Licensed Financial Planner & Client Service Advisor
Merit Financial Advisors
Merit Financial Advisors is seeking a Service Advisor to support the advisory team in delivering financial planning and investment advice. This licensed professional will work directly with clients to implement advisor-directed strategies, prepare financial plans, and provide ongoing service. The role involves collaboration with lead advisors, handling client requests, and maintaining documentation in CRM systems. #J-18808-Ljbffr Merit Financial Advisors
Vacancy posted 5 days ago
Similar jobs that could be interesting for youBased on the Licensed Financial Planner & Client Service Advisor in Southgate, MI vacancy
- ...variety of proactive sales and service activities. Manages the... ...opportunities to improve the customer's financial wellbeing. Collaborates with... ..., ultimately elevating client loyalty. Delivers a full PNC... ...Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or...SuggestedFull timeTemporary workPart timeWork at office
PNC
Trenton, MI3 days ago $69k
...management. You will work remotely, serving clients by providing guidance and protection... ...relationship-building skills Sales or customer service experience is helpful but not required... ...with a working camera Insurance license required or willingness to obtain one...SuggestedRemote workWork from homeFlexible hoursHMG Careers
Ecorse, MI1 day ago- ...customers. Occasionally may visit customers on site. Customer Service Provides assistance in operations as necessary by handling... ..., software that are required to be used. Certificates / Licenses ~ Any certificate or training records that are required by each...SuggestedWork experience placement
- ...enthusiasm for helping our clients, taking care of our... ...extraordinary customer service while maintaining a strong... ...to meet their financial needs. As a Community Private Client Advisor in J.P. Morgan Wealth Management... ...Series 66 (63/65) license is required or must be...SuggestedLocal area
- A leading financial services firm seeks a Financial Advisor for its Advisor Development Program. The role involves developing... ...with high-net-worth clients, assessing their financial goals,... ...Candidates must have Series 7 & 66 licenses and experience in sales or finance...Suggested
- ...Merit is a fast growing, pioneering financial services firm that invests heavily in the growth... .... By offering an array of services, clients can receive tailored solutions that... ...team. The position: The Service Advisor is a licensed financial professional responsible for...Full timeTemporary workPart timeFlexible hours
- ...fully paid; a robust wellness program with financial incentives. In addition, PNC generally... ...depending on career level; and years of service.To learn more about these and other... ...Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial...Full timeTemporary workPart timeWork experience placementWork at officeShift work
PNC
Detroit, MI1 day ago - ...Bank Of America Financial Center Position At Bank of America, we are guided by a common... ...Responsible Growth and delivering for our clients, teammates, communities, and... ...with conducting transactions through self-service resources, such as mobile banking, online...Work at officeFlexible hoursShift workWeekend workDay shift
Bank of America
Lincoln Park, MI1 day ago - ...includes rotations in Operations and Sales & Service. There will be a certification at the... ...:Use the consultative sales process and Financial Needs Assessment to build a thorough... ...employment through the Nationwide Mortgage Licensing System (NMLS). The NMLS web site (...Work experience placementWork at office
Fifth Third Bancorp
Detroit, MI3 days ago $5,000 per month
...Customer Service Representative II Under general supervision, the Customer Service Representative II ensures customer expectations... ...negotiation skills. Basic product knowledge. Physical Demands: Licenses & Certifications: Excellent driving record preferred. All...Contract work- ...Client Service Representative At AmeriVet, we believe that thriving teams build thriving communities. When you join us, you're stepping... ...401(k) matching, and student loan assistance to foster your financial well-being. Health, dental, vision, life insurance, and mental...Full timeWork experience placementLocal area
$40k - $60k
...needs, and market appropriate products and services. As an Agent Team Member, you will... ...about the role insurance and financial products play in helping people manage the... ...potential customers Property and Casualty license (must be able to obtain) Life and Health...For contractorsWork at officeLeonard Crosby - State Farm Agent
Allen Park, MI1 day ago- ...experience aimed at improving customer financial wellbeing and creating loyalty... ...Skills Accountability, Banking, Client Loyalty, Customer Experience (CX), Customer Service, Identifying Opportunities,... ...Certifications No Required Certification(s) Licenses No Required License(s) Benefits...Full timeTemporary workPart timeWork experience placementWork at officeShift work
PNC
Taylor, MI4 days ago - ...common purpose to help make financial lives better through the power... ...Growth and delivering for our clients, teammates, communities and... ...conducting transactions through self-service resources, such as mobile... ...Lynch Life Agency Inc., a licensed insurance agency and wholly owned...Work at officeFlexible hoursShift workWeekend workDay shift
Bank of America
Flat Rock, MI3 days ago - A leading financial services agency in Michigan seeks passionate individuals for a role focused on securing families’ financial well-being. In... ...this position, you'll conduct virtual consultations, assess client needs, and develop long-lasting relationships. With opportunities...Remote jobWeekly payFlexible hours
