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 Flagstar Bank
$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- ...Financial Consultant Location: Sterling Heights, MI 48310 Job Summary... ...soliciting new retail Investment and Insurance business from prospective... ...a customized investment strategy designed around their goals... ...licensed bankers through coaching, training, goal setting,...SuggestedBank staffLocal areaNight shift
- 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...SuggestedFull time
- ...below to review our Investment Professionals’ incentive... ...clients own their financial futures. In this exciting... .... As a Financial Consultant at Schwab, you will be... ...and Life & Health Insurance as it will be required... ...client communication strategy, and exceeding client...Suggested
- * 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...Suggested
- ...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 jobFlexible hours
- ...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...Remote jobWeekly payWork 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 jobWork from homeFlexible hours
- ...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
$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$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- ...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
$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$45k
...Job Description Who We Are Kaizen Financial Inc. is an independent, privately-owned... ...to create and implement personalized investment strategies Assist in growing the firm’s client... ...Services (Required) ~ Life & Health Insurance License (Preferred & Must Obtain Within...Work at office$50 - $60 per hour
...their expertise to help shape how AI understands financial principles and decision-making. We’re... ...Relevant backgrounds include Financial Accounting, Investment Banking, Corporate Development, Wealth Management, and Insurance Planning. Benefits: This is a full-time...Hourly payContract workWork experience placementRemote workFlexible hours- ...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...
- 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
$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$97k - $177k
Financial Advisor (Career changers encouraged to apply) Looking for an opportunity to earn unlimited income? Northwestern... ...Help clients achieve financial freedom with tailored strategies in life insurance, investments, retirement, education, and more. New Business Growth...- ...Description J2 Capital Management specializes in custom financial planning, tax, estate, and investment management. Serving Troy, MI and Cape Coral, FL, J2... ...' financial needs, developing tailored financial strategies, managing investment portfolios, and offering ongoing...Full time
$61k - $119k
Financial Advisor - Career Changers Encouraged to Apply Becoming a financial advisor... ..., skill‑building, and development strategies you need to be successful in... ...holistic financial plans—including investments for growth, insurance for protection, and annuities for guaranteed...Full timeFor contractorsWork at office- A leading financial institution in Michigan is seeking a Private Client Advisor to provide... ...comprehensive financial planning and investment solutions. The successful candidate will... ...on delivering personalized investment strategies to diverse clientele, enhancing their financial...
- 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
- ...lessons marketplace, on a mission to connect independent Soccer coaches in Warren | TeachMe.To with aspiring players. As a fast-... ..., enjoyment, and success in the sport. Innovative Teaching Strategies: Use effective coaching methods and creative drills to ensure...Immediate startFlexible hours
$14 - $17 per hour
...communities to combat the tragically high child drowning statistics. We invest in quality team members to teach our lessons with the mindset... ...• Swim Team • Multi-Tasker • Instructor • Coach • Child development • Swim Team • Lessons...Hourly payPart timeSummer workLocal areaFlexible hoursShift workAfternoon shift$65 per unit
...workouts — we ignite personal transformation. Our Group Fitness Coaches bring energy, empathy, and expertise to every session,... ...Schedules – weekend evenings/nights off ~ Medical, Dental & Vision Insurance ~ Supplemental Insurance Options – including life, accident,...Hourly payLive outFlexible hoursNight shiftAfternoon shift- A leading financial services company in Troy, Michigan is seeking individuals for financial planning roles. The position... ...help clients achieve financial freedom through tailored strategies in insurance, investments, and retirement. Candidates will benefit from...
- ...is passionate about delivering the best member experience. This role involves proactively engaging with members, assessing their financial needs, and providing solutions to enhance their financial wellbeing. The ideal candidate will have a high school diploma, 1-2 years...
$616 per month
...life-changing for you - personally, professionally and financially. FINANCIAL PLANNING WITH NORTHWESTERN MUTUAL Are you... ...Help clients achieve financial freedom with tailored strategies in life insurance, investments, retirement, education, and more. New Business Growth...For contractors- ...Area Business Coach Creating Craveable Moments Our Core Values: Adaptability,... ...with weekly projections and analysis of financial performance ~ Developing plans for... ...work environment ~ Paid time off - insurance benefits for eligible team members...Full timeLocal areaShift workNight shiftDay shift
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