Ideal Candidate:

Generational Wealth is a growing wealth management firm offering financial planning and asset management to a broad client base. We are primarily a fee-based firm acting in a fiduciary capacity for our clients. This is a fast-paced company that thrives on constant change. Our firm is located in Zeeland, MI.

While each team member is unique, our Core Values are what unify us. From our hiring process to account processes, we encompass our Core Values in everything that we do. Our culturally focused firm knows the importance of building relationships, and we thrive on the success of our peers. Apply today to become an Advisor-in-Training and help us grow our community of strong, empowered team members.

Our Advisor-in-Training Program:
Change your future and take this opportunity to be trained in a growing firm that will introduce you to the “real world” of Financial Planning without the pressure of generating new business. Our program is extremely demanding but incredibly rewarding! You will spend 3 years working with our team of professionals. During your program, you will have exposure to numerous client appointments and 2 successful financial advisors. We want to focus on challenging your limits and exploring your potential. At the end of your program, you will be fully prepared to build a successful practice.

Throughout your Advisor-in-Training program, you will:

· Receive comprehensive training on building relationships, managing wealth, and turning a profitable practice into a thriving business

· Immediately interface with high-net-worth individuals

· Focus on individual development through hands-on training with the Gen-Wealth team on how to deliver presentations, how to become referable, as well as how industry trends affect the planning process

· Ensure the advisor is fully prepared for client meetings by reviewing and analyzing client accounts, reports, and presentations

· Review and interpret clients’ estate planning documents

· Participate in client meetings by recording meeting notes in debrief form and ensuring that all advisor promises are fulfilled

· Have exposure to public speaking with the opportunity to master the art

· Conduct data gathering meetings to obtain client information

· Conduct meetings to facilitate the signing of paperwork and asset movement with clients

· Create asset allocation models

· Obtain licensing and CFP® or AIF® designation

What Does an Ideal Candidate Have?

· 4 Year College Degree

· Polished, outgoing personality

· Excellent communication skills for establishing and building client relationships

· Strong computer skills

· Ability to adapt to a constantly changing environment

· Flexible work schedule with evening availability

· Previous financial industry experience NOT required

What Else Does Generational Wealth Management Have to Offer?

· Competitive salary

· Paid Time Off (PTO)

· Family Matters Time (FMT)

· Paid Holidays

· Health Reimbursement Arrangement (HRA)

· 401(k) Plan with employer contribution'

Benefit Conditions:

• Waiting period may apply

Job Type: Full-time

Pay: $48,000.00 - $50,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Paid time off

Physical setting:

• Office

Schedule:

• 8 hour shift
• Day shift
• Monday to Friday

Supplemental pay types:

• Bonus pay

Ability to commute/relocate:

• Zeeland, MI: Reliably commute or planning to relocate before starting work (Required)

Education:

• Bachelor's (Required)

Language:

• English (Required)

Work Location: In person

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