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Senior Wealth Management Client Specialist

Job in Birmingham, Oakland County, Michigan, 48012, USA
Listing for: PowerToFly
Full Time position
Listed on 2026-06-18
Job specializations:
  • Finance & Banking
    Financial Advisor, Financial Consultant, Financial Services
Salary/Wage Range or Industry Benchmark: 80000 - 100000 USD Yearly USD 80000.00 100000.00 YEAR
Job Description & How to Apply Below

Power To Fly  is looking for a Senior Wealth Management Associate in Birmingham, Michigan. This role involves providing exceptional service and support to Financial Advisors and maintaining strong client relationships.

The successful candidate will help with business development initiatives and must possess 5+ years of relevant experience, a four-year degree, and required financial licenses. You will collaborate closely with Financial Advisors in an evolving environment, ensuring all service functions are performed timely.

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Position Requirements
10+ Years work experience
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