Top 326 licensing associate Jobs in troy, mi

Client Relationship Advisor
Financial Services of America —Troy, MI
- $52,000 a year
- Full-time
- Microsoft Outlook
- Mid-level
- Office
- Health insurance
- Dental insurance
Quick Apply
4d
Entry Level Mortgage Consultant - Paid Training
Rapid Home Lending —Troy, MI
- $80,000 - $200,000 a year
- Urgently hiring
- Sales
- Customer service
- Office
- Paid training
- 401(k)
Quick Apply
Financial Advisor
Foguth Financial Group —Troy, MI
- $100,000 - $500,000 a year
- Urgently hiring
- Background check
- Mid-level
- Office
- Paid training
- Professional development assistance
Quick Apply
Juvenile Detention Specialist
ATC Oakland County —Southfield, MI
- $22 an hour
- Overtime
- Clean driving record
- Microsoft Access
- Microsoft Outlook
Juvenile Detention Specialist
ATC Oakland County —Warren, MI
- $22 an hour
- Overtime
- Clean driving record
- Microsoft Access
- Microsoft Outlook
Lead Infant Teacher
Heartfelt Impressions Learning Centers —Lake Orion, MI
- $33,280 - $41,600 a year
- Full-time
- Classroom
- CPR Certification
- Mid-level
- Health insurance
- Dental insurance
Quick Apply
Lead Toddler Teacher
Heartfelt Impressions Learning Centers —Rochester, MI
- $33,280 - $41,600 a year
- Full-time
- Mid-level
- Cleaning
- Classroom experience
- Health insurance
- Dental insurance
Quick Apply
2d
Mortgage Consultant (Mortgage Loan Officer)
MSGCU —Royal Oak, MI
- $19.25 an hour
- Microsoft Excel
- Microsoft Outlook
- Marketing
- Health savings account
- Paid holidays
Mortgage Consultant (Mortgage Loan Officer)
MSGCU —Saint Clair Shores, MI
- $19.25 an hour
- Microsoft Excel
- Microsoft Outlook
- Marketing
- Health savings account
- Paid holidays
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
GSRP Lead Teacher
Chaldean Community Foundation —Sterling Heights, MI
- From $1 an hour
- Full-time
- Background check
- School experience
- Classroom
- Health insurance
- Dental insurance
Quick Apply
Lead Toddler Teacher
The Goddard School Novi —Novi, MI
- $17 - $19 an hour
- Full-time
- School experience
- Classroom
- High school diploma or GED
- Health insurance
- Dental insurance
Quick Apply
Construction Materials Technician
G2 Consulting Group, LLC —Troy, MI
- $20 - $22 an hour
- Overtime
- Construction site
- Computer literacy
- Basic math
- Health savings account
- Paid holidays
Quick Apply
Sales Associate
Dynagen Lending, LLC —Southfield, MI
- $35,000 - $125,000 a year
- Full-time
- Office
- In-person
- Entry level
- Dental insurance
- Vision insurance
Quick Apply
Financial Advisor - PNC Wealth Management
PNC Financial Services Group —Chesterfield, MI
- Full-time
- Public speaking
- Mid-level
- Office
- Wellness program
- Health savings account
Associate Veterinarian
Atlas Consultancy Group —Bloomfield Hills, MI
- $125,000 - $150,000 a year
- Full-time
- Surgery
- In-person
- Entry level
- Continuing education credits
- Relocation assistance
Quick Apply
Juvenile Detention Specialist
ATC Oakland County —Detroit, MI
- $22 an hour
- Overtime
- Clean driving record
- Microsoft Access
- Microsoft Outlook
Juvenile Detention Specialist
ATC Oakland County —Hamtramck, MI
- $22 an hour
- Overtime
- Clean driving record
- Microsoft Access
- Microsoft Outlook
Assistant Director/ Lead Teacher
Kids' Avenue Christian Learning Center —Warren, MI
- $20 - $22 an hour
- Full-time
- Background check
- Mid-level
- Supervising experience
- Health insurance
- 401(k)
Quick Apply
After-School Director - Plymouth, MI
Ivy Camps USA —Plymouth, MI
- $25 an hour
- Part-time
- Background check
- CPR Certification
- Inventory management
- Flexible schedule
Quick Apply

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Client Relationship Advisor

Financial Services of America -
Troy, MI

Quick Apply

Job Details

Full-time
$52,000 a year
4 days ago

Benefits

Health insurance
Dental insurance
401(k)
Paid time off
Vision insurance
Professional development assistance
Flexible schedule

Qualifications

Microsoft Outlook
Attention to detail
Data interpretation
Financial services
Series 65
Life & Health Insurance License
Account management
Critical thinking

Full Job Description

Client Relationship Advisor

At Financial Services of America, we are on a mission to transform our clients' retirement dreams into reality. Our approach is rooted in trust, transparency, and genuine care. We craft personalized CARES Plans to help individuals achieve their financial goals. If you're looking for a dynamic work environment where you can make a real difference every day, then we want you to join our team!

We are currently seeking Associate Advisors who are essential to our clients' journey towards retirement success. Associate Advisors play a pivotal role to bridge the gap between financial advisors and clients, providing exceptional customer service and building lasting trust. If you're passionate about helping others and thrive in a fast-paced environment, we want to hear from you!

Core Job Responsibilities:

· Prepare for client meetings by updating various financial planning software, preparing paperwork, and communicating with the financial advisor.

· Analyze investment portfolios to create accompanying reports.

· Facilitate and oversee the transfer of client funds between outside institutions and FSA.

· Serve as the point of contact for client account servicing and the liaison between clients and third-party financial companies.

· Communicate with clients via phone and email to answer account questions, take account requests, and maintain the client's financial plan.

· Serve as a first point of contact on account requirements.

Job Requirements:

· Must fit FSA’s core values

· Two years of work experience in the financial industry.

· Critical thinking skills with the ability to articulate solutions and provide alternatives.

· Strong analytical skills with high attention to detail and accuracy.

· Excellent oral and written communication skills.

· Ability to wear multiple hats, as expected by an entrepreneurial-minded organization.

· Comfortability in a dynamic environment that moves quickly.

· Excellent problem-solving skills.

· Strong computer skills – including Outlook, Word and Excel

· Willingness to take additional licensing requirements - Health and Life Insurance licensing and Series 65 securities license.

Job Type: Full-time

Pay: $52,000.00 per year

Benefits:

401(k)
Dental insurance
Flexible schedule
Health insurance
Paid time off
Professional development assistance
Vision insurance

Compensation Package:

Bonus opportunities

License/Certification:

Series 65 and Life & Health Insurance Licenses (Required)

Work Location: In person

Quick Apply

Refine Your Search

licensing associate jobs in troy, mi

Client Relationship Advisor

Entry Level Mortgage Consultant - Paid Training

Financial Advisor

Juvenile Detention Specialist

Juvenile Detention Specialist

Lead Infant Teacher

Lead Toddler Teacher

Mortgage Consultant (Mortgage Loan Officer)

Mortgage Consultant (Mortgage Loan Officer)

Realtor - #1 IN MICHIGAN

GSRP Lead Teacher

Lead Toddler Teacher

Construction Materials Technician

Sales Associate

Financial Advisor - PNC Wealth Management

Associate Veterinarian

Juvenile Detention Specialist

Juvenile Detention Specialist

Assistant Director/ Lead Teacher

After-School Director - Plymouth, MI

I want to receive the latest job alert for licensing associate in troy, mi

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