Greenleaf Trust
Kalamazoo/Grand Rapids, Michigan
Contact: Mike Mikrut
Email: mmikrut@greenleaftrust.com
Telephone: (248) 639-9889
Website: https://greenleaftrust.com/
Please indicate which city and state the potential job position is located: Kalamazoo/Grand Rapids, Michigan
Please indicate which describes your affiliation: Bank
Please provide a brief description of your Company: Greenleaf Trust is a privately held wealth management firm with specialized disciplines in wealth management, trust administration, and retirement plan administration.
Please provide a brief description of what you are looking for in your possible hire: The Wealth Management Associates/ Advisors are responsible for creating and implementing wealth management plans with the help of advisors, portfolio management, regularly scheduled portfolio review meeting preparation and coordination with other advisors of the client to provide portfolios that meet client objectives. We are looking for individuals excited to grow their careers and develop meaningful client relationships.
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