2mo
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Client Advisor - Part Time
Troy, Michigan, United States
OnsitePart Time
Part-time client advisor with retail experience; customer-focused, luxury service mindset; able to meet sales goals and build relationships.
4w
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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.
2w
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Client Advisor - Saks Troy
Troy, Michigan, United States
OnsiteFull Time
Customer-focused retail experience preferred (luxury/high-end preferred). Strong sales and commercial mindset, product knowledge, clienteling skills, communication, and willingness to learn.
2w
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Client Advisor with Athletic Background
Troy, Michigan, United States
$70k-$95k/yr HybridFull Time
Bachelor's in finance/business preferred; prior insurance or financial services experience beneficial but not required. Strong interpersonal, communication, and analytical skills. Licensing (Michigan LAH, SIE, Series 6/7/63, CFP) sponsorship available.
5d
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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.
3w
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Work From Home - Client Benefits Advisor
Windsor, Ontario, Canada
RemoteFull Time
Remote financial services role seeking candidates with strong communication, interpersonal skills, integrity, and the ability to work independently and in teams to support families and clients.
Zoom
4d
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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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Financial Advisor
Southfield, Michigan, United States
$50k-$75k/yr OnsiteFull Time
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.
1w
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Client Relationship Analyst
Birmingham, Michigan, United States
OnsiteFull Time
Provide client service and administrative support to financial advisors; strong Microsoft Office skills; detail oriented and excellent interpersonal skills; willingness to obtain Series licenses.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, MSOnline, eSign, eAuthorization, Zoom
1mo
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Client Relationship Analyst
Birmingham, Michigan, United States
OnsiteFull Time
Provide client support for financial advisors, execute money movement transactions, enter client data, assist with meeting materials, and use digital tools; HS diploma required, college preferred, willingness to obtain FINRA series exams, advanced Microsoft Office skills.
MSOnline, eSign, eAuthorization, Zoom, Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint
2w
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Experienced Financial Advisor/Planner
Windsor, Ontario, Canada
OnsiteFull Time, Contract
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.
1mo
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Financial Advisor
Southfield, Michigan, United States
$100k-$140k/yr OnsiteFull Time, Contract
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
3w
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Wealth Advisor - Sterling Heights, MI
Sterling Heights, Michigan, United States
$105k-$250k/yr OnsiteFull Time
2+ YOEActive Series 7/63/65 (or 66); life/health/variable insurance license required or to be obtained within 60 days; minimum 2 years financial advisor experience; track record in new business development and client book management; bachelor’s degree preferred.
1w
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Financial Advisor
Troy, Michigan, United States
$61k-$250k/yr OnsiteFull Time
Bachelor's degree, ability to build client relationships, obtain Life/Accident & Health, SIE, Series 6/7/63 licenses, and legal authorization to work in the US without sponsorship.
1mo
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Retirement Planner/Financial Advisor
Troy, Michigan, United States
$150k-$200k/yr OnsiteFull Time
3+ YOE3+ years new-client financial services sales experience, active state life and health insurance licenses, Series 65 (or equivalent), strong sales grit and client-meeting skills.
2w
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Developing Investment Advisor
Windsor or Kingsville
$50k-$100k/yr OnsiteFull Time
3+ YOEUndergraduate degree in finance/business/economics; CIRO registration; LLQP within 6 months; 3+ years client-facing sales/relationship experience; deep investment knowledge; strong communication and prospecting skills.
1d
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Beauty Advisor - Part Time
Bloomfield Hills, Michigan, United States
$18-$21/hr OnsitePart Time
Retail or client-facing experience, strong communication, passion for beauty, able to lift up to 50 lbs, available nights/weekends/holidays.
3w
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Beauty Advisor - Part Time
Novi, Michigan, United States
$18-$21/hr OnsitePart Time
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.
3mo
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Private Wealth Advisor
Toledo, Ohio, United States
HybridFull Time
Bachelor's degree in finance, accounting, or related field; experience in financial consulting preferred; strong analytical and communication skills; ability to build client relationships; licenses in financial planning a plus.
3w
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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.
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