Senior Financial Planner/Wealth Advisor

WHO WE ARE:

Midwest Capital Advisors was founded in 2003 on a sole principle: always do what is right for the client. We are an independent, fee-only, SEC-registered investment advisory firm based in Grand Rapids, MI. We are a recognized, growing leader and we pride ourselves in being a transparent firm where people feel comfortable working with us. From working with individuals to plan for their futures to working with a company to design retirement plans to help employees achieve their retirement goals, we are on a mission to empower people to lead their best lives by helping them make informed financial decisions and are guided in our work by our core values: be real, be professional, do the right thing, and have fun.

We are building a team with a passion for improving the lives of our clients and having fun while we do it, and we'd love for you to join us! We are searching for an experienced, passionate, and driven adviser to join our advisory business. You will have the opportunity to manage client relationships while supporting and learning from senior wealth advisors. We will train, mentor, and coach you along the way as you grow and establish a successful career.

HOW YOU'LL MAKE AN IMPACT:

• Use your bachelor's degree in finance, economics, business or related field and 5 years of relevant investment and financial advisory experience to oversee and manage client relationships when acting as the lead advisor.
• Have a strong understanding of financial markets and investments to assist and support the Senior Wealth Advisor with complex client relationships
• Build relationships and rapport with clients, outside professionals and external networks.
• Ability to balance multiple priorities simultaneously, accommodating unexpected requests or needs, and follow through, and be a strong communicator to speak on complex financial topics clearly and effectively;
• Utilize your experience with financial and tax planning software (MoneyGuidePro/Holistiplan or similar) trading software, and experience with a custodian like Charles Schwab to effectively manage client needs.
• Participate on the investment committee and related duties.
• Help train and support the financial planning team
• Lead meetings with retirement plan participants as needed.
• Other duties as required to advance the mission of the organization.

WHAT YOU'LL GET:

• Competitive total compensation
• Bonus opportunity
• 401(k) Profit Sharing Plan
• 4 weeks of PTO
• 7 Paid Holidays
• Summer hours
• Phone stipend
• Medical benefits with HSA contributions
• Collaborative and family-oriented culture
• Strong work-life balance
• Rewarding career path with growth opportunities
• Paid association memberships
• Charitable donations/contributions

We're looking for an individual that has a strong attend to detail, and an entrepreneurial and positive attitude that is eager to learn and grow. Registered as an Investment Advisor Representative in the state of Michigan and CFP® or other applicable designation preferred. If you're passionate about personal finance and helping clients achieve financial wellness, we'd love to talk to you - Apply today!

Equal Opportunity Employer