Registered Client Service Associate

What you’d do

Support a financial advisor with client service: prepare financial plans, research investments, complete trades, schedule and summarize client meetings, and process new business paperwork. Also coordinate marketing events and compliance documentation. Full time in Troy, Michigan. Found on the employer's careers page on Oct 18, 2026. Apply through the link.

You’ll need

• Bachelor's degree or equivalent
• 3–5 years relevant experience
• Series 7 or ability to obtain within 150 days
• State securities agent registration (S63 or S66) or ability to obtain within 150 days
• State IAR registration (S65 or S66) or ability to obtain within 150 days