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West Williams Advisory Group is partnering with MMG Wealth Management, a registered investment adviser (RIA) based in Grand Haven, Michigan, serving clients locally and virtually across the United States. Their team is growing!

MMG Wealth Management’s people-first philosophy starts with listening. They help clients align their financial decisions with their values so they can pursue what matters to them, care for the people they love, and give back in ways that are meaningful to them. That same philosophy shapes how they support their teammates and show up in the communities they serve.

As a Wealth Advisor, you’ll build lasting client relationships and guide people as their goals and circumstances change. Bring your relationship-building skills; bringing an existing book of business is not required.

Working closely with teammates within the firm is the foundation for client success. From the front desk to the advisory team, everyone supports one another to make client handoffs feel seamless. Each teammate has a clear role in that process. As a Wealth Advisor, you’ll lead client relationships and help grow the practice through community involvement and referrals, with support from our planning and client care teams.

What You’ll Do

  • Lead discovery and ongoing review meetings. Explain financial planning and investment recommendations with clear language and guide clients through implementation within your approved authority.
  • Support existing clients to deepen these relationships. Stay in touch as clients’ needs change and collaborate with the Paraplanner and client care team to address requests and follow through on commitments.
  • Represent MMG Wealth Management at community events, build relationships with local professionals and organizations, and follow up on referrals and introductions.
  • Build relationships with prospective clients and identify new business opportunities
  • Share your knowledge and client updates with teammates and follow firm procedures for documenting client decisions, placing trades, and protecting confidential information.
  • Pitch in with hands-on administrative work when teammates need support.
  • Enjoy teaching others, whether you’re helping a teammate learn a process or walking a client through a financial decision.

Qualifications

  • A bachelor’s degree in accounting, finance, business, or personal financial planning or equivalent experience.
  • Proven experience in sales or business development, demonstrating you can earn trust and build lasting relationships.
  • A thoughtful listener who communicates clearly, uses sound judgment, and enjoys helping people make informed decisions.
  • Previous financial services experience, CFP® certification, insurance licenses and Series 65 exam completion or applicable registration are welcome. 
  • Proficiency with Microsoft (Word, Excel, Outlook, PowerPoint)

Work Arrangement

This position is based in office. Office hours are Monday – Friday 8:30am to 5:00pm. 

Compensation and Benefits 

  • Base salary of $45,000, with eligibility for monthly bonuses based on individual performance and quarterly team bonuses. 
  • 18 PTO days per calendar year (prorated in first year)
  • 12 paid holidays 
  • Retirement plan with company match
  • Professional development and tuition reimbursement

Visit https://mmg-wealth.com to learn more about the team and services.

MMG Wealth Management is an equal opportunity employer and is committed to providing equal employment opportunities to all qualified applicants and employees without regard to race, color, national origin, sex, age, disability, genetic information, veteran status, or any other status protected by applicable federal, state, or local law.