Wealth Management Advisor

2 weeks ago

East Grand Forks, United States Frandsen Bank Full time

Are you interested in joining a successful, expanding wealth management team in a key role leading the administration of the retirement services area while developing new client relationships? The successful candidate will be a self-starter, possess a strong work ethic, and be excited about the opportunity to influence and grow the Frandsen Wealth Management & Trust Division.

Duties & Responsibilities

  • Administration of employee benefit plans and individual retirement accounts (IRAs).
  • Provide regular participant education
  • Inform and advise plan sponsors on regulatory changes within the employee benefit industry
  • Ensure employee benefit plans meet necessary regulatory and compliance requirements.
  • Support IRA administration for individuals and be a subject matter expert within the Wealth Management & Trust team
  • Collaborate with peers to improve and drive efficiency of employee benefit plan administration
  • Develop new client relationships to grow the employee benefit plan business
Qualifications & Skills

Essential
  • 5+ years of experience in employee benefit administration industry
  • Advanced knowledge of ERISA and other regulatory requirements
  • Experience conducting and developing participant education presentations
  • Strong organizational and time management skills
  • Ability to work independently
  • Proficiency in Microsoft Office suite
Desirable
  • Ability to develop new relationships and grow a book of business
  • Experience in areas of financial planning and investment management
  • Professional designations such as CRPP, CFP, or CTFA
  • Strong written and verbal communication and interpersonal skills


Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c)

  • Wealth Advisor

    2 months ago

    Grand Rapids, United States MassMutual Great Lakes Full time $150,000 - $300,000

    Job DescriptionJob DescriptionThe Opportunity:We are currently seeking a diligent and articulate Wealth Advisor to join our dynamic firm. This role is more than just a job—it’s an opportunity to build and grow your own financial advisory practice within a supportive, yet independent environment. As a Wealth Advisor at MassMutual Great Lakes, you will...

  • Wealth Management Advisor

    3 weeks ago

    Grand Junction, Colorado, United States U.S. Bank Full time

    Job SummaryU.S. Bank is seeking a skilled Wealth Management Advisor to join our team. As a key member of our Wealth Management Team, you will be responsible for providing investment, insurance, and financial planning services to affluent clients.Key ResponsibilitiesMeet with clients to understand their financial goals and objectivesDevelop and implement...

  • Senior Wealth Advisor

    2 days ago

    Grand Junction, Colorado, United States DWC CPAs and Advisors Full time

    Unlock Your Potential as a Senior Wealth AdvisorAt DWC CPAs and Advisors, we're on the lookout for talented individuals to join our dynamic team where your unique skills, experience, and perspective are highly valued and contribute to our standing as a Top 300 Public Accounting Firm.Key Responsibilities:Build and maintain strong relationships with clients,...

  • Wealth Management Advisor

    2 weeks ago

    Grand Rapids, United States Fifth Third Full time

    Make banking a Fifth Third better® We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. GENERAL FUNCTION: Serves as the trusted advisor and team coordinator to simplify complexity for Private Bank clients by challenging and collaborating with them to articulate and achieve...

  • Wealth Management Advisor

    3 weeks ago

    Grand Junction, Colorado, United States U.S. Bank Full time

    Job SummaryU.S. Bank is seeking a skilled Wealth Management Advisor to join our team. As a key member of our Wealth Management Team, you will be responsible for providing investment, insurance, and financial planning services to affluent clients.Key ResponsibilitiesMeet with clients to understand their financial goals and objectivesDevelop and implement...

  • Wealth Management Advisor

    1 month ago

    Grand Rapids, United States Fifth Third Full time

    Make banking a Fifth Third better We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. GENERAL FUNCTION: Serves as the trusted advisor and team coordinator to simplify complexity for Private Bank clients by challenging and collaborating with them to articulate and achieve their...

  • Senior Wealth Advisor

    2 months ago

    Grand Junction, United States The Ladders Full time

    Join Our Team and Unleash Your Potential! DWC CPAs and Advisors is on the lookout for passionate and talented individuals to join our dynamic team where your unique skills, experience, and perspective are highly valued and contribute to our standing as a Top 300 Public Accounting Firm. We are actively seeking individuals who aspire to grow both personally...

  • Wealth Management Specialist

    1 week ago

    East Grand Forks, Minnesota, United States Frandsen Bank Full time

    Key Role in Wealth Management TeamWe are seeking a highly motivated and experienced professional to lead the administration of our retirement services area and develop new client relationships. As a key member of our wealth management team, you will be responsible for ensuring the smooth operation of our employee benefit plans and individual retirement...

