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Wealth Associate VP: Client
Job in
Novi, Oakland County, Michigan, 48377, USA
Listed on 2026-01-12
Listing for:
Kestra Financial Independent Advisor
Full Time
position Listed on 2026-01-12
Job specializations:
-
Finance & Banking
Financial Advisor, Financial Services
Job Description & How to Apply Below
A financial advisory firm in Novi, Michigan is seeking a Wealth Associate to provide excellent client service and manage client relationships. Ideal candidates should have strong communication skills, advanced computer skills, and at least 2 years of administrative support experience in a professional environment. Responsibilities include managing client needs, maintaining CRM databases, and supporting financial advisors.
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Position Requirements
10+ Years
work experience
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