Top 20 Financial advisor Jobs in Clio Mi

Financial Representative - Grand Blanc, MI
Fidelity Investments —Grand Blanc, MI
- Full-time
- Organizational skills
- Entry level
- Tuition reimbursement
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Riverfront Insurance & Financial Group —Saginaw, MI
- $70,000 - $100,000 a year
- Remote
- No experience needed
- US work authorization
- Leadership
- Health insurance
- Dental insurance
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Wealth Management Trainee (MI)
Bankers Life —Saginaw, MI
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Planning Consultant - Grand Blanc, MI
Fidelity Investments —Grand Blanc, MI
- Full-time
- Mid-level
- Office
- Mentoring
Financial Services Representative - State Farm Agent Team Member
Bob Love - State Farm Agent —Clio, MI
- $75,000 - $100,000 a year
- Full-time
- Mid-level
- 3 years
- Analysis skills
- 401(k)
- Paid time off
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Financial Representative - Grand Blanc, MI

Fidelity Investments -
Grand Blanc, MI

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Job Details

Full-time
6 days ago

Benefits

Tuition reimbursement

Qualifications

Financial services customer support
CFP
Identifying new business opportunities
Series 66
Managing clients in a customer support role
Managing clients in a finance role
Client retention
Task prioritization
Customer engagement
Organizational skills
Client acquisition
Banking business development
Series 65
Relationship building in financial sales
Entry level
Series 63
Banking regulatory compliance

Full Job Description

Job Description:

Financial Representative

We believe that as a Financial Representative, you make a key impact on the branch atmosphere, as the official face of Fidelity. Through integrity and honesty, we know you will inspire client dedication and engagement to develop long-lasting positive relationships with Fidelity.

The Expertise We’re Looking For

Customer service, phone, or financial services experience will prepare you for this role
Banking, insurance, or financial experience is an excellent addition to your experience
We will support you while you learn the FINRA licensing material and work to obtain the Series 7 and 63 licenses
Degree and/or other professional certifications are helpful; if you don’t already have a CFP or degree, our Tuition Reimbursement program can help you obtain one

The Purpose of Your Role

It is our mission for the Financial Representative to have rewarding interactions with clients. As a subject matter specialist in compliance and all front lobby transactions, you will partner and contribute to branch success by identifying opportunities to deepen relationships.

The Skills You Bring

Superb interpersonal skills and passion to engage with clients
An aptitude to assess client needs and identify opportunities
Remarkable attention to detail and ability to prioritize
Organizational skills to manage multiple tasks
Being coachable, collaborative, and curious are your "go to" attributes

Note: Fidelity is not providing immigration sponsorship for this position

Our Investments in You

Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!

The Value You Deliver

A key member of the team, you are offering support to Fidelity’s most valuable clients daily
By identifying leads and making effective introductions, you are directly impacting the success of the branch
Your efforts will be valued by clients and you will find working with those clients a rewarding experience
As a technology champion for the branch, you will be an early adopter of technology and share what you have learned with the team

Fidelity’s Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.

Certifications:

Series 07 - FINRA, Series 63 - FINRA, Series 65 - FINRA, Series 66 - FINRA

Category:

Customer Service

Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Apply Now

Refine Your Search

financial advisor jobs in clio mi

Financial Representative - Grand Blanc, MI

Insurance & Financial Representative

Wealth Management Trainee (MI)

Planning Consultant - Grand Blanc, MI

Financial Services Representative - State Farm Agent Team Member