Executive Financial Consultant
7 days ago
We are seeking a highly skilled and experienced Executive Financial Consultant to join our team at Insight Financial Planning.
This is a fantastic opportunity for the right individual to leverage their expertise in financial planning and management to drive business growth and success.
The successful candidate will be responsible for cultivating relationships with new and existing clients, providing ongoing advice, service, and relationship building. They will also support tenured Financial Advisors in all servicing of existing clients.
The role involves advising clients on various aspects of financial goals, developing financial plans, researching investment products and funds, trading, and marketing. The ideal candidate must have a college degree, obtain Series 7 and Series 66 licenses, and have obtained or be able to obtain appropriate state insurance license.
Key qualifications include the ability to create a positive work environment, effectively function as a team player, follow a systemized workflow, organize, prioritize, and handle multiple tasks. Strong communication skills, both verbal and written, are essential, along with attention to detail.
This is a full-time position requiring an 8-hour shift, Monday through Friday, with some flexibility to work beyond regular hours when needed. Salary is estimated to be around $60,000 per year, commensurate with experience.
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Senior Financial Consultant
3 days ago
Grand Rapids, Michigan, United States Robert Half International Full timeJob Title: Senior Financial ConsultantWe are seeking a skilled and experienced Senior Financial Consultant to join our team at Robert Half International in Grand Rapids, MI. This role offers an exciting opportunity to leverage your expertise in financial consulting and business development to drive growth and success.About the Role:This position involves...
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Financial Consultant
3 weeks ago
Staten Island, United States Flagstar Bank Full timeThe financial consultant has the primary responsibility of retaining and expanding company relationships and soliciting new retail Investment and Insurance business from prospective customers. Advise and assist Flagstar customers in optimizing their financial position by creating a customized investment strategy designed around their goals, time frame, and...
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Financial Consultant
3 weeks ago
Grand Rapids, United States Flagstar Bank Full timeThe financial consultant has the primary responsibility of retaining and expanding company relationships and soliciting new retail Investment and Insurance business from prospective customers. Advise and assist Flagstar customers in optimizing their financial position by creating a customized investment strategy designed around their goals, time frame, and...
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Financial Consultant
3 weeks ago
Grand Rapids, United States Flagstar Bank Full timeThe financial consultant has the primary responsibility of retaining and expanding company relationships and soliciting new retail Investment and Insurance business from prospective customers. Advise and assist Flagstar customers in optimizing their financial position by creating a customized investment strategy designed around their goals, time frame, and...
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Financial Consultant
3 weeks ago
Grand Rapids, MI, United States Flagstar Bank Full timeThe financial consultant has the primary responsibility of retaining and expanding company relationships and soliciting new retail Investment and Insurance business from prospective customers. Advise and assist Flagstar customers in optimizing their financial position by creating a customized investment strategy designed around their goals, time frame, and...
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Financial Consultant
4 weeks ago
Grand Rapids, MI, United States Flagstar Bank Full timeThe financial consultant has the primary responsibility of retaining and expanding company relationships and soliciting new retail Investment and Insurance business from prospective customers. Advise and assist Flagstar customers in optimizing their financial position by creating a customized investment strategy designed around their goals, time frame, and...
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Financial Consultant
2 weeks ago
Grand Rapids, MI, United States Flagstar Bank Full timeThe financial consultant has the primary responsibility of retaining and expanding company relationships and soliciting new retail Investment and Insurance business from prospective customers. Advise and assist Flagstar customers in optimizing their financial position by creating a customized investment strategy designed around their goals, time frame, and...
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Senior Financial Solutions Consultant
7 days ago
Grand Rapids, Michigan, United States Western & Southern Life Full timeAbout the RoleWe are seeking a highly motivated and results-driven Senior Financial Solutions Consultant to join our team at Western & Southern Life.Job DescriptionThis is a unique opportunity to build strong relationships with middle-market clients, analyze their financial needs, and provide tailored solutions to meet their objectives. As a Senior Financial...
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Nonprofit Financial Management Consultant
1 month ago
Grand Rapids, Michigan, United States BDO Full timeBDO seeks a seasoned Nonprofit Financial Management Consultant to join our Industry Specialty Services Group's Nonprofit and Grantmaker Advisory team.The ideal candidate will provide professional services that are sensitive to the needs and values of both nonprofit organizations and funders that support them, leveraging their nonprofit expertise to support...
