Associate Financial Advisor
4 weeks ago
Our firm is rapidly expanding and we are currently looking for a new Financial Advisor to join our entry-level ranks. The ideal candidate will be eager to learn the financial services ropes needed for effective wealth management to help our clients achieve their monetary goals. Successful financial planning is rooted in excellent communication, superb math and analytical skills, and smart decision-making. If this sounds like you, apply today Responsibilities: • Serve as a collaborative team player willing to further development through continued training opportunities • 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 • Support clients’ progress toward their financial goals through strategic product, plan, and investment recommendations • Customize financial plans for each client based on his or her professional/work circumstances, life stage, and evolving financial needs • Serve as a trusted advisor for new clients acquired through proactive measures to seek, identify, and establish prospects Qualifications: • Baseline knowledge about financial industry concepts, financial products, and the role of a financial advisor is desired • Requires a Bachelor’s degree in business administration, finance, or other related field • Superior communication, relationship building, and math skills to establish a strong foundation of customer service for all clients • Basic knowledge of computer programs including Microsoft Office, financial planning software, Google Suite, CRM systems, and related programs is needed • Up-to-date FINRA Series 7 & 63/66 documents are a bonus About Company: The mutual insurance company offers a wide range of products. Will cover costs of licensing, full benefits package. Affiliated with NYLIFE Securities and Eagle Strategies.
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Financial Planner
2 months ago
Ann Arbor, United States Michigan Staffing Full timeJob DescriptionJob DescriptionDirect Hire with salary (DEO) plus commissionsLocations: Ann Arbor / Hybrid Role DescriptionDue to growth, our client is seeking to hire a Financial Planner/Wealth Advisor to join their "work family". This is a full-time hybrid role for a Certified Financial Planner. The Certified Financial Planner will be responsible for...
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Block Advisors Tax Advisor
4 weeks ago
Ann Arbor, United States H&R Block Full time**498957BR** **Title:** Block Advisors Tax Advisor **Our Company** **:** At H&R Block, we believe in the power of people helping people. Our defining Purpose is to provide help and inspire confidence in our clients, associates, and communities everywhere. We also believe in a connected culture, valuing diversity and inclusion and making everyone feel like...
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Client Relationship Associate
1 week ago
Ann Arbor, United States Arbor Avenue Private Wealth & Partners Full timeJob Description Job Description Client Relationship Associate Arbor Avenue Private Wealth & Partners is looking for a candidate who is dedicated, and self-driven person to add to our team. This position is a full-time, in-person position. Candidate will collaborate with Financial Advisors and team members to help deliver exceptional client service to our...
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Client Relationship Associate
1 week ago
Ann Arbor, United States Arbor Avenue Private Wealth & Partners Full timeJob DescriptionJob DescriptionClient Relationship AssociateArbor Avenue Private Wealth & Partners is looking for a candidate who is dedicated,and self-driven person to add to our team. This position is a full-time, in-person position.Candidate will collaborate with Financial Advisors and team members to help deliverexceptional client service to our clients....
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Client Relationship Associate
2 weeks ago
Ann Arbor, United States Arbor Avenue Private Wealth & Partners Full timeJob DescriptionJob DescriptionClient Relationship AssociateArbor Avenue Private Wealth & Partners is looking for a candidate who is dedicated,and self-driven person to add to our team. This position is a full-time, in-person position.Candidate will collaborate with Financial Advisors and team members to help deliverexceptional client service to our clients....
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Financial Representative
1 week ago
Ann Arbor, 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 Representative
2 weeks ago
Ann Arbor, 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 Representative
4 weeks ago
Ann Arbor, 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 Representative
1 week ago
Ann Arbor, 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 Representative
3 days ago
Ann Arbor, 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 Services Representative
2 weeks ago
Ann Arbor, 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 Services Representative
1 week ago
Ann Arbor, 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 Services Representative
4 weeks ago
Ann Arbor, 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 Services Representative
3 days ago
Ann Arbor, 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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Senior Financial Analyst
4 weeks ago
Ann Arbor, United States Clarivate Analytic Full timeClarivate is seeking a detail-oriented and highly analytical Senior FP&A Analyst to join our dynamic, finance team! In this role, you will play a key role in supporting the Academia & Government business segment with financial planning, forecasting, and analysis. You will be responsible for developing and maintaining financial models, analyzing spending...
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Senior Financial Analyst
1 month ago
Ann Arbor, United States Clarivate Full timeClarivate is seeking a detail-oriented and highly analytical Senior FP&A Analyst to join our dynamic, finance team! In this role, you will play a key role in supporting the Academia & Government business segment with financial planning, forecasting, and analysis. You will be responsible for developing and maintaining financial models, analyzing spending...
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Senior Financial Analyst
1 week ago
Ann Arbor, United States Clarivate Full timeClarivate is seeking a detail-oriented and highly analytical Senior FP&A Analyst to join our dynamic, finance team! In this role, you will play a key role in supporting the Academia & Government business segment with financial planning, forecasting, and analysis. You will be responsible for developing and maintaining financial models, analyzing spending...
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Workplace Financial Consultant
3 weeks ago
Ann Arbor, United States Fidelity TalentSource LLC Full timeJob Description: This job requires you to live in the Detroit/Ann Arbor area, as you will be working on local client campuses 4-5 days a week. The Role The Workplace Financial Consultant (WFC), part of Fidelity's Workplace Education Planning & Advice (WEPA) organization, works directly with plan sponsor contacts, client HR representatives, and internal...
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Workplace Financial Consultant
5 days ago
Ann Arbor, United States National Black MBA Association Full timeJob Description: This job requires you to live in the Detroit/Ann Arbor area, as you will be working on local client campuses 4-5 days a week. The Role The Workplace Financial Consultant (WFC), part of Fidelity's Workplace Education Planning & Advice (WEPA) organization, works directly with plan sponsor contacts, client HR representatives, and internal...
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Workplace Financial Consultant
2 days ago
Ann Arbor, United States Fidelity TalentSource LLC Full timeJob Description: This job requires you to live in the Detroit/Ann Arbor area, as you will be working on local client campuses 4-5 days a week. The Role The Workplace Financial Consultant (WFC), part of Fidelity's Workplace Education Planning & Advice (WEPA) organization, works directly with plan sponsor contacts, client HR representatives, and internal...