Waggoner Financial

Wealth Management Associate

Wealth Management & Financial AdvisoryConfirmed live in the last 24 hours

Full-timeLansing, MI, USAIn-person

A bachelor's degree in Finance, Economics, Accounting, or a related field is required.
One to three years of experience in financial services, wealth management, or a related field is preferred; strong candidates without direct experience will be considered.
Progress toward or willingness to pursue CFP certification is required.
Proficiency in Microsoft Excel and Word, and comfort learning planning and portfolio management software, are required.
Strong written and verbal communication skills are required.

Manage and grow a mixed book of business, including inherited and self-sourced client relationships.
Support lead advisors in preparing for and conducting client meetings, including portfolio reviews and planning analysis.
Develop financial plans, including retirement projections, cash flow analysis, and benefits comparisons.
Manage client account paperwork, onboarding, and ongoing service requests.
Maintain CRM and portfolio management systems with accurate client information.

CFP certification or active progress toward it is preferred but not required.
SIE, Series 7, and Series 66 certification or active progress toward them is preferred but not required.

Waggoner Financial · Lansing, United States · Full-time · Posted 2026-08-11

Salary: USD 55,000–80,000

Workplace: on_site

Department: Wealth Management

Manage and grow a mixed book of business, including both inherited and self-sourced client relationships.
Support lead advisors in preparing for and conducting client meetings, including portfolio reviews and planning analysis.
Develop financial plans, including retirement projections, cash flow analysis, and benefits comparisons.
Manage client account paperwork, onboarding, and ongoing service requests.
Maintain CRM and portfolio management systems with accurate client information.

Bachelor's degree in Finance, Economics, Accounting, or a related field.
1-3 years of experience in financial services, wealth management, or a related field preferred; strong candidates without direct experience will be considered.
Progress toward or willingness to pursue CFP® certification.
Proficiency in Microsoft Excel and Word; comfort learning planning and portfolio management software.
Strong written and verbal communication skills.
Preferred (Not Required)
CFP® certification or active progress toward it.
SIE, Series 7 & 66, certification or active progress toward it.

Comprehensive health, dental, life, and short and long term disability insurance.
401(k) with company match.
Generous paid time off.
Full support for CFP® coursework, exam fees, and licensing, including the SIE, Series 7, and Series 66.
Direct mentorship from senior advisors, with a clear path to expanded client responsibility.
Competitive base salary plus performance based incentive compensation.
A small, collaborative firm environment with direct access to leadership and a real seat at the table.

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