Description:Overview:The Financial Planning Associate is a key member of our Financial Planning team, responsible for supporting financial advisors in delivering a high-quality, personalized planning experience to clients. Reporting to the Director of Financial Planning, this individual will collaborate closely with experienced advisors and planners across assigned market locations. The role includes preparing comprehensive financial plans, assis...
Description:Overview:Prime Capital Financial is seeking an experienced and dedicated Senior Client Service Specialist to provide exceptional service and personalized support to clients in the Royal Oaks, MI market. You will play a key role in maintaining strong client relationships, delivering superior service, and supporting our team of advisors. This position requires a deep understanding of wealth management products, exceptional communication...
We are seeking a motivated. Client Service Specialist. to join our rapidly growing wealth management and retirement plan practice. We are a financial services firm that truly cares about its clients, advisors, and associates. Our firm. inspires people to achieve their life’s ambitions. and we are looking for people with the drive, enthusiasm, professionalism, and values we hold so important to be a part of a great team. OBJECTIVES. A Client Servi...
Position Summary. The Operations Manager position will be a key part of the family office unit of Prime Capital Financial. Prime Capital Family Office (PCFO) is focused on delivering sophisticated investment solutions, independent counsel, and tailored advisory services to ultra‐high-net-worth families and family offices. This position will act as an important point of contact with clients, driving operational improvements and leading initiatives...
Prime Capital Financial (“Prime”). Prime Capital Financial is a Registered Investment Advisor (“RIA”) with over $30 billion in assets under management (AUM).Our over 200 advisors and over 300 other team members serve clients in 48 states out of 60 offices throughout the country. PCIA operates primarily through four brands. Prime Financial Wealth serves over 15,000 individual wealth management households and provides a full array of services, from...
