Top 406 Sales advisor Jobs in Macomb Mi

Financial Advisor
First Merchants Bank —Bloomfield Hills, MI
- Mid-level
- Finance
- High school diploma or GED
- Paid parental leave
- Paid holidays
Financial Advisor - Macomb County, MI and Surrounding Areas
Thrivent —Sterling Heights, MI
- Up to $150,000 a year
- Background check
- Mid-level
- Business development
- Paid training
- AD&D insurance
Quick Apply
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
Vitale Wealth Management —Metamora, MI
- $70,000 a year
- Full-time
- Background check
- Research
- Mid-level
- Paid holidays
- Health insurance
Quick Apply
Tax Expert - Expert Center (Midwest)
Intuit —Southfield, MI
- $27 - $41 an hour
- Monday to Friday
- Spanish
- CPA
- English
- Employee stock purchase plan
- Employee assistance program
Universal Banker/Personal Advisor (Part-Time)
Community Choice Credit Union —Royal Oak, MI
- From $19.95 an hour
- Full-time
- High school diploma or GED
- In-person
- Communication skills
Small Business Consultant
Oakland Thrive —Pontiac, MI
- From $74,000 a year
- Weekends as needed
- Hybrid work
- Bilingual
- Background check
- Marketing
- Health savings account
- Health insurance
Quick Apply
11d
Service Advisor
Anderson's Boat Sales —Waterford, MI
- $18 - $20 an hour
- Full-time
- Customer service
- Mid-level
- Microsoft Office
- Health insurance
- Dental insurance
Quick Apply
3d
Wealth Advisor - PNC Wealth Management
PNC Financial Services Group —Warren, MI
- Full-time
- Public speaking
- Mid-level
- Office
- Wellness program
- Health savings account
Beauty Advisor Sally Beauty 10864
Sally Beauty Supply LLC —Bloomfield Hills, MI
- From $13.73 an hour
- Part-time
- 18 years or older
- High school diploma or GED
- US work authorization
- Health insurance
- Dental insurance
Wealth Advisor - PNC Wealth Management
PNC Financial Services Group —Detroit, MI
- Full-time
- Public speaking
- Mid-level
- Office
- Wellness program
- Health savings account
Tax Expert - Local Tax Office
Intuit —Southfield, MI
- $27 - $41 an hour
- Monday to Friday
- Spanish
- CPA
- English
- Employee stock purchase plan
- Employee assistance program
12d
Sales Operations Specialist
Oak Electric Service, Inc —Waterford, MI
- $18 - $22 an hour
- Full-time
- Mid-level
- Office
- Residential
- Health insurance
- Dental insurance
Quick Apply
Tax Expert - Local Tax Office
Intuit —Troy, MI
- $27 - $41 an hour
- Monday to Friday
- Spanish
- CPA
- English
- Employee stock purchase plan
- Employee assistance program
12d
Tax Expert - Local
Intuit —Troy, MI
- $27 - $41 an hour
- Monday to Friday
- Spanish
- CPA
- English
- Employee stock purchase plan
- Employee assistance program
12d
Tax Expert - Local Branch
Intuit —Troy, MI
- $27 - $41 an hour
- Monday to Friday
- Spanish
- CPA
- English
- Employee stock purchase plan
- Employee assistance program
12d
Realtor - #1 IN MICHIGAN
CENTURY 21 Curran & Oberski —Royal Oak, MI
- $35,000 - $200,000 a year
- Full-time
- Real Estate License
- Driver's License
- Contracts
- Flexible schedule
Quick Apply
Tax Expert - Local
Intuit —Southfield, MI
- $27 - $41 an hour
- Monday to Friday
- Spanish
- CPA
- English
- Employee stock purchase plan
- Employee assistance program
12d
Tax Expert - On-Site
Intuit —Southfield, MI
- $27 - $41 an hour
- Monday to Friday
- Spanish
- CPA
- English
- Employee stock purchase plan
- Employee assistance program
12d
Tax Expert - Expert Center (Midwest)
Intuit —Troy, MI
- $27 - $41 an hour
- Monday to Friday
- Spanish
- CPA
- English
- Employee stock purchase plan
- Employee assistance program

