NewSenior Wealth Advisor JobotSenior Wealth AdvisorDetroit, MI$150,000–$220,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. Our team of experienced professionals provides a wide range of services, including retirement planning, estate planning, tax planning, risk management, and investment management.
NewTax Manager JobotTax ManagerLake Angelus, MI$120,000–$160,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. They pride themselves on being more than just a CPA firm: they position themselves as trusted business advisors, helping clients plan, grow, and navigate complex financial and tax challenges, while offering personalized service and strategic insight.
NewNew Agency Business Advisor - Farmers Insurance Farmers District 40New Agency Business Advisor - Farmers InsuranceLansing, Michigandiv>As a New Agency Business Advisor, you will become a trusted partner to new agency owners, helping them craft strong business plans, develop effective sales strategies, and implement best practices. Farmers Insurance District 40 is seeking a driven and strategic New Agency Business Advisor to mentor and support emerging agency owners as they lay the groundwork for sustainable growth.
FT Academic Professional - School of Business Advisor (Temporary) Lansing Community College FoundationFT Academic Professional - School of Business Advisor (Temporary)Lansing, MIApplicants with foreign education credentials (i.e. earned degree and related to this position) must contact a member of the National Association of Credential Evaluation Services (NACES) credential evaluation services (www.naces.org) and request an academic transcript evaluation. IMPORTANT: If an educational degree is required for this position, unofficial copies of transcripts from each institution of higher learning where either a degree has been conferred or coursework completed are required documents that must be submitted as part of the online application process.
Pharmacy Business Advisor American Associated PharmaciesPharmacy Business AdvisorGrand Rapids, MI80% travel, 50% overnight) Visit independent pharmacies regularly to grow sales and engagement Prospect for new business opportunities Build long-term relationships with pharmacy owners and staff Deliver business reviews and growth strategies in person Identify opportunities to increase participation and purchases Manage your territory pipeline and report results. 2+ years of successful outside/field sales experience Strong relationship and presentation skills Analytical ability to build and present business cases Proficient in Microsoft Excel and CRM tools Must reside within the listed territory.
Business Relations Advisor Nuvant Consulting GroupBusiness Relations AdvisorDetriot, MIFull timeAbout the Role: We’re seeking driven professionals to build strong relationships with both individuals and businesses by offering tailored financial solutions that support their goals. You’ll work closely with clients to understand their unique needs, provide strategic guidance, and deliver value through personalized support.
Service Advisor Level 3 (Advanced-Level) Community Automotive RepairService Advisor Level 3 (Advanced-Level)Grand Rapids, MI$75,000–$105,000 / yearLocated at 846 Fulton St E, Grand Rapids, MI 49503, USA, this onsite position offers an exciting opportunity to work alongside a team of skilled technicians and master technicians. Your day-to-day responsibilities will include greeting customers and assessing their automotive needs while working closely with skilled mechanics and technicians.
Advisor Growth Consultant Orion Advisor SolutionsAdvisor Growth ConsultantMIRemoteWorks closely with Senior Advisor Consultants in the territory to develop and execute appropriate business plan to maximize territorial sales, including assessing current state of assigned territory to identify opportunities for new business in order to maintain and further sales cycle. Represents Orion and its products to advisors knowledgeably and effectively enabling advisors to clearly identify benefits of Orion products relative to its competitors; cross-sells products, e.g.
Premier Client Financial Advisor - PNC Wealth Management PNC BankPremier Client Financial Advisor - PNC Wealth ManagementDetroit, OhioIn addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service. PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
Financial Advisor - PNC Wealth Management PNC BankFinancial Advisor - PNC Wealth ManagementBay City, Michiganp style="text-align:inherit"/>In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service. Client Prospecting, Client Relationship Building, Credit Risk Analysis, Customer Engagement, Financial Analysis, Financial Modeling, Investment Banking, Public Speaking, Relationship Building, Relationship ManagementCompetencies.
Financial Advisor Northwestern MutualFinancial AdvisorGrand Rapids, Michigan$61,000–$250,000 / yearul style="margin-bottom:0;margin-top:0">Performance-based earnings and revenue1: Average advisor annual earnings of $61K-$119K (based on 2018-2023 company average for representatives in the first 3 years). Responsibilities: As a financial advisor, you will: Grow your client base by making new connections, maintaining a strong referral network, and providing a great client experience.
