27 client advisor jobs at 14 companies in Spring Lake, MI
4d
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Managing Client Advisor
Grand Rapids or Kalamazoo or Kentwood
HybridFull Time
Bachelor’s degree or equivalent insurance experience, active P&C license, and 8+ years of progressive commercial insurance or financial services experience with sales team leadership and Commercial Lines expertise.
Employee Assistance Program (EAP), Calm, 401(k), Health Savings Account (HSA), Flexible Spending Account (FSA)
1w
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Client Services Advisor
Grand Rapids, Michigan, United States
RemoteMultiple Commitments Available
No prior experience required; training provided. Seeking coachable, self-motivated, goal-oriented candidates comfortable working independently and pursuing performance-based income.
systems, tools
1w
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Client Sales Advisor
Grand Rapids, Michigan, United States
OnsiteFull Time
Customer service or sales experience preferred; automotive experience not required. Requires a valid driver's license, clean driving record, and ability to pass background and drug screening.
BMW, MINI, Land Rover
2w
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Client Service Associate - NR
Holland, Michigan, United States
OnsiteFull Time
2+ YOEPerform clerical support for financial advisors including account opening, account maintenance, client service, recordkeeping, and administrative tasks; 2 years clerical experience and high school diploma required.
Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Outlook
2w
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Financial Advisor
Grand Rapids, Michigan, United States
$61k-$250k/yr OnsiteFull Time
Bachelor's degree, relationship-building or client-facing success, entrepreneurial ambitions, strong communication, critical thinking, time management, motivation, and legal US work authorization without sponsorship.
Northwestern Mutual's proprietary planning software
3w
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Beauty Advisor - Flex
Grandville, Michigan, United States
$18-$21/hr OnsitePart Time
Retail, hospitality, or client-service experience preferred; requires strong communication, teamwork, product learning, reliability, and ability to lift up to 50 pounds.
3w
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Beauty Advisor - Flex
Grandville, Michigan, United States
$18-$21/hr OnsiteFull Time, Part Time
Retail or client-focused experience, strong communication and interpersonal skills, physical ability to lift up to 50 lbs, availability for nights/weekends/holidays, and ability to meet minimum weekly shifts.
2d
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Sr. Payments Advisor
Grand Rapids, Michigan, United States
$96k-$181k/yr HybridFull Time
5+ YOEBachelor's degree preferred; 5+ years of payments, treasury, cash management consultative sales, or FinTech solution sales experience; large corporate client experience and proven sales expertise required.
Salesforce, ERP
3w
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Beauty Advisor - Part Time
Grandville, Michigan, United States
$18-$21/hr OnsitePart Time, Full Time
Provide personalized consultations, meet sales goals, work nights/weekends/holidays, lift up to 50 lbs, strong communication and client-service skills; prior retail or client-facing experience preferred.
1w
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Wealth Advisor IV
Grand Rapids, Michigan, United States
$130k-$180k/yr OnsiteFull Time
10+ YOERequires 10 years of investment or portfolio management experience, client relationship management, investment and financial planning expertise, and strong communication skills. Bachelor's degree preferred; CFA or CFP strongly preferred.
3w
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Part-Time Beauty Advisor - Sephora
Grandville, Michigan, United States
$15/hr OnsitePart Time
Client-facing retail experience, passion for beauty, strong communication, flexible availability for days/nights/weekends/holidays, ability to lift up to 50 lbs, basic math and computer operation.
2mo
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Financial Solutions Advisor - PNC Wealth Management
Kalamazoo or Plainwell
OnsiteFull Time
0+ YOEProvide investment and insurance advice, develop financial plans, grow client relationships, meet regulatory requirements (FINRA Series 7 and 66/63/65, Life & Health Insurance). Associates degree typically required; entry-level experience acceptable.
2d
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Merrill Financial Solutions Advisor (Partially Licensed) - West Central Michigan Market
Grand Rapids, Michigan, United States
OnsiteFull Time
2+ YOERequires FINRA SIE, 4+ years progressive professional or military experience, 2+ years in investments, and ability to obtain Series 7 and 66. Strong relationship, sales, communication, organization, and client advisory skills required.
1mo
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Branch Office Administrator - Grand Rapids, MI
Grand Rapids, Michigan, United States
OnsiteFull Time
Provide administrative and client support for financial advisors, manage account tasks, use MoneyGuide/Salesforce/Microsoft Office, strong attention to detail and client service.
MoneyGuide, Salesforce, Microsoft Office
2w
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Branch Office Administrator
Grand Rapids, Michigan, United States
$23-$24/hr OnsiteFull Time
Provide client service, manage accounts, support financial advisors, handle administrative operations, and use MoneyGuide, Salesforce, Microsoft Office, and firm-provided software.
MoneyGuide, Salesforce, Microsoft Office
3w
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Project Manager, Veridus Advisors MI (54405)
Byron Center, Michigan, United States
$70k-$90k/yr OnsiteFull Time
5+ YOEBachelor\u0019s in Construction Management/Engineering or equivalent experience, 5+ years management experience, valid driver\u0019s license, ability to travel between sites, leadership and client communication skills.
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