Top 1188 Detail Jobs in Coldwater, Mi

Private Wealth Advisor
Northwestern Mutual —Angola, IN
- Full-time
- 5 years
- Mid-level
- Office
- Profit sharing
- Paid holidays
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3d
Lease Purchase Truck Driver
Risinger Brothers Transfer, Inc. —Angola, IN
- $1.27 per mile
- Call employer
- Clean driving record
- Mid-level
- Home time
- Fuel discount
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Parks & Cemetery Seasonal Maintenance
CITY OF STURGIS —Sturgis, MI
- Weekends as needed
- Power tools
- In-person
- Hand tools
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Senior School Lead
CM Schumacher Consulting, LLC —Michigan
- $93,500 - $125,000 a year
- Full-time
- Background check
- School experience
- 3 years
- Paid time off
- Professional development assistance
Quick Apply
12d
Local Counsel/Per Diem Attorneys
Court Appearance Professionals —Michigan
- $60 - $175 an hour
- Contract
- Mid-level
- In-person
- Flexible schedule
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9d
Store Sales Clerk- LD15
LDM RETAIL ASSOCIATES INC —Coldwater, MI
- $12.48 - $13.73 an hour
- Part-time
- Background check
- Computer literacy
- Basic math
- Health insurance
- Dental insurance
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Special Agent, $40,000 Recruitment Incentive
The United States Secret Service —Michigan
- $48,854 - $118,204 a year
- Full-time
- Pass drug screening
- Mid-level
- Driver's License
Event Assistant
The Millhaven —Marshall, MI
- From $16 an hour
- Temporary
- Research
- Administrative experience
- Ability to lift 50 pounds
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Service Technician - Coldwater, MI
Lucid Motors —Coldwater, MI
- $28 - $39 an hour
- Mid-level
- Driver's License
- 2 years
- Paid holidays
- Disability insurance
Dedicated CDL A Experienced Truck Driver $10,000 Sign on Bonus
CRST —Hillsdale, MI
- $100,000 - $109,000 a year
- Full-time
- Dedicated
- Local
- CDL A
- Health insurance
- Dental insurance
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Law Office Manager
Housley Peters Law Office PC —Marshall, MI
- From $18 an hour
- Full-time
- Microsoft Outlook
- Writing skills
- Mid-level
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2d
Customer Service Representative 2nd shift
HI-LEX CONTROLS INC —Litchfield, MI
- Full-time
- ERP systems
- Mid-level
- Bachelor's degree
Quick Apply
Special Agent - $40,000 Recruitment Incentive
United States Secret Service —Michigan
- $47,562 - $115,079 a year
- Full-time
- Background check
- Pass drug screening
- Surgery
- Health insurance
- Paid time off
Sales/Store Manager
Peter Franklin Jewelers —Angola, IN
- Full-time
- Mid-level
- High school diploma or GED
- In-person
- 401(k)
- Paid time off
Quick Apply
3d
Warehouse Associate
Clark Logic LLC —Sturgis, MI
- From $17 an hour
- Overtime
- Computer literacy
- Basic math
- Pass drug screening
- Health insurance
- Dental insurance
Quick Apply
3d
Dedicated CDL A Truck Driver - up to $3,000/wk
Riverside Transport —Coldwater, MI
- Up to $150,000 a year
- Full-time
- Dedicated
- Addiction Medicine
- Dry van
- Paid holidays
- Health insurance
Quick Apply
Dedicated CDL A Truck Driver - up to $3,000/wk
Riverside Transport —Bronson, MI
- Up to $150,000 a year
- Full-time
- Dedicated
- Addiction Medicine
- Dry van
- Paid holidays
- Health insurance
Quick Apply
Quality Engineer
Hi-Lex Controls —Litchfield, MI
- Full-time
- Mid-level
- Office
Quick Apply
Cleaner / Custodian: Coldwater, MI $15.00-$17.00
Enviro-Clean Services, Inc —Coldwater, MI
- $15 - $17 an hour
- Part-time
- Classroom
- Office
- Driver's License
- Paid training
- Health insurance
Quick Apply
3d
Aircraft Mechanic (A&P) - Elite Air Service
Elite Air Service —Coldwater, MI
- $3,800 - $5,400 a month
- 8 hour shift
- Mid-level
- Ability to lift 50 pounds
- Driver's License
- Paid holidays
- Relocation assistance
Quick Apply

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Private Wealth Advisor

Northwestern Mutual -
Angola, IN

Quick Apply

Job Details

Full-time
3 days ago

Benefits

Profit sharing
Paid holidays
Disability insurance
Health insurance
Dental insurance
Paid time off
Vision insurance
401(k) matching
Life insurance

Qualifications

Customer communication
Teamwork
Life insurance knowledge
Series 7
Bachelor's degree
Attention to detail
Financial services
Life & Health Insurance License
Experience practicing in the securities industry
Estate planning
Series 63

Full Job Description

About Summit Financial Group

Summit Financial Group is a wealth management and financial planning firm headquartered in Fort Wayne, Indiana, with additional locations serving clients across Central and Northern Indiana and Illinois. For more than 60 years, we have helped business owners, entrepreneurs, highnet-worth individuals, and families achieve their financial goals through comprehensive, multigenerational planning and family office-style services. We deliver customized strategies designed to support our clients' businesses, lifestyles, and legacies.

