39 client advisor jobs at 16 companies in Adrian, MI
1mo
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Client Advisor
Ann Arbor, Michigan, United States
OnsiteFull Time
Customer-service background, strong communication and organizational skills, motivated and goal-oriented. High school diploma or equivalent and age 18+ required. Drug-free workplace; hospitality/retail experience valued.
3w
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J.P. Morgan Wealth Management – Private Client Advisor - Toledo, Ohio
Toledo, Ohio, United States
OnsiteFull Time
2+ YOE2+ years financial advisor experience, demonstrated client acquisition and relationship skills, Series 7 and Series 66 (or 63/65) required, life/health/long-term-care insurance license required, CFP and bachelor’s preferred.
1d
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Senior Client Advisor / Relationship Manager
Toledo or Columbus or Cincinnati or Columbus
OnsiteFull Time
5+ YOEBachelor’s degree; 5+ years of wealth management client relationship experience; exceptional communication, fiduciary judgment, organizational discipline, and knowledge of the full wealth management lifecycle. Finance or business preferred.
3w
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Wealth Management Client Associate
Toledo, Ohio, United States
OnsiteFull Time
Provide client service support to Financial Advisors, ensure accuracy of client materials, promote banking solutions; high school diploma required; familiarity with investment products and FINRA credentials preferred.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
3w
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Wealth Management Client Associate
Toledo, Ohio, United States
OnsiteFull Time
Provide client service support to Financial Advisors, manage client requests, promote banking offerings, and support operational excellence; high school diploma/GED required.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
1d
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Financial Advisor
Toledo, Ohio, United States
$61k-$250k/yr OnsiteFull Time
Bachelor's degree, client-facing or relationship-building success, strong communication, critical thinking, time management, motivation, and legal US work authorization without sponsorship.
proprietary planning software
1w
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Wealth Advisor
Frisco or Nashville or Chicago or Birmingham or Ann Arbor or Houston or Wheaton or Overland Park
$80k-$95k/yr OnsiteFull Time
3+ YOE3+ years financial services experience required; Series 7, 63 and 65 (or 66) required within 120 days; university degree preferred; client relationship and business development skills.
3d
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Beauty Lead Advisor - Sephora
Perrysburg, Ohio, United States
$16/hr OnsiteFull Time
Beauty passion, client-facing retail or service experience, strong written and verbal communication, basic math and computer skills, and availability for days, nights, weekends, and holidays.
handheld scanners
2w
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Retirement Planner/Financial Advisor
Novi, Michigan, United States
$150k-$200k/yr OnsiteFull Time
3+ YOE3+ years new-client financial services sales, active state life & health insurance licenses, Series 65 (or equivalent), strong ownership and problem-solving mindset.
1w
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Registered Investment Advisor
Toledo, Ohio, United States
HybridFull Time
Bachelor's in finance/accounting or related, experience in financial consulting preferred, strong analytical and communication skills, ability to build client relationships; financial planning credentials are a plus.
1mo
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Career Advisor/PATH Program
Howell or Hillsdale County or Jackson County or Lenawee County or Livingston County or Washtenaw County
$19-$25/hr OnsiteFull Time
2+ YOEAssociate's degree + 2 years in human services or case management required (Bachelor's preferred). Knowledge of WIOA/PATH/FAE&T and program eligibility, case management, client assessment, program enrollment, and travel between service centers.
Pure Michigan Talent Connect
2mo
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Associate Financial Advisor
Jackson, Michigan, United States
OnsiteFull Time
1+ YOEBachelor's degree required; 1+ years financial services experience preferred. Requires securities licensing (SIE, Series 7, Series 63/65/66 as state-required), CRM and Microsoft Office proficiency, client service and trading support skills.
Client Relationship Management (CRM) software, Managed account platforms, financial planning software, Microsoft Office Suite, Microsoft Excel
2w
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Senior Merchant Business Advisor
Saline, Michigan, United States
$57k-$87k/yr HybridFull Time
3+ YOE3+ years payments experience in banking, bachelor's degree or equivalent, strong financial acumen, negotiating and client relationship skills, ability to sell merchant/payment solutions.
3w
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Part-Time Beauty Advisor - Sephora (Rehire/Referral)
Northville, Michigan, United States
$15/hr OnsitePart Time
Authentic passion for beauty, client-facing retail or service experience, excellent communication, flexible availability (days/nights/weekends/holidays), ability to lift up to 50 lbs.
1mo
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Investment Executive (Financial Advisor) Canton / Ann Arbor, MI
Canton, Michigan, United States
OnsiteFull Time
Required brokerage experience; Series 7 and Series 66 (or 63 and 65) plus state insurance and variable annuity licenses; ability to coach licensed bankers, sell securities products, and develop client relationships.
1w
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Relationship Manager (Ann Arbor, MI)
Ann Arbor, Michigan, United States
$66k-$78k/yr HybridFull Time
Client-facing wealth management role overseeing service delivery, partnering with advisors, and supporting client retention and growth; requires CRM proficiency, strong communication, and leadership skills.
1mo
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Branch Office Administrator - Maumee, OH
Maumee, Ohio, United States
OnsiteFull Time
Provide client service and administrative support to financial advisors, manage account transactions and documentation, use firm software, strong attention to detail and communication skills.
MoneyGuide, Salesforce, Microsoft Office
4w
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Small Business Development Center Director
Toledo, Ohio, United States
OnsiteFull Time
7+ YOEBachelor's degree in Business Administration or related field (or 7+ years equivalent experience); completion of Certified Business Advisor course within six months; competency in business plans, financial analysis, market analysis, management, and client communication.
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