Midwest Capital Advisors is an independent, fee-only, SEC-registered investment advisory firm based in Grand Rapids, MI. We provide fiduciary investment management and financial planning services to a range of clients including employers, individuals, and not-for-profit entities. We are a recognized, growing leader in retirement plan consulting and management for businesses and wealth management for families.
We are looking for a Client Services Manager to support the firm’s key businesses: retirement plan and wealth management. Key responsibilities include preparing for and conducting client meetings, communicating with clients, and taking an active role in the education services provided for plan participants.Apply now