Current jobs related to Virtual Wealth Management Consultant - Grand Blanc, Michigan - TalentLink Solutions

  • Office Manager

    2 weeks ago

    Grand Rapids, Michigan, United States Innovia Wealth Full time

    About Innovia WealthInnovia Wealth is a boutique wealth management firm dedicated to providing expert advice and individualized recommendations built on deep personal relationships. With 200 years of combined experience, our team strives to deliver a better wealth management experience.Job SummaryThe Office Manager at Innovia Wealth will play a pivotal role...

  • Wealth Management Associate

    2 weeks ago

    Grand Rapids, Michigan, United States Old National Bank Full time

    Job Title: Wealth Client Service SpecialistOld National Bank is seeking a highly skilled and detail-oriented Wealth Client Service Specialist to join our team. As a key member of our Wealth Management group, you will provide exceptional administrative and sales support to our High Net Worth (HNW) Wealth Advisors.Key Responsibilities:Provide high-level...

  • Wealth Management Team Lead

    4 weeks ago

    Grand Rapids, Michigan, United States Independent Bank Full time

    About the Role:The Senior Licensed Sales Assistant will report directly to the FVP of Wealth Management and be responsible for managing the client service center and providing advisor sales and operational assistance for the IB Wealth Management team. This role will oversee the daily operation of the IB Wealth Management call center and serve as an internal...

  • Wealth Management Team Supervisor

    2 months ago

    Grand Rapids, Michigan, United States Independent Bank Full time

    About the Role: Reporting directly to the FVP of Wealth Management, the primary responsibility of the Senior Licensed Sales Assistant is to oversee the client service center and provide sales and operational support for the Investment Banking Wealth Management team. This position is accountable for the daily functioning of the Wealth Management call...

  • Virtual Fundraising Specialist

    2 weeks ago

    Grand Rapids, Michigan, United States Prioxtel Virtual Solutions Full time

    {"h1": "Make a Difference from Home", "p": "As a Work-from-Home Pledge Drive Agent with Prioxtel Virtual Solutions, you will have the opportunity to support great causes and make a real impact from the comfort of your own home. In this role, you will be responsible for managing calls for donation processing and providing exceptional customer service to our...

  • Senior Financial Planner

    2 weeks ago

    Grand Blanc, Michigan, United States TalentLink Solutions Full time

    Job OpportunityWe are seeking a highly skilled and experienced Senior Financial Planner to join our team at TalentLink Solutions. As a key member of our advisory team, you will play a critical role in helping our clients achieve their financial goals and secure a comfortable retirement.About the RoleThis is an exceptional opportunity for a motivated and...

  • Wealth Management Associate

    1 week ago

    Grand Rapids, Michigan, United States Old National Bank Full time

    Job SummaryWe are seeking a highly skilled Wealth Client Service Specialist to provide administrative and sales support for High Net Worth (HNW) Wealth Advisors at Old National Bank. This role is responsible for enhancing the Advisor's effectiveness by performing a variety of moderately complex to complex, diverse, sensitive, and confidential administrative...

  • Financial Advisor

    2 weeks ago

    Grand Rapids, Michigan, United States Cetera Investment Services LLC Full time

    Job SummaryWe are seeking a highly motivated and experienced Financial Advisor to join our team at Cetera Investment Services LLC. As a Financial Advisor, you will be responsible for providing financial planning, investment management, and wealth management services to our clients.Key Responsibilities:Develop and implement comprehensive financial plans for...

  • Investment Advisor

    2 weeks ago

    Grand Blanc, Michigan, United States Mainstay Capital Management, LLC Full time

    Job OverviewMainstay Capital Management, LLC is seeking a skilled Financial Advisor to join our team in Troy, MI and Grand Blanc, MI offices. As a Financial Advisor, you will be responsible for managing existing client relationships, developing new client relationships, and providing exceptional client service. This is a client relationship-focused role with...

  • Virtual School Psychologist

    2 weeks ago

    Grand Rapids, Michigan, United States Sunbelt Staffing Full time

    Job Title: Virtual School PsychologistJob DescriptionAs a Virtual School Psychologist, you will work remotely to support students' mental health and educational needs at a Michigan school district. Your role will involve providing psychological assessments, counseling, and consultation services to students, parents, and educational staff.Key...

  • Medicaid Actuarial Consultant

    2 months ago

    Grand Blanc, Michigan, United States Kalos Consulting, Inc. Full time

    Job OverviewCompany HighlightsA leading organization in healthcare financial risk management, dedicated to assisting entities in transitioning to the Value-Based Care model.The CEO has been acknowledged as one of the Top 50 Thinkers in Value-Based Care for 2024.As a burgeoning startup, this is an exceptional opportunity to establish a strong foundation and...

  • Senior Consultant

    4 weeks ago

    Grand Blanc, Michigan, United States Alternative Investment Staffing, LLC Full time

    Job OverviewWe are seeking a highly skilled Senior Consultant to join our team at Alternative Investment Staffing, LLC. As a key member of our team, you will be responsible for overseeing projects from inception to completion, ensuring seamless delivery and client satisfaction.Key ResponsibilitiesProject Management: Lead projects from inception to Go-Live,...

  • Regulatory Compliance Specialist

    1 week ago

    Grand Blanc, Michigan, United States Fidelity Investments Full time

    Key Responsibilities:As a Planning Consultant at Fidelity Investments, you will provide a world-class planning experience to our clients. This involves uncovering opportunities to deepen client relationships through consolidation of assets, referrals, and plan implementations. You will develop an engagement strategy that supports each client's unique...

