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Wealth Management Analyst & Client Services Pro

Job in Berrien Springs, Berrien County, Michigan, 49104, USA
Listing for: Wales Wealth Management Group
Full Time position
Listed on 2026-07-10
Job specializations:
  • Finance & Banking
    Financial Advisor / Consultant, Financial Analyst
Salary/Wage Range or Industry Benchmark: 65000 - 90000 USD Yearly USD 65000.00 90000.00 YEAR
Job Description & How to Apply Below
Location: Berrien Springs

Wales Wealth Management Group in Michigan is seeking a Financial Analyst & Client Service Specialist to support client service, investment analysis, financial planning, and portfolio administration.

The ideal candidate is analytical, highly organized, and comfortable working with financial data. This in-office role emphasizes accuracy, confidentiality, and collaboration with advisors to deliver excellent client outcomes.

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