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Job Overview: A Wealth Advisor acts as a dedicated representative assigned to a specific branch (or multiple branches) to deliver Non-Deposit Investment Products (NDIPs) and services to the branch customers and prospective customer base. Must maintain Licenses and FINRA registrations: Active State Applicable Life Insurance License, Active Series 7 Registration, Active Series 63 Registration (if required by the state of hire), Active Series 65 or 66.

YEAR

LPL Financial Services

Wealth Advisor - 4Front Credit Union

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Whether you've got deep experience in commercial real estate, skilled trades or technology, or you're looking to apply your relevant experience to a new industry, join our team as we help shape a brighter way forward. What this job involves: JLL's JREDD Asset Services team seeks a Facility Condition Advisor to deliver comprehensive facility condition assessments that drive strategic capital planning and asset optimization.

Jones Lang LaSalle Inc

Facility Condition Advisor

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As a Financial Advisor, you will work alongside experts in investment management, mortgage financing, debt strategies, estate planning, property and casualty insurance, life insurance and retirement to provide holistic and complete advisory to our clients. We deliver a team of professionals that are experts in their specific disciplines yet work in collaboration to coordinate superior outcomes for our clients.

<p>Hantz Group is a Michigan-based financial company that works with individuals and businesses to help them achieve their financial goals. We are a Family Office that offers a multitude of services tailored to each individual client. We deliver a team of professionals that are experts in their specific disciplines, yet work in collaboration to coordinate superior outcomes for our clients. By taking our holistic approach, we strive to reduce stress and save time for our clients so that they can focus on what’s most important for their families.

Areas of focus:

    Asset Management
    Insurance (Life and Health)
    Tax Strategy and Planning
    Estate Planning
    Financial Planning and Retirement
    Property and Casualty Insurance (Personal and Business)
    Debt (Commercial and Consumer Lending)
    Banking and Cash Management

What’s a Family Office?

Family Offices were originally created by ultra-wealthy families to manage all of their needs, mainly financial and legal. An in-house team of professionals worked together to safeguard a family’s net worth and coordinate business and personal activities. Hantz Group has modernized this business model and uses their team of experts, coordinated by a Family Office Liaison-Financial Consultant, to manage client’s needs across multiple disciplines. </p>

Hantz Financial Services, Inc.

Financial Advisor

Working under the direction of the VP and in close coordination with department heads (Finance, Production, Engineering, Quality, and Operations), the Advisor: Leads the design and build-out of a formal Supply Chain department, including governance structure, role clarity, decision rights, and performance accountability. Understands how to integrate into a new team/organization - appreciates the history of current state, know how and when to make suggestions, as well as using just the right pace to reach the improved future state.

NIOWAVE

Supply Chain Implementation Advisor

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At least 3 years of wealth management/financial advisory/sales/relationship management experience in banking, investment management, or insurance products and services for high or ultra-high net worth clients. Builds relationships with existing and new clients and coordinates the involvement of other specialists to fulfill the client’s Wealth Plan with a strong focus on capturing assets under management, loans, and deposits.

Huntington National Bank

Private Bank Wealth Advisor II

Wealth Advisor II - Private Bank

Coordinate the clients’ financial plan by working with the Isabella Wealth team, attorneys, accountant and others to accomplish the goals and objectives of the client. Meet with clients to establish goals, analyze financial information, recommend financial plans, monitor outcomes and manage investments.

Personal & Business Banking Services

East Region Financial Advisor

The Private Wealth Advisors Intern will support the First Merchants Private Wealth Advisors team in conducting day to day business with exposure to business development, investment management, private banking, client management, retirement plan services, operations, as well as fiduciary and consumer investment services. First Merchants internship opportunities are available in a variety of business areas including Credit Administration, Commercial Banking, Consumer Banking, Treasury Management, Private Wealth, Technology, Human Resources, Marketing, Risk, Operations, and other business functions.