At Summit, we are committed to building lasting relationships through deep expertise, personalized guidance, and exceptional service. Our team works collaboratively to help clients gain clarity, maximize opportunities, and create long-term financial confidence. Recognized by Forbes and other industry organizations for excellence in wealth management and financial planning, we pride ourselves on fostering a culture of professionalism, growth, and client-centered impact.

Role

The Private Wealth Advisor is responsible for maintaining and strengthening existing client relationships under the supervision of a Lead Advisor or Partner. This role serves as a primary resource for clients and is deeply involved in financial planning, investment analysis,

wealth management recommendations, and ongoing service delivery. The Private Wealth Advisor helps ensure clients receive comprehensive, proactive advice while supporting the overall growth and retention objectives of the firm.

Key Responsibilities

Maintain and service existing client relationships with a high level of responsiveness and professionalism.
Participate in and lead portions of client meetings, reinforcing the team's comprehensive wealth management approach.
Build trusted relationships with clients and serve as a key point of contact for ongoing needs.
Oversee preparation and deliver financial planning recommendations and analyses.
Conduct investment analysis and assist in developing portfolio recommendations.
Perform wealth management analysis related to retirement, tax, insurance, risk management, and estate planning strategies.
Coordinate implementation of recommendations in partnership with Client Service, Planning, and Operations teams.
Monitor client progress toward financial goals and recommend adjustments as circumstances evolve.
Respond to client questions and provide ongoing planning guidance.
Contribute to financial planning discussions, scenario modeling, and strategic recommendations.
Maintain a thorough understanding of each client's financial situation and objectives.
Support business development efforts through client referrals, centers of influence, and exceptional client service.
Assist Lead Advisors and Partners in managing relationship opportunities and enhancing the client experience.
Ensure compliance with regulatory requirements and firm standards.

Qualifications and Experience

Bachelor’s degree in finance, business, accounting, or related field preferred.
5+ years of experience in financial services, wealth management, banking, insurance, or a related client-facing role
Licensure required: Life & Health, Series 7, Series 63 or 66
Progress toward or attainment of CFP®, CEPA®, or other relevant professional designation preferred
Demonstrated ability to build and maintain strong client relationships
Strong understanding of investment, insurance, retirement, tax, and estate planning concepts
Excellent interpersonal, communication, and presentation skills
Demonstrated ability to manage multiple priorities in a fast-paced environment
High level of professionalism, integrity, and commitment to fiduciary responsibility
Ability to work collaboratively with internal teams, including Financial Planning, Risk Operations, Client Service, and Wealth Operations

Core Competencies

Commitment to exceptional customer service
Strong sense of professionalism and ability to stay composed under pressure
Team-oriented, adaptable, and comfortable working in a collaborative, highenergy

environment

Attention to detail and accuracy
Strong follow-through and ownership of outcomes
Commitment to professional growth and industry knowledge

Compensation & Benefits

Competitive salary and profit-sharing bonus structure
Comprehensive insurance package with company paid dental, vision, short & long-term disability
Retirement plan with company match
Life insurance, 1x base salary
Paid holidays, PTO, and flexible work arrangements
Professional development and continuing education support

Location: On-site, Angola, IN

Hours: Monday – Friday, 8:00 am – 4:30 pm: however, schedules may vary based on client availability and business needs.

Flexibility to meet off-site and outside of standard business hours may be required.

With your resume, please submit expression of interest letter to Matt Miller, Director of Operations

[email protected] | 260-295-1946 | 3302 Mallard Cove Lane, Fort Wayne, IN 46804

Benefits:

401(k) matching
Health insurance
Paid time off
Vision insurance

Experience:

Financial services: 5 years (Required)

License/Certification:

Life and Health (Preferred)
Series 7 (Preferred)
Series 63 (Preferred)
Series 66 (Preferred)

Location:

Angola, IN 46703 (Preferred)

Ability to Commute:

Angola, IN 46703 (Required)

Work Location: In person

Quick Apply

Refine Your Search

detail jobs in coldwater, mi

Private Wealth Advisor

Lease Purchase Truck Driver

Parks & Cemetery Seasonal Maintenance

Senior School Lead

Local Counsel/Per Diem Attorneys

Store Sales Clerk- LD15

Special Agent, $40,000 Recruitment Incentive

Event Assistant

Service Technician - Coldwater, MI

Dedicated CDL A Experienced Truck Driver $10,000 Sign on Bonus

Law Office Manager

Customer Service Representative 2nd shift

Special Agent - $40,000 Recruitment Incentive

Sales/Store Manager

Warehouse Associate

Dedicated CDL A Truck Driver - up to $3,000/wk

Dedicated CDL A Truck Driver - up to $3,000/wk

Quality Engineer

Cleaner / Custodian: Coldwater, MI $15.00-$17.00

Aircraft Mechanic (A&P) - Elite Air Service

I want to receive the latest job alert for detail in coldwater, mi

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