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
- ...driven, entrepreneurial advisors and professionals who... ...meaningful career in financial planning while owning... ...products, and planning solutions.For those who prefer collaboration... ...Financial Planning, Investment, and Growth &... ...a leading mutual life insurance company that is run...SuggestedLocal areaImmediate startShift work
- ...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
- ...home health, eye care, health insurance, and more. With 12 hospitals... ...initiative, a $3 billion investment that is redefining our academic... ...research, or driving new solutions, you'll be part of a team united... ...direction, the CBO Patient Financial Experience Specialist is...Suggested
$65k - $70k
...quality provider in the investment services industry and... ...Virtual Wealth Advisors who proactively identify... ...array of Investment and Insurance products to customers.... ...delivering personalized financial strategies to mass affluent... ...service and sales solutions to meet clients'...SuggestedCurrently hiringWork at officeLocal areaFlexible hours$61k - $119k
...Education Becoming a financial advisor at Northwestern Mutual is a unique... ...Education Funding Investment & Advisory Services Trust Services Retirement Solutions Business Needs Analysis... ...including investments for growth, insurance for protection, and...Full timeContract workFor contractorsWork at office- 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...Work at officeFlexible hours
- ...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
- ...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...
$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 Energy &...Full timeH1bWork at officeWork from homeVisa sponsorship1 day per week- ...common purpose to help make financial lives better through the power... ...and connecting clients to solutions that meet the financial goals... ...business, lending, and investments + Manages financial center traffic... ...offered through MLPF&S and insurance and annuity products offered...Work at officeFlexible hoursShift workWeekend workDay shift
- 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...
- 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
- 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
- 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
- ...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
$1,000 per month
College Financial Representatives in the paid post grad program at... ...Life, Accident, and Health insurance license Build life skills that... ...Financial Representative or Advisor role upon graduation. Are... ...financial strategies- insurance, investments, and annuities- built to...Full timeLocal areaFlexible hours$78k
...Location: In-Office/On Site. At Financial Services of America (FSA) ,... .... Our approach goes beyond investments to consider the full... ...planning, estate planning, insurance, and investment strategies.... ...experienced, motivated Financial Advisor to become an integral part of...Full timeWork at officeMonday to FridayAfternoon shift- Michigan First Credit Union is seeking a Financial Services Representative to join our Sterling Heights team. You will deliver five-star... ...member relationships, and provide personalized financial solutions. We value teamwork, strong communication, and a positive, professional...
- 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...
- ...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
- ...of a senior FP&A analyst is to support financial planning, consolidation, and performance... ...optimization, margin improvement, and investment decisions. 2. Financial Consolidation... ...build scalable reporting and dashboard solutions. Support the application of AI/advanced...
$40k - $60k
A local insurance agency is seeking an Insurance and Financial Services Position - State Farm Agent Team Member in Troy, MI. This full-time role focuses on providing excellent customer service and meeting sales goals. The ideal candidate should have sales experience and...Full timeLocal area$80k - $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- A financial services organization in Auburn Hills is seeking a Senior... ...Banker/Senior Member Advisor to develop member relationships and provide financial solutions. The ideal candidate should have... ...benefits package including health insurance, PTO, and retirement options....Full time
$1,000 per month
...Northwestern Mutual College Financial Representative InternshipCollege... ...Financial Representative or Advisor role upon graduation.... ...Productivity BonusesSupport for insurance licensing (life, health, DI,... ...strategies—insurance, investments, and annuities—built to reinforce...Full timeContract workFor contractorsInternshipLocal areaFlexible hours- ...commitment to helping clients own their financial futures. As a Financial Consultant, you... ...to holistic financial guidance including investing, retirement readiness, and education... ...Obtaining or acquiring Life & Health Insurance as it will be required during your...Full time
- ...build relationships, identify client needs, and connect customers to banking solutions while adhering to laws and risk controls. Role requires ability to work with teams across lending, investments, and small business services. Flexible for weekends or extended hours as...Flexible hoursWeekend work
- ...are industry leaders because people trust us to handle their financial transactions with the utmost care and attention to detail. To... ...products and services as appropriate to customer needs, including FM Investments.Generate new business to assist in meeting profitability goals...Hourly payWork at office
$54.1k - $82.8k
...’s largest non-medical carrier of group insurance, where your work will impact over 55,000... ...team, you’ll deliver innovative benefits solutions - life, disability, dental, vision, and... ...they need us most. The Opportunity The Financial Consultant (FC) has overall accountability...Temporary workWork at officeLocal areaFlexible hours
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