What are the responsibilities and job description for the Family Wealth Associate position at Darden Wealth Group?
Company Description
Darden Wealth Group specializes in providing a multi-family office approach to wealth management, designed specifically for entrepreneurs and business owners. With expertise in investment management, financial planning, risk management, business consulting, and tax planning. Our team creates tailored strategies to help clients preserve and grow their wealth. We emphasize building long-term relationships based on trust, transparency, and open communication. Our mission is to empower clients to achieve their financial goals while navigating the complexities of wealth management with confidence. Based in Ann Arbor, MI, we proudly serve clients across 23 states nationwide.
Role Description
This is a full-time on-site role located in Ann Arbor, MI, for a Family Wealth Associate. The Family Wealth Associate will assist senior advisors with managing client relationships, preparing financial plans, compliance and conducting financial data analysis. Responsibilities include coordinating client meetings, maintaining accurate client records, preparing presentations, and supporting research for financial strategies. The person in this role will serve as a key team member, contributing to the delivery of tailored financial solutions for clients while fostering strong relationships.
Qualifications
- At least 2 years experience in financial planning, investment management, and risk assessment
- Proficiency in data analysis, research, and financial software tools
- Strong written and verbal communication skills for client interaction and documentation
- Attention to detail, organizational skills, and the ability to manage multiple tasks effectively
- A bachelor's degree in Finance, Accounting, Business Administration, or a similar field
- Relevant certifications such as CFP, CFA, or progress towards obtaining certification are a plus
- Passion for client service and helping clients achieve their financial goals
- Ability to work effectively in a team-oriented, professional environment
- Knowledge of the unique financial needs of business owners is advantageous