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.
NewInterim CFO Vaco LLCInterim CFOGrand Rapids, MI$70–$90 / hourDetermining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to: the individual’s skill sets, experience and training; licensure and certification requirements; office location and other geographic considerations; other business and organizational needs. Determining compensation for this role (and others) at Vaco/Highspring depends upon a wide array of factors including but not limited to the individual’s skill sets, experience and training, licensure and certifications, office location and other geographic considerations, as well as other business and organizational needs.
NewController JobotControllerKalamazoo, MI$110,000–$125,000 / yearThis organization operates multiple business units and revenue streams, creating a dynamic and complex accounting environment that requires both strong technical accounting expertise and strategic business partnership. Accounting Operations & Internal Controls: Oversee daily accounting operations including accounts payable, accounts receivable, payroll coordination, cash management, and fixed assets.
Financial Advisor Northwestern MutualFinancial AdvisorGrand Rapids, Michigan$61,000–$250,000 / yearFull timeNorthwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC (NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company® (NMWMC) (Investment Advisory Services), a federal savings bank. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances.
Financial Advisor Edward D Jones & Co LPFinancial AdvisorDexter, MI$45,000–$100,000 / yearBenefits: Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage. Compensation: We know that building a business takes time, so we've built a new financial advisor compensation program that supports and rewards you as you learn the skills, systems and business practices you need to succeed in our client-first business model.
Merrill Advisor Development Program - Financial Advisor: West Central Michigan Market Bank of America CorpMerrill Advisor Development Program - Financial Advisor: West Central Michigan MarketAuburn Hills, MIBack to search results Merrill Advisor Development Program - Financial Advisor: West Central Michigan Market Auburn Hills, Michigan; Saginaw, Michigan; Ann Arbor, Michigan; Portage, Michigan; East Lansing, Michigan; Muskegon, Michigan; Traverse City, Michigan; Grand Rapids, Michigan Additional locations Apply × To proceed with your application, you must be at least 18 years of age. The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC; Safe Act; Loan Originators; and FINRAShift:1st shift (United States of America)Hours Per Week: 40 Learn more about this role Apply × To proceed with your application, you must be at least 18 years of age.
Merrill Advisor Development Program - Financial Advisor: Bloomfield Hills Greater Detroit Market Bank of America CorpMerrill Advisor Development Program - Financial Advisor: Bloomfield Hills Greater Detroit MarketBloomfield Hills, MIBack to search results Merrill Advisor Development Program - Financial Advisor: Bloomfield Hills Greater Detroit Market Bloomfield Hills, Michigan; Wyandotte, Michigan; Grand Blanc, Michigan; Saginaw, Michigan; Dearborn, Michigan Additional locations Apply × To proceed with your application, you must be at least 18 years of age. The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC; Safe Act; Loan Originators; and FINRAShift:1st shift (United States of America)Hours Per Week: 40 Learn more about this role Apply × To proceed with your application, you must be at least 18 years of age.
Merrill Advisor Development Program - Financial Advisor: Northeast Ohio Market Bank of AmericaMerrill Advisor Development Program - Financial Advisor: Northeast Ohio MarketCanton, MichiganEffectively prioritizes sourcing prospective clients, capitalizing on referrals, assessing customer needs, referring customers to the appropriate internal specialists, and executing highly customized solutions to meet client needs. Our Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences.
Advisor Development Program - Financial Solutions Advisor Trainee - Frandor Financial Center Bank of America CorpAdvisor Development Program - Financial Solutions Advisor Trainee - Frandor Financial CenterLansing, MIAs an Advisor Development Program Financial Solutions Advisor Stage I (ADP FSA I), your journey begins obtaining your Securities Industry licenses, where you receive dedicated study time for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams. In that role you will transition to a local Merrill Wealth Management office and continue to practice the skills you've learned in ADP by beginning to build a new portfolio of affluent and high net worth clients.
Virtual Financial Advisor - National Remote Thrivent Financial for LutheransVirtual Financial Advisor - National RemoteMIRemote$24.03–$26.44 / hourSuccessful Thrivent financial advisors have come from a variety of career backgrounds, including outside sales, account executives, real estate, client services, hospitality, business development, recruiting, education, fundraisers, ministry and similar roles. Thrivent is a diversified financial services organization that, with its subsidiary and affiliate companies, serves more than 2.4 million clients, offering advice, insurance, investments, banking and generosity products and programs.
