Private Client Service Associate
Listed on 2025-12-03
-
Finance & Banking
Wealth Management, Financial Consultant
Join to apply for the Private Client Service Associate role at Alexander Legacy Private Wealth Management.
Job Description
We are looking for a Rockstar who loves going above and beyond to provide a stellar client experience. This person must have an extreme attention to detail, possess a phenomenal work ethic, and have a proven track record of success working with top-performing advisory service teams. Alexander Legacy Private Wealth strives for excellence in all that we do! Our goal is to create and maintain a culture that is inclusive, impactful, and fun.
Are you ready to break out of the “status quo” and join our movement to help clients preserve wealth, invigorate their philanthropic ambitions, and amplify their family’s legacy?
Qualifications
- Bachelor’s degree preferred
- Minimum of 5 years of portfolio administration experience with an investment management firm or custodian required
- Active Series 7 license required
- Active Series 66 (63/65) license required
- Active Life and Health Insurance license required
- Proficient in Word, Excel, and Power Point
- Delivers clear and concise communication (oral & written)
- Excels in a team environment and also works effectively independently
- Reliable transportation is required, with flexibility to work at various locations (MI employees: Southfield and Detroit, IL employees: Chicago)
For more information, visit
Alexander Legacy Private Wealth Management provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.
Company Description
Alexander Legacy Private Wealth Management helps clients preserve wealth, invigorate their philanthropic ambitions, and amplify their family’s legacy.
Seniority level- Mid-Senior level
- Full-time
- Other
- Investment Management
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).