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Private Client Service Associate

Alexander Legacy Private Wealth Management
Detroit, MI
Remote
From $40,000 a year - Full-time

Location

Detroit, MI

Benefits
Pulled from the full job description

  • 401(k)
  • Dental insurance
  • Health insurance
  • Paid time off
  • Professional development assistance
  • Vision insurance

Full job description

We are looking for a Rockstar that loves going above and beyond to provide a stellar client experience. This person must have an extreme attention to detail, possess a phenomenal work ethic and have a proven track record of success working with top performing advisory service teams. Alexander Legacy Private Wealth strives for excellence in all that we do! Our goal is to create and maintain a culture that is inclusive, impactful, and fun! Are you ready to break out of the “status quo” and join our movement to help clients preserve wealth, invigorate their philanthropic ambitions, and amplify their family’s legacy?

Qualifications:

  • Bachelor’s degree preferred
  • Minimum of 5 years of portfolio administration experience with an investment management firm or custodian required
  • Active Series 7 license is required
  • Active Series 66 license is required
  • Active Life and Health Insurance license is required
  • Proficient in Word, Excel and PowerPoint
  • Delivers clear and concise communication (oral & written)
  • Excels in a team environment and also works effectively independently
  • Reliable transportation is required and the flexibility to work at various locations (MI employees: Southfield and Detroit, IL employees: Chicago)

www.alprivatewealth.com

Alexander Legacy Private Wealth Management provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

Job Type: Full-time

Pay: From $40,000.00 per year

Benefits:

  • 401(k)
  • Dental insurance
  • Health insurance
  • Paid time off
  • Professional development assistance
  • Vision insurance

Schedule:

  • 8 hour shift
  • Monday to Friday

Supplemental Pay:

  • Bonus pay

Education:

  • Bachelor's (Preferred)

Experience:

  • portfolio administration: 5 years (Preferred)

License/Certification:

  • CFP (Preferred)
  • Series 7 license (Required)
  • Series 66 (63/65) license (Required)
  • Life and Health Insurance license (Preferred)

Work Location:

  • Multiple locations

Work Remotely:

  • Yes

Work Location: Multiple Locations