Financial Advisor - PNC Wealth Management PNC BankFinancial Advisor - PNC Wealth ManagementBattle Creek, 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.
Financial Advisor Superior National Bank and Trust CompanyFinancial AdvisorMIDevelop, recommend, and implement an investment strategy suggesting specific investments and insurance products, for client approval, including separately managed investment accounts, mutual funds, annuities, equities, fixed income investments, corporate and tax-exempt bonds, life insurance, etc. Summary: Provides assistance to new and established financial institution customers interested in non-traditional banking products and services such as mutual funds and annuities, insurance, or other non-FDIC insured products and services.
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 - TeamOne Credit Union LPL Financial Holdings IncFinancial Advisor - TeamOne Credit UnionSaginaw, MI$60,000–$80,000 / yearThis 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. ***REQUIRED DISCLOSURE(S) These investment products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, TeamOne Credit Union.
Financial Advisor - Orsa Credit Union LPL Financial Holdings IncFinancial Advisor - Orsa Credit UnionCanton, MI$45,000–$75,000 / yearThis 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. This exciting position will allow you to grow your career and business, helping the people and families that look to Orsa 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. This exciting position will allow you to grow your career and business, helping the people and families that look to Advia Credit Union 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. This exciting position will allow you to grow your career and business, helping the people and families that look to Thumb Bank and Trust for financial solutions.
NewFinancial Advisor - Southgate, MI Merit Financial AdvisorsFinancial Advisor - Southgate, MISouthgate, MIBest Places To Work for Financial Advisors 2018-2024: Best Places to Work for Financial Advisors 2018, 2019, 2020, 2021, 2022, 2023, and 2024 – Recognized firms were required to be a registered investment advisor (RIA) that has been in business at least one year and having a minimum of 15 full-time/part-time employees. Inc 5000 2019, 2020 & 2021: The Wilshire 5000 Total Market Index, which consists of more than 5000 companies, represents virtually all of the capitalization of the entire U.S. stock market.
HFA Financial Advisor Senior - Branch Huntington Bancshares IncHFA Financial Advisor Senior - BranchTraverse City, MISummary: The HFA Financial Advisor Senior - Branch partner closely with branch staff to uncover client needs and offer most appropriate financial solutions for their short-term and long-term goals. Coach branch staff regularly in every location to better profile customers to identify short-term and long-term goals and provide appropriate solutions as needed.
Financial Advisor - Michigan Corebridge Financial IncFinancial Advisor - MichiganMICandidates for the role must not have made any political contributions that, under 17 CFR § 275.206(4)-5 or other federal or state pay-to-play regulations, would disqualify the candidate or Corebridge Financial from conducting Corebridge Financial's business, or that would otherwise create a conflict of interest for Corebridge Financial. We align to a set of Values that are the core pillars that define our culture and help bring our brand purpose to life: We are stronger as one: We collaborate across the enterprise, scale what works and act decisively for our customers and partners.
Associate Financial Advisor Raymond James Financial IncAssociate Financial AdvisorJackson, MIAt Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view. The term "Raymond James" includes, but is not limited to Raymond James Financial Services, Inc. ("RJFS") and Raymond James Financial Services Advisors.
Financial Advisor - Old National Bank LPL FinancialFinancial Advisor - Old National BankSaint Louis, Minnesota$42,000–$200,000 / yearThis exciting position will allow you to grow your career and business, helping the people and families that look to Old National Bank for financial solutions. Louis Park, MN would allow you to join the Investment Program at Old National Bank as a Financial Advisor associated with LPL Financial.
Financial Advisor - Consumers Credit Union LPL FinancialFinancial Advisor - Consumers Credit UnionMarshall, MichiganThis employment opportunity at Consumers Credit Union in Marshall, MI would allow you to join the Investment Program at Consumers 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 Consumers Credit Union for financial solutions.
