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
+ Manage client needs regarding service, and problem resolution in a timely and accurate manner while ensuring documentation and record keeping adheres to compliance standards.
+ Deepen client relationships and establish credibility and rapport both in-person and via phone, identifying potential benefits and services to enhance client’s financial relationships.
+ Has regular contact with clients regarding accounts, and servicing; can clearly articulate potentially complex processes and/or concepts to clients
+ Successfully partner with Broker Dealer for new account establishment, account maintenance, and compli...
Essential Duties and Responsibilities
+ Manage client needs regarding service, and problem resolution in a timely and accurate manner while ensuring documentation and record keeping adheres to compliance standards.
+ Deepen client relationships and establish credibility and rapport both in-person and via phone, identifying potential benefits and services to enhance client’s financial relationships.
+ Has regular contact with clients regarding accounts, and servicing; can clearly articulate potentially complex processes and/or concepts to clients
+ Successfully partner with Broker Dealer for new account establishment, account maintenance, and compli...
Ready to Apply?
Submit your application today and join our talented team at Kestra Financial.
Submit ApplicationJob Details
- Location Novi, MI
- Job Type Full-time
- Category other-general
- Posted Date July 02, 2026
- Application Deadline July 08, 2026