Service Advisor (Mid-Level) Community Automotive RepairService Advisor (Mid-Level)Grand Rapids, MI$64,250–$89,800 / yearKnowledge and skills required for the position are: 2–5 years of professional automotive service advising; proficiency with Microsoft Office Suite and multi-line phone systems; excellent interpersonal and communication skills; strong sales and math skills for pricing and markups; ASE Service Consultant certification (preferred); valid driver’s license; ability to manage ~30 repair orders simultaneously. Your daily responsibilities will include greeting customers in a friendly manner, assessing their automotive needs, and providing accurate information regarding services and repairs.
Financial Solutions Advisor - Orchard Lake Road - Greater Michigan Market Bank of America CorpFinancial Solutions Advisor - Orchard Lake Road - Greater Michigan MarketWest Bloomfield, MIWorks with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions • Recommends banking and investments strategies that align with client financial goals and needs • Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds • Mitigates and controls risk as part of daily activities • Identifies and engages potential new clients through referrals or financial center clientele • Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended. • Strong computer skills with an ability to multitask in a demanding environment • Minimum of three years of experience working in the financial service industry and/or a sales environment where goals were met or exceeded • Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC) • Obtained insurance licenses • Skills: Account Management, Advisory, Client Experience, Branding, Customer and Client Focus, Oral Communications, Active Listening, Attention to Detail, Client Solutions Advisory, Issue Management, Pipeline Management, Causation Analysis, Client Management, Policies, Procedures, and Guidelines, Risk Management, Written Communications.
Senior Advisor - Neighborhood Economic Development, Mayor's Office (Program Analyst Manager 3) Detroit City CouncilSenior Advisor - Neighborhood Economic Development, Mayor's Office (Program Analyst Manager 3)Detroit, MI$107,166–$140,552 / yearThe Senior Advisor will be tasked with leadership in the execution of the City of Detroit's economic development programs, public-private partnerships, and priority development projects to expand economic growth and create opportunities for Detroiters. Reporting to the Deputy Chief- Neighborhood Economic Development, the Senior Advisor will assist in managing and measuring the success of the City of Detroit's commercial corridor revitalization by coordinating multiple cross-departmental functions into a shared strategy and approach to corridor revitalization.
NewWealth Management Advisor- East Lansing, MI TIAAWealth Management Advisor- East Lansing, MIEast Lansing, Michiganp style="text-align:inherit"/>Business Development, Client Relationship Management, Collaboration, Consultative Communication, Continuous Improvement Mindset, Practice Management Strategy, Prioritizes Effectively, Retirement Planning Selling, Sales, TIAA Products/Services Acumen, Wealth Due Diligence, Wealth Management. Supported with a robust array of resources and solutions, Advisors at TIAA spend their time deepening relationships with an established base of clients and organically growing their practice through referrals to deliver financial solutions that ignite the dreams of the people we exist to serve.
Advisor Consultant, Broker Dealer, Michigan Neuberger Berman Group LLCAdvisor Consultant, Broker Dealer, MichiganMI$85,000–$100,000 / yearLead and develop the Michigan territory targeting wirehouses and broker dealers by actively developing relationships with advisors to promote business building ideas and services; maintain and grow assets in territory across mutual funds, SMAs, alternative investment products, and ETFs. An employee's pay position within the salary range will be based on several factors including, but not limited to, relevant education, qualifications, certifications, experience, skills, seniority, geographic location, business sector, performance, shift, travel requirements, sales or revenue-based metrics, market benchmarking data, any collective bargaining agreements, and business or organizational needs.
Financial Advisor - TeamOne Credit Union LPL FinancialFinancial Advisor - TeamOne Credit UnionMichiganThis employment opportunity at TeamOne Credit Union in Sag would allow you to join the Investment Program at TeamOne Credit Union as a Financial Advisor associated with LPL Financial. This exciting position will allow you to grow your career and business, helping the people and families that look to TeamOne Credit Union for financial solutions.
