87 client advisor jobs at 35 companies in Southgate, MI
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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.
1d
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Client Advisor
Amherstburg, Ontario, Canada
OnsiteFull Time
Goal-oriented client service professional with strong communication, emotional intelligence, digital literacy, flexibility, and willingness to learn financial concepts and obtain Canadian investment accreditation.
1mo
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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
3mo
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Client Advisor - Part Time
Troy, Michigan, United States
$20-$25/hr OnsitePart Time
3+ YOEMinimum 3 years of experience preferred, ideally in retail or luxury retail. Requires sales ability, product knowledge, client relationship skills, curiosity, and a customer-focused mindset.
clienteling tools
2w
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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
3w
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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 - Part Time
Troy, Michigan, United States
OnsitePart Time
Previous retail or customer-centric experience preferred, strong sales and commercial mindset, product and brand knowledge, ability to use clienteling tools, strong communication and relationship-building skills.
1mo
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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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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
2mo
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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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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
1mo
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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
2mo
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Client Relationship Analyst
Birmingham, Michigan, United States
OnsiteFull Time
Provide client service and administrative support to Financial Advisors; high school diploma required, college degree preferred; willingness to obtain Series 7 and Series 66 or Series 63 and Series 65; advanced Microsoft Office skills.
MSOnline, eSign, eAuthorization, Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, Zoom
1w
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Client Advisor with Sports Background
Chicago or Downers Grove or Elmhurst or Park Ridge or Arlington Heights or Schaumburg or Naperville or Lombard or Woodridge or Shelby Township or Milwaukee
$70k-$95k/yr OnsiteFull Time
Strong communication, interpersonal, analytical, and relationship-building skills; willingness to obtain state insurance licenses. Bachelor's degree preferred; prior financial or business development experience beneficial but not required.
YouTube
1w
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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.
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.
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
3w
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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
1mo
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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
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