Financial Advisor
AQuest Wealth Strategies
Financial Advisor – Growth-Focused Opportunity (Warm Leads Provided) AQuest Wealth Strategies is seeking a motivated Financial Advisor to join our growing team. Our firm ranks in the top 0.2% at LPL Financial, and we've built a scalable platform designed to help advisors focus on what they do best - serving clients and growing their practice. What Makes This Opportunity Unique Consistent flow of warm, qualified prospects (approximately 15 initial meetings per week scheduled for you) Dedicated marketing support and administrative assistance Ability to maintain and grow your existing book of business Focus on client relationships and advice—not cold prospecting Base salary + profit sharing + performance-based bonuses Who This Role Is Ideal For Advisors with a few years of experience looking to scale their practice Advisors with a smaller book who want more consistent opportunity Professionals seeking a more efficient platform with built-in growth support Key Responsibilities Conduct in-depth financial reviews to understand client goals and needs Develop and present personalized financial plans Provide guidance on investments, retirement planning, insurance, and estate considerations Manage client portfolios and support ongoing financial decisions Build and maintain long-term client relationships Stay current on market trends, products, and regulatory requirements Qualifications Bachelor’s degree in Finance, Economics, Accounting, or related field preferred Experience in financial services, wealth management, or investment advisory Strong understanding of financial planning, investments, and client relationship management Excellent communication and interpersonal skills Series 7 & 65 CFP® certification preferred, but not required Modern office in downtown Rochester Collaborative, team-oriented culture Regular team events and a supportive atmosphere If you're looking to grow your practice with a firm that provides real opportunity and support, we'd welcome the opportunity to connect. #J-18808-Ljbffr AQuest Wealth Strategies
$61k - $119k
...Financial Advisor Opportunity At Northwestern Mutual Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial...SuggestedFull timeContract workFor contractorsWork at officeNorthwestern Mutual Life Insurance Company
Troy, MI3 days ago- ...Key Responsibilities As a Financial Advisor, your primary role will be to engage with clients to understand their comprehensive financial needs, providing personalized guidance to help them achieve their financial protection and planning goals. You will design and implement...SuggestedWork at officeWork from homeFlexible hours
Ace Financial
Troy, MI2 days ago $61k - $119k
Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a financial representative...SuggestedWork at office$97k - $177k
Financial Advisor (Career changers encouraged to apply) Looking for an opportunity to earn unlimited income? Northwestern Mutual is offering a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. No previous...Suggested- Company Description J2 Capital Management specializes in custom financial planning, tax, estate, and investment management. Serving Troy,... ...needs. J2 Capital Management is an SEC Registered Investment Advisor. To learn more, please visit Role Description This is a full-time...SuggestedFull time
- ...Overview As a Financial Representative, you will work with current and prospective clients in your community to understand their financial needs and goals and recommend impactful solutions from a comprehensive line of products, including life insurance, so that they can...
The Western and Southern Life Insurance Company
Troy, MI2 days ago - ...Organization : Name DETROIT MI Default: Location : City TROY Overview The purpose of the Financial Representative is to meet the needs of middle-income clients by educating them on risk protection, financial security, and wealth creation; analyzing needs; and recommending...Work at officeLocal area
Western & Southern Life
Troy, MI4 days ago - First Merchants Bank is seeking a Financial Advisor to join our team! This position will facilitate the sales and service of securities, annuities, registered investment advisory products and life insurance to qualified clients. Expand client relationships by emphasizing...Flexible hours
$100k
...Job Description Job Description Build Your Career with a Firm That Invests in Your Success Are you an experienced Financial Advisor looking for a firm that gives you the tools, support, and opportunities to grow? At Kaizen Financial, we believe advisors do their...Kaizen Financial Group
Utica, MI21 days ago$1,000 per month
...Northwestern Mutual College Financial Representative Internship College Financial Representatives in the internship program at Northwestern... ...to interview for a full-time Financial Representative or Advisor role upon graduation. Qualifications Are you a fit for this...Full timeContract workFor contractorsInternshipLocal areaFlexible hoursNorthwestern Mutual Life Insurance Company
Troy, MI5 days ago- ...Position Summary : The role of a senior FP&A analyst is to support financial planning, consolidation, and performance management across North America region, including multiple manufacturing plants, R&D center, and headquarters functions in the U.S. and Mexico....
Faurecia
Auburn Hills, MI3 days ago $21 - $23 per hour
...support CCF by developing and nurturing relationships with our membership working diligently to find real positive solutions for their financial needs. They will utilize their strong product knowledge to promote, educate, and cross‑sell financial products and services to...Hourly payPermanent employmentFull timeTemporary workWork at officeMonday to FridayFlexible hoursCornerstone Community Financial
Auburn Hills, MI1 day ago$1,000 per month
Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework... ...to interview for a full‑time Financial Representative or Advisor role upon graduation. Qualifications Are you a fit for this internship...Full timeInternshipLocal areaFlexible hours- TwinThread is looking for a Private Client Advisor to join their team in Troy, MI. This role involves offering comprehensive financial planning and personalized investment solutions to clients. Ideal candidates should have at least 2 years of experience in a Financial Advisor...
