Private Client Financial Advisor
2 weeks ago
Citizens is seeking a skilled Private Client Financial Advisor to join our team. As a key member of our Wealth Management group, you will play a critical role in helping our clients achieve their financial goals.
Key Responsibilities- Deepen relationships with clients by collaborating with peers across banking, lending, and investing
- Help clients navigate changing circumstances with tailored advice and personalized experiences
- Proactively identify and sell a broad array of investment, insurance, and bank products
- Meet with existing and prospective clients to understand their investment and lending needs
- Use financial planning experience and discovery-based planning tools to complete comprehensive analyses of clients' assets, income, liabilities, cash flow, and tax status
- Compare and evaluate investment options, identify investment strategies, and recommend potential products based on suitability
- Work with a variety of business partners and referral sources to uncover and identify prospective opportunities
- Grow existing relationships, use partnership referrals, and conduct new business development
- Series 7 and 63 licenses
- CFP or CRC preferred
- Bachelor's degree or equivalent work experience
- 5+ years of industry-related experience
- Record of building internal partnerships
- Excellent oral and written communication 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
- Experience with investment product referrals and sales
- Knowledgeable of regulatory requirements to ensure a sound control environment
Citizens offers a competitive compensation package, including a base salary and commission-based incentives. Our team members enjoy a supportive and collaborative work environment, with access to training and tools to accelerate their potential and maximize their career growth.
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Private Client Financial Advisor
2 weeks ago
Owosso, Michigan, United States Citizens Full timeAbout the RoleCitizens is seeking a Private Client Financial Advisor to join our team. As a key member of our Wealth Management group, you will be responsible for building and maintaining relationships with high net worth clients, providing tailored financial solutions, and driving business growth.Key ResponsibilitiesDevelop and implement comprehensive...
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Private Client Financial Advisor
2 weeks ago
Owosso, Michigan, United States Citizens Full timeRole OverviewCitizens is seeking a Private Client Financial Advisor to join our team. As a trusted advisor, you will work closely with clients to understand their investment and lending needs, providing tailored solutions to meet their goals.Key ResponsibilitiesIdentify client objectives and goals, monitoring progress throughout the financial...
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Private Client Financial Advisor
3 weeks ago
Owosso, Michigan, United States Citizens Full timeAbout the RoleCitizens is seeking a Private Client Financial Advisor to join our team. As a key member of our Wealth Management group, you will be responsible for building and maintaining relationships with high net worth clients, providing tailored financial solutions, and driving business growth.Key ResponsibilitiesDevelop and implement comprehensive...
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Private Client Financial Advisor
2 weeks ago
Owosso, Michigan, United States Citizens Full timeJob SummaryCitizens is seeking a Private Client Financial Advisor to join our team. As a key member of our Wealth Management group, you will be responsible for building and maintaining relationships with affluent clients, providing tailored financial solutions, and driving business growth.Key ResponsibilitiesDevelop and implement comprehensive financial...
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Private Client Financial Advisor
4 weeks ago
Owosso, Michigan, United States Citizens Full timeAbout the RoleCitizens is seeking a Private Client Financial Advisor to join our team. As a key member of our Wealth Management group, you will be responsible for providing tailored financial advice and solutions to our clients.Key ResponsibilitiesDevelop and maintain strong relationships with clients to understand their financial goals and objectivesProvide...
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Enrollment Coordinator
4 weeks ago
Owosso, Michigan, United States Baker College Full timeAbout the RoleBaker College is seeking a highly motivated and dedicated Enrollment Specialist to join our team. As a key professional in our admissions process, you will play a crucial role in guiding applicants through the online and graduate admissions process.Key ResponsibilitiesEngage with potential students through various communication channels,...
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Retail Banking Professional
6 days ago
Owosso, Michigan, United States Fifth Third Full timeJob SummaryFifth Third Bank is seeking a highly motivated and customer-focused Personal Banker Associate I to join our team. As a key member of our retail banking team, you will be responsible for providing exceptional customer service, building strong relationships with clients, and identifying opportunities to grow our business.Key ResponsibilitiesCustomer...
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Registered Nurse
2 weeks ago
Owosso, Michigan, United States Maxim Healthcare Services Full timeMaxim Healthcare Services is seeking a skilled Registered Nurse to provide high-quality care to pediatric and adult patients in their own homes. As a member of our team, you will have the opportunity to make a meaningful difference in the lives of our patients and their families.Responsibilities: Utilize the nursing process to plan, implement, and evaluate...
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Hospice Nurse
2 weeks ago
Owosso, Michigan, United States AdeIphi MedicaI Staffing Full timeJob Summary:Adelphi Medical Staffing is seeking a skilled Registered Nurse to join our team in a full-time hospice position. As a member of our team, you will provide high-quality patient care and contribute to the growth and success of our clients.Responsibilities:Provide compassionate and individualized care to patients and their familiesCollaborate with...
