Financial Services Professional

5 days ago


Ann Arbor, Michigan, United States Principal Co Full time
Unlock Your Potential as a Financial Professional

A career with more potential awaits you. As a licensed financial advisor, you have the expertise to help clients achieve their financial goals. But why should your practice be held back from reaching its full potential?

At Principal Co, we offer a supportive environment where you can grow your practice and thrive. Our competitive grid and transitional allowance provide the freedom to focus on what matters most – delivering exceptional service to your clients.

Key Responsibilities:
  • Conduct comprehensive financial reviews to assess clients' current situation and develop personalized plans.
  • Stay up-to-date on financial market trends to provide clients with informed investment advice.
  • Execute trades on behalf of clients while ensuring compliance with regulatory requirements.
  • Maintain strong client relationships through regular communication and exceptional customer service.
  • Continuously expand your knowledge of financial products and services to better serve clients.
Qualifications:
  • A passion for helping clients improve their financial lives.
  • Minimum of five years of work experience, including at least two years in financial products.
  • Life and health insurance licenses.
  • A willingness to obtain FINRA securities registration (Series 6 or 7; and Series 63 as required by state).
  • A background check with satisfactory regulatory, criminal, and financial standing.


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

    Job OverviewWe are seeking a skilled financial advisor to join our team at New York Life (Mid Michigan). As a financial advisor, you will be responsible for developing and implementing financial plans for our clients, providing expert advice on investment strategies, and building strong relationships with our customers.Key ResponsibilitiesDevelop and...

  • Mortgage Loan Officer

    2 weeks ago


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

    Job SummaryWe are seeking a highly skilled Mortgage Loan Officer to join our team at PNC Financial Services Group. As a Mortgage Loan Officer, you will be responsible for recommending loan solutions to clients, managing customer relationships, and collaborating with internal and external stakeholders to complete mortgage transactions.Key ResponsibilitiesLoan...


  • Ann Arbor, Michigan, United States Lake Michigan Credit Union Full time

    About the RoleWe are seeking a highly skilled Member Service Representative to join our team at Lake Michigan Credit Union. As a key member of our team, you will be responsible for providing exceptional service to our members, educating them on our products and services, and helping them achieve their financial goals.Key ResponsibilitiesProvide members with...


  • Ann Arbor, Michigan, United States Lake Michigan Credit Union Full time

    About the RoleWe're seeking a highly skilled Member Service Representative to join our team at Lake Michigan Credit Union. As a key member of our team, you will be responsible for providing exceptional service to our members, educating them on our products and services, and helping them achieve their financial goals.Key ResponsibilitiesProvide personalized...


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

    Unlock Your PotentialAt New York Life (Mid Michigan), we're committed to helping you grow your career and achieve your financial goals. As a Bilingual Financial Services Professional, you'll play a key role in developing personalized insurance and financial strategies for our clients in the Hispanic community.Key ResponsibilitiesMeet with clients to discuss...


  • Ann Arbor, Michigan, United States Charles Knuth - State Farm Agent Full time

    Job OpportunityWe are seeking a highly skilled Financial Services Representative to join our team at Charles Knuth - State Farm Agent. As a key member of our team, you will play a crucial role in marketing and selling financial products that manage everyday risks.Key Responsibilities:Conduct customer-focused reviews to educate clients about insurance options...


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

    Insurance Sales Representative Job DescriptionWe are seeking a skilled Insurance Sales Representative to join our team at New York Life (Mid Michigan). As an Insurance Sales Representative, you will be responsible for identifying and pursuing new business opportunities, developing and maintaining relationships with existing clients, and providing exceptional...

  • Mortgage Loan Officer

    3 weeks ago


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

    Job SummaryPNC Financial Services Group is seeking a skilled Mortgage Loan Officer to join our team in Ann Arbor, MI. As a Mortgage Loan Officer, you will be responsible for recommending loan solutions, managing customer relationships, and collaborating with internal and external stakeholders to complete mortgage transactions.Key ResponsibilitiesDevelop and...

