Client Service Associate/Associate Financial Planner

Client Service Associate/Associate Financial Planner SGH Wealth Management Lathrup Village, MI Job Details Full-time $55,000 - $80,000 a year 4 hours ago Benefits Health savings account Health insurance Dental insurance 401(k) Tuition reimbursement Paid time off Vision insurance 401(k) matching Professional development assistance Retirement plan Qualifications Financial planning software Data analysis skills Analysis skills Bachelor's degree Attention to detail Prospecting Financial services Full Job Description USA Today's Top Ranked Michigan-based Financial Advisory Firm is SGH Wealth Management for 2 years in a row: https://sghwm.com/sgh-2026-usatoday-top-ranked/

Client Service Associate/Associate Financial Planner Position:

A career path towards becoming a Financial Planner/Advisor. In our team-based approach, this position provides non-advice-related support to clients and Lead Financial Planners/Advisors. This individual must have strong communication skills. They must be reliable, organized and deadline driven. 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 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 About SGH Wealth Management SGH Wealth Management is an independent and experienced financial planning & asset management firm. On our team we have CFAs, CFPs, and other professionals. We have been in business for over 20 years in the Detroit area. For more information, visit http://www.sghwm.com

Job Type:

Full-time Pay:

$55,000.00 - $80,000.00 per year

Benefits:

401(k) 401(k) matching Dental insurance Health insurance Health savings account Paid time off Professional development assistance Retirement plan Tuition reimbursement Vision insurance

Education:

Bachelor's (Required)

Experience:

Financial services: 1 year (Preferred) Ability to

Commute:

Lathrup Village, MI 48076 (Required)

Work Location:

In person