DELIVER
PEACE OF MIND WITH US
From investment offerings to holistic financial planning, our high-caliber team exists to deliver peace of mind for what ever comes next.
explore our
open career opportunities
CLIENT RELATIONS COORDINATOR
This dynamic role delivers extraordinary experiences through anticipating and supporting clients’ needs in all our firm’s subsets. Based in our downtown Holland, Michigan office, the Client Relations Coordinator acts as the face of our brand and plays a vital role in client satisfaction, communication, and retention.
TRADING SPECIALIST
The Trading Specialist role is detail-oriented and analytical requiring strong communication skills to execute investment trades based on LVZ’s investment strategy. This role is an excellent opportunity to build a foundational base for advancement within our team.
INVESTMENT ADVISOR
Explore a partnership as part of our nation-wide network of preferred colleagues. United by our values to deliver hyper-personalized client experiences in differentiating niche markets provides diverse perpsectives to gain insights from.
Ideal candidates are entrepreneurial, capable of working both independently and collaboratively, and comfortable managing relationships and projects with minimal direction. This role offers an excellent opportunity to develop client advisory skills under the mentorship of LVZ’s partners and preferred colleague network. Leverage our team as your back office and money manager to focus on what matters most – your clients.