  • Mortgage Loan Officer

    2 weeks ago


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

    Job SummaryPNC Financial Services Group is seeking a skilled Mortgage Loan Officer to join our team in Ann Arbor, MI. As a Mortgage Loan Officer, you will be responsible for recommending loan solutions, managing customer relationships, and collaborating with internal and external stakeholders to complete mortgage transactions.Key ResponsibilitiesDevelop and...


  • Spring Arbor, Michigan, United States Robert Cape - State Farm Agent Full time

    Job OverviewWe are seeking a highly motivated and experienced Insurance and Financial Services professional to join our team at Robert Cape - State Farm Agent. As a key member of our team, you will play a vital role in growing our agency through meaningful client relationships and acting as a liaison between customer needs and agency departments.Key...


  • Ann Arbor, Michigan, United States Lisa Rich - State Farm Agent Full time

    Job OverviewAs a vital member of the Lisa Rich - State Farm Agent team, you will play a crucial role in our daily business operations and customer success. Your primary responsibility will be to grow our agency through meaningful client relationships and acting as a liaison between customer needs and agency departments. You will improve the lives of our...

  • Financial Planner

    4 weeks ago


    Ann Arbor, Michigan, United States Northwestern Mutual Full time

    Unlock Your Potential as a Financial RepresentativeAt Northwestern Mutual, we're committed to helping our clients achieve financial freedom and live their best lives. As a Financial Representative, you'll play a critical role in delivering personalized financial solutions and building lasting relationships with our clients.Key Responsibilities:Build trust...

  • Mortgage Loan Officer

    1 month ago


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

    Job Title: Mortgage Loan OfficerPNC Financial Services Group is seeking a skilled Mortgage Loan Officer to join our team. As a Mortgage Loan Officer, you will be responsible for recommending loan solutions to clients, managing customer relationships, and collaborating with internal and external stakeholders to complete mortgage transactions.Key...

  • Financial Planner

    1 day ago


    Ann Arbor, Michigan, United States Hantz Group Full time

    Job OverviewHantz Group is a leading financial services company that provides comprehensive wealth management solutions to individuals and businesses. As a Financial Advisor, you will play a key role in helping our clients achieve their financial goals by providing expert advice and guidance on investment strategies, financial planning, and wealth...

  • Mortgage Loan Officer

    1 month ago


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

    Job SummaryPNC Financial Services Group is seeking a skilled Mortgage Loan Officer to join our team in Ann Arbor, MI. As a Mortgage Loan Officer, you will be responsible for recommending loan solutions to clients, managing customer relationships, and collaborating with internal and external stakeholders to complete mortgage transactions.Key...


  • Ann Arbor, Michigan, United States Principal Full time

    Unlock Your Financial PotentialAre you a seasoned financial professional looking to take your practice to the next level? Do you want to work with a company that offers the freedom to grow your business on your terms? Look no further than Principal, a leading provider of solutions for small and midsized businesses.As a Licensed Financial Advisor with...

  • Personal Banker

    4 weeks ago


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

    Job SummaryWe are seeking a highly motivated and customer-focused Personal Banker to join our team at PNC Financial Services Group. As a Personal Banker, you will play a critical role in strengthening customer relationships and identifying opportunities to improve their financial well-being.Key ResponsibilitiesAcquire and deepen the branch customer base...


  • Ann Arbor, Michigan, United States Advisor Employee Services Full time

    About the RoleWe are seeking a highly organized and detail-oriented Client Service Administrator to join our team at Advisor Employee Services. As a key member of our team, you will be responsible for providing exceptional client service and support to our financial advisors and clients.Key ResponsibilitiesProvide timely and accurate responses to client...


  • Ann Arbor, Michigan, United States Northwestern Mutual Full time

    Unlock Your Potential as a Financial RepresentativeAt Northwestern Mutual, we empower our Financial Representatives to thrive in their careers and make a meaningful impact on their clients' lives. As a business owner, you'll spend your days building relationships, finding financial solutions, and helping your clients achieve their goals.Our award-winning...


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

    Job SummaryHantz Group, a leading financial services company, is seeking a highly motivated and detail-oriented individual to join our team as a Planning Analyst Intern. As a key member of our Family Office, you will work closely with our Financial Advisors to provide critical support in the funding process of customer accounts. Your responsibilities will...