Financial Advisor

4 weeks ago


Troy, United States VIMA Full time
Job DescriptionJob Description

JOB DESCRIPTION

Commission only 75-100% payout on fees and annuities.

Develop and manage relationships with high-net-worth individuals, their families, and foundations. Assist clients with building and preserving their financial wealth by creating and implementing long-term asset allocations within the context of each client’s particular risk tolerance, and by providing access to innovative investment ideas and opportunities. This job allows you to work remotely in the comfort of your own home or office.

 

SKILLS AND ABILITIES REQUIRED

 

  • Proven ability to engage with and influence others

  • Exceptional interpersonal and relationship building skills

  • Proven ability to quickly build trust and credibility

  • Proven ability to assess needs of clients and recommend appropriate solutions/interventions

  • Proven ability to listen and probe for clarity and understanding

  • Goal and results oriented

  • Ability to source clients through prospecting and networking

 

 

Company DescriptionVIMA LLC is a fee only IRA located in Troy, MICompany DescriptionVIMA LLC is a fee only IRA located in Troy, MI
  • Financial Advisor

    4 days ago


    Troy, United States Ace Financial Full time

    GET MORE OUT OF YOUR CAREERChoose a career where changing someone else’s life for the better is also life-changing for you – personally, professionally and financially.FINANCIAL PLANNING WITH NORTHWESTERN MUTUALAre you looking for more fulfillment from your career? Are you starting to think about a job change? Now’s the time to consider Northwestern...

  • Investment Advisor

    5 hours ago


    Troy, United States Mainstay Capital Management, LLC Full time

    Job DescriptionJob DescriptionJoin a growing Registered Investment Advisor with opportunity for advancement.Mainstay Capital Management is an independent, fee-only, Registered Investment Advisor with $3.8 billion in assets under management. Mainstay has been ranked by Barron's as one of the "Top 100 Independent Financial Advisors" in the country for the...

  • Entry Level

    1 month ago


    Troy, United States Equitable Holdings Full time

    Entry Level - Financial Advisor - MI, Troy (2797) Equitable Holdings Troy, MI Mar 06, 2024 Finance Insurance Job Description Equitable Advisors is a respected wealth management firm with a proven track record in the industry. We are driven by our mission to help our clients secure their financial well-being providing them confidence to pursue long and...

  • Financial Advisor

    19 hours ago


    Troy, United States Northwestern Mutual Full time

    GET MORE OUT OF YOUR CAREERChoose a career where changing someone else’s life for the better is also life-changing for you – personally, professionally and financially.FINANCIAL PLANNING WITH NORTHWESTERN MUTUALAre you looking for more fulfillment from your career? Are you starting to think about a job change? Now’s the time to consider Northwestern...

  • Financial Advisor

    4 days ago


    Troy, United States Northwestern Mutual Full time

    GET MORE OUT OF YOUR CAREERChoose a career where changing someone else’s life for the better is also life-changing for you – personally, professionally and financially.FINANCIAL PLANNING WITH NORTHWESTERN MUTUALAre you looking for more fulfillment from your career? Are you starting to think about a job change? Now’s the time to consider Northwestern...

  • Financial Advisor

    5 days ago


    Troy, United States Northwestern Mutual Full time

    GET MORE OUT OF YOUR CAREERChoose a career where changing someone else’s life for the better is also life-changing for you – personally, professionally and financially.FINANCIAL PLANNING WITH NORTHWESTERN MUTUALAre you looking for more fulfillment from your career? Are you starting to think about a job change? Now’s the time to consider Northwestern...


  • Troy, United States Ameriprise Financial Full time

    Conduct sales practice reviews surrounding products such as general securities, options, annuities, insurance, and handled accounts. Communicate with advisors and field leaders regarding results of supervisory activity. Deliver one-on-one training an Sales, Manager, Reports, Business Partner, Asset Manager, Financial Planning, Business Services


  • Troy, United States Hall Financial Full time

    Client Experience Ambassador/ Loan Processor This is a one-of-a-kind opportunity to work alongside our highly rated Operations Team as a Client Experience Ambassador. Hall Financial is searching for a 5-STAR, incredibly driven and high energy individual that embodies our C.O.D.E. (Camaraderie, Optimism, Drive, and Evolution). As a Hall Financial Client...


