22 client advisor jobs at 11 companies in Springfield, MI
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BMW Client Advisor
Grand Rapids, Michigan, United States
OnsiteFull Time
Sharpe Cars: Automotive dealership group selling and servicing luxury vehicles.
Excellent communication and customer service skills; sales experience desired. Must pass background check, drug test, and have a valid driver's license and clean driving record.
AO Garcia Agency: Sells life and supplemental health insurance to working families.
Self-starter, competitive and coachable individual to guide and educate interested clients remotely; comfortable with virtual interviews and client-facing conversations.
Northwestern Mutual: Provides life insurance, financial planning, and investment services.
Bachelor's degree, entrepreneurial and client-facing experience, ability to obtain life/accident & health and securities licenses (SIE, Series 6,7,63), strong communication and relationship-building, US work authorization required.
Meron Financial Agency: Provides remote life insurance and financial protection services.
Must live in the U.S. (Houston preferred), be a U.S. citizen or legal resident, pass a background check, have or obtain a life and health license quickly; coachable, comfortable speaking with clients, and able to follow a sales system.
Howell or Hillsdale County or Jackson County or Lenawee County or Livingston County or Washtenaw County
$19-$25/hrOnsiteFull Time
Michigan Works! Southeast: Public workforce development agency serving Southeast Michigan.
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.
PNC Financial ServicesNYSE: PNC: Provides banking, lending, and investment services to customers.
2+ YOEExperienced in investment planning and client relationship management; FINRA licenses required; Bachelor's degree; visa sponsorship not provided.
Raymond JamesNew York Stock Exchange: RJF: Provides wealth management, investment banking, and retail banking services.
1+ YOEBachelor's degree required; 1+ years financial services experience preferred. Requires securities licensing (SIE, Series 7, Series 63/65/66 as state-required), CRM and Microsoft Office proficiency, client service and trading support skills.
Client Relationship Management (CRM) software, Managed account platforms, financial planning software, Microsoft Office Suite, Microsoft Excel
Kohl'sNYSE: KSS: Kohl's is an American omnichannel department store retailer.
Client-facing retail experience, strong communication, passion for beauty, ability to lift up to 50 lbs, complete training, operate handheld devices/scanners, flexible availability for days, nights, weekends and holidays.
Old National Bank: Provides personal and business banking and wealth management services.
3+ YOEBachelor’s in finance or related field; 3 years wealth/investment experience; strong client relationship skills; Series 6/7 licenses; Life/Health licenses; CFP or MBA preferred.
Kohl'sNYSE: KSS: Department store retailer selling clothing, home goods, and accessories.
Passion for beauty, client-facing retail/service experience, strong written and verbal communication, flexible availability (days/nights/weekends/holidays), ability to lift up to 50 lbs, basic math and computer skills.
Advisor Development Program - Financial Solutions Advisor Trainee - Frandor Financial Center
Lansing, Michigan, United States
OnsiteFull Time
Bank of AmericaNYSE: BAC: Provides global banking, investing, and financial risk management services.
Trainee program to obtain Securities Industry licenses (SIE, Series 7, Series 66); sales-oriented, client-facing role requiring strong communication, time management, regulatory due diligence, and computer skills.
Evolv Merchant Services: Provider of payment processing and digital business solutions.
5+ YOEPrefer 5+ years consultative sales or relationship management with commercial/business clients, strong communication and relationship-building skills, self-motivated and professional.
Edward Jones: Offers investment management and financial planning through local branches.
Provide administrative and client support for financial advisors, manage account tasks, use MoneyGuide/Salesforce/Microsoft Office, strong attention to detail and client service.