Top 26 Financial planning Jobs in Davison, Mi

Financial Advisor
Vitale Wealth Management —Metamora, MI
- $70,000 a year
- Full-time
- Background check
- Research
- Mid-level
- Paid holidays
- Health insurance
Quick Apply
Financial Services Professional - Hybrid Remote (MI)
Bankers Life —Clarkston, MI
- $50,000 - $80,000 a year
- Full-time
- Hybrid work
- Office
- Communication skills
- Entry level
Quick Apply
Planning Consultant - Grand Blanc, MI
Fidelity Investments —Grand Blanc, MI
- Full-time
- Mid-level
- Office
- Mentoring
Financial Planning Assistant
Hantz Group —Davison, MI
- Full-time
- Office
- High school diploma or GED
- Organizational skills
- Health insurance
- Dental insurance
Quick Apply
Director of Finance
Genesee Education Consultant Services —Flint, MI
- $80,000 - $95,000 a year
- Email
- School experience
- CPA
- Mid-level
- Health insurance
- Dental insurance
Quick Apply
Executive Financial Coordinator
Oakland County Michigan —Waterford, MI
- $76,650 - $102,696 a year
- Full-time
- Microsoft Outlook
- Office
- Finance
9d
Fiscal Services Supervisor - Reimbursement
Oakland County Michigan —Waterford, MI
- Full-time
- Microsoft Outlook
- Customer service
- Writing skills
3d
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
Head, HNI/UHNI Clients Acquisition and Management
Standard Chartered —Victoria Island, MI
- Computer literacy
- Office
- Business development
- Life insurance
13d
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
Quick Apply
Sr Enterprise Risk & Capital Strategy Analyst
Horace Mann —United States
- $105,200 - $147,950 a year
- Remote
- Microsoft Excel
- 5 years
- Finance
Quick Apply

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Financial Advisor

Vitale Wealth Management -
Metamora, MI

Quick Apply

Job Details

Full-time
$70,000 a year

Benefits

Paid holidays
Health insurance
401(k)
Paid time off
401(k) 4% Match
401(k) matching
Professional development assistance
Opportunities for advancement

Qualifications

Financial sales
Teamwork
Research
High school diploma or GED
Bachelor's degree
Attention to detail
Financial services
Life & Health Insurance License
Experience practicing in the securities industry

Full Job Description

Job Description

Vitale Wealth Management is an Investment Advisory Firm in Southeast Michigan. Our company was established in 2016, an affiliate of our longstanding American Retirement Solutions established in 2007. As part of our Vitale Wealth family, we are our clients trusted guide in helping them prepare for and enjoy retirement every step of the way by strategically working with them to determine their specific financial goals.

We are seeking a motivated and reliable Financial Advisor to join our team. This is an exciting opportunity to grow with a company that values personalized service, expertise, and a collaborative environment. If you're looking for a career with independent opportunities and room for advancement, we want to hear from you!

Why Join Us?

Career Growth: There is significant potential for career advancement, including the opportunity to take over an existing book of business.
Collaborative Environment: Join a supportive team where your input matters and you'll have the chance to learn and collaborate with experienced professionals.
Visibility & Recognition: Opportunities for publishing a book, contributing to national publications, and even appearing on TV!
Competitive Compensation: Enjoy a competitive base salary plus a lucrative variable compensation model that rewards your success.
Comprehensive Support: Benefit from a marketing budget and dedicated administrative assistance to help you focus on what you do best—serving clients.
Work Flexibility: Take advantage of the ability to work in multiple office locations in the Metamora, Oakland, Macomb, Flint, Saginaw, and Lapeer areas.

Our Investments in You

Pay: $70,000 + Commission
Quarterly Bonus Opportunities
PTO + Paid Holidays
Work-Life Balance
401(k) + 3-4% Employer Match (after 90 days)
Health Insurance (after 90 days)
Car Allowance (after 1 year)
GROWTH OPPORTUNITIES

What You Will Be Doing

Financial Planning: Prepare comprehensive financial plans, analyzing data and developing projections to meet client objectives
Client Relations: Conduct client and prospective client meetings to provide guidance, answer questions, and follow up on action items
Relationship Building: Use various communication channels to initiate and foster relationships with clients and prospects
Collaboration: Work alongside the advisory team to create and implement personalized investment strategies
Business Growth: Assist in growing the firm’s client base through outreach efforts and company-funded marketing campaigns
Support Marketing Initiatives: Contribute to business development and marketing efforts, including vendor research
Industry Expertise: Stay up to date on financial trends, products, and regulatory changes
Client Support: Provide ongoing service to existing clients, handling inquiries and performing account-related tasks

What You Will Bring

Series 65 or equivalent (Required)
Life & Health Insurance licensure (Required)
CFP (Preferred)
High school diploma (Required)
Bachelor’s degree in finance, Economics, or similar field (Preferred)
3+ years experience in financial planning or investment advisory services (Required)
Prior sales experience (Required)
Commitment to client service
Clear and professional communication (verbal and written)
Organized and attention to details

Check Us Out!

Website: https://vitalewealth.com/index.html

If you feel liked we’d be a great fit, apply today!

Job Type: Full-time

Pay: $70,000.00 per year

Benefits:

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

Application Question(s):

Are you willing to complete a background check?

Experience:

Wealth Management: 3 years (Required)

License/Certification:

Life & Health Insurance License (Required)
Series 65 (Required)
CFP (Preferred)

Ability to Commute:

Metamora, MI 48455 (Required)

Work Location: In person

Quick Apply

Refine Your Search

financial planning jobs in davison, mi

Financial Advisor

Financial Services Professional - Hybrid Remote (MI)

Planning Consultant - Grand Blanc, MI

Financial Planning Assistant

Director of Finance

Executive Financial Coordinator

Fiscal Services Supervisor - Reimbursement

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

Head, HNI/UHNI Clients Acquisition and Management

Financial Services Representative - State Farm Agent Team Member

Sr Enterprise Risk & Capital Strategy Analyst

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