Financial Advisor

4 weeks ago

Ann Arbor, United States New York Life Full time

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 in financial data, estate planning, business administration, mutual funds, and more. If you have great communication skills and an eye for detail, apply today Responsibilities: • Make strategic product, plan, and investment recommendations and financial advice to help clients reach their monetary goals • Serve as a trusted advisor for new clients acquired through proactive measures to seek, identify, and establish prospects • Serve as a collaborative team player willing to further development through continued training opportunities • Create customized financial plans for each client based on his or her life stage, professional circumstances, and fluctuating financial needs • Work directly with clients to compile financial profiles that allow you to provide sound financial advice based on each person’s individual financial status, income, financial goals, and other factors contributing to wealth management Qualifications: • A required Bachelor’s degree in business administration, finance, or similarly related field • Though not required, a valid FINRA Series 7 & 63/66 license is considered a plus • Superior communication, relationship building, and math skills to establish a strong foundation of customer service for all clients • Basic understanding of the role of a financial advisor or financial consultant, as well interest in the financial industry and financial products is necessary • Experience working with Microsoft Office, Excel, CRM systems, financial planning software, Google Suite, and other related business or money management tools desired Compensation: $80,000 at plan yearly

•

Compensation:
$80,000 per year

  • Financial Advisor

    7 days ago

    Ann Arbor, United States Northwestern Mutual Full time

    Financial Representative (Career Changers Encouraged To Apply)Financial Representatives at Northwestern Mutual help their clients live more and worry less through our personalized approach to financial planning. As a business owner, they spend their days acquiring clientele and finding financial solutions with help from our industry-leading training and...

  • Financial Advisor

    2 months ago

    ann arbor, United States Northwestern Mutual Full time

    Financial Representative (Career Changers Encouraged To Apply)Financial Representatives at Northwestern Mutual help their clients live more and worry less through our personalized approach to financial planning. As a business owner, they spend their days acquiring clientele and finding financial solutions with help from our industry-leading training and...

  • Financial Advisor

    1 month ago

    ann arbor, United States Northwestern Mutual Full time

    Financial Representative (Career Changers Encouraged To Apply)Financial Representatives at Northwestern Mutual help their clients live more and worry less through our personalized approach to financial planning. As a business owner, they spend their days acquiring clientele and finding financial solutions with help from our industry-leading training and...

  • Financial Advisor

    2 months ago

    Ann Arbor, United States Northwestern Mutual Full time

    Financial Representative (Career Changers Encouraged To Apply)Financial Representatives at Northwestern Mutual help their clients live more and worry less through our personalized approach to financial planning. As a business owner, they spend their days acquiring clientele and finding financial solutions with help from our industry-leading training and...

  • Northwestern Mutual | Financial Advisor | ann arbor, mi

    1 week ago

    ann arbor, United States Northwestern Mutual Full time

    Financial Representative (Career Changers Encouraged To Apply)Financial Representatives at Northwestern Mutual help their clients live more and worry less through our personalized approach to financial planning. As a business owner, they spend their days acquiring clientele and finding financial solutions with help from our industry-leading training and...

  • Northwestern Mutual | Financial Advisor | ann arbor, mi

    5 days ago

    ann arbor, United States Northwestern Mutual Full time

    Financial Representative (Career Changers Encouraged To Apply)Financial Representatives at Northwestern Mutual help their clients live more and worry less through our personalized approach to financial planning. As a business owner, they spend their days acquiring clientele and finding financial solutions with help from our industry-leading training and...

  • Workplace Financial Consultant

    5 days ago

    ann arbor, United States Fidelity TalentSource LLC Full time

    Job Description:This job requires you to live in the Ann Arbor/Brighton/Novi, MI areas, as you will be working on local client campuses 3-4 days a week. The RoleThe Workplace Financial Consultant (WFC), part of Fidelity's Workplace Education Planning & Advice (WEPA) organization, works directly with plan sponsor contacts, client HR representatives, and...

  • Workplace Financial Consultant

    3 days ago

    ann arbor, United States Fidelity TalentSource LLC Full time

    Job Description:This job requires you to live in the Ann Arbor/Brighton/Novi, MI areas, as you will be working on local client campuses 3-4 days a week. The RoleThe Workplace Financial Consultant (WFC), part of Fidelity's Workplace Education Planning & Advice (WEPA) organization, works directly with plan sponsor contacts, client HR representatives, and...

