Waggoner Financial
Wealth Management Associate
Lansing, Michigan · Full-time · Posted Aug 11, 2026
- Experience
- 1-3 years in financial services, wealth management, or a related field preferred; strong candidates without direct experience will be considered.
- Education
- Bachelor's degree in Finance, Economics, Accounting, or a related field.
About the job
Manages client relationships and supports wealth advisors with financial planning, portfolio reviews, account administration, and ongoing client service.
What you'll do
- Manage and grow inherited and self-sourced client relationships; support advisors with client meetings and portfolio reviews.
- Prepare financial plans, including retirement projections, cash flow analysis, and benefits comparisons.
- Handle client onboarding, paperwork, service requests, and updates to CRM and portfolio management systems.
What they ask for
- Bachelor's degree in Finance, Economics, Accounting, or a related field.
- Progress toward or willingness to pursue CFP® certification.
- Proficiency in Microsoft Excel and Word and comfort learning planning and portfolio management software.
- Strong written and verbal communication skills.
Nice to have
- CFP® certification or active progress toward it.
- SIE, Series 7 & 66, certification or active progress toward it.
Tools
Microsoft Excel, Word
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