22 client advisor jobs at 12 companies in Jackson, MI
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Client Advisor
Ann Arbor, Michigan, United States
OnsiteFull Time
Lithia MotorsNYSE: LAD: Sells vehicles and provides automotive repair and financing services.
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.
AO Garcia Agency: Sells life and supplemental health insurance to working families.
Self-starter, competitive and coachable individual to guide and educate interested clients remotely; comfortable with virtual interviews and client-facing conversations.
Bank of AmericaNYSE: BAC: Provides global banking, investing, and financial risk management services.
Provide client service support to Financial Advisors, ensure accuracy of client materials, follow bank policies, and promote banking solutions; strong communication and computer skills required.
Microsoft Word, Microsoft Excel, PowerPoint, Salesforce
Golden Reserve: Provides retirement planning, investment management, and tax advisory services.
3+ YOE3+ years new-client financial services sales, active state life & health insurance licenses, Series 65 (or equivalent), strong ownership and problem-solving mindset.
SephoraEuronext Paris: MC: Retailer of beauty products including cosmetics, skincare, and fragrance.
Provide personalized consultations and product recommendations; prior retail/hospitality/client-focused experience preferred; excellent communication; able to lift 50 lbs; available nights, weekends, and holidays.
Howell or Hillsdale County or Jackson County or Lenawee County or Livingston County or Washtenaw County
$19-$25/hrOnsiteFull Time
Michigan Works! Southeast: Public workforce development agency serving Southeast Michigan.
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.
PNC Financial ServicesNYSE: PNC: Provides banking, lending, and investment services to customers.
2+ YOEExperienced in investment planning and client relationship management; FINRA licenses required; Bachelor's degree; visa sponsorship not provided.
Raymond JamesNew York Stock Exchange: RJF: Provides wealth management, investment banking, and retail banking services.
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
Kohl'sNYSE: KSS: Kohl's is an American omnichannel department store retailer.
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.
KeyBankNYSE: KEY: Provides retail, commercial, and investment banking products and services.
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.
Kohl'sNYSE: KSS: Department store retailer selling clothing, home goods, and accessories.
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.
Sephora: Global retailer of prestige beauty and personal care products.
Retail or client-facing experience, strong communication and interpersonal skills, passion for beauty, ability to meet weekly hour minimums and work nights/weekends/holidays, and able to lift up to 50 pounds.
Investment Executive (Financial Advisor) Canton / Ann Arbor, MI
Canton, Michigan, United States
OnsiteFull Time
Fifth Third BankNASDAQ: FITB: Provides retail, commercial, and wealth management financial services.
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.
Edward Jones: Offers investment management and financial planning through local branches.
Provide administrative support to financial advisors, deliver client service, manage account transactions, support marketing and business planning; strong analytical, attention to detail, and computer skills required.