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Dermatology Physician Opportunity
4 weeks ago
Owosso, Michigan, United States Memorial Healthcare Full timeExcellent Opportunity for a Physician at Memorial HealthcareWe are seeking a dedicated and compassionate physician to join our team at Memorial Healthcare in Owosso, Michigan. As a member of our medical staff, you will have the opportunity to provide high-quality patient care and contribute to the growth and development of our community healthcare...
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Life Insurance Agent
7 days ago
Owosso, Michigan, United States Rustman Agency Full timeJob OpportunityWe are seeking highly motivated individuals to join our team at Rustman Agency as Life Insurance Agents. As a key member of our dynamic team, you will be responsible for providing top-notch service and support to our clients.Key Responsibilities:Provide life insurance information and quotes to clients who have already expressed interest in...
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Direct Support Professional
1 week ago
Owosso, Michigan, United States BrightSpring Health Services Full timeAbout the Role:We are seeking a compassionate and dependable Direct Support Professional to join our team at ResCare Community Living. As a DSP, you will play a crucial role in providing care and support to individuals with disabilities.Responsibilities:Perform personal care tasks, including feeding, ambulation, and medical monitoringAssist with fostering...
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Direct Support Professional
1 week ago
Owosso, Michigan, United States BrightSpring Health Services Full timeJob SummaryWe are seeking a compassionate and dependable Direct Support Professional to join our team at ResCare Community Living. As a DSP, you will play a vital role in providing care and support to individuals with disabilities, helping them to live fulfilling and independent lives.ResponsibilitiesPerform personal care tasks, including feeding,...
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Private Client Financial Advisor
4 weeks ago
OWOSSO, United States Citizens Full timeDescriptionAt Citizens, tailored advice, personalized experiences, and innovative ideas, products, and solutions, are central to helping clients navigate changing circumstances. In this role, you’ll deepen relationships with your clients by collaborating with peers across banking, lending and investing, helping them with short- and long-term financial...
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Private Client Financial Advisor
3 weeks ago
OWOSSO, United States Citizens Full timeDescriptionAt Citizens, tailored advice, personalized experiences, and innovative ideas, products, and solutions, are central to helping clients navigate changing circumstances. In this role, you’ll deepen relationships with your clients by collaborating with peers across banking, lending and investing, helping them with short- and long-term financial...
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Physician - Emergency Medicine
4 weeks ago
Owosso, United States Emergency Care Specialists Full timeTHE JOBStaffing the emergency department of Owosso Memorial Hospital in Owosso, MI. Full-time, 8-10 hour shifts on average, in-person.RESPONSIBILITIESProvide immediate care and attention to critically injured or seriously ill patients and provide life saving measures and care as needed.Conduct preliminary diagnosis and prescribe necessary treatment.Order,...
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Rheumatologist
3 months ago
Owosso, United States Memorial Healthcare Full timeMemorial Healthcare has an excellent opportunity for a Physician to join our organization in Owosso, Michigan! We are seeking a provider with a strong desire to join a community healthcare organization and someone that is looking to grow personally and professionally. This is a great time to be a part of our thriving organization as we continue to develop...
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RN - Registered Nurse - Med/Surg
4 weeks ago
Owosso, United States CoreMedical Group Full timeJob Details Client in MI seeking Temp - Registered Nurse (RN) - Med Surg (Nights) Owosso, MI (RN) to work Nights, 36 Hour Guarantee Hundreds of crystal clear lakes and thousands of rivers and streams. With the world's longest freshwater coastline it's time to check out our playgrounds. Come boating, fishing, golfing, camping, biking, hiking and touring. ...
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Physician - Emergency Medicine
1 month ago
Owosso, United States Emergency Care Specialists Full timeTHE JOB Staffing the emergency department of Owosso Memorial Hospital in Owosso, MI. Full-time, 8-10 hour shifts on average, in-person. RESPONSIBILITIES Provide immediate care and attention to critically injured or seriously ill patients and provide life saving measures and care as needed. Conduct preliminary diagnosis and prescribe necessary treatment....
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Access Clinician Social Worker
2 weeks ago
Owosso, United States Amergis Full timeThe Licensed Clinical Social Worker collaborates with themulti-disciplinary team to provide input in the development of the plan of carefor those patients/clients requiring social work intervention. The Licensed Clinical Social Worker providescounseling and crisis intervention to patients/clients who have social oremotional problems in a variety of settings...
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Psychiatrist
5 months ago
Owosso, United States Memorial Healthcare Full timeMemorial Healthcare has an excellent opportunity for a Physician to join our organization in Owosso, Michigan! We are seeking a provider with a strong desire to join a community healthcare organization and someone that is looking to grow personally and professionally. This is a great time to be a part of our thriving organization as we continue to develop...