Wealth Associate, Vice President

Job overview

The Wealth Associate, Vice President role is onsite in Novi, MI; compensation is determined by qualifications and experience, with no numeric amount specified. The position reports to the Wealth Advisor and supports MOOSHI Wealth Planning & Management through Kestra Financial Independent Advisor. The associate provides timely client service and problem resolution while helping the Wealth Advisor use time effectively. The role supports client relationships, account servicing, compliant records, and financial planning workflows.

What you'll do

• Manage client service needs and problem resolution
• document and maintain records in line with compliance standards
• communicate with clients about accounts and servicing
• partner with the broker-dealer on account establishment, maintenance, and compliance
• maintain Redtail CRM workflows and follow-up
• maintain compliant filing and scanning systems
• answer and direct calls
• enter data into financial planning software.

What we're looking for

Skills & competencies

wealth associate

vice president

wealth management

client service

financial planning

account maintenance

compliance

redtail crm

novi mi

kestra financial

series 7 preferred

series 65/66 preferred

Work arrangement

• Weekend coverage required

About the employer

Kestra Financial Independent Advisor is hiring for this role. Industry: Portfolio Management and Investment Advice. Sector: 52.