Financial Advisor - Advia Credit Union LPL FinancialFinancial Advisor - Advia Credit UnionKalamazoo, MichiganThis employment opportunity at Advia Credit Union in Kalamazoo, MI would allow you to join the Investment Program at Advia Credit Union as a Financial Advisor associated with LPL Financial. Pay Range:$70,000 - $80,000.
Financial Advisor - Orsa Credit Union LPL FinancialFinancial Advisor - Orsa Credit UnionCanton, MichiganThis employment opportunity at Orsa Credit Union in Canton, MI would allow you to join the Investment Program at Orsa Credit Union as a Financial Advisor associated with LPL Financial. Pay Range:$45,000 - $75,000.
Associate Financial Advisor LPL Financial Holdings IncAssociate Financial AdvisorShelby, MI$40,000–$60,000 / yearThis employment opportunity located at Shelby State Bank in Shelby, MI would allow you to join Shelby State Bank as an Associate Financial Advisor working with LPL Financial. This exciting position will allow you to grow your career and business, helping the people and families that look to Shelby State Bank for financial solutions.
Financial Advisor – Thumb Bank and Trust LPL FinancialFinancial Advisor – Thumb Bank and TrustDetroit, MichiganThis employment opportunity at Thumb Bank and Trust in Sandusky, MI would allow you to join the Investment Program at Thumb Bank and Trust as a Financial Advisor associated with LPL Financial. Pay Range:$50,000 - $70,000.
Financial Solutions Advisor Registration Candidate - Greater Michigan, MI Bank of America CorpFinancial Solutions Advisor Registration Candidate - Greater Michigan, MITroy, MISkills Client Experience Branding Client Solutions Advisory Investment Management Pipeline Management Referral Management Client Management Customer and Client Focus Portfolio Management Prospecting Referral Identification Business Acumen Executive Presence Oral Communications Risk Management Trading. Once you have demonstrated success as a licensed Financial Solutions Advisor Stage I you will typically progress into the next role Financial Solutions Advisor Stage II where you will continue to practice the skills youve learned by growing and deepening relationships within a portfolio of clients.
Financial Solutions Advisor Registration Candidate - Greater St. Louis Market Bank of AmericaFinancial Solutions Advisor Registration Candidate - Greater St. Louis MarketSaint Louisp/>Once you have demonstrated success as a licensed Financial Solutions Advisor Stage I, you will typically progress into the next role, Financial Solutions Advisor Stage II, where you will continue to practice the skills you’ve learned by growing and deepening relationships within a portfolio of clients. As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining your Securities Industry licenses, where you receive dedicated and personalized classes for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams.
J.P. Morgan Wealth Management - Private Client Advisor - Clinton Township, MI and Surrounding areas JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - Clinton Township, MI and Surrounding areasClinton Township, MIThis will be done with a consistent focus on relationship management, not portfolio management • Demonstrate a deep understanding of financial markets and sound business judgement • Exhibit unwavering integrity that points toward doing right by clients at every opportunity • Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments • Provide a holistic view of clients' needs and financial coaching beyond investments • Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want. At least 2 years in a Financial Advisor role or equivalent financial services experience Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners Demonated ability and commitment to goals-based planning and advice A valid and active Series 7 A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment.
Financial Solutions Advisor - PNC Wealth Management PNC BankFinancial Solutions Advisor - PNC Wealth ManagementKalamazoo, MichiganIn addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service. PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
Information Architecture Governance Advisor - Remote CSAA Insurance GroupInformation Architecture Governance Advisor - RemoteMIRemoteJob Title Information Architecture Governance Advisor - Remote Requisition Number R7581 Information Architecture Governance Advisor - Remote (Open) Location Arizona - Home Teleworkers Additional Locations Alabama - Home Teleworkers, Alabama - Home Teleworkers, Arkansas - Home Teleworkers, California - Home Teleworkers, Colorado - Home Teleworkers, Connecticut - Home Teleworkers, Delaware - Home Teleworker, District of Columbia - Home Teleworkers, Florida - Home Teleworkers, Georgia - Home Teleworkers, Idaho - Home Teleworkers, Illinois - Home Teleworkers, Indiana - Home Teleworkers, Iowa - Home Teleworkers, Kansas - Home Teleworker, Kentucky - Home Teleworkers, Louisiana - Home Teleworkers, Maine Home Teleworkers, Maryland - Home Teleworkers, Massachusetts - Home Teleworkers, Michigan - Home Teleworkers, Minnesota - Home Teleworkers, Mississippi - Home Teleworker, Missouri - Home Teleworker, Montana - Home Teleworkers ( + 21 more ). Most employees hold Home-Flex roles, working primarily from home, often with the flexibility to work from various locations including CSAA offices.
