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79 client advisor jobs at 33 companies in Novi, MI

3mo
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Client Advisor - Part Time
Troy, Michigan, United States
OnsitePart Time
Louis Vuitton
Louis VuittonEuronext Paris: MC: Designs and sells luxury leather goods, clothing, and accessories.
Part-time client advisor with retail experience; customer-focused, luxury service mindset; able to meet sales goals and build relationships.
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1d
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Client Advisor
Essex, Ontario, Canada
OnsitePart Time
Royal Bank of Canada
Royal Bank of CanadaTSX: RY: Provides personal, commercial, and investment banking services worldwide.
Client-focused sales experience, problem-solving and relationship-building skills, digital literacy, flexibility, ethical judgment, and availability during all business hours. Mutual funds accreditation preferred.
smartphones, tablets, laptops
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1mo
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Client Advisor
Ann Arbor, Michigan, United States
OnsiteFull Time
Lithia Motors
Lithia MotorsNYSE: LAD: Nationwide automotive dealership group and transportation solutions provider.
High school graduate or equivalent and age 18 or older. Customer-facing experience, strong communication, organization, multitasking, motivation, and goal orientation preferred; automotive experience not required.
lead management system
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15h
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Client Relationship Advisor
Troy, Michigan, United States
$52k/yr OnsiteFull Time
Financial Services of America
Financial Services of America: Provides financial planning, investment management, and insurance services.
2+ YOERequires 2+ years in financial services or client-facing operations, Series 65 or willingness to obtain promptly, strong communication, organization, accuracy, and Microsoft Office proficiency.
Microsoft Outlook, Microsoft Word, Microsoft Excel, CRM, ACCESS
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1w
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Remote Client Benefits Advisor
Windsor, Ontario, Canada
RemoteFull Time
AO Garcia Agency
AO Garcia Agency: Sells life and supplemental health insurance to working families.
Deliver exceptional customer service to clients remotely; strong communication, interpersonal, organizational skills; self-motivated and able to work independently; leadership potential and willingness to learn.
Zoom
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1mo
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Client Advisor - Saks Troy
Troy, Michigan, United States
OnsiteFull Time
Louis Vuitton
Louis VuittonEuronext Paris: MC: Designs and sells luxury leather goods, fashion, and accessories.
Customer-focused retail experience preferred (luxury/high-end preferred). Strong sales and commercial mindset, product knowledge, clienteling skills, communication, and willingness to learn.
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1w
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Client Advisor with Athletic Background
Troy, Michigan, United States
$70k-$95k/yr HybridFull Time
Northwestern Mutual
Northwestern Mutual: Provides life insurance, investment services, and financial planning.
Bachelor's preferred; interpersonal and analytical skills; prior financial/insurance/business development experience beneficial; licensing support for Michigan LAH, SIE, Series 6/7/63, CFP available.
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1w
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Client Security Advisor - PA/NJ/DE/MI
King of Prussia or Detroit or New Jersey or Delaware
RemoteFull Time
Optiv
Optiv: Provides cybersecurity consulting, technology integration, and managed security services.
5+ YOEBS/BA or equivalent experience, 5+ years in information security (advisor/architect/leader), strong presentation and technical skills, knowledge of threat landscape, ability to travel up to 40%, relevant certs such as CISSP/CRISC/CISM/C-CISO.
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2w
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Client Relationship Analyst
Bloomfield Hills, Michigan, United States
OnsiteFull Time
Morgan Stanley
Morgan StanleyNYSE: MS: Provides global investment banking, wealth management, and advisory services.
Provide client service and administrative support to Financial Advisors/Private Wealth Advisors; strong Microsoft Office, detail orientation, communication skills; willingness to obtain Series securities licenses.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, MSOnline, eSign, eAuthorization, Zoom
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1mo
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Financial Advisor
Southfield, Michigan, United States
$50k-$75k/yr OnsiteFull Time
MassMutual Great Lakes
MassMutual Great Lakes: Provides life insurance, annuities, and financial planning services.
Entrepreneurial, growth-oriented advisor with a passion for helping and educating clients; willingness to build and scale a practice. Employer sponsors required licensing and provides training and mentorship.
