Financial Consultant: Invest & Insurance Strategy Coach
Flagstar Bank
Flagstar Bank in Sterling Heights is looking for a Financial Consultant to retain and expand company relationships while soliciting new retail investment and insurance business. You will advise customers in creating a customized investment strategy to meet their goals. Your responsibilities include meeting customers to discuss their financial needs, building excellent relationships with retail bank branches, and maintaining compliance with regulations. A high school diploma and 2+ years of retail sales experience are required. #J-18808-Ljbffr
- A financial services company located in Troy, Michigan is seeking an investment manager to oversee client accounts, provide actionable advice and maintain expert knowledge of complex investment strategies. The role includes delivering the investment experience to clients...Suggested
$75k - $125k
A leading financial institution in Michigan seeks an experienced professional to consult on investment and insurance strategies, develop client relationships, and efficiently handle client experiences. Candidates must hold a Bachelor's degree and possess FINRA Series 7...Suggested$60k - $200k
...Description Join a growing Registered Investment Advisor with opportunity for advancement... ...'s as one of the "Top 100 Independent Financial Advisors" in the country for the past 1... ..., employee benefits, tax planning and insurance. Industry related designations (or working...SuggestedWork experience placementWork at officeRelocation packageFlexible hours- ...Job Description: Financial Consultant If you no longer want to spend your time on sourcing new clients and would rather have the... ...to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging...SuggestedWork at office
- ## Financial ConsultantApplylocations: Sterling Heights... ...Title**Financial Consultant**Location**Sterling... ...new retail Investment and Insurance business from prospective... ...customized investment strategy designed around their... ...licensed bankers through coaching, training, goal...SuggestedBank staffLocal areaNight shift
- ...firm in Birmingham, Michigan, is seeking an Associate Director of Digital Investment. This role is responsible for managing digital media buys and investment operations, developing client strategies, and leading optimization efforts. The ideal candidate will have over 5...Flexible hours
- ...A leading global advertising agency is seeking an Associate Director of Digital Investment to manage digital media buys and client relationships. The role involves strategy development, campaign optimization, and overseeing digital investment operations. Ideal candidates...Work at office
- ...prominent media agency is seeking an Associate Director, Digital Investment in Birmingham, Michigan, to oversee digital media buys and... ...digital media experience and leadership for effective investment strategies across various channels. Key responsibilities include managing...
- ...below to review our Investment Professionals' incentive... ...clients own their financial futures. In this exciting... ....? As a Financial Consultant at Schwab, you will... ...client communication strategy, and exceeding client... ...Lending Management, Insurance & Risk Management, and...
- ...below to review our Investment Professionals' incentive... ...clients own their financial futures. In this exciting... .... As a Financial Consultant at Schwab, you will be... ...license and Life & Health Insurance as it will be... ...client communication strategy, and exceeding client...
- A financial advisory firm located in Troy, MI is seeking an Entry Level Financial Advisor. This full-time, on-site role involves providing comprehensive financial planning and investment advice, assessing clients' financial needs, and managing investment portfolios. Candidates...Full time
- ...success. As a Senior Investment Advisor within the PNC... ...portfolio investment strategy, objectives, and... ...introduction and expansion of financial services to the... ...Communications, Investment Consulting, Portfolio Management... ...spouse/child life insurance; short and long-term...Full timeTemporary workPart timeWork experience placementWork at office
- * Manages accounts in accordance with investment objectives that have been developed with the... ...supporting the portfolio investment strategy, objectives, and health of the strategy.... ...through the introduction and expansion of financial services to the client.* Executes risk management...
