Financial Solutions Advisor — Insurance & Investments
Western & Southern
Western & Southern Life is seeking a Financial Representative to educate middle-income clients on risk protection, financial security, and wealth creation in the Detroit/Troy area. You will analyze client needs and recommend suitable insurance and investment solutions with ethical, client-focused practices. The role involves traveling within markets to prospect, schedule in-person appointments, and build local relationships while maintaining accurate records and complying with company policies. #J-18808-Ljbffr Western & Southern
- ...Financial RepresentativeDETROIT MIOverviewThe purpose of the Financial Representative... ...selling the corresponding financial solutions. A Financial Representative must educate... ...appropriate marketing plan to sell insurance and investment solutions.Travels throughout market(s...SuggestedWork at officeLocal area
- ...guided by a common purpose to help make financial lives better through the power of... ...an impact. Join us! As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining... ...Bank of America’s core banking, investment solutions and approach to client care....SuggestedWork at officeImmediate startMonday to FridayShift workDay shift
- ...Make an impact providing expert financial advice with heart. Thrivent... ...at the center of saving and investing. Here, you’ll make an impact... ...purpose-based advice, investments, insurance, banking and generosity.... ...complete Thrivent’s comprehensive advisor onboarding program. After...Suggested
- ...Company parties Dental insurance Flexible schedule... ...into the field of financial advising. You’ll play... ...a Northwestern Mutual Advisor: A Glance at Northwestern... ...insurance solutions and financial planning... ...financial plans that include investments, insurance, and retirement...SuggestedFull timeInternshipWork at officeFlexible hours
- Financial Advisor Financial Advisor job at Hantz Group. Southfield, MI. Hantz Group is a Michigan... ...Financial Planning and Retirement Insurance Tax Strategy and Planning Cash Flow... ...Develop and Maintain Client Base Analyze Investment Opportunities and Client Needs, and...SuggestedWork at officeFlexible hours
$61k - $119k
Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity... ...· Education Funding · Investment & Advisory Services · Trust Services · Retirement Solutions · Business Needs Analysis... ...investments for growth, insurance for protection, and annuities...Full timeContract workFor contractorsWork at office$65k - $70k
...quality provider in the investment services industry and... ...of Investment and Insurance products to customers. The Virtual Wealth Advisor is a key role within our... ...delivering personalized financial strategies to mass... ...outstanding service and sales solutions to meet clients’...Currently hiringWork at officeLocal areaFlexible hours$61k - $119k
Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity... ...• Education Funding • Investment & Advisory Services • Trust Services • Retirement Solutions • Business Needs Analysis... ...investments for growth, insurance for protection, and annuities...Work at office- ...common purpose to help make financial lives better through the power... ...advice and customized solutions to clients to help them achieve... ...clients to review financial and investment goals, building a financial... ...Counselor (CRPC) Obtained insurance licenses Skills:...Temporary workWork at officeShift workDay shift
- ...driven, entrepreneurial advisors and professionals who... ...meaningful career in financial planning while owning... ...products, and planning solutions. For those who prefer... ...Financial Planning, Investment, and Growth & Development... ...a leading mutual life insurance company that is run...Full timeLocal areaImmediate startShift work
$158k - $237k
...Our CompanyWe’re a diversified financial services leader with more... ...global asset manager and an insurer. Our unwavering focus on our... ...Financial, Columbia Threadneedle Investments and RiverSource Insurance and... ...influence portfolio decisions and advisor outcomes. As an Industrials &...Full timeH1bWork at officeWork from homeVisa sponsorship1 day per week$70k - $154k
...independent, in-depth analysis of financial statements, projections, and... ...knowledge of corporate banking, investment banking, and commercial banking solutions, in addition to market trends and... ...to colleagues, including health insurance coverage, wellness program, life...Full timeRemote workWork from homeFlexible hours$50k
...Join a financial services firm where your contributions... ...and 20,000 financial advisors across the U.S. and Canada... ...Canada than any other investment firm, serving over... ...information seeking the right solutions for clients... ...record of success State insurance licenses preferred...Work at officeWork from homeHome officeFlexible hours$60k - $200k
...Join a growing Registered Investment Advisor with opportunity for advancement... ...the "Top 100 Independent Financial Advisors" in the country... ...benefits, tax planning and insurance. Industry related designations... ...and develops comprehensive solutions for any financial aspect of...Work experience placementWork at officeRelocation packageFlexible hours- ...opportunities to improve the customer's financial wellbeing. Collaborates with... ...of wallet. Positions PNC solutions to drive new revenue and... ...and spouse/child life insurance; short and long-term disability... ...service and community investments. Our inclusive workplace allows...Full timeTemporary workPart timeWork experience placementWork at office
- ...Management in Michigan is seeking a Wealth Advisor to deepen client relationships and deliver integrated investment and insurance strategies. You will own the client experience... ...while helping clients achieve their financial goals. #J-18808-Ljbffr PNC Financial Services...Work at office
- Citizens Wealth Management is hiring a Virtual Wealth Advisor to proactively identify and sell investment and insurance products to mass affluent clients. The role will... ...by phone and video, delivering personalized financial strategies to meet clients' goals. The...Remote jobWork at office
- ...nation’s largest Registered Investment Advisory (RIA) firms, providing... ...on Beacon Pointe's Wealth Advisors to help determine investment... ..., and develop strategic financial plans through our proprietary... ...specialists to deliver integrated solutions Identify and pursue new...