J.P. Morgan Wealth Management - Private Client Advisor- Grand Rapids, MI and Surrounding Areas JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor- Grand Rapids, MI and Surrounding AreasGrand Rapids, MIThis will be done with a consistent focus on relationship management, not portfolio management • Demonstrate a deep understanding of financial markets and sound business judgement • Exhibit unwavering integrity that points toward doing right by clients at every opportunity • Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments • Provide a holistic view of clients' needs and financial coaching beyond investments • Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want. At least 2 years in a Financial Advisor role or equivalent financial services experience Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners Demonated ability and commitment to goals-based planning and advice A valid and active Series 7 A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment.
J.P. Morgan Wealth Management - Private Client Advisor - Dearborn Heights, MI and Surrounding areas JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - Dearborn Heights, MI and Surrounding areasDearborn Heights, MIThis will be done with a consistent focus on relationship management, not portfolio management • Demonstrate a deep understanding of financial markets and sound business judgement • Exhibit unwavering integrity that points toward doing right by clients at every opportunity • Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments • Provide a holistic view of clients' needs and financial coaching beyond investments • Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want. At least 2 years in a Financial Advisor role or equivalent financial services experience Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners Demonated ability and commitment to goals-based planning and advice A valid and active Series 7 A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment.
J.P. Morgan Wealth Management - Private Client Advisor - Harper Woods, MI (Vernier Harper) JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - Harper Woods, MI (Vernier Harper)MIUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
J.P. Morgan Wealth Management - Private Client Advisor - Ann Arbor, MI and Surrounding areas JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - Ann Arbor, MI and Surrounding areasMIThis will be done with a consistent focus on relationship management, not portfolio management • Demonstrate a deep understanding of financial markets and sound business judgement • Exhibit unwavering integrity that points toward doing right by clients at every opportunity • Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments • Provide a holistic view of clients' needs and financial coaching beyond investments • Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want. At least 2 years in a Financial Advisor role or equivalent financial services experience Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners Demonated ability and commitment to goals-based planning and advice A valid and active Series 7 A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment.
J.P. Morgan Wealth Management - Private Client Advisor - Brighton, MI (Brighton Grand River) JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - Brighton, MI (Brighton Grand River)Brighton, MIThis will be done with a consistent focus on relationship management, not portfolio management • Demonstrate a deep understanding of financial markets and sound business judgement • Exhibit unwavering integrity that points toward doing right by clients at every opportunity • Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments • Provide a holistic view of clients' needs and financial coaching beyond investments • Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want. At least 2 years in a Financial Advisor role or equivalent financial services experience Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners Demonated ability and commitment to goals-based planning and advice A valid and active Series 7 A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment.
J.P. Morgan Wealth Management - Private Client Advisor - Troy, MI and Surrounding areas JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - Troy, MI and Surrounding areasRochester, MIThis will be done with a consistent focus on relationship management, not portfolio management • Demonstrate a deep understanding of financial markets and sound business judgement • Exhibit unwavering integrity that points toward doing right by clients at every opportunity • Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments • Provide a holistic view of clients' needs and financial coaching beyond investments • Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want. At least 2 years in a Financial Advisor role or equivalent financial services experience Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners Demonated ability and commitment to goals-based planning and advice A valid and active Series 7 A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment.
J.P. Morgan Wealth Management - Private Client Community Center Advisor - Detroit, MI (Corktown) JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Community Center Advisor - Detroit, MI (Corktown)Detroit, MIUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
J.P. Morgan Wealth Management - Private Client Advisor - Hartland, MI and Surrounding areas JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - Hartland, MI and Surrounding areasMIThis will be done with a consistent focus on relationship management, not portfolio management • Demonstrate a deep understanding of financial markets and sound business judgement • Exhibit unwavering integrity that points toward doing right by clients at every opportunity • Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments • Provide a holistic view of clients' needs and financial coaching beyond investments • Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want. At least 2 years in a Financial Advisor role or equivalent financial services experience Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners Demonated ability and commitment to goals-based planning and advice A valid and active Series 7 A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment.