  • Certified Nursing Assistant

    1 week ago

    Grand Blanc, Michigan, United States Ciena Healthcare Management, Inc. Full time

    We are seeking a compassionate and dedicated Certified Nursing Assistant (CNA) to join our team at Ciena Healthcare Management, Inc. As a CNA, you will play a vital role in providing high-quality patient care and support to our residents.Responsibilities:Take and record vital signs, including temperature, pulse, and blood pressureMeasure and record height...

  • Human Resources Consultant

    1 week ago

    Grand Rapids, Michigan, United States Management Business Solutions Full time

    Job SummaryManagement Business Solutions is seeking an HR Consultant to provide expert guidance to clients on HR strategies, process improvement, and compliance. The consultant will utilize HR metrics, create and review Standard Operating Procedures (SOPs), and support various HR functions.Key Responsibilities:Conduct HR metrics and analysis, tracking key...

  • Project Manager

    2 weeks ago

    Grand Blanc, Michigan, United States Imperative Recruiting Full time

    Job Title: Project Manager - Innovation HubImperative Recruiting is a 3rd party agency working on behalf of Black Innovation Alliance (BIA), a national coalition of Black-led innovator support organizations. BIA aims to improve access to the innovation economy through direct support of Black-led innovator support organizations.We are seeking a highly...

  • Technical Program Manager II

    1 month ago

    Grand Blanc, Michigan, United States Infotech Sourcing Full time

    Job OverviewAt Infotech Sourcing, we are seeking a highly skilled Technical Program Manager II to oversee the definition, implementation, and delivery of complex programs that require cross-functional collaboration and management of interdependencies across multiple projects.Key ResponsibilitiesLead programs within defined scope, quality, time, and budget,...

  • Senior Technical Program Manager

    7 days ago

    Grand Blanc, Michigan, United States Infotech Sourcing Full time

    Job SummaryInfotech Sourcing is seeking a seasoned Technical Program Manager to oversee the definition, implementation, and delivery of complex programs. The ideal candidate will have expertise in project estimation, scheduling, and customer interaction, as well as strong team management and people skills.Key Responsibilities:Lead programs within defined...

  • Senior Consultant

    2 weeks ago

    Grand Blanc, Michigan, United States Alternative Investment Staffing, LLC Full time

    Job OverviewOur client, a rapidly growing SaaS organization, is seeking a seasoned professional to join their team. The ideal candidate will have expertise in Alternative Asset Operations and a proven track record of delivering successful projects.Develop and implement project plans to ensure timely and within-budget delivery.Conduct business requirements...

  • Personal Risk Consultant

    1 week ago

    Grand Rapids, Michigan, United States USI Holdings Corporation Full time

    Job Summary:The USI Insurance Services Personal Risk Practice is seeking a skilled Personal Risk Advisor to provide comprehensive risk management and insurance consultation to high net worth individuals and family offices with complex financial and insurance needs.The ideal candidate will have 5+ years of High Net Worth sales experience, excellent verbal,...

Virtual Wealth Management Consultant

2 months ago

Grand Blanc, Michigan, United States TalentLink Solutions Full time
Position Overview

We are a fee-only Registered Investment Advisor (RIA) with a distinct focus, seeking to engage a Virtual Financial Advisor. The primary objective is to cultivate your role in managing a dedicated group of households as their Service Advisor, eliminating the need for prospecting or business development.

Our mission is to transform client uncertainty into assurance as they navigate their retirement planning. We aim to provide such exceptional value that our clients cannot envision embarking on their retirement journey without our support. This value manifests in various forms, including prompt client service and same-day responses, as well as through our active engagement on social media.

Our founder has chosen to concentrate on enhancing our marketing efforts, allowing you to play a crucial role in managing potential clients and transitioning our practice into a virtual environment.

As a small yet expanding team, we all share a unified vision to exceed our clients' expectations significantly.

Qualifications: You should be a seasoned and certified CFP, experienced in handling intricate client situations related to retirement, estate, and tax matters. Additional certifications such as EA or RICP are highly regarded. You understand that this is a unique opportunity to operate within our industry in an innovative manner, contrasting with traditional advisory roles.

You thrive in an atmosphere that encourages fresh ideas and supports the adoption of new methodologies. Your affinity for systems and processes is evident, and you excel at leveraging technology (including Wealthbox, Hubly, RightCapital, Schwab) while continuously seeking efficiencies.

You possess the flexibility to engage with clients in meetings, ensuring they feel valued, while also transitioning to analytical tasks such as planning, trading, rebalancing, or tax computations.

Beyond technical expertise, you are dependable, trustworthy, and exhibit strong loyalty. Your background in relationship management and financial planning is impressive, complemented by a deep commitment to ethical practices and a genuine passion for assisting clients and colleagues alike.

You are capable of working independently without the need for micromanagement, holding yourself accountable for your responsibilities. You are proactive in reaching out to clients to provide assistance and are eager to adopt technology, always looking for ways to enhance efficiency and improve the client experience.

We are committed to supporting you so that you can concentrate on delivering exceptional value to our clients. This includes a competitive salary, 401K, paid time off, holiday pay, and a permanent work-from-home policy. Our goal is to simplify your work experience every day.

The role will be dynamic, engaging, and fast-paced. Our firm boasts a vibrant culture that is creative, flexible, and enjoyable.