44 client advisor jobs at 17 companies in Stockbridge, MI
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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
3w
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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
3w
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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.
1mo
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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
3w
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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
2d
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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.
6d
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Virtual Benefits Advisor | Remote Client Services
Lansing or United States
RemoteFull Time
No prior insurance experience required; training provided. Must be 18+, authorized to work in the U.S., computer-literate, organized, self-motivated, and willing to obtain a state Life & Health Insurance License.
Zoom
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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Wealth Advisor
Frisco or Nashville or Chicago or Birmingham or Ann Arbor or Houston or Wheaton or Overland Park
$80k-$95k/yr OnsiteFull Time
3+ YOE3+ years financial services experience required; Series 7, 63 and 65 (or 66) required within 120 days; university degree preferred; client relationship and business development skills.
1w
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Beauty Advisor - Part Time
Novi, Michigan, United States
$18-$21/hr OnsitePart Time
Retail, hospitality, or client-service experience; excellent communication; beauty and trend knowledge; teamwork; quick learning; and ability to lift and carry up to 50 pounds.
1w
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Beauty Advisor - Part Time
Novi, Michigan, United States
$18-$21/hr OnsitePart Time
Retail, hospitality, or client-focused service experience preferred; requires excellent communication, product learning ability, teamwork, reliability, and ability to lift up to 50 pounds.
2w
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Beauty Advisor - Part Time
Lansing, Michigan, United States
$18-$21/hr OnsitePart Time
Retail, hospitality, or client-service experience; excellent communication; beauty and trend knowledge; product learning ability; teamwork; and ability to lift and carry up to 50 pounds.
1mo
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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.
Pure Michigan Talent Connect
2mo
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Associate Financial Advisor
Jackson, Michigan, United States
OnsiteFull Time
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
3w
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Part-Time Beauty Advisor - Sephora
Okemos, Michigan, United States
$15/hr OnsitePart Time
Retail client-facing experience, authentic passion for beauty, strong communication, flexible availability (days/nights/weekends/holidays), ability to lift up to 50 lbs and complete training.
1mo
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Senior Merchant Business Advisor
Saline, Michigan, United States
$57k-$87k/yr HybridFull Time
3+ YOE3+ years payments experience in banking, bachelor's degree or equivalent, strong financial acumen, negotiating and client relationship skills, ability to sell merchant/payment solutions.
1mo
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Part-Time Beauty Advisor - Sephora (Rehire/Referral)
Northville, Michigan, United States
$15/hr OnsitePart Time
Authentic passion for beauty, client-facing retail or service experience, excellent communication, flexible availability (days/nights/weekends/holidays), ability to lift up to 50 lbs.
1mo
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Investment Executive (Financial Advisor) Canton / Ann Arbor, MI
Canton, Michigan, United States
OnsiteFull Time
Required brokerage experience; Series 7 and Series 66 (or 63 and 65) plus state insurance and variable annuity licenses; ability to coach licensed bankers, sell securities products, and develop client relationships.
3w
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Relationship Manager (Ann Arbor, MI)
Ann Arbor, Michigan, United States
$66k-$78k/yr HybridFull Time
Client-facing wealth management role overseeing service delivery, partnering with advisors, and supporting client retention and growth; requires CRM proficiency, strong communication, and leadership skills.
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