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Financial Services Wealth Management Financial Advisor

Wealth Management Client Services Lead

Job in Birmingham, Oakland County, Michigan, 48012, USA
Listing for: PowerToFly
Full Time position
Listed on 2026-02-16
Job specializations:
  • Finance & Banking
    Financial Services, Wealth Management, Financial Advisor
Salary/Wage Range or Industry Benchmark: 65000 - 90000 USD Yearly USD 65000.00 90000.00 YEAR
Job Description & How to Apply Below
A financial services company is seeking a Wealth Management Associate to provide exceptional service to clients and support financial advisors. The role focuses on cultivating relationships, ensuring timely client service functions, and assisting in business development. Candidates should have over 5 years of relevant experience with strong interpersonal skills, leadership abilities, and proficiency in financial products. This is a unique opportunity to work in a collaborative team environment and ongoing support for personal career growth.
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