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Client Services Associate (No New Sales Req’d)SGH Wealth Management • United States
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Client Services Associate (No New Sales Req’d)

SGH Wealth Management
  • US
    United States
  • US
    United States
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À propos

USA Today’s Top Ranked Michigan-based Financial Advisory Firm is SGH Wealth Management for 2 years in a row: the Role You’ll play a key role in delivering high-quality financial planning to our clients. Working alongside senior advisors, you’ll help build, analyze, and implement financial plans while gaining hands-on experience in client meetings and real-world decision making. Set
Qualifications, skills, and all relevant experience needed for this role can be found in the full description below.
COMPENSATION: $55k - $80k per year + Bonus + Benefits *Pay dependent on Experience & Credentials This is a growth-oriented role designed to develop you into a lead advisor over time. What You'll Do Proactively Call and qualify prospective clients and schedule meetings for advisors Prepare and refine financial plans for client review and implementation Support client meetings, including note-taking and follow-ups Analyze client data and build reports, presentations, and recommendations Input and maintain data in financial planning and CRM systems Assist with account servicing: transfers, account setup, and maintenance Generate performance and portfolio reports Coordinate with custodians and internal teams to execute client requests What You'll Develop Core financial planning expertise across investments, tax, retirement, and estate planning Real client exposure and advisory experience xywuqvp
Mastery of financial planning tools and firm processes Strong analytical, organizational, and communication skills What We’re Looking For Detail-oriented and highly organized Strong analytical and problem-solving ability Team-first mindset with the ability to collaborate effectively Clear communicator with clients and internal teams Ability to manage multiple priorities with accuracy and efficiency
  • United States

Compétences linguistiques

  • English
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