- ...your career. In this role, you will assume a vital position in securing families’ financial well‑well-being. Typical day‑to‑day tasks include: Conducting virtual consultations with clients. Assessing clients’ needs and imparting knowledge on solutions. Cultivating...Weekly payWork from homeFlexible hours
- SKYKEY FINANCIAL BOOKS APPOINTMENTS ON YOUR CALENDAR! SkyKey Financial is looking for motivated... ...seen them succeed in sales and client relationship roles. If you’re competitive... ...products Qualifications Life Insurance License (or willingness to obtain) Strong communication...Full timePart time
- ...management and investment products and services for individuals, companies, and... ...advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the... ...Series 7 & 66 (63 & 65 in lieu of 66) licenses. Minimum of one year experience...Interim roleWork at officeLocal areaImmediate startShift workDay shift
- ...includes rotations in operations and Sales & Service. There will be a certification at the... ...job family. The Personal Banker I is a Financial Center position focused on using the... ...employment through the Nationwide Mortgage Licensing System (NMLS). The NMLS web site (mortgage...Work experience placementWork at office
Fifth Third
Detroit, MI5 days ago - ...includes rotations in operations and Sales & Service. The program culminates in a... ...job family. The Personal Banker I is a Financial Center position focused on using the consultative... ...through the Nationwide Mortgage Licensing System (NMLS). Working Conditions Normal...Work experience placementWork at office
Fifth Third
Detroit, MI5 days ago - ...includes rotations in operations and Sales & Service. There will be a certification at the... ...job family. The Personal Banker I is a Financial Center position focused on using the... ...employment through the Nationwide Mortgage Licensing System (NMLS). The NMLS web site (mortgage...Work experience placementWork at office
Fifth Third Bancorp
Detroit, MI2 days ago $15 per hour
...Your Opportunity Customer Service Representative CheckSmart Southgate, MI... ...help people in your community access the financial solutions they need—right when they need... ...certain locations . ~ Valid driver's license, auto insurance, and personal vehicle to...Hourly payFull timeTemporary workCasual workWork at officeLocal areaCommunity Choice Financial Family of Brands
Southgate, MI9 hours ago- ...Responsibilities Provides accurate, courteous, and timely professional service to existing and prospective members. Ability to operate branch... ...cross sell credit union products and services to enhance their financial well-being. Process loan and new membership applications...
- ...America seeks a customer-focused professional to engage clients in the lobby, educate on self-service options, and process cash transactions accurately.... ...emphasizes building relationships, guiding clients to financial solutions, and maintaining compliance with bank...Flexible hours
- ...enthusiasm for helping our clients, taking care of our... ...extraordinary customer service while maintaining a strong... ...solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management... ...Series 66 (63/65) license is required or must be obtained...
$40k - $70k
...of our customers by proactively marketing relevant products and services. Grow your career as you better your community. As an attentive... ...to have you on our team. Benefits: Simple IRA License Paid by Agency Bonus based on performance Competitive salary...For contractorsWork at officeFlexible hoursSam Quisenberry - State Farm Agent
Southgate, MI1 day ago$15.17 - $17.85 per hour
...for managing rental accounts by delivering exceptional customer service, selling new products to our customers, driving account... ...or equivalent · At least 18 years of age · Valid driver’s license with good driving record · Strong communication and customer...Hourly payWeekly payFull timeLocal areaFlexible hoursWeekday workRent A Center
Riverview, MI9 hours ago- ...includes rotations in Operations and Sales & Service. There will be a certification at the... ...Use the consultative sales process and Financial Needs Assessment to build a thorough... ...employment through the Nationwide Mortgage Licensing System (NMLS). The NMLS web site (mortgage...Work experience placementWork at office
$90k - $105k
...Payroll Client Advisor Auris is the payroll and HR partner built for... ...technology with real human services to give leaders the confidence... ..., on the spot client financial analysis and paperless contract... ...or older ~ Valid Driver's License and valid automobile insurance...Contract workLive inLocal areaImmediate startFlexible hours$40k - $60k
...Customer Service Representative - State Farm Agent Team Member As a Customer Service... ...you will generate the kind of exceptional client experiences that reinforce the growth of... ...candidates. Benefits: Simple IRA, Licensing paid by agency, Bonus based on performance...For contractorsWork at officeFlexible hours
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Licensed Financial Planner & Client Service Advisor. Be the first to apply!
Related searches
- customer support representative Southgate, MI
- benefits customer care representative Southgate, MI
- client service consultant Southgate, MI
- customer experience agent Southgate, MI
- customer service expert Southgate, MI
- customer service officer Southgate, MI
- financial customer service representative Southgate, MI
- customer service associate Southgate, MI
- customer service attendant Southgate, MI
- customer support specialist Southgate, MI