82 client advisor jobs at 32 companies in Royal Oak, MI
3mo
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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.
2d
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Client Advisor
Essex, Ontario, Canada
OnsitePart Time
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
4w
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Client Advisor
Farmington Hills, Michigan, United States
OnsiteFull Time
High school graduate or equivalent; valid driver's license with acceptable driving record; strong communication, organization, computer, customer-facing, and sales skills. Automotive sales experience is helpful but not required.
Dealership Management Systems
2d
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Client Relationship Advisor
Troy, Michigan, United States
$52k/yr OnsiteFull Time
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
1w
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Remote Client Benefits Advisor
Windsor, Ontario, Canada
RemoteFull Time
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
1mo
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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.
1w
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Client Advisor with Athletic Background
Troy, Michigan, United States
$70k-$95k/yr HybridFull Time
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.
2w
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Client Relationship Analyst
Bloomfield Hills, Michigan, United States
OnsiteFull Time
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
2d
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Client Security Advisor | Remote, PA/NJ/DE/MI
Pennsylvania or Michigan or New Jersey or Delaware or King of Prussia or Detroit
RemoteFull Time
5+ YOEBachelor's degree or equivalent experience, 5+ years in information security, strong business and technical acumen, communication skills, security knowledge, and relevant certifications preferred.
Standardized Sales Operating Processes (SOPs), whiteboard
2w
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Client Relationship Analyst
Bloomfield Hills, Michigan, United States
OnsiteFull Time
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
1mo
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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.
2mo
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J.P. Morgan Wealth Management - Private Client Community Center Advisor - Detroit, MI (Corktown)
Detroit, Michigan, United States
OnsiteFull Time
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
3w
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Wealth Management Client Associate
Ann Arbor, Michigan, United States
OnsiteFull Time
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
2w
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Wealth Management Client Associate
Farmington Hills, Michigan, United States
OnsiteFull Time
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
1mo
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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.
3w
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Wealth Advisor - Royal Oaks, MI
Royal Oak or Chesterfield
$105k-$250k/yr OnsiteFull Time
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.
2mo
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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
1w
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Financial Advisor
Troy, Michigan, United States
$61k-$250k/yr OnsiteFull Time
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
2w
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Virtual Account Advisor
Detroit, Michigan, United States
RemoteFull Time
High-school diploma preferred, strong verbal/written communication, client-facing confidence, sales or client services experience a plus, CRM usage experience.
CRM
2w
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TAX ADVISOR
Auburn Hills, Michigan, United States
$70k-$85k/yr OnsiteFull Time
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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