  • Troy, United States UHY LLP Full time

    A great UHY client is seeking a Financial Consultant and a Senior Financial Analyst to join their team. The ideal candidate will have experience with restricted fund accounting, GRANTS , solid excel skills, and experience with Power BI. The Financial Consultant role is a hybrid position with 2 days onsite each week. This is a client direct hire position. ...

  • Financial Planner

    2 weeks ago


    Parsippany-Troy Hills, United States The Judson Group Full time

    Reference Number: HRJ6736Location: Parsippany, New JerseyJudson Group has been retained by a growing financial management firm to add a Financial Planner to their team. This individual will be supporting the firm’s senior team members with financial planning responsibilities. The ideal candidate will have experience handling complex client transactions,...


  • Troy, United States Doeren Mayhew CPAs and Advisors Full time

    Job DescriptionJob DescriptionDoeren Mayhew is a $150 Million certified public accounting and advisory firm headquartered in Troy, Michigan with offices in Houston, Miami, Dallas, Charlotte, Tampa, Grand Rapids, Zurich, and London. Founded in 1932, Doeren Mayhew is recognized as an Inside Public Accounting Top 100 public accounting firm. Today we are a Top...


  • Troy, United States Flagstar Bank Full time

    Position Title Sr. Compliance Advisor - Complaint Management Oversight - Troy, MI or Hicksville, NY Location Headquarters-Troy, MI Job Summary Regulatory Compliance is responsible for developing and maintaining a Compliance Management Program (CMP) for the Bank that reasonably ensures compliance with consumer protection laws and regulations, addresses...

  • Financial Rep

    5 days ago


    East Troy, United States Mutual of Omaha Full time

    Financial Representative Trainee - Milwaukee, WI Location: Wisconsin Work Type: Full Time Regular Job No: 502870 Categories: Sales, Early Career Programs, Financial Representative Trainee Application Closes: Open Until Filled SHAREAs a Financial Representative Trainee, you will embark on a comprehensive program designed to equip you with the skills and...

  • Beauty Advisor

    2 months ago


    Troy, United States Charlotte Tilbury Full time

    OVERALL PURPOSE OF THE ROLE: An ambassador for the Charlotte Tilbury brand, the Beauty Advisor will reflect the brand values and customer base. Responsible for achieving optimal financial results by maximizing top line sales potential and ensuring superior service to our customers. MAIN DUTIES AND RESPONSIBILITIES: Sales Drive financial results in store to...

  • Support Consultant

    4 days ago


    Troy, United States Raymond James Financial Incorporated Full time

    Job Summary: Under limited direction, uses specialized knowledge and skills obtained through education and experience to work directly with Internal Wholesalers II / External Wholesalers and the Sales staff. Assist the Sales team in all aspects of the sales process, including target market campaigns, follow-up communications, client service activities and...

  • Support Consultant

    4 days ago


    Troy, United States Raymond James Financial Services Full time

    Description Job Summary: Under limited direction, uses specialized knowledge and skills obtained through education and experience to work directly with Internal Wholesalers II / External Wholesalers and the Sales staff. Assist the Sales team in all aspects of the sales process, including target market campaigns, follow-up communications, client service...


  • Troy, United States Raymond James Full time

    Job Summary: Under general supervision, provides support and assistance to Licensing Department to facilitate the processing of Insurance Licenses, company appointments and product training for our financial advisors/agents. Associate is responsible for coordinating requirements gathering on behalf of the insurance company, communicating with carriers...

  • Senior Banker

    1 month ago


    Troy, United States The Bank of America Corporation Full time

    At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders Relationship Manager, Solutions Advisor, Banker, Client Relations, Senior, Financial


  • Troy, United States Horizon Bank Full time

    Job Overview A Business Center Manager demonstrates accountability for all aspects of branch operation including service, sales, personnel management, and risk management. Is responsible for developing and supporting new business opportunities across all business lines of the bank. Adapts to changing business needs. Makes timely, informed decisions that take...


  • Troy, United States Henry Ford Hospital Full time

    Location - Remote Hours are 8 hour shifts, with hours of operation from 7:30am until 6:30pm, No holidays and working Monday through Friday with a rotating weekend schedule of every 5th weekend. Under minimal supervision, reviews and screens the appropriateness of services, the utilization of hospital resources and the quality of patient care rendered....