Personal Financial Planner

1 month ago


Ann Arbor, United States New York Life (Mid Michigan) Full time
Job DescriptionJob DescriptionDo you have great listening skills and a knack for developing effective, analytics-based strategies? We are seeking a money-minded individual who is looking for an opportunity to break into the financial services industry Our successful entry-level financial advisor candidate has a passion for developing long-term relationships and an interest in financial data, estate planning, business administration, mutual funds, and more. If you have great communication skills and an eye for detail, apply todayCompensation:

$80,000 at plan yearly

Responsibilities:
  • Provide strategic recommendations for products, plans, investments, and other methods to help clients achieve financial goals
  • Serve as a collaborative team player willing to further development through continued training opportunities
  • Seek, identify, and secure strong relationships with new clients by serving as their trusted financial advisor
  • Determine cash flow, income, financial status, financial goals, monetary assets and all other financial situations related to wealth management to help clients define and achieve their financial objectives
  • Consider clients’ life stage, professional circumstances, and changing financial needs when developing tailored financial plans to suit their needs
Qualifications:
  • Though not required, a valid FINRA Series 7 & 63/66 license is considered a plus
  • Exemplary math skills, communication skills, and relationship skills to support strong customer service for current and new clients
  • Experience working with Microsoft Office, Excel, CRM systems, financial planning software, Google Suite, and other related business or money management tools desired
  • A required Bachelor’s degree in business administration, finance, or similarly related field
  • Working knowledge of financial products, the financial industry, personal financial advisor or responsibilities, or financial planner roles is essential
About Company

We are a leading provider of life insurance, retirement planning, and investment solutions in the U.S. Known for its financial stability and personalized service, NYL is dedicated to helping clients achieve their financial goals and secure their futures.







  • Ann Arbor, United States New York Life Full time

    Description Do you have great listening skills and a knack for developing effective, analytics-based strategies? We are seeking a money-minded individual who is looking for an opportunity to break into the financial services industry! Our successful entry-level financial advisor candidate has a passion for developing long-term relationships and an interest...


  • Ann Arbor, Michigan, United States Fidelity Investments Full time

    Position Overview: As a Financial Wellness Consultant, you will serve as an integral part of the "HR Team" associated with your designated plan. Your contribution is vital in guiding each participant towards effective retirement planning. Location Requirement: This position necessitates residency in the Ann Arbor, MI area, as you will be present on the local...

  • Merchandise Planner

    1 month ago


    Ann Arbor, United States State and Liberty Clothing Co. Full time

    Job Title: Merchandise PlannerOverview: The Merchandise Planner at State and Liberty is responsible for maximizing sales through the development and execution of effective merchandise plans that align with company objectives for sales, turn, and margin. This role offers the opportunity to drive the financial success of the business by meeting sales goals,...

  • Financial Advisor

    2 weeks ago


    Ann Arbor, United States New York Life (Mid Michigan) Full time

    Job DescriptionJob DescriptionDo you have great listening skills and a knack for developing effective, analytics-based strategies? We are seeking a money-minded individual who is looking for an opportunity to break into the financial services industry! Our successful entry-level financial advisor candidate has a passion for developing long-term relationships...


  • Ann Arbor, Michigan, United States New York Life Full time

    Are you skilled in active listening and adept at crafting effective, data-driven financial strategies? We are on the lookout for a financially savvy individual eager to embark on a career in the financial services sector. Our ideal entry-level financial advisor candidate is passionate about building enduring client relationships and possesses a keen interest...


  • Ann Arbor, Michigan, United States New York Life (Mid Michigan) Full time

    Job OverviewAre you skilled in active listening and adept at crafting effective, data-driven strategies? We are on the lookout for a financially savvy individual eager to embark on a career in the financial services sector. Our ideal entry-level financial advisor candidate possesses a strong desire to cultivate lasting relationships and a keen interest in...


  • Ann Arbor, United States Fidelity Investments Full time

    Job Description: As a Workplace Financial Consultant you're to be seen as a member of the "HR Team" with your assigned plan. Your role is critical in helping each plan participant achieve success with planning towards their retirement. This role requires you to live in the Ann Arbor, MI area area, as you will be on the local client campus 4-5 days a week. ...

  • Advanced Tax Planner

    1 month ago


    Ann Arbor, Michigan, United States Hantz Group Full time

    Advanced Tax PlannerHantz 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 manages over $11B+ of assets, has 20+ offices and over 600 employees. We offer a multitude of services tailored to each individual client. We deliver a team of professionals...