  • Workplace Financial Consultant

    4 days ago

    ann arbor, United States Fidelity TalentSource LLC Full time

    Job Description:This job requires you to live in the Ann Arbor/Brighton/Novi, MI areas, as you will be working on local client campuses 3-4 days a week. The RoleThe Workplace Financial Consultant (WFC), part of Fidelity's Workplace Education Planning & Advice (WEPA) organization, works directly with plan sponsor contacts, client HR representatives, and...

  • Workplace Financial Consultant

    1 day ago

    Ann Arbor, United States Fidelity TalentSource LLC Full time

    Is this the role you are looking for If so read on for more details, and make sure to apply today.Job Description:This job requires you to live in the Ann Arbor/Brighton/Novi, MI areas, as you will be working on local client campuses 3-4 days a week.The RoleThe Workplace Financial Consultant (WFC), part of Fidelity's Workplace Education Planning & Advice...

  • Financial Advisor

    3 weeks ago

    Ann Arbor, MI, United States Northwestern Mutual Full time

    Financial Representative (Career Changers Encouraged To Apply)Financial Representatives at Northwestern Mutual help their clients live more and worry less through our personalized approach to financial planning. As a business owner, they spend their days acquiring clientele and finding financial solutions with help from our industry-leading training and...

  • Fidelity TalentSource LLC | Workplace Financial Consultant

    3 days ago

    ann arbor, United States Fidelity TalentSource LLC Full time

    p>Job Description:This job requires you to live in the Ann Arbor/Brighton/Novi, MI areas, as you will be working on local client campuses 3-4 days a week.The RoleThe Workplace Financial Consultant (WFC), part of Fidelity's Workplace Education Planning & Advice (WEPA) organization, works directly with plan sponsor contacts, client HR representatives, and...

  • Fidelity TalentSource LLC | Workplace Financial Consultant

    7 days ago

    ann arbor, United States Fidelity TalentSource LLC Full time

    Job Description:This job requires you to live in the Ann Arbor/Brighton/Novi, MI areas, as you will be working on local client campuses 3-4 days a week. The RoleThe Workplace Financial Consultant (WFC), part of Fidelity's Workplace Education Planning & Advice (WEPA) organization, works directly with plan sponsor contacts, client HR representatives, and...

  • Director of Finance

    2 months ago

    ann arbor, United States A3 - Association for Advancing Automation Full time

    The Director of Finance will be a key leader within the Association for Advancing Automation (A3), responsible for managing and overseeing all aspects of financial operations, including budgeting, accounting, auditing, and financial reporting. This position is critical to ensuring the financial health of the organization and plays a central role in guiding...

  • Director of Finance

    1 month ago

    ann arbor, United States A3 - Association for Advancing Automation Full time

    The Director of Finance will be a key leader within the Association for Advancing Automation (A3), responsible for managing and overseeing all aspects of financial operations, including budgeting, accounting, auditing, and financial reporting. This position is critical to ensuring the financial health of the organization and plays a central role in guiding...

  • Director of Finance

    2 months ago

    Ann Arbor, United States A3 - Association for Advancing Automation Full time

    The Director of Finance will be a key leader within the Association for Advancing Automation (A3), responsible for managing and overseeing all aspects of financial operations, including budgeting, accounting, auditing, and financial reporting. This position is critical to ensuring the financial health of the organization and plays a central role in guiding...

  • Tax Internship Position

    1 month ago

    Ann Arbor, Michigan, United States Hantz Group Full time

    Job OverviewHantz Group, a Michigan-based financial services company, is seeking a Tax Intern to join their team. As a Tax Intern, you will be integrated into the Family Office, working closely with CPAs, Accountants, and Financial Advisors to gain valuable hands-on experience in tax accounting and financial services.Key Responsibilities:Analyze tax...

  • VP of Finance

    2 months ago

    Ann Arbor, United States Robert Half Full time

    Job DescriptionJob DescriptionWe are offering a vital role within our team, and this position will be located in the Metro Detroit area. The role of VP of Finance will involve leading strategic financial planning, guiding our merger and acquisition opportunities, and overseeing the integration of newly acquired companies. The successful candidate will be...

  • Tax Internship

    1 month ago

    Ann Arbor, United States Hantz Group Full time

    Tax Intern 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 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 that are...

  • Spa Service Associate

    2 weeks ago

    Ann Arbor, Michigan, United States Spavia Day Spa Full time

    Spavia Day Spa in Ann Arbor, MI is seeking a highly motivated Spa Service Associate to join our team. This part-time position offers an excellent opportunity for individuals who enjoy providing exceptional customer service and working in a dynamic, luxury day spa environment.Job OverviewWe strive to provide an outstanding experience for every guest, every...