Financial Advisor
MassMutual
Overview Skylight Financial Group, one of the region's largest financial planning firms, provides financial support, first-in-class training and mentoring, and the advantage of carrying the banner of a 170+ year-old, Fortune 100 company with over $600 billion in assets. As an Advisor, you will be creating a comprehensive and individualized plan to help your clients determine where they are, where they want to be, and how they are going to get there. With Skylight support, you will be able to provide peace of mind around concerns that clients face such as the ability to fund a college education, prepare for retirement, protecting themselves from the risks of life and increasing their overall confidence that they are on the right track. Our opportunity aims to provide the necessary support for someone who is interested in building something of their own and finding more meaning and control in their career but isn\'t comfortable with the \"sink or swim\", commission-only proposition most firms offer. In addition, our associates enjoy a comprehensive benefits package including medical, 401k, and pension. Responsibilities Support financial professionals to cultivate client relationships Aid in marketing strategies for new client acquisitions Commitment to personal and professional development Provide financial planning support to clients Qualifications / Desired Qualities Strong track record of achievements Excellent interpersonal skills Entrepreneurial Spirit Customer Focused Reach out today to start a conversation about the Skylight difference! Trisha Rutherford President #J-18808-Ljbffr MassMutual
$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...SuggestedFull timeContract workFor contractorsWork at office$50k
...Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we’re proud to be privately-owned, placing the focus...SuggestedWork at officeWork from homeHome officeFlexible hours- Overview Gryphon Financial Partners is a $2.4B AUM independent RIA and multi-family office serving high-net-worth clients and families.... ...intentionally and selectively. We are looking for a Senior Client Advisor / Relationship Manager to join our team in Toledo, Columbus, or...SuggestedWork at office
- Voya Financial Advisors is seeking entrepreneurial Financial Advisors to help individuals and families achieve their retirement and financial goals. In this role, you will focus on serving clients within the tax‑exempt market, including educators, healthcare professionals...Suggested
$61k - $119k
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 focused...SuggestedFor contractorsWork at office- ...Financial Advisor Hantz Group is a Michigan-based financial company that works with individuals and businesses to help them achieve their financial goals. We are a Family Office that manages over $11B+ of assets, has 20+ offices and over 600 employees. We offer a multitude...Work at officeFlexible hours
- ...About the role Our financial representatives at Modern Woodmen of America are dedicated to helping individuals from all backgrounds achieve their financial goals. They create and execute tailored financial plans that illustrate members' current situations, outline their...Local area
- ...Responsibilities Consults on investment and insurance strategies, as well as the development of financial plans for clients. Grows and retains an investment and insurance book of business. Owns the client experience, efficiently handling sales and service, identifying...
- ...Financial Counselor Position Harbor is seeking a Financial Counselor to join the Toledo team! This position is responsible for timely, effective and efficient revenue cycle tasks to ensure accurate claim submission and receipt of payment. Position is full-time, 40 hours...Full timeWork at office
- ...President At Citizens National Bank, we have surrounded ourselves with some of the brightest and most talented professionals in the financial service industry to form a solid and secure community banking foundation. Citizens National Bank has an excellent...Full timeTemporary workLocal area
$1,000 per month
...Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and... ...opportunity to interview for a full-time Financial Representative or Advisor role upon graduation. #LI-Onsite Qualifications Are...Full timeContract workFor contractorsInternshipLocal areaFlexible hours$110k - $120k
...Roofline business unit and the preparation of annual operating plan, forecasting and reporting for Operations. The position will own the financial planning uploads in NSPB, variance analysis for materials and labor, and assist with ad hoc requests from the Operations...Full timeWork at officeLocal areaFlexible hoursShift workNight shift$30k - $50k
...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 timeTemporary workPart timeWork experience placementWork at office$41.25k - $68.75k
...of proactive sales and service activities. Manages the customer experience by identifying opportunities to improve the customer's financial wellbeing. Collaborates with ecosystem partners to grow customer's share of wallet. Positions PNC solutions to drive new revenue and...Full timeTemporary workPart timeWork experience placementWork at office- ...experience through their knowledge of available products and services. The PB demonstrates Civista Bank's mission to improve the financial lives of our employees and shareholders, to make a difference in the communities that we serve. Key Accountabilities, Responsibilities...Part time
$110k - $200k
...looking for an individual focused on delivering excellence through attention to detail. The Opportunity We’re seeking a senior-level Financial Planner to take ownership of client relationships, lead sophisticated portfolio strategies, and optimize financial planning...Work at office$33.75k - $56.25k
...where employees can thrive. Job Description Manages the customer experience by identifying opportunities to improve a customer's financial wellbeing and create loyalty while increasing share of wallet. From a variety of customer interactions, participates in proactive...Temporary workWork experience placementWork at office- Fifth Third Bank, N.A. is seeking a Retail Personal Banker II in Toledo, OH. The role involves building customer relationships and promoting banking products. Candidates will undergo a 9-week onboarding program with a focus on sales proficiency. This position requires ...
