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Wealth Management Analyst & Client Services Pro
Job in
Berrien Springs, Berrien County, Michigan, 49104, USA
Listed on 2026-07-10
Listing for:
Wales Wealth Management Group
Full Time
position Listed on 2026-07-10
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Financial Analyst
Job Description & How to Apply Below
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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