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Financial Advisor

First Merchants Bank -
Bloomfield Hills, MI

Apply Now

Job Details

Benefits

Paid parental leave
Paid holidays
Health insurance
Dental insurance
401(k)
Flexible spending account
Tuition reimbursement
Parental leave
Vision insurance

Qualifications

High school diploma or GED
Series 7
Driver's License
Experience practicing in the securities industry

Full Job Description

First Merchants Bank is seeking a Financial Advisor to join our team! This position will facilitate the sales and service of securities, annuities, registered investment advisory products and life insurance to qualified clients. Expand client relationships by emphasizing the origination of new business, expanding current business and providing excellent product delivery and service. Recommendations made are consistent with the company’s mission statement utilizing an explicit standard of care focusing on the clients best interests.

Essential Duties and Responsibilities:

Coordinate sales appointments, make presentations and complete all necessary paperwork on successful sales; including the deposits into the designated broker/dealer sweep account.

Initiate paperwork involving cancellations, surrenders and/or partial withdrawals.

Maintain effective relationships with financial institution branch personnel in assigned territory; includes facilitating meetings, answering questions and leading training efforts with branch personnel as needed.

Meet activity and production goas as established; includes develop within existing book of business.

Continuously work to establish and enhance existing customer and business referral relationships.

Provide a broad range of investment solutions and products to help meet customer goals and offer in-depth guidance through financial planning services.

Comply with all the rules, regulations and policies of the designated broker/dealer, all state and federal securities regulators and self-regulatory organizations.

Respond timely to client and prospect requests.

Assist in the development of an annual sales plan.

Collaborate with clients to review personal financial goals and provide consultation on investment portfolio.

Process security transactions through the designated broker/dealer as requested by clients.

Maintain proper documentation, paperwork and files as required. Comply with applicable laws and regulations and maintain various compliance files; including advertising, complaints and correspondences.

Participate in civic activities to promote growth and development in the community and a positive image for the bank.

Participate in special projects and perform other responsibilities as required.

To be successful in this position, we require the following:

High School diploma or equivalent (GED).
A minimum of three (3) years of securities sales, annuity sales or related experience.
Valid driver’s license.
Series 7, Series 63 and 65 or Series 66 licenses as well as an applicable state insurance license.

The following would be a plus:

Bachelor’s degree in finance, accounting or a related banking field.
Willingness to seek and obtain professional designations including but not limited to CFP, CFA, CIMA, AIF, CRC, or CWS.

First Merchants offers the following:

Base Pay PLUS Bonuses
Medical, Dental and Vision Insurance
401k
Health Savings and Flexible Spending Accounts
Vacation/Sick Time
Paid Holidays
Paid Parental Leave
Tuition Reimbursement
Additional Benefits

A little about us:

First Merchants is guided by a genuine philosophy of being a meaningful place to work and having a prosperous impact across all walks of life throughout the communities we serve, including consumers, businesses and other organizations. Our Vision, Mission and Team statement reflect and reinforce that authentic service philosophy.

Our Vision is:

To enhance the financial wellness of the diverse communities we serve.

Our Mission is:

To be the most responsive, knowledgeable, and high-performing financial organization for our clients, teammates, and shareholders.

Our Team:

"We are a collection of dynamic colleagues with diverse experiences and perspectives who share a passion for positively impacting lives. We are genuinely committed to attracting and engaging teammates of diverse backgrounds. We believe in the power of inclusion and belonging."

Apply today to begin your career with us!

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights (https://www.eeoc.gov/poster) notice from the Department of Labor.

Apply Now

Refine Your Search

sales advisor jobs in macomb mi

Financial Advisor

Financial Advisor - Macomb County, MI and Surrounding Areas

Manager of Financial Advisors

Financial Advisor

Tax Expert - Expert Center (Midwest)

Universal Banker/Personal Advisor (Part-Time)

Small Business Consultant

Service Advisor

Wealth Advisor - PNC Wealth Management

Beauty Advisor Sally Beauty 10864

Wealth Advisor - PNC Wealth Management

Tax Expert - Local Tax Office

Sales Operations Specialist

Tax Expert - Local Tax Office

Tax Expert - Local

Tax Expert - Local Branch

Realtor - #1 IN MICHIGAN

Tax Expert - Local

Tax Expert - On-Site

Tax Expert - Expert Center (Midwest)

I want to receive the latest job alert for sales advisor in macomb mi

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