Registered Client Associate

Job Description

Job Description

Job Title : Registered Client Associ ate

Location : Ann Arbor, MI

Status : Full-time, In Office

Compensation : $75,000 – $85,000

We are a mission-driven wealth management team dedicated to helping individuals and families build their legacies with purpose. We provide honest, objective, and intelligent advice based on a comprehensive planning process. We pride ourselves on our white-glove service experience grounded in integrity, passion, and a commitment to excellence. Every client should feel like they are our only client.

Sound appealing? We operate with a set of shared values : hard work, humility, optimism, responsiveness, and doing whatever needs to be done. We are building a team with people who share our vision and want to make a real impact. This is an exciting opportunity to welcome a Registered Client Associate to the team that will play a crucial role in making sure clients receive seamless, proactive, and thoughtful service. The attributes that we are looking for in a teammate include :

• Demonstrated commitment to working in an operations-focused role for a period of 2-4 years, contributing to team efficiency and organization goals
• Unwavering attention to detail and accuracy
• Dedication to putting the client's needs first
• Comfortable juggling multiple priorities in a fast-paced environment
• Ability to anticipate needs and think strategically
• Natural problem-solving instincts with proposed solutions in hand
• Passion for caring for and serving others
• Self-motivated, organized, and deadline-oriented
• Exceptional verbal and written communication skills
• Professional integrity and discretion in handling confidential matters
• Willingness to pitch in wherever needed — big or small
• A Servant Heart, genuine desire to hear what is going on in clients' lives

As a Registered Client Associate you can expect to :

Qualifications for this role include :

We are invested in your long-term development. High performers in this role may pursue career tracks in :

As a Registered Client Associate , you'll work alongside driven, caring professionals helping successful individuals and families pursue their dreams with clarity and confidence. Your work will directly impact clients' lives — and you'll grow personally and professionally along the way.

We welcome a diverse pool of applicants from various backgrounds and urge you to apply to learn more about what our firm offers and see if it might be an attractive fit for both of us and you. We look forward to meeting you!