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Financial Advisor

Wealth Management Client Services Associate

Job in Southfield, Oakland County, Michigan, 48076, USA
Listing for: Center for Financial Planning, Inc.®
Full Time position
Listed on 2026-03-11
Job specializations:
  • Finance & Banking
    Financial Advisor
Salary/Wage Range or Industry Benchmark: 80000 - 100000 USD Yearly USD 80000.00 100000.00 YEAR
Job Description & How to Apply Below
A financial planning firm in Southfield, Michigan is seeking an experienced Client Service Associate to enhance client relationships and support financial planners. Responsibilities include providing exceptional service, assisting with financial plans, and collaborating with clients’ financial professionals. Candidates should possess a strong service mindset and a minimum of 2 years in a similar role. The position offers a career path, competitive salary, and comprehensive benefits including health and retirement plans.
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Position Requirements
10+ Years work experience
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