Private Client Financial Advisor

4 weeks ago


Birmingham, Michigan, United States Citizens Full time
About the Role

Citizens is seeking a skilled Private Client Financial Advisor to join our team. As a key member of our wealth management team, you will be responsible for providing tailored financial advice and solutions to our affluent clients.

Key Responsibilities
  • Client Relationship Management: Develop and maintain strong relationships with existing and prospective clients to understand their financial goals and objectives.
  • Financial Planning: Use financial planning experience and discovery-based planning tools to complete comprehensive analyses of clients' assets, income, liabilities, cash flow, and tax status.
  • Investment Strategy: Evaluate and analyze client financial information and data to identify investment opportunities and develop suitable solutions to meet client goals.
  • Sales and Business Development: Engage prospects to promote and sell investment products and services, and work with business partners and referral sources to uncover and identify prospective opportunities.
  • Collaboration and Partnership: Partner with other colleagues to implement solutions and provide exceptional customer service.
Requirements
  • Education and Certifications: Bachelor's degree or equivalent work experience, and Series 7 and 63 licenses, with CFP or CRC preferred.
  • Experience: 5+ years of industry-related experience, with a record of building internal partnerships and excellent oral and written communication skills.
  • Skills: Team-oriented with a strong work ethic and entrepreneurial spirit, experience using financial planning tools, familiarity with consumer lending and banking solutions, digital literacy, and experience with investment product referrals and sales.
Compensation and Benefits

This is a commissioned-based role, with individuals in this position historically earning between $105,000 and $250,000, based on performance and productivity against commission plan parameters. For an overview of our benefits, please visit our website.


  • Financial Advisor

    3 weeks ago


    Birmingham, Michigan, United States Citizens Full time

    About the RoleCitizens is seeking a Private Client Financial Advisor to deepen relationships with clients and help them navigate changing circumstances. As a trusted advisor, you will collaborate with peers across banking, lending, and investing to provide tailored advice and innovative solutions.Key ResponsibilitiesMeet with existing and prospective clients...


  • Birmingham, Michigan, United States Raymond James Financial Services Full time

    Job Title: Client Service AssociateRaymond James Financial Services is seeking a highly motivated and detail-oriented Client Service Associate to join our team in Birmingham, MI.Job SummaryWe are looking for a dynamic individual who can provide high-quality administrative support to our Financial Advisors and clients. The ideal candidate will have excellent...


  • Birmingham, Michigan, United States Oath Law Full time

    Join a Purpose-Driven TeamAt Oath, we are dedicated to making a significant impact in the lives of our clients. If you possess exceptional attention to detail, a strong work ethic, and a desire to collaborate with a passionate team committed to making a difference, we invite you to explore this opportunity.About UsFounded on the principle that estate and...


  • Birmingham, Michigan, United States Oath Law Full time

    About the RoleWe are seeking a highly organized and detail-oriented individual to join our team as an Office Manager - Estate and Financial Planning. As a key member of our team, you will be responsible for overseeing the day-to-day operations of our office and remote teams in Michigan.ResponsibilitiesExecute office administration tasks as assigned, ensuring...


  • Birmingham, Michigan, United States Oath Law Full time

    About the RoleWe are seeking a highly organized and detail-oriented individual to join our team as an Office Operations Manager. As a key member of our team, you will be responsible for overseeing the day-to-day operations of our office and remote teams in Michigan.ResponsibilitiesManage and coordinate office operations, including scheduling appointments,...


  • Birmingham, Michigan, United States Zenith Full time

    Job Description**About Zenith**Zenith is a leading full-service media agency with a strong presence in the industry. As part of Publicis Media, we offer a unique blend of capabilities and expertise across all channels and disciplines. Our goal is to drive real business outcomes for our clients, not just media metrics.**Job Summary**We are seeking an...

  • Operations Manager

    4 weeks ago


    Birmingham, Michigan, United States Oppenheimer & Co. Full time

    About the Role:The Oppenheimer & Co. Inc. is seeking a seasoned professional to fill the position of Operations Manager in our Birmingham, Michigan branch office. As a key member of the branch office management team, the successful candidate will be responsible for overseeing the day-to-day operations of the branch and ensuring seamless execution of...

  • Operations Manager

    3 weeks ago


    Birmingham, Michigan, United States Oppenheimer & Co. Full time

    {"title": "Operations Manager", "content": "Job SummaryOppenheimer & Co. Inc. is seeking an experienced Operations Manager to join our Branch Office in Birmingham, Michigan. The successful candidate will report directly to the Branch Office Manager and be responsible for overseeing the day-to-day operations of the branch.Key ResponsibilitiesSupervise and...

