Top 144 Financial wellness associate Jobs in Ann Arbor, Mi

Financial Customer Service Associate
Axtella —Ann Arbor, MI
- $19.96 - $20.92 an hour
- Full-time
- Background check
- Research
- Office
- Health insurance
- Dental insurance
Quick Apply
8d
Full Time Teachers Childcare/Preschool WILLING TO TRAIN
Brighton Montessori School —Brighton, MI
- $14 - $16 an hour
- Part-time
- Background check
- Classroom
- Childcare
- Paid holidays
- Health insurance
Quick Apply
Leasing Associate (Lease Up)
CPM, Inc. —Canton, MI
- $20 - $23 an hour
- Full-time
- Office
- Residential
- Criminal background check
- Paid parental leave
- Paid holidays
Quick Apply
Field Service Engineer (Based out of Greater Detroit Area)
Loma Systems —Michigan
- $30 - $36 an hour
- Overtime
- Clean driving record
- Military
- Mid-level
- Health savings account
- Paid holidays
Quick Apply
Newnan Student Success Advisor
University of Michigan —Ann Arbor, MI
- $56,000 - $59,000 a year
- Full-time
- Hybrid work
- Background check
- Research
- Mid-level
6d
FP&A Analyst
Gentherm —Novi, MI
- Mid-level
- Office
- Finance
Associate Project Manager - Distribution
Black & Veatch Family of Companies —Ann Arbor, MI
- Full-time
- Background check
- Microsoft Excel
- Pass drug screening
- Wellness program
- AD&D insurance
13d
Clinical Treatment Case Manager (Greenbrook)
Neuronetics —Ann Arbor, MI
- $25 - $27 an hour
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Customer service
- Disability insurance
- Health insurance
Quick Apply
11d
Business Development Associate
Adadapted —Ann Arbor, MI
- Research
- Mid-level
- Office
- Health savings account
- Health insurance
Quick Apply
6d
Distribution Project Manager
Black & Veatch Family of Companies —Ann Arbor, MI
- Full-time
- Background check
- 5 years
- Pass drug screening
- Wellness program
- AD&D insurance
13d
Personal Banker
PNC Financial Services Group —Ann Arbor, MI
- Full-time
- Office
- 3 years
- No degree
- Wellness program
- Health savings account
Property Field Adjuster
American Modern Insurance Group —Ann Arbor, MI
- Full-time
- Remote
- Clean driving record
- Mid-level
- Driver's License
- AD&D insurance
- Disability insurance
Associate Account Manager, Employee Benefits
HUB International —Brighton, MI
- Full-time
- Office
- Administrative experience
- High school diploma or GED
6d
Project BIM Coordinator (Water)
Black & Veatch Family of Companies —Ann Arbor, MI
- Full-time
- Background check
- 5 years
- Pass drug screening
- Wellness program
- AD&D insurance
Data Center Construction- Mid to Senior Project Manager
MGAC —Ann Arbor, MI
- $120,000 - $160,000 a year
- Mid-level
- Conflict management
- Mentoring
- Paid holidays
- Paid time off
Quick Apply
Retail Fulfillment and Receiving Support Associate, Briarwood - Part Time
Macy’s —Ann Arbor, MI
- $15.00 - $19.51 an hour
- Part-time
- Merchandising
- English
- Ability to lift 50 pounds
- Store discount
- Paid holidays
Customer Service Representative
Lilley Veterinary Medical Center —Canton, MI
- $15.00 - $16.50 an hour
- Part-time
- High school diploma or GED
- Conflict management
- Computer skills
Configuration Management Specialist
Harman International —Novi, MI
- $63,750 - $93,500 a year
- Hybrid work
- Inventory management
- Pass drug screening
- Mid-level
- Paid holidays
- Disability insurance
Associate Project Manager
Leidos —Walled Lake, MI
- $50,700 - $91,650 a year
- Full-time
- Hybrid work
- Engineering
- Mid-level
- Office
- Flexible schedule
13d
Accounts Receivable Specialist
Stewart Title Guaranty Company —Plymouth, MI
- Online Application
- Microsoft Excel
- Mid-level
- Office
- Employee stock purchase plan
- Health insurance
7d

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Financial Customer Service Associate

Axtella -
Ann Arbor, MI

Quick Apply

Job Details

Full-time
$19.96 - $20.92 an hour
8 days ago

Benefits

Health insurance
Dental insurance
401(k)
Paid time off
Work from home
Vision insurance
401(k) matching
Professional development assistance

Qualifications

Computer operation
Phone communication
Spreadsheets
Client inquiry handling
Research
Microsoft Office
Series 7
Bachelor's degree
Attention to detail
Client interaction via phone calls

Full Job Description

Axtella, LLC provides the business servicing needs to financial professionals from across the United States who choose to affiliate with either of our well-established independent investment securities broker-dealers (Sigma Financial Corporation and Parkland Securities LLC) and/or our Registered Investment Advisor (Sigma Planning Corporation).