  • Wealth Management Professional

    2 weeks ago

    Grand Rapids, Michigan, United States MassMutual Great Lakes Full time

    Unlock Your Potential as a Wealth AdvisorAt MassMutual Great Lakes, we're seeking a talented and ambitious Wealth Advisor to join our team. As a key member of our organization, you'll have the opportunity to build and grow your own financial advisory practice, leveraging our resources and expertise to drive success.Key Responsibilities:Prospecting and...

  • Private Wealth Advisor

    4 months ago

    Grand Rapids, United States Old National Bank Full time

    Overview: Old National Bank has been serving clients and communities since 1834. With $48 billion in total assets, we are a regional powerhouse deeply rooted in the communities we serve. As a trusted partner, we thrive on helping our clients achieve their goals and dreams, and we are committed to social responsibility and investing in our communities through...

  • Wealth Financial Advisor

    4 months ago

    Grand Rapids, United States CAPTRUST Full time

    Overview: WHO are we looking for?? CAPTRUST is seeking?Wealth Financial Advisors?who will attract new, affluent wealth clients to the firm using a comprehensive financial planning approach. The successful candidate will join an established wealth management and institutional advisory team providing independent advice and customized service to clients....

  • Private Wealth Advisor II

    4 months ago

    Grand Rapids, United States Old National Bank Full time

    Overview Old National Bank has been serving clients and communities since 1834. With $48 billion in total assets, we are a regional powerhouse deeply rooted in the communities we serve. As a trusted partner, we thrive on helping our clients achieve their goals and dreams, and we are committed to social responsibility and investing in our communities through...

  • Financial Planning Specialist

    3 weeks ago

    East Liverpool, Ohio, United States Hoxton Wealth Full time

    Job Title: ParaplannerCompany Overview:Hoxton Wealth is a leading international wealth management firm with offices across the UK. We provide bespoke financial planning and investment management services to high net worth individuals and families. Our team of experienced advisors and specialists work together to deliver tailored solutions that meet our...

  • Wealth Financial Advisor

    4 weeks ago

    Grand Rapids, Michigan, United States CAPTRUST Full time

    About the RoleWe are seeking a highly skilled Wealth Financial Advisor to join our team at CAPTRUST. As a key member of our wealth management team, you will be responsible for attracting new, affluent wealth clients to the firm using a comprehensive financial planning approach.Key ResponsibilitiesClient Acquisition: Identify, solicit, establish, develop, and...

  • Wealth Management Specialist

    2 weeks ago

    Grand Rapids, Michigan, United States Fifth Third Full time

    Job SummaryWe are seeking a highly skilled Wealth Management Advisor to join our team at Fifth Third Bank. As a key member of our Private Bank, you will be responsible for providing exceptional client service and delivering tailored financial solutions to our high net worth clients.Key ResponsibilitiesDevelop and maintain strong relationships with clients to...

  • Investment Advisor

    6 days ago

    Grand Blanc, Michigan, United States Mainstay Capital Management, LLC Full time

    Job OpportunityMainstay Capital Management, LLC is seeking an experienced Financial Advisor to join our team in Troy, MI and Grand Blanc, MI offices. As a Financial Advisor, you will be responsible for managing existing client relationships, developing new client relationships, and providing comprehensive financial planning and investment advice to our...

  • Wealth Management Specialist

    2 weeks ago

    Grand Rapids, Michigan, United States Fifth Third Full time

    Job SummaryWe are seeking a highly skilled and experienced Wealth Management Advisor to join our team at Fifth Third Bank. As a key member of our Private Bank, you will be responsible for providing exceptional client service and delivering tailored financial solutions to our high net worth clients.Key ResponsibilitiesDevelop and maintain strong relationships...

  • Administrative Support Specialist

    4 months ago

    Grand Rapids, United States Harvest Wealth Advisors Full time

    Job DescriptionJob DescriptionAre you analytical and technical in nature? Are you sincere in building client relationships? Do you thrive in a position that is orderly and systematic? If so, this may be the job for you! Harvest Wealth Advisors are looking for someone who possesses these traits to join their team as an Administrative Support Specialist. The...

  • Wealth Management Specialist

    2 weeks ago

    Grand Rapids, Michigan, United States Fifth Third Full time

    Job SummaryWe are seeking a highly skilled Wealth Management Advisor to join our team at Fifth Third Bank. As a key member of our Private Bank, you will be responsible for providing exceptional client service and delivering tailored financial solutions to our high net worth clients.Key ResponsibilitiesSales and Client Acquisition: Develop and execute a sales...

  • Lead Financial Advisor

    3 weeks ago

    Grand Rapids, Michigan, United States Advisor Employee Services Full time

    Lead Financial Advisor OpportunityWe are seeking a highly motivated and experienced Lead Financial Advisor to join our team at Advisor Employee Services. As a key member of our team, you will be responsible for providing exceptional financial planning and advisory services to our clients.Key Responsibilities:Develop and implement customized financial plans...