  • Operations Manager

    1 week ago


    Birmingham, Michigan, United States Oppenheimer & Co. Inc. Full time

    Job OverviewOppenheimer & Co. Inc. is seeking an experienced Operations Manager to join our Branch Office in Birmingham, Michigan. This role is a key part of the branch office management team and reports directly to the Branch Office Manager.Key ResponsibilitiesSupervise and oversee the day-to-day operations of the branch office, including staff supervision...

  • Operations Manager

    2 weeks ago


    Birmingham, Michigan, United States Oppenheimer & Co. Full time

    {"title": "Operations Manager", "content": "Job SummaryOppenheimer & Co. Inc. is seeking an experienced Operations Manager to join our Branch Office in Birmingham, Michigan. The successful candidate will report directly to the Branch Office Manager and be responsible for supervising and overseeing the day-to-day operations of the branch.Key...


  • Birmingham, Michigan, United States Zenith Full time

    {"h1": "Job Title: Negotiator, National Video Investment", "h2": "Job Description", "p": "Zenith is a full-service media agency with capabilities and expertise across all channels and disciplines. As "The ROI Agency," Zenith's expertise lies in driving real, tangible business outcomes, not just media metrics, that will have a measurable effect on our...


  • Birmingham, Michigan, United States Creative Financial Staffing Full time

    Senior Tax Accountant Opportunity A leading manufacturing entity is seeking a highly skilled Senior Tax Accountant to join their team. This private-owned company offers a dynamic work environment, competitive benefits, and opportunities for growth and advancement. Key Responsibilities: * Assist with corporate tax filings and ensure compliance with local...

  • Administrative Lead

    7 days ago


    Birmingham, Michigan, United States Lippincott Real Estate Advisors Full time

    About this PositionWe are seeking a highly organized and detail-oriented Administrative Lead to join our team at Lippincott Real Estate Advisors.Key Responsibilities:Assist the investment brokerage team in preparing marketing materials for real estate dealsMaintain internal databases and assist lead agents on a daily basisManage and update deal status,...

  • Tax Senior

    4 weeks ago


    Birmingham, Michigan, United States Jobot Full time

    About the RoleWe are seeking a highly skilled Tax Senior to join our team at Jobot. As a Tax Senior, you will play a critical role in providing comprehensive tax services across a broad spectrum of industries and clients.Key ResponsibilitiesTax Compliance:Prepare and review federal, state, and local tax returns for individuals, corporations, partnerships,...


  • Birmingham, Michigan, United States Piper Sandler Companies Full time

    About Piper Sandler CompaniesPiper Sandler Companies is a leading investment bank that connects capital with opportunity to build a better future. We believe that diverse teams with unique backgrounds, skills, and experiences yield more innovative solutions. Our mission is to recruit, develop, retain, and engage a diverse, high-performing team.Our Investment...


  • Birmingham, Michigan, United States Piper Sandler Companies Full time

    About Piper Sandler CompaniesPiper Sandler Companies is a leading investment bank that connects capital with opportunity to build a better future. We believe that diverse teams with unique backgrounds, skills, and experiences yield more innovative solutions.Our MissionOur mission is to recruit, develop, retain, and engage a diverse, high-performing team. We...


  • Birmingham, Michigan, United States Piper Sandler Companies Full time

    About Piper Sandler CompaniesPiper Sandler Companies is a leading investment bank that connects capital with opportunity to build a better future. We believe that diverse teams with unique backgrounds, skills, and experiences yield more innovative solutions. Our mission is to recruit, develop, retain, and engage a diverse, high-performing team.Our BusinessWe...


  • Birmingham, Michigan, United States Purple Squirrel Advisors Full time

    Job Title: Chief Operating Officer - FractionalPurple Squirrel Advisors is seeking a seasoned Chief Operating Officer to partner with our Executive Management Team in driving business growth and operational excellence. As a key member of our team, you will be responsible for designing and implementing strategies to promote our company culture and vision...


  • Birmingham, Michigan, United States Thriveworks Full time

    Thriveworks Therapist Job OpportunityThriveworks is a clinician-founded national private practice group with a mission to help people live happy, successful lives. We are seeking a Licensed Clinician to provide a mix of telehealth and face-to-face sessions in Beverly Hills, MI.Key Responsibilities:Provide high-quality therapy sessions to clientsDevelop and...


  • Birmingham, Michigan, United States Swift Home Loans Inc Full time

    Job OverviewSwift Home Loans Inc is seeking a highly skilled Mortgage Loan Officer to join our team. As a Mortgage Loan Officer, you will be responsible for evaluating loan applications, determining creditworthiness, and negotiating loan terms with clients.Key ResponsibilitiesEvaluate loan applications and assess creditworthinessConduct thorough financial...