If you’re passionate about helping people and being part of a successful, team-oriented company, we’d love to hear from you.
About Us: Minich MacGregor Wealth Management is a well-established independent Registered Investment Advisory (RIA) firm established in 2009 with a legacy of growth and success. Our team is committed to providing personalized, comprehensive financial planning and investment management services. Our mission is to help clients achieve their financial goals through tailored advice, exceptional service, and a fiduciary standard of care.
We are seeking a detail-oriented and client focused Client Service Associate to join our team. The Client Service Associate is a crucial role within the firm, focusing on elevating the client experience and ensuring smooth operational support for the Financial Advisors and Director of Client Services.
We are seeking an experienced and motivated Financial Advisor/Financial Planner with an existing book of business to join our team. The ideal candidate will have a proven track record of success in financial planning and investment management, a strong commitment to client service, and the ability to attract and retain clients.
Our firm boasts a proven track record in business development, consistently delivering exceptional results for our clients. Joining our team means tapping into a network of successful systems and procedures refined through years of industry experience. Our robust support infrastructure and cutting-edge technology tools empower our advisors to excel and reach their professional goals. We take pride in fostering a collaborative and dynamic environment where your potential is maximized, and success is a collective journey.