Financial Advisor Superior National BankFinancial AdvisorHancock, MichiganDevelop, recommend, and implement an investment strategy suggesting specific investments and insurance products, for client approval, including separately managed investment accounts, mutual funds, annuities, equities, fixed income investments, corporate and tax-exempt bonds, life insurance, etc. Provides assistance to new and established financial institution customers interested in non-traditional banking products and services such as mutual funds and annuities, insurance, or other non-FDIC insured products and services.
Advisor Development Program - Financial Solutions Advisor Trainee (Centralized) - Bloomfield Hills, MI Bank of America CorpAdvisor Development Program - Financial Solutions Advisor Trainee (Centralized) - Bloomfield Hills, MIBloomfield Hills, MIThe Financial Solutions Advisors in the centralized segment are phone-based licensed advisors (obtaining series 7 and 66 required) that provide clients with holistic financial advice and guidance by identifying broader product and service solutions that meet their investment, savings and liability management solutions. As a Financial Solutions Advisor within the centralized segment of the Advisor Development Program, your journey begins by obtaining your Securities Industry licenses, where you receive dedicated and personalized classes for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams.
NewFinancial Advisor MassMutual Great LakesFinancial AdvisorGrand Rapids, MI$50,000–$75,000 / yearMassMutual Great Lakes is excited to welcome driven, entrepreneurial advisors and professionals who want to scale their practice to new heights or build a meaningful career in financial planning while owning their long-term success. At MassMutual Great Lakes, you’ll have full ownership of your clients and data, along with the flexibility to build, manage, and market your own brand - backed by the strength of a Fortune 100 firm and a highly collaborative local team.
NewFinancial Advisor First Merchants CorpFinancial AdvisorBloomfield Hills, MIA little about us: First Merchants is guided by a genuine philosophy of being a meaningful place to work and having a prosperous impact across all walks of life throughout the communities we serve, including consumers, businesses and other organizations. Maintain effective relationships with financial institution branch personnel in assigned territory; includes facilitating meetings, answering questions and leading training efforts with branch personnel as needed.
Investment Executive (Financial Advisor) Westside Detroit Metro Fifth Third BancorpInvestment Executive (Financial Advisor) Westside Detroit MetroLivonia, MIConduct solo and joint appointments with bankers and assist them in efficiently identifying potential clients and providing solutions that align with client needs, financial goals and objectives. GENERAL FUNCTION: Accountable for overall production, coaching, training, and developing a team of licensed retail bankers.
Investment Executive (Financial Advisor) Holland, MI Fifth Third BancorpInvestment Executive (Financial Advisor) Holland, MIHolland, MIConduct solo and joint appointments with bankers and assist themin efficiently identifying potential clients and providing solutions that align with client needs, financial goals and objectives. GENERAL FUNCTION: Accountable for overall production, coaching, training, and developing a team of licensed retail bankers.
Investment Executive (Financial Advisor) Canton / Ann Arbor, MI Fifth Third BancorpInvestment Executive (Financial Advisor) Canton / Ann Arbor, MICanton, MIConduct solo and joint appointments with bankers and assist them in efficiently identifying potential clients and providing solutions that align with client needs, financial goals and objectives. GENERAL FUNCTION: Accountable for overall production, coaching, training, and developing a team of licensed retail bankers.
Investment Executive (Financial Advisor) Eastside Detroit Metro, MI Fifth Third BancorpInvestment Executive (Financial Advisor) Eastside Detroit Metro, MIClinton Township, MIConduct solo and joint appointments with bankers and assist them in efficiently identifying potential clients and providing solutions that align with client needs, financial goals and objectives. GENERAL FUNCTION: Accountable for overall production, coaching, training, and developing a team of licensed retail bankers.
Financial Solutions Advisor - Livonia - Detroit Market Bank of America CorpFinancial Solutions Advisor - Livonia - Detroit MarketLivonia, MIKey responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Financial Solutions Advisor - Greater Michigan Market Bank of America CorpFinancial Solutions Advisor - Greater Michigan MarketMIKey responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
HFA Financial Advisor Senior - Branch Huntington National BankHFA Financial Advisor Senior - BranchTraverse City, MichiganThe HFA Financial Advisor Senior - Branch partner closely with branch staff to uncover client needs and offer most appropriate financial solutions for their short-term and long-term goals. Coach branch staff regularly in every location to better profile customers to identify short-term and long-term goals and provide appropriate solutions as needed.