  • Advanced Tax Planner

    2 weeks ago


    Ann Arbor, United States Hantz Group Full time $120,000 - $200,000

    Job DescriptionJob DescriptionAdvanced Tax PlannerHantz 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 manages over $11B+ of assets, has 20+ offices and over 600 employees. We offer a multitude of services tailored to each individual client. We...

  • Advanced Tax Planner

    3 months ago


    Ann Arbor, United States Hantz Group Full time

    Job DescriptionJob DescriptionAdvanced Tax PlannerHantz 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 manages over $11B+ of assets, has 20+ offices and over 600 employees. We offer a multitude of services tailored to each individual client. We...

  • Material Planner II

    2 weeks ago


    Ann Arbor, Michigan, United States Qiagen N.V Full time

    Buyer/Planner IIOverviewAt QIAGEN, we are driven by a vision to enhance life through science and healthcare advancements. Our mission is to make a significant impact in these fields, leveraging our entrepreneurial spirit to drive initiatives globally.With over 5000 dedicated employees across more than 35 locations, we are committed to building exceptional...


  • Ann Arbor, United States Hantz Group Full time

    Job DescriptionJob DescriptionFinancial Planning AssistantHantz 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 manages over $11B+ of assets, has 20+ offices and over 600 employees. We offer a multitude of services tailored to each individual...


  • Ann Arbor, Michigan, United States Hantz Group Full time

    About Hantz GroupHantz Group is a leading financial services company that provides comprehensive financial solutions to individuals and businesses. As a Family Office, we manage over $11 billion in assets, have 20+ offices, and employ over 600 professionals. Our team of experts delivers a wide range of services tailored to each client's unique needs,...

  • Personal Banker

    2 days ago


    Ann Arbor, Michigan, United States PNC Financial Services Group Full time

    Job SummaryWe are seeking a highly motivated and customer-focused Branch Sales and Service Associate to join our team at PNC Financial Services Group. As a Branch Sales and Service Associate, you will play a critical role in strengthening customer relationships and identifying opportunities to improve their financial well-being.Key ResponsibilitiesCustomer...


  • Ann Arbor, United States Hantz Group Full time $10 - $15

    Job DescriptionJob DescriptionFinancial Planning AssistantHantz 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 manages over $11B+ of assets, has 20+ offices and over 600 employees. We offer a multitude of services tailored to each individual...


  • Ann Arbor, Michigan, United States Hantz Group Full time

    Job DescriptionHantz Group is a leading financial services company that provides comprehensive wealth management solutions to individuals and businesses. We are a Family Office that manages over $11B+ of assets, has 20+ offices and over 600 employees. Our team of experts delivers a range of services tailored to each client's unique needs.Tax Strategy and...

  • Buyer/Planner II

    3 months ago


    Ann Arbor, United States Qiagen N.V Full time

    **Buyer/Planner II** **Overview** At the heart of QIAGENs business is a vision to make improvements in life possible. We are on an exciting mission to make a real difference in science and healthcare. We are still the entrepreneurial company we started out as and have today achieved a size where we can bring our full power to many initiatives and to our...


  • Ann Arbor, Michigan, United States Fidelity Investments Full time

    About the RoleWe are seeking a highly skilled and experienced Financial Consultant to join our team at Fidelity Investments. As a Financial Consultant, you will play a critical role in helping our clients achieve their financial goals and objectives.Key ResponsibilitiesProvide personalized financial planning and investment advice to clients, taking into...


  • Ann Arbor, United States Sage Solutions Group Full time

    Job DescriptionJob DescriptionSENIOR REPRESENTATIVE PAYEE – ANN ARBOR- IN-PERSONJob SummaryOur client is seeking a Representative Payee Senior Staff member, who will play a crucial role in the administration of representative payee services for individuals who are unable to manage their Social Security or Supplemental Security Income (SSI) benefits,...


  • Ann Arbor, Michigan, United States University of Michigan Full time

    Position OverviewThe University of Michigan is seeking a qualified individual to fill the role of Accounting Supervisor. This position is pivotal in guiding the finance team and managing daily financial operations, ensuring the integrity of financial data and adherence to fiscal regulations.Key ResponsibilitiesThe Accounting Supervisor will:Oversee the...