{"id":1571772,"url":"https://alion.io/job/greenleaf-trust-wealth-management-associate-bay-harbor","title":"Wealth Management Associate - Bay Harbor","company":{"id":2057966,"name":"Greenleaf Trust","domain":"greenleaftrust.com","url":"https://alion.io/company/greenleaftrust","size_band":"201-500","is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":"ADP","truth_index":{"grade":"B","score":75,"open_postings":3,"ghost_share":0,"stale_share":1,"repost_share":0,"time_to_fill_p50_days":null,"computed_at":"2026-10-21T05:46:15Z"}},"role":"Finance","role_family":"Finance","seniority":"junior","employment_type":"full_time","work_mode":"on_site","remote_scope":null,"remote_scope_basis":null,"remote_working_hours":null,"hiring_geo_confidence":"inferred","locations":["Bay Harbor, United States"],"countries":["US"],"hiring_countries":[],"hiring_countries_total":0,"salary":null,"salary_estimate":{"min_usd":52000,"max_usd":100000,"period":"year","method":"role_seniority_country_remote_cell","sample_n":1983},"experience_years_min":1,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[],"status":"live","first_seen_at":"2026-02-23T22:34:00Z","employer_posted_date":"2026-02-23","last_verified_at":"2026-10-21T05:17:32Z","board_verified":true,"closed_at":null,"days_open":239,"trust":{"level":"stale","repost_count":0,"flags":["stale"],"days_open":239},"description":"Who We Are\nAt Greenleaf TrustN.A., our teams are dedicated to providing the highest level of comprehensive wealth management services, trust administration and retirement planservices. We adhere to the highest standards of fiduciaryexcellence while providing customized solutions and highly personal service to our clients.\nSummary\nProvides day to day support of the Senior Wealth Management Team. This role is responsible for executing trades, maintaining various financial planning systems, portfolio rebalancing and other items necessary to prepare for client meetings or questions. The Wealth Management Associate will provide general support to the various Senior Wealth Management Advisors, but will also be provided with a mentor of whom they will shadow while completing all of the aforementioned responsibilities.\nYour Role in Serving Clients and Assisting Divisions Includes:\nExecute tasks as needed for Senior Wealth Management Advisors. These tasks include: ongoing trading and financial planning software support, account rebalancing and all other account portfolio maintenance and management of client portfolio duties for assigned Senior Wealth Management Advisors. \nLeverage position to drive process improvement across wealth management, financial planning and trading platforms. \nBecome an expert and a go-to resource for the wealth management team with regard to the financial planning tool eMoney.\nCreate a wealth management plan for prospective clients, which will serve as a framework to the relationship and highlight the objectives of the portfolio.\nImplement the wealth management plan using coordination with other advisors, reallocating accounts to the set asset allocation and analyzing other above mentioned wealth management strategy techniques.\nContinue to manage client portfolios as set forth in the wealth management plan using asset allocation objectives while satisfying clients' wants, needs and desires.\nWork closely with Client Centric Team (CCT) members to support client needs.\nParticipation in projects as assigned.\nProvide general support to Senior Wealth Management Advisors as needed.\nAll other duties as assigned\nDEI Commitment\nGreenleaf Trust is committed to exploring diversity, equity, and inclusion, both within the organization itself, and the communities in which we serve. We continue to seek opportunities to give back and serve, work to ensure our actions are better and more inclusive and to provide opportunities for our team members to uphold the same expectations.\nSecurity Responsibilities\nEmployees are required to comply with all information and physical security policies and procedures. Recurring training in information and physical security policies will be provided throughout your period of employment. Participation in the training is required. Refer to the Personnel Information Security Guide and the Information Security Policy Manual for further guidance on information security responsibilities and expectations.\nMinimum Education / Experience Required\nBachelor's Degree and 1 year experience in financial or investment management; or equivalent education and experience.\nOTHER\nRegular and predictable attendance is required.\nOur normal operating hours are Monday through Friday from 8:15 a.m. to 5:00 p.m.","description_format":"text","description_chars":3280,"description_truncated":false,"requirements":{"experience_years_min":1,"management_years_min":null,"team_size_min":null,"manages_managers":false,"education":{"level":"bachelor","optional":false},"security_clearance":false,"languages":[]},"benefits":["Equity","Retirement plans"],"hiring_locations":[],"hiring_excludes":[],"relocation_offered":false,"industries":["Wealth Management & Financial Advisors","Financial Services","Family Offices"],"lifecycle":[{"event":"open","at":"2026-10-01T08:04:23Z"}],"visa":[],"liveness":{"score":4,"band":"cold","label":"Long shot","p_open":1,"p_active":0.157,"p_room":0.28,"age_days":239,"expected_fill_days":27,"reasons":["conf:0","win:tail","crowd:junior"],"computed_at":"2026-10-21T05:46:15Z"},"pay":null,"html_url":"https://alion.io/job/greenleaf-trust-wealth-management-associate-bay-harbor","json_url":"https://alion.io/job/greenleaf-trust-wealth-management-associate-bay-harbor.json","meta":{"generated_at":"2026-10-21T08:16:16Z","cache_seconds":300,"methodology":"https://alion.io/methodology","terms":"https://alion.io/terms","contact":"https://alion.io/contact","api":"https://alion.io/developers","about":"Alion is a live layer of people, companies and AI agents: who they are, whether they are real and active right now, what they do and how to work with them, readable by people and by agents and paid per call.","catalog":"https://alion.io/catalog.json","usage":{"tier":"crawler_verified","counted_by":"address","units_charged":1,"used_today":11734,"day_limit":null,"remaining_today":null,"minute_limit":300,"resets_at":"2026-10-22T00:00:00Z"}},"offers":[{"id":"company.slices","title":"One company in depth, by slice","status":"live","price":{"credits":0.02,"usd":0.002,"plus_per_slice":{"credits":0.05,"usd":0.005}},"unit":"per company, plus each slice with data","note":"the employer in depth","call":{"mcp_tool":"get_company","arguments":{"id":2057966},"rest":"https://alion.io/mcp/rest/get_company?id=2057966"},"human":"https://alion.io/catalog?offer=company.slices&for=job%2Fgreenleaf-trust-wealth-management-associate-bay-harbor"},{"id":"market.stats","title":"A market slice: pay, demand and time to fill","status":"live","price":{"credits":1,"usd":0.1},"unit":"per slice","note":"pay, demand and time to fill for this role and place","call":{"mcp_tool":"market_stats"},"human":"https://alion.io/catalog?offer=market.stats&for=job%2Fgreenleaf-trust-wealth-management-associate-bay-harbor"},{"id":"job.search","title":"Open jobs by role, technology, place, pay and visa","status":"live","price":{"credits":0.02,"usd":0.002},"unit":"per posting in a list","note":"similar open postings","call":{"mcp_tool":"search_jobs"},"human":"https://alion.io/catalog?offer=job.search&for=job%2Fgreenleaf-trust-wealth-management-associate-bay-harbor"},{"id":"company.verify","title":"Is this company real and active right now","status":"pilot","price":null,"unit":"per company","request":{"url":"https://alion.io/catalog/request","method":"POST","body":"{\"offer\": \"company.verify\", \"for\": \"job/greenleaf-trust-wealth-management-associate-bay-harbor\", \"note\": \"what you need it for\"}"},"human":"https://alion.io/catalog?offer=company.verify&for=job%2Fgreenleaf-trust-wealth-management-associate-bay-harbor"}]}