$97k - $177k
Financial Advisor (Career changers encouraged to apply) Looking for an opportunity to earn unlimited income? Northwestern Mutual is... ...achieve financial freedom with tailored strategies in life insurance, investments, retirement, education, and more. New Business Growth:...- JPMorgan Chase & Co. is seeking a Private Client Advisor in Chase Wealth Management to provide comprehensive financial planning and investment solutions to individuals and families. You will build strong client relationships, leverage partner referrals, and deliver tailored...
- 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
- ...Description J2 Capital Management specializes in custom financial planning, tax, estate, and investment management. Serving Troy, MI and Cape Coral, FL, J2... ...2 Capital Management is an SEC Registered Investment Advisor. To learn more, please visit Role Description This...Full time
- LPL Financial collaborates with credit unions to provide... ...to join our employee advisor model as a Wealth... ...to deliver Non-Deposit Investment Products (NDIPs) and services... ...approach to financial solutions for an assigned book... ...investments and insurance solutions from retail...Work at officeLocal area
- Cornerstone Community Financial Credit Union, in partnership with LPL Financial, is seeking a Wealth Advisor to deliver investment and insurance solutions at the Troy, MI branch. You will act as a dedicated advisor to a defined book of business and collaborate with branch...
$61k - $119k
Financial Advisor - Career Changers Encouraged to Apply Becoming a financial advisor at Northwestern Mutual is a unique opportunity... ...and deliver holistic financial plans—including investments for growth, insurance for protection, and annuities for guaranteed income in...Full timeFor contractorsWork at office- ...of comprehensive wealth management and investment products and services for individuals,... ...advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates... ...specialists, and executing highly customized solutions to meet client needs Recommending...Interim roleWork at officeLocal areaImmediate startShift workDay shift
- ...a winning team at Christian Financial Credit Union! Christian Financial... ...Union is seeking a Licensed Investment Representative to help... ...and appropriate financial solutions. This individual will service... ...and Michigan Life and Health Insurance Licenses Exceptional...Bi-weekly pay
- ...performance Company parties Dental insurance Flexible schedule Health... ...Your Healthcare Expertise into Financial Services with Wiegert District... ...financial plans that include investments, insurance, and retirement. Insurance Solutions: Recommend and implement...Full timeInternshipWork at officeFlexible hours
- ...of a senior FP&A analyst is to support financial planning, consolidation, and performance... ...optimization, margin improvement, and investment decisions.2. Financial Consolidation (U... ...build scalable reporting and dashboard solutions.Support the application of AI/advanced...
- Fidelity Investments is seeking an Investment Consultant to develop financial plans for mass affluent clients in our Investor Center. You will focus on cultivating... ...relationships and delivering tailored investment solutions, rather than sourcing new clients. You will...
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Financial Solutions Advisor — Insurance & Investments. Be the first to apply!
- financial consultant Troy, MI
- financial associate Troy, MI
- jde finance consultant Troy, MI
- financial planner Troy, MI
- wealth advisor Troy, MI
- financial planning administrator Troy, MI
- financial planning assistant Troy, MI
- estate planning consultant Troy, MI
- financial counselor Troy, MI
- financial advisor associate Troy, MI




