Top 129 Financial advisor Jobs in Farmington Hills Mi

Investment Consultant - Troy, MI
Fidelity Investments —Troy, MI
- Full-time
- Mid-level
- Office
- Experience equivalent to degree accepted
Manager of Financial Advisors
Secure Financial Group —Troy, MI
- $82,480.07 - $150,000.00 a year
- Full-time
- Background check
- 5 years
- Mentoring
Quick Apply
Financial Advisor
First Merchants Bank —Bloomfield Hills, MI
- Mid-level
- Finance
- High school diploma or GED
- Paid parental leave
- Paid holidays
Quick Apply
Financial Representative
Northwestern Mutual —Ann Arbor, MI
- $75,000 - $200,000 a year
- Full-time
- Hybrid work
- Background check
- Sales
- Business development
- Health insurance
- Opportunities for advancement
Quick Apply
Wealth Management Associate with Future Leadership Opportunity (Troy, MI)
Equitable Advisors —Troy, MI
- $27,550 - $125,000 a year
- Full-time
- Background check
- Bachelor's degree
- Mentoring
- Health savings account
- Employee stock purchase plan
Quick Apply
Wealth Management Trainee (MI)
Bankers Life —Clarkston, MI
- $50,000 - $80,000 a year
- Full-time
- Entry level
Quick Apply
Wealth Management Trainee (MI)
Bankers Life —Clinton Township, MI
- $50,000 - $80,000 a year
- Full-time
- Entry level
Quick Apply
Wealth Planner - Farmington Hills, MI
Fidelity Investments —Farmington Hills, MI
- Full-time
- 5 years
- Bachelor's degree
- Senior level
Unique Asset Associate
Fifth Third Bank —Farmington Hills, MI
- $48,100 - $96,200 a year
- Full-time
- Microsoft Word
- Office
- Residential
4d
Virtual Financial Consultant
Flagstar Bank —Troy, MI
- $50,000 - $250,000 a year
- Full-time
- Mid-level
- Finance
- Business development
- Disability insurance
- Health insurance
Associate Trust Administrator
Fifth Third Bank —Farmington Hills, MI
- Full-time
- Mid-level
- Office
- High school diploma or GED
Financial Advisor - Southeast MI
Lake Michigan Credit Union —Farmington Hills, MI
- Email
- Writing skills
- Mid-level
- Business development
- Paid parental leave
- Health savings account
1d
Trust Administrator
Fifth Third Bank —Farmington Hills, MI
- Full-time
- Mid-level
- Office
- 3 years
Merrill Advisor Development Program - Financial Advisor: Farmington Hills & Associates Market
Bank of America —Farmington Hills, MI
- Full-time
- Background check
- Microsoft Excel
- Computer literacy
2027 | Americas | Detroit | Wealth Management, Financial Planning | Summer Analyst
Goldman Sachs —Detroit, MI
- Seasonal
- Internship
- Entry level
Advisor Development Program - Financial Solutions Advisor Trainee (Centralized) - Bloomfield Hills, MI
Bank of America —Bloomfield Hills, MI
- Full-time
- Background check
- Office
- Bachelor's degree
Financial Solutions Advisor - Greater Michigan Market
Bank of America —West Bloomfield Township, MI
- Full-time
- Background check
- Writing skills
- Mid-level
VP, Financial Consultant - Troy, MI
Charles Schwab —Troy, MI
- $65,000 - $95,000 a year
- Background check
- Office
- Senior level
- Paid parental leave
- Employee stock purchase plan
Investment Executive (Financial Advisor) Canton / Ann Arbor, MI
Fifth Third Bank —Canton, MI
- Full-time
- Office
- Travel
- Mentoring
Regulatory Operations Analyst
Raymond James Financial, Inc. —Southfield, MI
- Full-time
- High school
- Research
- Mid-level
- Paid holidays
- Health insurance

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financial advisor jobs near farmington hills mi

Investment Consultant - Troy, MI

Fidelity Investments -
Troy, MI

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Job Details

Full-time

Qualifications

Customer communication
FINRA License
Experience practicing in the securities industry

Full Job Description

Job Description:

Note: Fidelity will not provide immigration sponsorship for this position.

The Role

Working in our Investor Center, you will develop customized financial plans utilizing a wide range of products, services, and Fidelity’s planning tools. Your good judgment and keen product knowledge will guide you. Instead of spending your time sourcing new customers, you will engage with existing clients and warm leads, which will allow your focus to remain where it matters most: providing investment solutions and growing relationships with a dedicated local advisor. In this role you will work directly with clients to help them make investment decisions that are in their best interest. By skillfully working with Fidelity’s planning and guidance resources, you will present and implement solutions that suit the client’s needs. This will develop a lasting impact on their financial future.

The Expertise and Skills You Bring

FINRA Series 7 & 66 licensed and hold appropriate state registrations, OR ability to acquire Series 66 upon hire
Leverage Fidelity’s guidance tools to facilitate financial planning discussions and recommend solutions that best align with client needs
Use technology to prepare for and conduct efficient one-on-one appointments, maximizing client time and enabling effective follow-up planning
Grow relationships through proactive outreach, seeking to understand clients’ goals and objectives and referring them to wealth management partners based on needs and financial complexity
A degree, equivalent experience, or other professional certifications are beneficial (our tuition reimbursement program can help obtain a CFP, degree, or equivalent credential)
Comprehensive understanding of various investment solutions and can educate customers on the values and differences of each
Interpersonal skills and ability to grow relationships are exemplary
Will take initiative and exceed expectations
Outstanding communication and consultative skills, and thrives in a fast-paced work environment

The Team

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 built to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to support you in all aspects of your business. You will not fail due to a lack of training or onboarding. You joined the financial services industry to make a difference in the lives of your clients. At Fidelity, we have a relentless commitment to our clients. Come join a firm that is a stable industry leader where we focus on the importance of communicating to connect and not just communicating to transact. We empower professional flexibility, growth, and support thus enabling long-term success for you and our clients.

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

Category:

Sales

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.

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Refine Your Search

financial advisor jobs in farmington hills mi

Investment Consultant - Troy, MI

Manager of Financial Advisors

Financial Advisor

Financial Representative

Wealth Management Associate with Future Leadership Opportunity (Troy, MI)

Wealth Management Trainee (MI)

Wealth Management Trainee (MI)

Wealth Planner - Farmington Hills, MI

Unique Asset Associate

Virtual Financial Consultant

Associate Trust Administrator

Financial Advisor - Southeast MI

Trust Administrator

Merrill Advisor Development Program - Financial Advisor: Farmington Hills & Associates Market

2027 | Americas | Detroit | Wealth Management, Financial Planning | Summer Analyst

Advisor Development Program - Financial Solutions Advisor Trainee (Centralized) - Bloomfield Hills, MI

Financial Solutions Advisor - Greater Michigan Market

VP, Financial Consultant - Troy, MI

Investment Executive (Financial Advisor) Canton / Ann Arbor, MI

Regulatory Operations Analyst

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