Student Veterans of America Jobs

Welcome to SVA’s jobs portal, your one-stop shop for finding the most up to date source of employment opportunities. We have partnered with the National Labor Exchange to provide you this information. You may be looking for part-time employment to supplement your income while you are in school. You might be looking for an internship to add experience to your resume. And you may be completing your training ready to start a new career. This site has all of those types of jobs.

Here are a few things you should know:
  • This site is mobile friendly. You do not need a log-in or password to access information.
  • Jobs on this site are original and unduplicated and come from three sources: the Federal government, state workforce agency job banks, and corporate career websites. All jobs are vetted to ensure there are no scams, training schemes, or phishing.
  • The site is refreshed daily to remove out-of-date content.
  • The newest jobs are listed first, so use the search features to match your interests. You can look for jobs in a specific geographical location, by title or keyword, or you can use the military crosswalk. You may want to do something different from your military career, but you undoubtedly have skills from that occupation that match to a civilian job.
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Kestra Financial Wealth Associate - Vice President | MOOSHI Wealth Planning & Management in Novi, Michigan

The Wealth Associate position is a client service position who reports to the Wealth Advisor and is critical to leveraging Advisors’ time. This position provides excellent client service and problem-solving skills to confidently provide information to clients in a timely, efficient, and professional manner.

Essential Duties and Responsibilities

  • Manage client needs regarding service, and problem resolution in a timely and accurate manner while ensuring documentation and record keeping adheres to compliance standards.

  • Deepen client relationships and establish credibility and rapport both in-person and via phone, identifying potential benefits and services to enhance client’s financial relationships.

  • Has regular contact with clients regarding accounts, and servicing; can clearly articulate potentially complex processes and/or concepts to clients

  • Successfully partner with Broker Dealer for new account establishment, account maintenance, and compliance.

  • Maintain Redtail CRM database; Manage Client and Prospective Client Work Flow and coordinate follow-up with Advisors

  • Maintain a compliant filing and scanning system with Laser Fiche

  • Answer incoming calls and direct/take messages appropriately and according to firm guidelines.

  • Maintain client information in CRM database (Redtail)

  • Data input for Financial Planning software system (Goals-Based Analysis and E-Money)

  • Other responsibilities as assigned by the Wealth Advisor and Director of Operations.

Knowledge, Skills, and/or Abilities:

  • Advanced computer skills (Outlook, Word, Excel and Power Point) are essential

  • Excellent communication skills, both verbally and in writing.

  • Strong time management and organizational skills; able to work independently and effectively manage multiple tasks at once.

  • Ability to build relationships with clients and internal partners.

Education and/or Experience:

  • The ideal candidate will have 2+ years of experience in administrative support in a professional environment.

  • High School Diploma or Associate’s degree required; Bachelor’s Degree preferred.

  • Previous experience in financial services a plus.

Compensation:

  • Compensation is determined by qualifications and experience.

  • Salary is generally reviewed annually or if responsibilities and/or job requirements change. Salary increases are not guaranteed.

Certificates, Licenses, Registration:

  • Series 7 and 65/66 preferred (or willingness to obtain in the future).
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