Top 35 Financial advisor Jobs in Mount Pleasant, Mi

Portfolio Manager
Isabella Bank —Mount Pleasant, MI
- 5 years
- Finance
- Business development
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Financial Services Representative - State Farm Agent Team Member
Robert Boerner - State Farm Agent —Midland, MI
- $75,000 - $100,000 a year
- Full-time
- Mid-level
- 3 years
- Analysis skills
- Paid time off
- 401(k) matching
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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
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Workplace Planning Consultant
Empower —United States
- $55,300 - $76,075 a year
- Remote
- Microsoft Excel
- Bachelor's degree
- US work authorization
- Paid parental leave
- Paid holidays

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Bachelor’s degree in finance, Business Administration, Healthcare Administration, or a related field, or an equivalent combination of education and relevant…
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Wealth Management Advisor
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So we offer support and financial packages designed to make your transition into Equitable Advisors as smooth as possible.
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financial advisor jobs near mount pleasant, mi

Portfolio Manager

Isabella Bank -
Mount Pleasant, MI

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Job Details

Qualifications

Bachelor's degree

Full Job Description

Position Title: Trust Portfolio Manager

Reports To: Wealth Manager

Position Summary

The Trust Portfolio Manager is responsible for overseeing client investment portfolios, participating in client meetings, preparing investment presentations and reviews, and presenting recommendations to the Investment Committee. This role supports client retention, portfolio management, investment analysis, and business development efforts while ensuring portfolios are managed in alignment with client objectives, account purposes, and applicable Investment Policy Statements.

Essential Duties and Responsibilities

Retain a book of business consisting primarily of investment management accounts.
Manage client investment portfolios based on clients’ Investment Policy Statements and consistent with the purpose of each trust or account objective.
Manage client relationships by providing a high level of client satisfaction.
Create investment presentations and reviews for clients and prospects.
Analyze and rebalance client portfolios on an ongoing basis to accomplish client objectives.
Proactively communicate with clients.
Perform investment analysis for due diligence, evaluate current investment strategies, develop new investment strategies, and make recommendations to the Investment Committee.
Maintain a current awareness of the economy and investment strategies.
Participate in the development of new investment accounts independently and with other trust staff.
Prepare and provide investment reports and related materials to Trust Services employees.

Required Qualifications

Bachelor’s degree, preferably in Finance, Accounting, Business, or a related field.
Certified Financial Planner (CFP), Certified Trust and Financial Advisor (CTFA) designation or other relevant investment certification preferred.
Minimum of five years of investment experience.

Preferred Qualifications

Experience working with trust accounts, investment management accounts, or fiduciary relationships.
Knowledge of portfolio construction, asset allocation, investment due diligence, and risk management practices.

Knowledge, Skills, and Abilities

Ability to retain clients and develop new business.
Goal-oriented, self-motivated, and able to manage priorities effectively.
Demonstrates strong analytical, decision-making, and problem-solving skills.
Ability to work effectively both independently and as part of a team.
Strong written and verbal communication skills, including the ability to present investment information to clients, prospects, and internal stakeholders.

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights (https://www.eeoc.gov/poster) notice from the Department of Labor.

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financial advisor jobs in mount pleasant, mi

Portfolio Manager

Financial Services Representative - State Farm Agent Team Member

Relationship Manager – Private Wealth & Tax Solutions

Workplace Planning Consultant

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Position Summary

Essential Duties and Responsibilities

Required Qualifications

Preferred Qualifications

Knowledge, Skills, and Abilities

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