- ...seeking passionate individuals for a role focused on securing families' financial well-being. This position offers flexibility with the option to work from home, conducting virtual consultations and nurturing client relationships. Responsibilities include assessing needs...Weekly payRemote workWork from homeFlexible hours
- ...offering a flexible career opportunity in Sterling Heights, MI, where you can work from home. In this role, you will conduct virtual consultations with clients, assess their needs, and cultivate lasting relationships while performing administrative tasks. Ideal candidates...Remote workWork from homeFlexible hours
- ...Garcia Agency is seeking passionate individuals for a dynamic role focused on securing families’ financial well-being. In this position, you will conduct virtual consultations with clients, assess their needs, and build lasting relationships through consistent engagement...Remote workFlexible hours
- ...company’s success. As a Financial Advisor within PNC... ...and planning strategy focused on helping... ...meet their savings, investing and retirement goals... ...Job Description Consults on investment and insurance strategies, as well... ...Actively and regularly coaches and educates branch...Full timeTemporary workPart timeWork experience placementWork at office
$75k - $125k
...OPT for this position. Job Description Consults on investment and insurance strategies, as well as the development of financial plans for clients. Grows and retains an... ...changes as needed. Actively and regularly coaches and educates internal business partners to...Full timeTemporary workPart timeWork experience placementWork at office$1,000 per month
...Overview College Financial Representatives in the... ...execute on a business strategy Call on potential clients... ...Engage in weekly coaching, training, and... ...Bonuses Support for insurance licensing (life, health... ...strategies-insurance, investments, and annuities-built to...Full timeContract workFor contractorsInternshipLocal areaFlexible hours- ...an impact providing expert financial advice with heart. Thrivent... ...at the center of saving and investing. Here, you’ll make an impact... ...-based advice, investments, insurance, banking and generosity.... ...weeks of paid training and coaching as you obtain your state insurance...Local area
$50k
...Join a financial services firm where your contributions are valued... .... and Canada than any other investment firm, serving over eight million... ...-face and virtual sourcing strategies (e.g., residential, business... ...record of success State insurance licenses preferred...Work at officeWork from homeHome officeFlexible hours$61k - $119k
...Financial Advisor Opportunity At Northwestern Mutual Becoming... ...skill-building, and development strategies you need to be successful in... ...· Education Funding · Investment & Advisory Services · Trust... ...including investments for growth, insurance for protection, and...Full timeContract workFor contractorsWork at office- ...Wealth Advisor Sequoia Financial Group is a growing Registered Investment Advisor (RIA), headquartered in Northeast... ...management, income tax planning, insurance, education planning, retirement... ...creative solutions to problems, devise strategies, and propose solutions Self-...Work at office
- ...life‑changing for you – personally, professionally and financially. Financial professionals help clients reach their... ...Help clients achieve financial freedom with tailored strategies in life insurance, investments, retirement, education, and more. New Business Growth...
- ...alternative application process. Sequoia Financial Group, a growing registered investment advisor headquartered in... ...management, income tax planning, insurance, education planning, retirement planning... ...to devise creative solutions, strategies, and proposals. Self‑starter,...Full timeWork at office
$61k - $119k
...Overview Becoming a financial advisor at Northwestern Mutual is a... ...skill‑building, and development strategies you need to be successful in... ...• Education Funding • Investment & Advisory Services • Trust... ...including investments for growth, insurance for protection, and...Work at office- ...Certified Peer Recovery Coach to help make a... ...Dental/Health/Vision insurance ~ Dependent care reimbursement... ...IRS rate. ~ Free financial planning services... ...partnerships with the LoVasco Consulting Group, and SoFi. ~... ...relapse prevention strategies. Equal Opportunity...
$97.38k - $133.3k
...A leading media agency in Birmingham is seeking an Associate Director, Digital Investment. In this role, you'll manage digital media buys and client relationships while driving strategic investments across various channels. Candidates must have over 5 years of relevant...- ...UNAVAILABLE is looking for an Associate Director, Digital Investment to lead day-to-day media buys and operations. The role involves creating processes to ensure successful digital investment and building key relationships in the marketplace. Ideal candidates will have...Flexible hours
- Key Responsibilities As a Financial Advisor, your primary role will... ...and implement tailored strategies that safeguard clients' assets... ...clients' financial plans and insurance policies to reflect any changes... .... Support for insurance & investment licensing. Fully company-...Work at officeWork from homeFlexible hours
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