Wealth Associate - Vice President | MOOSHI Wealth Planning & Management

Kestra Financial Independent Advisor(2 years ago)

Novi, MIOnsiteFull TimeJunior$50,578 - $68,306 (estimated)Wealth Management

About this role

The Wealth Associate supports Wealth Advisors by providing client-facing and administrative support to maximize advisors' time and enhance client relationships. The role acts as a primary liaison between clients, advisors, and broker-dealer partners, ensuring professional, timely communication and adherence to firm standards. It contributes to maintaining client records, CRM data, and compliance-related documentation.

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Required Skills

Client Service
Problem Solving
Communication
Time Management
Organization
Redtail CRM
Laser Fiche
Data Entry
Financial Planning
Compliance

Qualifications

High School Diploma
Associate Degree
Bachelor's Degree Preferred
Series 7 (Preferred)
Series 65/66 (Preferred)

About Kestra Financial Independent Advisor

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