If you are interested in Investment Management, this is not the job for you. If you are interested in helping people in retirement planning, you’ve come to the right place. Join a growing advisory firm with strong leadership as a Financial Advisor-in-Training.
At Generational Wealth, we believe in empowering individuals to build meaningful careers while making a difference in other’s lives. As a part of our growing Advice Team, you’ll contribute to our mission to exceed our clients’ expectations by providing an oasis of calm amid the chaos. We offer a supportive environment that values personal growth, and candor.
Your Path to Success
Our training program is designed to develop your expertise and confidence as a financial advisor – without the stress of generating new business. You’ll:
· Build meaningful relationships with clients and learn how to offer fiduciary advice that aligns with their goals.
· Lead client meetings and gain hands-on experience in financial planning
· Learn the intricacies of retirement plans and financial advising.
· Develop your skills with the guidance and mentorship of our experienced Advice Team.
· Obtain your Series 65 registration and prepare for advanced designation such as CFP® or AIF®.
Upon completing the program, you’ll step into a rewarding career, serving clients.
Options to apply now and start later in the year or apply and start immediately!
What We’re Looking For
We’re excited to welcome individuals who are passionate about helping others. At Gen-Wealth, we value team members who bring enthusiasm, adaptability, and a strong sense of collaboration to the table. If you’re someone who thrives in a dynamic environment and takes pride in exceeding expectations, we’d love to hear from you!
What Makes You Stand Out:
· A Serious interest in helping people with financial advice.
· A 4-year college degree (must have or be graduating within 6 months).
· Strong communication and interpersonal skills.
· A client-focused mindset with a commitment to exceptional service.
· A willingness to learn, grow, and embrace continuous improvement.
· Exceptional problem-solving skills.
No prior financial industry experience is expected - we’re here to provide the training and support you need to succeed.
About Gen-Wealth
Generational Wealth is a growing wealth management firm offering financial planning and asset management to a broad client base. We are primarily a fee-based firm acting in a fiduciary capacity for our clients. This is a fast-paced firm that thrives on constant change and innovation, with lofty goals within our industry. We foster an environment where every team member is valued, and we celebrate growth and excellence.
While each team member is unique, our Core Values are what unify us. From our hiring process to account processes, we encompass our Core Values in everything that we do. Our culturally focused firm knows the importance of building relationships, and we thrive on the success of our peers.
Why Join Us?
We’re committed to encouraging a workplace where everyone feels valued and supported. This role offers the tools and resources to thrive personally and professionally.
Some of our tangible benefits are:
· Competitive starting salary for training role.
· Generous Paid Time Off (PTO)
· Short Term Disability Bank (STDB)
· 11 Paid Holidays
· Health Reimbursement Arrangement (HRA)
· 401(k) Plan with employer contribution'
Our home office is located in Zeeland, MI and we have branch offices in Indiana. We are looking for a candidate for our South Bend/Goshen, IN office.
Job Type: Full-time
Pay: $52,000.00 - $54,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Employee discount
- Paid time off
Education:
Language:
Ability to Commute:
- South Bend, IN 46617 (Required)
Work Location: In person
