# Wealth Associate - Vice President | MOOSHI Wealth Planning & Management

> Kestra Financial Independent Advisor · Novi, United States · Full-time · Posted 2023-12-21

**Workplace:** on_site

## 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 compliance.
-   Maintain Redtail CRM database; Manage Client and Prospective Client Work Flow and coordinate follow-up with Advisors
-   Maintain a compliant filing and scanning system with Laser Fiche
-   Answer incoming calls and direct/take messages appropriately and according to firm guidelines.
-   Maintain client information in CRM database (Redtail)
-   Data input for Financial Planning software system (Goals-Based Analysis and E-Money)
-   Other responsibilities as assigned by the Wealth Advisor and Director of Operations.

### Knowledge, Skills, and/or Abilities:

-   Advanced computer skills (Outlook, Word, Excel and Power Point) are essential
-   Excellent communication skills, both verbally and in writing.
-   Strong time management and organizational skills; able to work independently and effectively manage multiple tasks at once.

-   Ability to build relationships with clients and internal partners.

### Education and/or Experience:

-   The ideal candidate will have 2+ years of experience in administrative support in a professional environment.
-   High School Diploma or Associate’s degree required; Bachelor’s Degree preferred.
-   Previous experience in financial services a plus.

### Compensation:

-   Compensation is determined by qualifications and experience.
-   Salary is generally reviewed annually or if responsibilities and/or job requirements change.  Salary increases are not guaranteed.

### Certificates, Licenses, Registration:

-   Series 7 and 65/66 preferred (or willingness to obtain in the future).

## Apply

[Apply at Kestra Financial Independent Advisor](https://apply.workable.com/kestra/j/D94759F28C/apply)

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