Grand Wealth Management
Grand Rapids, Michigan
Contact: Calvin Wiersma
Email: calvin@grandwealth.com
Telephone: (616) 419-5024
Website: https://grandwealth.com/
Please indicate which city and state the potential job position is located: Grand Rapids, Michigan
Please indicate which describes your affiliation: RIA
Please provide a brief description of your Company: We are committed to a client-focused approach that starts and ends with a thorough understanding of our clients. Our fee structure is always transparent, fair and aligned with our clients’ best interests. We follow a disciplined and structured approach to all aspects of investment management and financial management. Our purpose as a firm is to help clients accomplish more for themselves, their family and community for generations to come.
Please provide a brief description of what you are looking for in your possible hire: Will work with our team of highly credentialed and experienced Financial Advisors to deliver proactive wealth management to assigned clients. Take ownership of meeting preparation, follow-up and financial plan construction. Provide detailed planning analysis and collaborate with outside professionals as needed. Develop competency in the use of the firm’s financial planning, CRM, and trading tools. This role will participate in and eventually lead client meetings.
Join Zoom Meeting: https://us02web.zoom.us/j/81527552568