Job Description:

The individual working as an Operations Associate in the Brokerage Operations department will be interacting by phone and email with our financial professionals. Primary responsibilities include establishing client accounts, reviewing necessary paperwork, providing general service support, and being knowledgeable with all our product offerings.

The training period requires presence at the home office location in Ann Arbor, Michigan, which typically ranges from 6 - 8 weeks, depending on learning pace. Post-training may allow for some work from home opportunities.

Competencies:

People succeeding in this role are good communicators, service-minded, detail oriented, empathetic, and have a strong interest in investment securities. They work well with others, in a high-volume environment where they are often faced with time constraints and competing priorities.

Communication:

Must exhibit strength at handling incoming phone inquiries. Most important is the ability to communicate verbally; however, written communication skills are also needed.

Equipment and Software Skills:

Strong computer skills are required. May be asked to research various product, investment strategy, and marketing information. Familiarity with MS Office, especially Excel, required.

Industry Licensure:

Ideal candidates will have passed the Securities Industry Essentials (SIE) exam and Series 7 license, or willingness to obtain both within first 12 months.

Education and Experience:

Ideal candidates will have obtained a Bachelor’s degree. One-year investment securities broker-dealer or RIA experience preferred. Other work experience may be considered.

We Offer You:

· Competitive wages

· Comprehensive benefit package

· Paid time-off

· Paid tuition/education benefit

· Retirement plan, with employer match

· Wellness resources

Physical Demands / Work Environment:

· Frequently required to sit and utilize visual acuity and finger dexterity to operate equipment, including keyboard.

· Frequently required to talk and hear via telephone headset.

· Will work within open-cubicle environment with bright fluorescent lighting and moderate noise levels.

· Training period requires presence at the home office location in Ann Arbor, Michigan, which typically ranges from 6 - 8 weeks, depending on the learning pace. Post-training may allow for some work from home opportunities.

Note: The above is intended to describe the general content of and requirements for the performance of this job. It is not to be construed as an exhaustive statement of duties, responsibilities, or physical requirements. Nothing in this job description restricts management’s right to assign or reassign duties and responsibilities to this job at any time. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Applicants for employment must have work authorization that does not now or in the future require sponsorship of a visa for employment authorization in the United States and Axtella.

Axtella consists of Sigma Financial Corporation, Parkland Securities, and Sigma Planning Corporation. These firms, under common ownership and control, provide a unique personal experience for our independent representatives.

Job Type: Full-time

Pay: $19.96 - $20.92 per hour

Benefits:

401(k)
401(k) matching
Dental insurance
Health insurance
Paid time off
Professional development assistance
Vision insurance

Education:

Bachelor's (Preferred)

Experience:

investment securities broker-dealer or RIA: 1 year (Preferred)

License/Certification:

FINRA Series 7 license (Preferred)

Ability to Commute:

Ann Arbor, MI 48103 (Required)

Work Location: Hybrid remote in Ann Arbor, MI 48103

Quick Apply

Refine Your Search

financial wellness associate jobs in ann arbor, mi

Financial Customer Service Associate

Full Time Teachers Childcare/Preschool WILLING TO TRAIN

Leasing Associate (Lease Up)

Field Service Engineer (Based out of Greater Detroit Area)

Newnan Student Success Advisor

FP&A Analyst

Associate Project Manager - Distribution

Clinical Treatment Case Manager (Greenbrook)

Business Development Associate

Distribution Project Manager

Personal Banker

Property Field Adjuster

Associate Account Manager, Employee Benefits

Project BIM Coordinator (Water)

Data Center Construction- Mid to Senior Project Manager

Retail Fulfillment and Receiving Support Associate, Briarwood - Part Time

Customer Service Representative

Configuration Management Specialist

Associate Project Manager

Accounts Receivable Specialist

I want to receive the latest job alert for financial wellness associate in ann arbor, mi

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