J2T Recruiting
Our client is a fee-only financial planning firm in Grand Rapids, Michigan, seeking an Associate Financial Advisor to support and lead client relationships alongside senior advisors. This role involves delivering proactive wealth management services, preparing financial plans, and ensuring exceptional client experiences while developing technical expertise. The position offers a clear growth path toward Lead Advisor responsibility with ongoing training and mentorship.
Accounting and Finance Recruiters, Permanent Placement, Contract Placement, Denver, Boulder, Ft. Collins, Longmont, Colorado Springs, and High Level Contracting
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for J2T Recruiting.
5% below the average for this role