Wealth Advisor

Wealth Advisor Hungerford - 4.0 Grand Rapids, MI Job Details Full-time 23 hours ago Benefits Paid holidays Dental insurance Paid time off Parental leave Vision insurance Opportunities for advancement Qualifications Customer communication Economics Customer relationship building CFP Referral-based lead generation Investment management advisory services Bachelor's degree in finance Identifying new business opportunities Sales referrals Bachelor's degree in business Community networking activities Bachelor's degree in economics Financial client presentations Mid-level Estate planning advisory services Income tax planning Finance Business development Bachelor's degree Investment client management Financial concepts Financial goal setting advisory services Client retention strategy Business development within finance Financial services Client growth strategy Client referrals 1 year Business Estate planning Full Job Description At Hungerford, we help clients make confident decisions at every stage of life. As a locally owned firm with more than 85 years of experience , we bring together accounting, advisory, technology, and wealth management services to deliver thoughtful, integrated guidance—without losing sight of what matters most to our clients. Our culture is rooted in relationships, trust, and long-term thinking. We value collaboration, flexibility, and curiosity, and we believe the best outcomes come from advisors who truly know their clients and enjoy working together. At Hungerford, you'll find a supportive environment where professionals are encouraged to grow, share ideas, and build meaningful careers. Your Impact As a Wealth Advisor with Hungerford , you'll serve as a trusted guide to individuals and families, helping them navigate financial complexity and plan for the future with clarity and confidence. This role is ideal for a self-starter who values deep client relationships, takes a holistic view of financial planning, and is motivated to actively participate in business development efforts. You'll work closely with clients to understand their goals, develop personalized strategies, and provide ongoing guidance as life evolves—while also identifying opportunities to grow and strengthen client relationships over time. How You Will Add Value Build long-term, trusted relationships with clients through ongoing financial planning and advisory conversations Develop and deliver customized wealth strategies, including investment, retirement, estate, tax-aware, and risk planning Monitor client progress and adjust recommendations as goals, markets, and life circumstances change Clearly communicate complex financial concepts in a way that is approachable and easy to understand Proactively identify opportunities to add value and deepen client relationships Champion business development efforts through external referrals, networking, and community involvement What We're Looking For Bachelor's degree in Finance, Business, Economics, or a related field 1+ year of experience in wealth management, financial planning, or a relationship-driven advisory role CFP®, or other relevant credentials preferred (or willingness to pursue) Strong interpersonal and communication skills with a client-first mindset Ability to build trust and maintain long-term client relationships Collaborative, thoughtful, and self-motivated approach to work Organized and comfortable managing multiple client relationships simultaneously What You Will Gain Immediate eligibility for medical, dental, and vision insurance Flexible scheduling and support for work-life balance Generous PTO, paid holidays, and parental leave 401(k) and retirement planning resources Professional development and career growth opportunities A people-first culture that values integrity, relationships, and community impact Join Us If you're passionate about guiding clients toward financial confidence, value meaningful relationships, and want to grow your career within a collaborative and well-established firm, Hungerford Financial may be the right place for you. Apply today and help clients plan with confidence—now and for the future.