First Merchants Corporation

Intern - Private Wealth Advisor

Working alongside partners in Brand & Creative Services, Media, Consumer Experience & Insights and Digital Marketing & Engagement, the SMP develops strategic marketing plans in consultation with internal clients to meet the business objectives set by the organization. Reporting to the Senior Director of Brand Strategy and Integration, the Strategic Marketing Advisor drives brand campaign strategies with the primary goal of identifying creative, media and integrated marketing optimizations that propel campaign success.

Corewell Health

Strategic Marketing Advisor

At least 3 years of wealth management/financial advisory/sales/relationship management experience in banking, investment management, or insurance products and services for high or ultra-high net worth clients. Duties and Responsibilities: Builds relationships with existing and new clients and coordinates the involvement of other specialists to fulfill the client's Wealth Plan with a strong focus on capturing assets under management, loans, and deposits.

Huntington Bancshares Inc

Isabella Bank

Canadian Lakes Financial Advisor

Candidates 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.

Corebridge Financial Inc

Financial Advisor - Grand Rapids, MI

Financial Advisor - Detroit, MI

This 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.

LPL Financial

Associate Financial Advisor

Assist members with developing personal, academic, and career goals; Guide members with academic planning specific to the selection of high school courses, summer pathways, and other enrichment programs; Build strong relationships with the assigned caseload of members and families; Facilitate one-to-one and small-group advisory lessons; Design and facilitate college awareness modules for members and parents; If available, join visits to college campuses (not required); Monitors student progress, maintains student records, and develops applicable academic intervention plans; and. The part-time high school advisor is also responsible for executing the Academy advising curriculum and working closely with members to develop personal goals, academic plans, and other key attributes necessary for admissions to competitive and highly competitive colleges and universities.

HOUR

The Academy Group

High School Advisor (PT) - Detroit, MI

At FSA, our marketing and appointment-setting teams help create opportunities for you, while our Client Service, First Impressions, Compliance, and operational teams provide the support needed to deliver an exceptional client experience. If you are an experienced Financial Advisor who enjoys connecting with people, presenting to groups, building lasting relationships, and helping individuals feel more confident about retirement, we would love to hear from you.

Financial Services of America

This employment opportunity at Adventure Credit Union in Grand Rapids, MI would allow you to join the Investment Program at Adventure 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 Adventure Credit Union for financial solutions.

LPL Financial Holdings Inc

Financial Advisor - Adventure Credit Union

This employment opportunity at TruStage located at Embers Credit Union in Marquette, MI would allow you to join Embers Credit Union as a Financial Advisor working for TruStage and associated with LPL Financial. The Investment Program at Embers Credit Union supports the local community and you will be joining a team that is dedicated to helping members in every stage of their financial life.

Investment Advisor Jobs in Michigan

Wealth Advisor - 4Front Credit Union LPL Financial Services

Facility Condition Advisor Jones Lang LaSalle Inc

Financial Advisor Hantz Financial Services, Inc.

Supply Chain Implementation Advisor NIOWAVE

Private Bank Wealth Advisor II Huntington National Bank

Wealth Advisor II - Private Bank Huntington National Bank

East Region Financial Advisor Personal & Business Banking Services

Intern - Private Wealth Advisor First Merchants Corporation

Strategic Marketing Advisor Corewell Health

Private Bank Wealth Advisor II Huntington Bancshares Inc

Canadian Lakes Financial Advisor Isabella Bank

East Region Financial Advisor Isabella Bank

Wealth Advisor II - Private Bank Huntington Bancshares Inc

Financial Advisor - Grand Rapids, MI Corebridge Financial Inc

Financial Advisor - Detroit, MI Corebridge Financial Inc

Associate Financial Advisor LPL Financial

High School Advisor (PT) - Detroit, MI The Academy Group

Financial Advisor Financial Services of America

Financial Advisor - Adventure Credit Union LPL Financial Holdings Inc

Financial Advisor - Embers Credit Union LPL Financial

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