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Financial Services Representative
7 days ago
Staten Island, New York, United States Flagstar Bank Full timeFlagstar Bank is seeking a highly motivated and results-driven Financial Services Representative to join our team as a Branch Banking Client Consultant II Float. This role requires travel between assigned branches to provide exceptional customer service and financial solutions to clients.About the RoleThis position offers a competitive salary range of $19.13...
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Expert Financial Consultant
2 weeks ago
Grand Rapids, Michigan, United States Principal Full timeWe are seeking a highly skilled and motivated Financial Advisor to join our team at Principal Financial Group.About the Role:As a Financial Advisor, you will be responsible for building strong relationships with new clients and helping them achieve their financial objectives through personalized wealth management plans.You will work closely with clients to...
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Expert Financial Consultant
1 week ago
Grand Rapids, Michigan, United States Atria Wealth Solutions Full timeAbout the RoleWe are seeking a seasoned Financial Advisor to provide expert investment services to our members in the Grand Rapids area. As part of our team, you will be responsible for analyzing financial data and making recommendations to businesses and individuals to help them achieve their short-term and long-term goals.Key ResponsibilitiesProvide...
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Executive Recruiter
5 days ago
Grand Blanc, United States Spartan Capital Group Full timeExecutive Recruiter - Corporate or Agency Recruiter Experience RequiredUnlock Your Unlimited Income Potential with Spartan Capital GroupAre you ready to break free from the limits of a fixed salary and discover what you’re truly worth? Spartan Capital Group, part of a dynamic family of companies including Pinnacle Senior Staffing and Spartan Strategies, is...
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Recruiter Search Consultant Entry Level NE
2 weeks ago
grand island, United States GPAC Full timegpac, a family-owned executive search firm, is looking for highly motivated individuals to partner with as Search Consultants. Our company was founded over 30 years ago and has become one of the fastest-growing firms in the nation.gpac offers an excellent work-life balance in a fast-paced work environment. There is tremendous earning potential with no cap....
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Branch Banking Client Consultant II
3 weeks ago
Staten Island, United States Flagstar Bank Full timeThe Branch Banking Client Consultant II provides best in class experience by resolving concerns and providing various product details that focus on meeting the financial needs of our clients. Focuses on client management, client retention, and introductions to key bank partners (Mortgage, Business Banking) to ensure our clients have access to experts who can...
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Branch Banking Client Consultant II Float
2 weeks ago
Staten Island, United States Flagstar Bank Full timeA Branch Banking-Client Consultant II- Float travels between assigned branches in order to provide customers with high quality, prompt, and professional financial services. Provides best in class experience by resolving concerns and providing various product details that focus on meeting the financial needs of our clients. Focuses on client management,...
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Branch Banking Client Consultant I
3 weeks ago
Staten Island, United States Flagstar Bank Full timeA Branch Banking Client Consultant I is responsible for interacting with clients and providing exceptional service by greeting them as they enter one of our branches and providing them with the services needed to meet their financial goals. This role will process financial transactions in an accurate, efficient, and friendly manner while maintaining...
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Branch Banking
4 weeks ago
Grand River, United States Flagstar Bank Full timePosition Title Branch Banking - Client Consultant I (Float) Location Farmington/31230 Grand River Avenue/112089 Job Summary A Branch Banking-Client Consultant I - Float travels between assigned branches in order to provide customers with high quality, prompt, and professional financial services. Responsible for interacting with clients and providing...
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Advisor Financial Services
4 weeks ago
Grand Rapids, United States Flagstar Bank Full timeThe financial consultant has the primary responsibility of retaining and expanding company relationships and soliciting new retail Investment and Insurance business from prospective customers. Advise and assist Flagstar customers in optimizing their financial position by creating a customized investment strategy designed around their goals, time frame, and...
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Branch Banking Client Consultant I
3 weeks ago
Staten Island, United States Flagstar Bank Full timeA Branch Banking Client Consultant I provides customers with high quality, prompt, and professional financial services. Responsible for interacting with clients and providing exceptional service by greeting them as they enter one of our branches and providing them with the services needed to meet their financial goals. This role will process financial...