Top 24 Wealth management Jobs in Saline, Mi

Insurance & Financial Representative
Riverfront Insurance & Financial Group —Ann Arbor, MI
- $70,000 - $100,000 a year
- Remote
- Microsoft Excel
- Basic math
- No experience needed
- Health insurance
- Dental insurance
Quick Apply
4d
Wealth Management Administrative Assistant
COUNTY NATIONAL BANK —Tecumseh, MI
- Microsoft Outlook
- Writing skills
- Research
14d
Wealth Management Client Associate
Bank of America —Ann Arbor, MI
- Full-time
- Microsoft Word
- Microsoft Excel
- Writing skills
Wealth Management Trainee (MI)
Bankers Life —Ann Arbor, MI
- $50,000 - $80,000 a year
- Full-time
- Entry level
Quick Apply
Wealth Planning Strategist
Waldron Private Wealth —Plymouth, MI
- Full-time
- CPA
- 3 years
- Finance
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Client Portfolio Manager
Waldron Private Wealth —Plymouth, MI
- Full-time
- Office
- Finance
- 8 years
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10h
Wealth Consultant
WALDRON PRIVATE WEALTH —Plymouth, MI
- Full-time
- CPA
- Computer literacy
- Finance
- Profit sharing
- Disability insurance
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Financial Advisor
Foguth Financial Group —Plymouth, MI
- $100,000 - $500,000 a year
- Full-time
- Background check
- Public speaking
- Mid-level
- Paid training
- Professional development assistance
Quick Apply
Multi-Family Office Strategist
Waldron Private Wealth —Plymouth, MI
- Full-time
- CPA
- Research
- Office
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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

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Wealth Management Administrative Assistant
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Answers phones and greet clients in a professional and courteous manner. Comfort with using a phone, fax, or other devices for calls, document sharing, and…
14d

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Entry Level - Financial Advisor
Equitable Advisors —Columbus, OH
*Professional Growth:* encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Financial Consultant (ChFC) and…
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2027 Asset & Wealth Management Risk Full Time Analyst Program
JPMorganChase —Columbus, OH
As a part of the 2027 Asset & Wealth Management Risk Full Time Analyst Program, you will collaborate with industry experts to identify, assess, and manage risks…
$100,000 - $110,000 a year

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wealth management jobs near saline, mi

Insurance & Financial Representative

Riverfront Insurance & Financial Group
Ann Arbor, MI

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Job Details

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

Benefits

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

Qualifications

Customer communication

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:

Seek, identify, and secure strong relationships with new clients by serving as their trusted financial advisor
Support clients’ progress toward their financial goals through strategic product, plan, and investment recommendations
Create customized financial plans for each client based on his or her life stage, professional circumstances, and fluctuating financial needs
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
Embrace the role of a structured yet coachable team player open to continued education and training from other team members

Offer solutions in insurance, asset accumulation, and retirement planning.
Participate in structured coaching and mentorship programs.
Work within a hybrid model, attending in-person meetings and training sessions as required.
Maintain compliance with industry regulations and licensing requirements.

Qualifications:

Experience working with Microsoft Office, Excel, CRM systems, financial planning software, Google Suite, and other related business or money management tools desired
Valid FINRA Series 7 & 63/66 preferred but not required
Exemplary math skills, communication skills, and relationship skills to support strong customer service for current and new clients
Basic understanding of the role of a financial advisor or financial consultant, as well interest in the financial industry and financial products is necessary

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.

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Refine Your Search

wealth management jobs in saline, mi

Insurance & Financial Representative

Wealth Management Administrative Assistant

Wealth Management Client Associate

Wealth Management Trainee (MI)

Wealth Planning Strategist

Client Portfolio Manager

Wealth Consultant

Financial Advisor

Multi-Family Office Strategist

Relationship Manager – Private Wealth & Tax Solutions

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