J.P. Morgan Wealth Management - Private Client Advisor - Rochester Hills, MI and Surrounding areas JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - Rochester Hills, MI and Surrounding areasRochester Hills, MIThis will be done with a consistent focus on relationship management, not portfolio management • Demonstrate a deep understanding of financial markets and sound business judgement • Exhibit unwavering integrity that points toward doing right by clients at every opportunity • Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments • Provide a holistic view of clients' needs and financial coaching beyond investments • Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want. At least 2 years in a Financial Advisor role or equivalent financial services experience Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners Demonated ability and commitment to goals-based planning and advice A valid and active Series 7 A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment.
J.P. Morgan Wealth Management - Private Client Advisor - Brownstown Twp, MI and Surrounding areas JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - Brownstown Twp, MI and Surrounding areasMIThis will be done with a consistent focus on relationship management, not portfolio management • Demonstrate a deep understanding of financial markets and sound business judgement • Exhibit unwavering integrity that points toward doing right by clients at every opportunity • Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments • Provide a holistic view of clients' needs and financial coaching beyond investments • Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want. At least 2 years in a Financial Advisor role or equivalent financial services experience Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners Demonated ability and commitment to goals-based planning and advice A valid and active Series 7 A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment.
J.P. Morgan Wealth Management - Private Client Advisor - Spring Lake, MI and Surrounding Areas JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - Spring Lake, MI and Surrounding AreasMIThis will be done with a consistent focus on relationship management, not portfolio management • Demonstrate a deep understanding of financial markets and sound business judgement • Exhibit unwavering integrity that points toward doing right by clients at every opportunity • Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments • Provide a holistic view of clients' needs and financial coaching beyond investments • Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want. At least 2 years in a Financial Advisor role or equivalent financial services experience Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners Demonated ability and commitment to goals-based planning and advice A valid and active Series 7 A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment.
J.P. Morgan Wealth Management - Private Client Advisor - Waterford, MI and and Surrounding areas JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - Waterford, MI and and Surrounding areasWaterford, MIThis will be done with a consistent focus on relationship management, not portfolio management • Demonstrate a deep understanding of financial markets and sound business judgement • Exhibit unwavering integrity that points toward doing right by clients at every opportunity • Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments • Provide a holistic view of clients' needs and financial coaching beyond investments • Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want. At least 2 years in a Financial Advisor role or equivalent financial services experience Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners Demonated ability and commitment to goals-based planning and advice A valid and active Series 7 A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment.
J.P. Morgan Wealth Management - Private Client Advisor - Fort Gratiot, MI and Surrounding areas JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - Fort Gratiot, MI and Surrounding areasMIThis will be done with a consistent focus on relationship management, not portfolio management • Demonstrate a deep understanding of financial markets and sound business judgement • Exhibit unwavering integrity that points toward doing right by clients at every opportunity • Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments • Provide a holistic view of clients' needs and financial coaching beyond investments • Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want. At least 2 years in a Financial Advisor role or equivalent financial services experience Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners Demonated ability and commitment to goals-based planning and advice A valid and active Series 7 A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment.
J.P. Morgan Wealth Management - Private Client Advisor - Traverse City, MI and Surrounding Areas JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - Traverse City, MI and Surrounding AreasTraverse City, MIThis will be done with a consistent focus on relationship management, not portfolio management • Demonstrate a deep understanding of financial markets and sound business judgement • Exhibit unwavering integrity that points toward doing right by clients at every opportunity • Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments • Provide a holistic view of clients' needs and financial coaching beyond investments • Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want. At least 2 years in a Financial Advisor role or equivalent financial services experience Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners Demonated ability and commitment to goals-based planning and advice A valid and active Series 7 A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment.
