Financial Advisor with Series 65 Any State in the U.S.
4 weeks ago
We are seeking a Financial Advisor With Series 65 to join our team You will deliver personalized investment solutions to help clients work toward their long-term financial goals.
Responsibilities:
- Advise clients on investment strategies and other financial decisions
- Assess clients' assets, liabilities and overall financial conditions
- Prepare presentations that recommend various financial products
- Review and communicate portfolio performances to clients
- Network and build relationships with new and existing client base
Qualifications:
- Previous experience in banking, financing, or other related fields
- Familiarity with investment products and services
- Ability to build rapport with clients
- Strong analytical and critical thinking skills
- Excellent written and verbal communication skills
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Wealth Associate
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Wealth Associate
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Novi, United States Kestra Financial Independent Advisor Full timeJob DescriptionJob DescriptionThe 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...
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Novi, United States Safe Future Financial Full timeJob DescriptionJob DescriptionWe are seeking an Annuity Agent to join our team! You will be responsible for expanding the company's book of business by selling various types of insurance policies to new clients. We have a great lead program. Apply today to learn more!!Responsibilities:Present and sell Annuity policies to new clientsDevelop and calculate...
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Financial Services Representative
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Financial Services Representative
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Novi, United States Fidelity Investments Full timeJob Description: Financial Consultant If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is...
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Financial Consultant
1 week ago
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Financial Consultant
6 days ago
Novi, United States Fidelity Investments Full timeJob Description:Financial Consultant If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is...
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Wealth Planner
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Monetary Strategy and Planning Consultant
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VP, Financial Consultant
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VP, Financial Consultant – Novi, MI
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Insurance and Financial Services Position
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Service Advisor
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Marketing Representative
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Novi, United States Terri Anderson-Berger - State Farm Agent Full timeJob DescriptionJob DescriptionPosition OverviewI am a local State Farm Insurance Agent looking to hire an outgoing and customer-focused individual who enjoys working with the public. Do you aspire to some day run your own business, be an advisor looked to in your community, and lead a team? As part of my successful team, I will assist in developing your...
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Client Service Associate- Novi, MI
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Novi, United States Raymond James Financial, Inc. Full time**Description** **Job Summary** Celebrating more than 60 years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a dynamic Client Service Associate who is a motivated, detail oriented and creative problem solver to join our growing team. This essential role helps to provide high...
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Intern - State Farm Agent Team Member
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Novi, United States Malinda Mims - State Farm Agent Full timeJob DescriptionJob DescriptionPosition OverviewAre you outgoing and customer-focused? Do you enjoy working with the public? If you answered yes to these questions, working for a State Farm independent contractor agent may be the career for you! State Farm agents market only State Farm Insurance and Financial Service Products.ResponsibilitiesEstablish...
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Customer Advisor
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Customer Advisor
4 days ago
Novi, United States Best Buy Full timeAs a Customer Advisor you bring our mission to life by making meaningful connections with our active aging customers and their care takers. Customer Advisors respond to a consistent flow of customer interactions, providing support for billing and usage inquiries, service plan or account changes, basic troubleshooting, and advocating on behalf of the customer...