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Wealth Associate - Vice President | MOOSHI Wealth Planning & Management


Kestra Financial Independent Advisor


Location

Novi, MI | United States


Job description

The Wealth Associate position is a client service position who reports to the Wealth Advisor and is critical to leveraging Advisors’ time. This position provides excellent client service and problem-solving skills to confidently provide information to clients in a timely, efficient, and professional manner.

Essential Duties and Responsibilities

Knowledge, Skills, and/or Abilities:

Education and/or Experience:

Compensation:

Certificates, Licenses, Registration:


Job tags

Full time


Salary

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