IT Asset Management Administrator jobs in Royal Oak, MI

Guglielmetti Asset Management, a well-established, independently owned, wealth management firm, located in Rochester Hills, MI, is looking to add an Associate Service Advisor. This position is primarily responsible for assisting the Financial Advisor in maintaining his clientele by providing planning support, analysis, recommendation, implementation, and money management expertise. In this role you will be monitoring and maintaining client portfolios as well as client servicing and review meeting preparation.

Required knowledge/skills/competencies:

• Financial professional with at least three years of experience in planning support, portfolio review, and research in the financial services industry.
• Responsible for assisting with plan creation, analysis, recommendations, money management, and client servicing.
• Excellent knowledge of financial planning concepts and terminology as well as the ability to explain products, such as mutual funds, stocks, bonds, insurance, and annuities.
• The successful candidate will be encouraged to develop into a financial advisor with the opportunity to develop and manage their own book of business.
• BS/BA, advanced degree desirable
• FINRA Series 7, 63, and either the 65 or 66 registrations required

Work Remotely

• No

Job Type: Full-time

Pay: From $60,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Health insurance
• Paid time off

Experience level:

• 3 years

Schedule:

• Monday to Friday

Education:

• Bachelor's (Preferred)

Experience:

• financial services: 3 years (Preferred)

Work Location: In person