Wealth Associate - Vice President | MOOSHI Wealth Planning & Management
Kestra Financial Independent Advisor
📍 Novi, MI
💼 Customer Service
💵 $68,313 – $68,313/yr
Full-time
Pay
$68,313 – $68,313/yr
Job type
Full-time
Location
Novi, MI
Category
Customer Service
Posted
Jun 18
Expires
2026-08-17
You will be redirected to the employer's application page.
Full job description
Job Description 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 documentati…