39 client advisor jobs at 18 companies in Blissfield, MI
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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.
2w
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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.
1mo
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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
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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
5d
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Wealth Advisor - Plymouth, MI
Plymouth, Michigan, United States
$105k-$250k/yr OnsiteFull Time
2+ YOEActive Series 7, 63, and 65 or 66 licenses; active life, health, or variable insurance license; 2+ years as a financial advisor or equivalent; business development and client book management experience.
2w
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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
3w
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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.
2w
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Beauty Advisor - Part Time
Novi, Michigan, United States
$18-$21/hr OnsitePart Time
Retail, hospitality, or client-service experience; excellent communication; beauty and trend knowledge; teamwork; quick learning; and ability to lift and carry up to 50 pounds.
1w
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Beauty Advisor - Part Time
Novi, Michigan, United States
$18-$21/hr OnsitePart Time
Retail, hospitality, or client-focused service experience preferred; requires excellent communication, product learning ability, teamwork, reliability, and ability to lift up to 50 pounds.
1w
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Beauty Advisor - Part Time
Novi, Michigan, United States
$18-$21/hr OnsitePart Time
Retail, hospitality, or client-focused service experience; strong communication and interpersonal skills; product learning ability; teamwork; and capacity to lift and carry up to 50 pounds.
4w
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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.
1w
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Financial Advisor Associate
Perrysburg, Ohio, United States
$65k-$90k/yr OnsiteFull Time
5+ YOEBachelor's degree in business, finance, sales, marketing, or related field, or equivalent five years' professional experience. Requires communication, networking, organizational, problem-solving, and client advisory skills.
Financial Planning Specialist (FPS), Securities Industry Essential (SIE)
3d
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Associate Financial Advisor
Ann Arbor, Michigan, United States
$69k-$75k/yr OnsiteFull Time
3+ YOEBachelor's degree, equivalent experience, or relevant financial services, sales, or relationship-building background; sales or client relationship experience; strong communication; willingness to obtain required licenses within three months.
MoneyGuide, Salesforce
2mo
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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
1mo
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Part-Time Beauty Advisor - Sephora
Northville, Michigan, United States
$15/hr OnsitePart Time
Client-facing retail experience, passion for beauty, strong communication, flexible availability for days/nights/weekends/holidays, ability to lift up to 50 lbs and perform physical tasks.
1mo
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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.
3d
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Associate Financial Advisor - Ann Arbor, MI
Ann Arbor, Michigan, United States
OnsiteFull Time
3+ YOEBachelor's degree or equivalent experience; sales, business development, or client relationship experience; strong communication skills; willingness to obtain Series 7, Series 66, and state insurance licenses within three months.
MoneyGuide, Salesforce
1mo
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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.
3mo
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Wealth Management Advisor II
Cleveland or Toledo
$122k-$262k/yr OnsiteFull Time
8+ YOEBachelor's degree required; CFP/CFA/CPWA preferred and to be obtained within 24-36 months; life/health licenses required; 8+ years sales/client service in financial services; CRM/Office software proficiency.
CRM, Word, Excel, PowerPoint
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