Financial Solutions Advisor - Private Bank Office Bank of AmericaFinancial Solutions Advisor - Private Bank OfficeSaint LouisKey responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Has three years’ experience working in the financial service industry and/or a sales environment where goals were met or exceeded (including at least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services).
Financial Aid Advisor Kalamazoo Valley Community CollegeFinancial Aid AdvisorMIPosition Type: Staff Department: Financial Aid Office Job Summary: Are you a highly motivated problem solver, who enjoys being a resource people can count on? Posting Number: 201101544P Job Title: Financial Aid Advisor Location: Texas Township Campus Full-Time/Part-Time: Full Time Pay Rate: $46,939 per year minimum.
Financial Solutions Advisor Registration Candidate - JACKSON - MAPLE, MI Bank of America CorpFinancial Solutions Advisor Registration Candidate - JACKSON - MAPLE, MIAnn Arbor, MIAcknowledge Job Description:The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC; Safe Act; Loan Originators; FINRA.At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. 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.
NewBusiness Development Financial Modeling Advisor Corewell HealthBusiness Development Financial Modeling AdvisorGrand Rapids, MichiganThis role develops financial models to support partnerships, joint ventures, acquisitions and divestitures, as well as organic growth plans and develops and maintains a suite of quantitative models to provide system and market analysis to enable business, market, and strategy development. Identifies, recommends, develops and maintains relationships with potential and existing traditional and non-traditional economic and clinical partners to create new business ventures, services, extend geographic reach, open up new markets and grow market share.
Financial Solutions Advisor Registration Candidate - Greater St. Louis Market Bank of AmericaFinancial Solutions Advisor Registration Candidate - Greater St. Louis MarketSaint LouisOnce 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.
Financial Aid Advisor DetailsFinancial Aid AdvisorMichiganThe position requires maintaining a high level of expertise in institutional, state, and federal financial aid regulations and programs, with the ability to communicate complex financial aid concepts effectively to a diverse range of constituents, including students, parents and families, faculty and staff, and executive leadership. • Ability to oversee, reconcile, and manage, in conjunction with pertinent offices and external agencies, accounts in excess of $1m, ensuring that funds are distributed in accordance with all institutional, state, and federal regulations.
Financial Aid Advisor Ferris State UniversityFinancial Aid AdvisorBig Rapids, MI$44,335–$49,336 / yearThe position requires maintaining a high level of expertise in institutional, state, and federal financial aid regulations and programs, with the ability to communicate complex financial aid concepts effectively to a diverse range of constituents, including students, parents and families, faculty and staff, and executive leadership. Ability to oversee, reconcile, and manage, in conjunction with pertinent offices and external agencies, accounts in excess of $1m, ensuring that funds are distributed in accordance with all institutional, state, and federal regulations.
Financial Aid Advisor - Detroit, MI Dorsey CollegeFinancial Aid Advisor - Detroit, MITaylor, MIThis includes customer service and relationships with other departments, timely and effective packaging for potential and new enrollments along with active students and maintaining low levels of past due through quality processing and reduced rejects. day, Memorial Day, Juneteenth, Independence Day, Labor Day, Thanksgiving break (Thursday - Friday), Christmas Eve and Christmas Days (as observed), and New Year's Eve and New Year's Day (as observed).
Financial Solutions Advisor - PNC Wealth Management The PNC Financial Services Group IncFinancial Solutions Advisor - PNC Wealth ManagementMIPNC 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. Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework.
Financial Aid Advisor - Saginaw, MI Dorsey CollegeFinancial Aid Advisor - Saginaw, MISaginaw, MIThis includes customer service and relationships with other departments, timely and effective packaging for potential and new enrollments along with active students and maintaining low levels of past due through quality processing and reduced rejects. day, Memorial Day, Juneteenth, Independence Day, Labor Day, Thanksgiving break (Thursday - Friday), Christmas Eve and Christmas Days (as observed), and New Year's Eve and New Year's Day (as observed).
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 areasMIUsing 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. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion.
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 - 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.