-away policy of very local and state jurisdiction in the United States.
$150,000 - $180,000 a year
Vice President, Assistant General Counsel - Asset Management
JPMorganChase —Columbus, OH
All candidates for roles in the Legal Department must be licensed to practice law in the country of employment and successfully complete a conflicts of interest…
$156,750 - $230,000 a year

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Financial Advisor

CFS -
Grand Rapids, MI

Apply Now

Job Details

Benefits

Paid holidays
Health insurance
Dental insurance
Paid time off
Vision insurance
Retirement plan

Qualifications

Bachelor's degree

Full Job Description

Financial Advisor

Overview

We are seeking an experienced Financial Advisor to serve as the primary relationship manager and trusted advisor for an established portfolio of high-net-worth clients. This individual will provide comprehensive financial planning, investment guidance, and ongoing relationship management while delivering an exceptional client experience.

The ideal candidate is a consultative wealth management professional who is passionate about building long-term client relationships, providing personalized advice, and collaborating with internal and external professionals to develop sophisticated financial strategies. This role is ideal for someone who thrives in a planning-first, client-focused environment and enjoys becoming a trusted resource for clients and their families.

Key Responsibilities

Client Relationship Management

Serve as the lead advisor for an established portfolio of high-net-worth client households.

Build and strengthen long-term client relationships through proactive communication and exceptional service.

Lead client review meetings and present customized financial planning and investment recommendations.

Coordinate with attorneys, CPAs, insurance professionals, and other trusted advisors to support each client's comprehensive financial strategy.

Deliver a personalized, high-touch client experience while anticipating evolving client needs.

Identify opportunities to deepen existing client relationships through additional planning solutions and services.

Financial Planning & Investment Advisory

Develop and present comprehensive financial plans tailored to each client's goals.

Conduct ongoing portfolio reviews and provide investment recommendations aligned with client objectives and risk tolerance.

- Retirement planning
- Wealth preservation
- Estate planning strategies
- Tax-efficient investing
- Charitable and philanthropic planning
- Education funding
- Cash management and lending solutions

Monitor changes in clients' financial situations and recommend proactive planning opportunities.

Business Development

Cultivate referral relationships with Centers of Influence, including attorneys, CPAs, and insurance professionals.

Expand existing client relationships through thoughtful planning conversations and solution-based recommendations.

Represent the firm professionally within the community through networking and relationship-building opportunities.

Contribute to the continued growth of the practice by delivering an exceptional client experience that generates referrals.

Practice Management

Manage client follow-up, service requests, and planning deliverables in a timely manner.

Maintain accurate CRM records and document client interactions.

Utilize financial planning and portfolio management technology to deliver efficient, high-quality service.

Monitor client service standards and ensure an exceptional client experience.

Mentor junior advisors and support staff while contributing to a collaborative team environment.

Qualifications

Bachelor's degree in Finance, Business, Accounting, Economics, or a related field.

5+ years of experience in wealth management, private banking, financial advisory, or relationship management.

CFP®, CFA®, CPWA®, ChFC®, or similar professional designation preferred, or active progress toward obtaining one.

Demonstrated success managing complex client relationships and leading client meetings independently.

- Comprehensive financial planning
- Investment management
- Retirement planning
- Estate and trust planning concepts
- Tax-aware wealth strategies

Experience working with high-net-worth or ultra-high-net-worth clients preferred.

Proficiency with CRM systems, financial planning software, and portfolio reporting platforms.

Outstanding communication, presentation, and relationship-building skills.

High level of professionalism, discretion, integrity, and fiduciary mindset.

Compensation & Benefits

Competitive base salary plus performance-based incentive opportunity.

Comprehensive medical, dental, vision, and retirement benefits.

Paid time off and holidays.

Continuing education and professional designation support.

Opportunity to manage sophisticated client relationships within a collaborative, planning-focused environment.

Clear career path for continued professional growth and leadership opportunities.

Why Join Our Team?

This is an opportunity to join a collaborative wealth management practice that values long-term relationships, comprehensive financial planning, and exceptional client service. You'll inherit an established portfolio of clients, work alongside experienced professionals, and help individuals and families navigate complex financial decisions with confidence.

If you enjoy serving as a trusted advisor, building meaningful relationships, and delivering personalized financial guidance, we'd love to connect with you.

#INAUG2026

#ZRCFS

#LI-KB

Apply Now

Refine Your Search

wealth advisory manager jobs in grand rapids, mi

Financial Advisor

Accelerated Path to Management Program

Client Advisory Services Manager

Senior Relationship/Trust Advisor, WM

Private Equity Mergers & Acquisitions Strategy & Diligence Manager

Private Equity Mergers & Acquisitions Strategy & Diligence Senior Manager

Senior Manager - Healthcare Tax & Advisory Services

Senior Business Banking Relationship Manager - Grand Rapids or East Lansing, MI

Merrill Financial Solutions Advisor (Partially Licensed) - West Central Michigan Market

Tax Manager (Trust & Estate)

ISP Senior Tax Manager, High-Net Worth

Relationship Manager – Private Wealth & Tax Solutions

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Overview

Key Responsibilities

Client Relationship Management

Financial Planning & Investment Advisory

Business Development

Practice Management

Qualifications

Compensation & Benefits

Why Join Our Team?

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