Associate Financial Advisor

4 days ago


Troy, Michigan, United States Blumark Full time

Blumark Financial Advisors is a boutique firm offering holistic solutions to help clients achieve their long-term financial goals. If you are growth-minded and eager to develop your career while delivering exceptional client service, we want you on our team.

About the Role: As an Associate Financial Advisor, you will work within our practice to ensure clients receive the highest level of service. You'll collaborate with senior advisors and team members, focusing on financial planning, retirement strategies, and investment solutions. This is a full-time position with flexibility for in-office and hybrid work.

Key Responsibilities:

  • Engage with clients to ensure they feel valued and connected to our financial planning process.
  • Participate in case studies to develop comprehensive financial planning advice.
  • Assist advisors with maintaining financial plans using MoneyGuidePro and Wealth Studios.
  • Help develop retirement and investment strategies tailored to client goals.
  • Observe meetings between senior advisors and clients.

Qualifications:

  • Bachelor's degree in finance or related field (or equivalent experience).
  • FINRA SIE, Series 7, and Series 66 licenses, Michigan Life, Accident and Health.
  • Minimum 1 year in the financial services industry.
  • Progress toward CFP or similar designation is a plus.
  • Strong proficiency in MS Office Suite and CRM systems (Salesforce experience preferred).
  • Excellent organizational skills and ability to manage multiple priorities.
  • Strong communication skills, both written and verbal.


  • Troy, Michigan, United States Blumark Tax Advisors Full time

    Blumark Financial Advisors is a boutique firm offering holistic solutions to help clients achieve their long-term financial goals. If you are growth-minded and eager to develop your career while delivering exceptional client service, we want you on our team.About the Role:As an Associate Financial Advisor, you will work within our practice to ensure clients...

  • Compliance Associate

    2 weeks ago


    Troy, Michigan, United States Financial Services of America Full time $60,000 - $120,000 per year

    Compliance AssociateFull Time Troy – On-Site DescriptionJoin the Financial Services of America Team as a Compliance AssociateAre you looking for a dynamic role where your organizational skills and leadership make a real impact? At Financial Services of America, we've been recognized as a Top Workplace for 13 consecutive years, thanks to our commitment to...

  • Wealth Advisor

    4 days ago


    Troy, Michigan, United States PNC Full time

    Position OverviewAt PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the...


  • Troy, Michigan, United States Estate Information Services Full time

    Job descriptionFinancial Planning Client Care SpecialistAre you looking for an opportunity to utilize superior client service skills and work one-on-one with clients on a daily basis? Are you driven, self-motivated and client-focused? If you enjoy developing long-term relationships, constantly challenging yourself, and providing superior administrative...


  • Troy, Michigan, United States Lake Michigan Credit Union Full time

    General Information:Primary Location: TroyEmployee Status: Full-TimeWorkplace Type: Fully On-SiteWho we are: At LMCU, you'll find more than just a job - discover a fulfilling career where your contributions truly matter.Join our talented team at Lake Michigan Credit Union and discover the difference an employer who puts people first can make in your career...


  • Troy, Michigan, United States PNC Full time

    Position OverviewAt PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the...


  • Troy, Michigan, United States Bridgewise financial partners llc Full time

    Are you a motivated closer looking for high earning potential and a role where your hustle truly pays off?At BridgeWise Financial Partners, we help middle-class families navigate one of the biggest financial decisions of their lives–paying for college. This is a chance to turn your drive and people skills into a six-figure career with a company that...

  • Senior Tax Associate

    2 weeks ago


    Troy, Michigan, United States Doeren Mayhew CPAs and Advisors Full time

    Doeren Mayhew is a $235 million tax, assurance and advisory firm headquartered in Troy, Michigan with 18 offices across the country and abroad. Founded in 1932, Doeren Mayhew is recognized as the 46th largest CPA firm in the U.S. and is positioned for successful future growth. If you want to join a rising firm that is consistently named among the 50...


  • Troy, Michigan, United States Proctor Financial, Inc. Full time

    Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers.Job Title: BL Loss Draft AssociateFLSA Status: Non-ExemptDepartment: Lender SolutionsReports to: Manager of Lender SolutionsWho are we?  What do we do?  Company Overview:Proctor Loan Protector provides comprehensive...


  • Troy, Michigan, United States Neiman Marcus Group Full time

    Neiman Marcus Group is a relationship business that leads with love in everything we do—for our customers, associates, brand partners, and communities. Our legacy of innovating and our culture of Belonging guide our roadmap for Revolutionizing Luxury Experiences. Our brands include Neiman Marcus and Bergdorf Goodman.Your RoleAs a Client Advisor you will...