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Wealth Associate VP: Client Experience & Growth

Kestra Financial Independent Advisor

A financial advisory firm in Novi, Michigan is seeking a Wealth Associate to provide excellent client service and manage client relationships. Ideal candidates should have strong communication skills, advanced computer skills, and at least 2 years of administrative support experience in a professional environment. Responsibilities include managing client needs, maintaining CRM databases, and supporting financial advisors. #J-18808-Ljbffr Kestra Financial Independent Advisor

Vacancy posted 4 days ago
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