Top 37 Financial advisor Jobs in Clio Mi

Insurance & Financial Representative
Riverfront Insurance & Financial Group —Flint, MI
- $70,000 - $100,000 a year
- Remote
- Computer literacy
- No experience needed
- Math
- Health insurance
- Dental insurance
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5d
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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Planning Consultant - Grand Blanc, MI
Fidelity Investments —Grand Blanc, MI
- Full-time
- Mid-level
- Office
- Mentoring
Financial Aid Advisor - Saginaw, MI
Dorsey College —Saginaw, MI
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Ability to walk for extended periods
- Paid holidays
- Disability insurance
Merrill Advisor Development Program - Financial Advisor: Bloomfield Hills Greater Detroit Market
Bank of America —Grand Blanc, MI
- Full-time
- Background check
- Microsoft Excel
- Computer literacy
Wealth Management Trainee (MI)
Bankers Life —Saginaw, MI
- $50,000 - $80,000 a year
- Full-time
- Entry level
Quick Apply
Relationship Manager – Private Wealth & Tax Solutions
Wilson Hand LLC —United States
- $175,000 - $950,000 a year
- Full-time
- Remote
- CPA
- Bachelor's degree
- Accounting
- Flexible schedule
Quick Apply
Wealth Solutions Advisor
Empower —United States
- $70,000 - $92,500 a year
- Remote
- Mid-level
- 3 years
- US work authorization
- Paid parental leave
- Paid holidays
Empower Financial Planner
Empower —United States
- $87,400 - $123,400 a year
- Remote
- Mid-level
- Bachelor's degree
- US work authorization
- Paid parental leave
- Paid holidays

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Financial Analyst
RHP Properties —Farmington Hills, MI
Basic understanding in financial statements, finance, and real estate cash flow modeling experience. 2 years of experience with cash flow underwriting…
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Personal Banker
PNC Financial Services Group —Clio, MI
Educates customers on options for managing financial transactions by leveraging technology, tools and resources. Typically requires 3+ years experience.

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Financial Consultant
TIAA —Columbus, OH
Communicates internally with cross-business partnerships to develop and implement TIAA products and services to support clients and company initiatives.
$72,700 - $95,500 a year
Financial Advisor -Greater Columbus, OH
Thrivent —Columbus, OH
Thrivent values diversity and inclusion, and we’re committed to providing an Equal Employment Opportunity (EEO) without regard to race, religion, color, gender,…
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financial advisor jobs near clio mi

Insurance & Financial Representative

Riverfront Insurance & Financial Group
Flint, MI

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Job Details

$70,000 - $100,000 a year
5 days ago

Benefits

Health insurance
Dental insurance
401(k)
Vision insurance
Flexible schedule
Life insurance

Qualifications

Insurance needs analysis
Financial planning software
Customer communication
Customer relationship building
Computer literacy
Regulatory compliance
No experience needed
Series 66
Estate planning advisory services
Series 7
Math
Portfolio management advisory services
Investment client management
Financial product expertise
Risk management
Coordinating with insurance clients
Initial Contact (sales skills)
Financial goal setting advisory services
Prospecting
Financial needs assessment
Client acquisition
Financial regulatory compliance
Insurance for risk management
CRM system proficiency
Productivity software
Insurance sales
Experience practicing in the securities industry
Leadership
Estate planning
Retirement planning advisory services

Full Job Description

We are seeking an eager, strategic, and definitive financial representative to fill an entry-level position that offers room for growth and a promising job outlook. Our ideal candidate will be driven by the need to help clients identify and achieve their financial goals through a variety of planning services. Join our team to begin honing your skills related to risk management, estate planning, debt and investment management, real estate, retirement planning, mutual funds, investment options, and more. If you're dedicated to delivering excellent client service and this sounds like a good fit, start the application process today!

Benefits Include:

Flexible schedule with a strong work-life balance.
Comprehensive benefits package, including health, dental, vision, 401(k), pension, and life insurance.
Training allowance and performance-based incentives.
Company-sponsored professional development opportunities.
Sponsorship for required licenses and continuous training.

Compensation:

$70,000 - $100,000 yearly commission

Responsibilities:

Make strategic product, plan, and investment recommendations and financial advice to help clients reach their monetary goals
Work directly with clients to compile financial profiles that allow you to provide sound financial advice based on each person’s individual financial status, income, financial goals, and other factors contributing to wealth management
Create customized financial plans for each client based on his or her life stage, professional circumstances, and fluctuating financial needs
Serve as a collaborative team player willing to further development through continued training opportunities
Seek, identify, and secure strong relationships with new clients by serving as their trusted financial advisor

Develop client relationships and provide tailored financial strategies.
Offer solutions in insurance, asset accumulation, and retirement planning.
Work within a hybrid model, attending in-person meetings and training sessions as required.
Maintain compliance with industry regulations and licensing requirements.

Qualifications:

Baseline knowledge about financial industry concepts, financial products, and the role of a financial advisor is desired
Up-to-date FINRA Series 7 & 63/66 documents are a bonus
Computer proficiency in Microsoft Office, CRM systems, financial planning software, Google Suite, and other tools strongly preferred
Stellar communication and math skills complemented by a proven track record of building strong client relationships with existing and prospective customers

Self-motivated, coachable, and driven to succeed.
Strong interpersonal and communication skills.
Competitive mindset with a history of leadership or achievement.
No prior experience in finance is required—comprehensive training is provided.
Must be authorized to work in the US.

About Company

Riverfront Insurance & Financial Group is based in downtown Port Huron, proudly serving individuals, families, and businesses across Michigan. Built on trust, experience, and a genuine commitment to helping others, our team focuses on protecting what matters most while helping clients plan confidently for the future. We believe in taking the time to understand each person's unique goals and providing guidance that is clear, honest, and personalized. We're committed to being there when clients need us most while also fostering a team-oriented environment where hard work is balanced with connection, collaboration, and celebrating wins.

Quick Apply

Refine Your Search

financial advisor jobs in clio mi

Insurance & Financial Representative

Financial Services Representative - State Farm Agent Team Member

Planning Consultant - Grand Blanc, MI

Financial Aid Advisor - Saginaw, MI

Merrill Advisor Development Program - Financial Advisor: Bloomfield Hills Greater Detroit Market

Wealth Management Trainee (MI)

Relationship Manager – Private Wealth & Tax Solutions

Wealth Solutions Advisor

Empower Financial Planner

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