- ...managing, monitoring, and reporting risks of all types. ESSENTIAL DUTIES AND RESPONSIBILITIES: Use the consultative sales process and Financial Needs Assessment to build a thorough customer profile and identify current and future financial needs. Maintain an in-depth...Work experience placementWork at office
- ...banking roles offer a welcoming and inclusive team environment where you are empowered every day to help our customers achieve their financial goals. Our branch colleagues have an opportunity to share ideas and voice opinions that directly impact our customers, our bank,...Full timeH1bWork at officeRemote workWork from homeFlexible hours
- Position Summary The Sr. Financial Analyst FP&A is responsible for supporting company-wide financial planning, forecasting, reporting, and analysis. This role serves as a finance business partner to cross-functional teams and leadership by analyzing company performance,...H1bWork at officeLocal areaFlexible hours
- ...demonstrate skills necessary to successfully perform a role within the Retail Personal Banker job family. The Personal Banker I is a Financial Center position focused on using the consultative sales process to proactively identify and meet the financial needs of customers...Work experience placementWork at office
- ...demonstrate skills necessary to successfully perform a role within the Retail Personal Banker job family. The Personal Banker I is a Financial Center position focused on using the consultative sales process to proactively identify and meet the financial needs of customers...Work experience placementWork at office
$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. #LI-Onsite Qualifications Are you...Full timeInternshipLocal areaFlexible hours$19.23 - $28.37 per hour
...Lambertville, Michigan 48144 Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank... ...needs and provide guidance and solutions to assist in client's financial wellness, both in person and through proactive calling efforts...Hourly payWork experience placementWork at officeDay shift$19.23 - $28.37 per hour
..., Michigan 48144 Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities... ...needs and provide guidance and solutions to assist in client's financial wellness, both in person and through proactive calling efforts...Hourly payWork experience placementWork at officeFlexible hoursDay shift- ...Job Description A financial institution is looking for a Commercial Loan Officer to join their team. This position originates, evaluates, prepares loans in compliance with established guidelines, is responsible for marketing loan products, maintains loan relationships...Local area
- ...Successful Candidate Attributes: • Proven track record developing referral partner relationships with Realtors, CPA's, Financial Planners, etc. • Maintains a database of past clients for marketing purposes. • History of closing at least 3-5 units per month...Remote work
- ...and generous paid time off programs On-campus fitness programs and meal delivery services Comprehensive health, wellbeing, financial wellness, and childcare benefits Opportunities for growth and advancement Additional Perks Employee assistance program with...
$22 - $24 per hour
...At Lendmark Financial Services, we believe the success of our company is specifically attributable to the quality of our employees and their commitment to our customers. We value each customer and understand that people want to do business with people who care. That's...Full timeWork at office
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