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2w
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Client Relationship Analyst
Bloomfield Hills, Michigan, United States
OnsiteFull Time
Morgan Stanley
Morgan StanleyNYSE: MS: Global financial services firm providing investment and wealth management.
Provide client service and administrative support to financial advisors, execute money movements, assist with account documentation, enroll clients in digital tools, and prepare meeting materials.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, Zoom, MSOnline, eSign, eAuthorization
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2mo
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J.P. Morgan Wealth Management - Private Client Community Center Advisor - Detroit, MI (Corktown)
Detroit, Michigan, United States
OnsiteFull Time
JPMorgan Chase
JPMorgan ChaseNYSE: JPM: Global financial services firm providing banking and investment solutions.
2+ YOEMinimum 2 years in financial advisor role or equivalent; Series 7 and Series 66 licenses; Life/Health/Long Term Care licenses; CFP preferred; Bachelor's degree preferred.
Series 7, Series 66, Life Insurance Licenses, Financial Planning Software, CRM, Investment Advisory Platforms
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3w
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Wealth Management Client Associate
Ann Arbor, Michigan, United States
OnsiteFull Time
Bank of America
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
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2w
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Wealth Management Client Associate
Farmington Hills, Michigan, United States
OnsiteFull Time
Bank of America
Bank of AmericaNYSE: BAC: Provides banking, investment, and financial risk management services.
1+ YOEProvides client service support to Financial Advisors; client-centric, detail-oriented, able to learn new platforms; high school diploma/GED required; 1 year experience preferred; FINRA credentials desirable.
Microsoft Word, Microsoft Excel, PowerPoint, Salesforce
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1mo
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Experienced Financial Advisor/Planner
Windsor, Ontario, Canada
OnsiteFull Time, Contract
Desjardins Financial Security Independent Network
Desjardins Financial Security Independent Network: Financial products and wealth management services distribution network
2+ YOEMinimum 2 years as a financial advisor/planner, proven sales track record, mutual funds licence (IFIC or CSC) required; life licence an asset; strong client relationship, communication, analytical and tech skills.
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3w
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Wealth Advisor - Royal Oaks, MI
Royal Oak or Chesterfield
$105k-$250k/yr OnsiteFull Time
Citizens Financial Group
Citizens Financial GroupNYSE: CFG: Provides retail, commercial, and private banking services to customers.
2+ YOEActive Series 7 and 63/65/66, life/health/variable insurance license within 60 days, 2+ years financial advisor experience, track record in new business development, team banking experience, familiarity with HNW clients.
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2mo
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Financial Advisor
Southfield, Michigan, United States
$100k-$140k/yr OnsiteFull Time, Contract
New York Life
New York Life: Provides life insurance, annuities, and asset management services.
Selling and advising clients on insurance and investment solutions, building client relationships, analyzing financial situations, using digital tools and CRM; may require FINRA and state/investment advisory credentials.
CRM
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6d
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Financial Advisor
Troy, Michigan, United States
$61k-$250k/yr OnsiteFull Time
Northwestern Mutual
Northwestern Mutual: Provides life insurance, financial planning, and investment services.
Bachelor’s degree, relationship-building or client-facing success, strong communication, critical thinking, time management, motivation, continuous learning, and US work authorization without sponsorship.
Proprietary planning software
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2w
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TAX ADVISOR
Auburn Hills, Michigan, United States
$70k-$85k/yr OnsiteFull Time
Blumark Financial Advisors
Blumark Financial Advisors: Provides personalized financial planning, tax advisory, and wealth management.
3+ YOE3+ years tax review and preparation experience, strong client-facing and communication skills, knowledge of current tax laws; EA or CPA a plus; degree in accounting/tax preferred.
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2w
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Virtual Account Advisor
Detroit, Michigan, United States
RemoteFull Time
Nuvant Consulting Group
Nuvant Consulting Group: Provides strategic business consulting and personalized financial advisory services.
High-school diploma preferred, strong verbal/written communication, client-facing confidence, sales or client services experience a plus, CRM usage experience.
CRM
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