- J.P. Morgan Chase is seeking a Private Client Advisor in Rochester Hills, MI. This role entails providing comprehensive financial planning and advice to clients, from savings beginners to high-net-worth individuals. Candidates should possess a minimum of 2 years in a financial...
$22.28 - $23.51 per hour
...role. Education High school degree or equivalent. Experience Minimum two (2) years of sales and service experience in a retail or financial institution environment, required. Experience utilizing digital banking tools, required. All offers for employment with InTouch Credit...Full timeWorldwideCUES TRAINING FACILITY
Rochester Hills, MI2 days ago- ...including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their...Interim roleWork at officeLocal areaImmediate startShift workDay shift
- This role focuses on identifying, analyzing, and mitigating application security vulnerabilities throughout the SDLC. It supports a broader "Shift Left" cybersecurity strategy, ensuring security is integrated early in development and reinforced through DevSecOps practices...Shift work
Stellantis
Auburn Hills, MI4 days ago $60k - $200k
...Description Job Description Join a growing Registered Investment Advisor with opportunity for advancement. Mainstay Capital... ...has been ranked by Barron's as one of the "Top 100 Independent Financial Advisors" in the country for the past 17 years and teh Top25 for...Work experience placementWork at officeRelocation packageFlexible hoursMainstay Capital Management, LLC
Troy, MI21 days ago- Job Description Job Description Are you a motivated Loan Officer looking for a company that values your expertise and gives you the tools to grow? We're looking for driven, customer-focused mortgage professionals who are passionate about helping clients achieve homeownership...
Ur Mortgage
Troy, MI4 days ago - Location 2001 W Maple Rd, Troy, 48084 Responsibilities We are currently seeking a Financial Services Representative to join us. The person in this position will report to the Branch Manager. This branch is a Retail In-Store branch. These branches are located in Walmart,...Monday to FridayFlexible hours
- ...At Genisys Credit Union, we value our employees who are essential to our ongoing growth and success as a financial institution of choice. We offer a supportive, inclusive, and diverse work environment where you are comfortable to be you. Our team is proud to support the...Part time
Royaloakchamber
Rochester Hills, MI1 day ago - ...with bank clients and delivers solutions by identifying referral opportunities for new products and services based on the customer's financial goals. The Teller performs efficient and accurate banking transactions while: Communicating clearly with clients aking...
TradeJobsWorkforce
Rochester, MI2 days ago - ...visas or participate in STEM OPT for this position. Job Description Delivers a unique customer experience aimed at improving customer financial wellbeing and creating loyalty while increasing share of wallet. Processes a variety of customer interactions. Educates customers...Full timePart timeWork experience placementWork at officeMonday to FridayShift work
Fairygodboss
Rochester Hills, MI1 day ago - ...At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a...Temporary workWork at officeShift workDay shift
- ...seeking a Part Time Teller based in Rochester Hills, MI. This role emphasizes delivering exceptional customer experiences and improving financial wellbeing through effective communication and problem-solving skills. Successful candidates are not required to have a formal...Part time
Fairygodboss
Rochester Hills, MI2 days ago - ...visas or participate in STEM OPT for this position. Job Description Delivers a unique customer experience aimed at improving customer financial wellbeing and creating loyalty while increasing share of wallet. Processes a variety of customer interactions. Educates customers...Full timePart timeWork experience placementWork at officeMonday to FridayShift work
Fairygodboss
Rochester Hills, MI1 day ago - Mortgage Loan Processor Perry Johnson Mortgage is going places, and this is your chance to get in on the ground floor. Our award-winning leadership team is known for creating a culture where you are valued and appreciated. At PJMC, you'll find the best of the best in...Casual workWork at officeRemote workFlexible hours
Perry Johnson Mortgage Company, Inc.
Troy, MI3 days ago $80k - $200k
...Join a growing Registered Investment Advisor with opportunity for advancement. Mainstay Capital Management is an independent, fee‑only... ...has been ranked by Barron's as one of the "Top 100 Independent Financial Advisors" in the country for the past 17 years and the Top 25 for...Relocation packageFlexible hoursMainstay Capital Management
Troy, MI1 day ago- Bank Teller Job Duties: Serves customers by completing account transactions. Provides account services to customers by receiving deposits and loan payments, cashing checks, issuing savings withdrawals, and recording night and mail deposits. Sells cashier's checks...Night shift
TradeJobsWorkforce
Rochester, MI3 days ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Financial Advisor. Be the first to apply!