NewWealth Advisor - Sterling Heights, MI Citizens Financial Group IncWealth Advisor - Sterling Heights, MISterling Heights, MI$105,000–$250,000 / yearOur Wealth Advisors conduct thorough discoveries to understand a client's short- and long-term goals, then construct a tailored financial plan that meets the client's goals. For an overview of our benefits, visit https://jobs.citizensbank.com/benefits.
NewWealth Management Advisor- East Lansing, MI Teachers Insurance and Annuity Association of America (TIAA)Wealth Management Advisor- East Lansing, MIEast Lansing, MI$100,000–$110,000 / yearSupported with a robust array of resources and solutions, Advisors at TIAA spend their time deepening relationships with an established base of clients and organically growing their practice through referrals to deliver financial solutions that ignite the dreams of the people we exist to serve. Business Development, Client Relationship Management, Collaboration, Consultative Communication, Continuous Improvement Mindset, Practice Management Strategy, Prioritizes Effectively, Retirement Planning Selling, Sales, TIAA Products/Services Acumen, Wealth Due Diligence, Wealth Management.
NewAssociate Wealth Advisor Focus Financial PartnersAssociate Wealth AdvisorSouthfield, MichiganTo learn more about Focus, visit www.focusfinancialpartners.com or follow the company on LinkedIn. For California Applicants: Information on your California privacy rights can be foundhere.
NewCadillac Universal Advisor - Remote - Must Be Local To Metro Detroit Conexess Group, LLCCadillac Universal Advisor - Remote - Must Be Local To Metro Detroitbrownstown, MIRemoteOverview: Cadillac Universal Advisors are responsible for managing the day-to-day contact duties with Cadillac customers with anyissues related to Customer Assistance, Marketing Support, EV, and Connection Center. Advisors are driven to be successful in building relationships with our customers, dealership personnel, Field organization, Brand Quality, and various General Motors stakeholders.
Pharmacist - Clinical Advisor (Sales & Account Management) CVS Health CorpPharmacist - Clinical Advisor (Sales & Account Management)MIRemote$123,250–$208,000 / yearThe Health Plan Clinical Advisor is responsible for proactively managing the clinical relationship alongside the business lead (SAE/SAD) to understand and drive each of their client's priorities, financial targets, clinical goals and other commitments to their leadership. The Health Plan Clinical Advisor will analyze and evaluate the client's data and competitive marketplace conditions and forces to develop and execute a comprehensive business plan that supports the client's short- and long-term profitability and growth strategies.
Senior Relationship/Trust Advisor, WM Northern Trust CorpSenior Relationship/Trust Advisor, WMGrand Rapids, MIPartner assumes primary responsibility for overall client satisfaction by collaborating with other members of the service team and appropriate NT resources to ensure timely delivery of exceptional service, issue resolution, effective communication of client needs to others, and coordination with client's professional advisors to identify and implement advisory solutions. The Senior Relationship Advisor role manages complex wealth management high net worth (HNW) and ultra-high net worth (UHNW) client relationships and delivers high-quality fiduciary and administrative services.
Sr. Security Advisor | Remote, USA Optiv Security IncSr. Security Advisor | Remote, USAGrand Rapids, MIRemoteIn partnership with specialists and internal experts, this role drives thought leadership and delivers innovative cybersecurity solutions powered by an ecosystem of people, products, and partners. Design and deliver comprehensive security solutions across technology and services, including: Leading new client discussions using industry and peer networks.
Employee Experience (EX) Advisor - Healthcare Press Ganey Associates LLCEmployee Experience (EX) Advisor - HealthcareMIRemote$81,000–$115,000 / yearHowever, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. Press Ganey is the leading experience measurement, data analytics, and insights provider for complex industries-a status we earned over decades of deep partnership with clients to help them understand and meet the needs of their key stakeholders.
Licensed Medicare Benefit Advisor- Remote Allstate Insurance CompanyLicensed Medicare Benefit Advisor- RemoteMIRemote$55,000–$100,000 / yearAs a Medicare Benefit Advisor, you'll utilize your in-depth Medicare knowledge and sales skills to consult retired seniors on the most beneficial Medicare Life and Health Plans that best suit their specific needs. Essential Duties as a full-time Medicare Benefit Advisor: Consult and educate seniors 65 years of age and older on the best Medicare Life and Health Plans that would best suit their needs.