Top 884 Client advisor Jobs in Troy Mi

Financial Advisor
First Merchants Bank —Bloomfield Hills, MI
- Mid-level
- Finance
- High school diploma or GED
- Paid parental leave
- Paid holidays
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
Civil Engineer
Gordon M. Buitendorp Associates, Inc. —Royal Oak, MI
- Full-time
- Hybrid work
- Civil engineering
- Microsoft Excel
- Microsoft Outlook
Quick Apply
Senior Tax Manager Accountant
Revonary Accountants & Advisors, LLC —Troy, MI
- $100,000 - $175,000 a year
- Full-time
- Hybrid work
- CPA
- Computer literacy
- Research
- Health insurance
- Dental insurance
Quick Apply
3d
Senior Tax Manager – Estates, Trusts, and Fiduciary Taxation
Revonary Accountants & Advisors, LLC —Troy, MI
- $175,000 - $225,000 a year
- Full-time
- Hybrid work
- 7 years
- CPA
- Research
- Health insurance
- Dental insurance
Quick Apply
3d
Wealth Management Associate – Retirement Benefits Group (Troy, MI)
Equitable Advisors —Troy, MI
- $27,550 - $125,000 a year
- Full-time
- Background check
- Bachelor's degree
- US work authorization
- Health savings account
- Employee stock purchase plan
Quick Apply
7d
Tax Manager
UHY LLP —Sterling Heights, MI
- Full-time
- CPA
- 5 years
- Research
- Wellness program
- Health savings account
Quick Apply
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
13d
Sr. Tax Analyst
Venteon —Auburn Hills, MI
- Email
- Microsoft Excel
- CPA
- Office
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
13d
Tax Expert - Local
Intuit —Troy, MI
- $27 - $41 an hour
- Monday to Friday
- Spanish
- CPA
- English
- Employee stock purchase plan
- Employee assistance program
13d
Tax Expert - Local Branch
Intuit —Troy, MI
- $27 - $41 an hour
- Monday to Friday
- Spanish
- CPA
- English
- Employee stock purchase plan
- Employee assistance program
13d
Associate Attorney
Detroit Legal Group, PLLC —Detroit, MI
- $68,000 - $83,000 a year
- Full-time
- Writing skills
- Mid-level
- Business development
- Opportunities for advancement
Quick Apply
Tax Expert - On-Site
Intuit —Southfield, MI
- $27 - $41 an hour
- Monday to Friday
- Spanish
- CPA
- English
- Employee stock purchase plan
- Employee assistance program
13d
Tax Expert - Local
Intuit —Southfield, MI
- $27 - $41 an hour
- Monday to Friday
- Spanish
- CPA
- English
- Employee stock purchase plan
- Employee assistance program
13d
Tax Expert - On-Site
Intuit —Livonia, MI
- $27 - $41 an hour
- Monday to Friday
- Spanish
- CPA
- English
- Employee stock purchase plan
- Employee assistance program
13d
Tax Expert - Local
Intuit —Livonia, MI
- $27 - $41 an hour
- Monday to Friday
- Spanish
- CPA
- English
- Employee stock purchase plan
- Employee assistance program
13d
Tax Senior - Enterprise Group
UHY LLP —Farmington Hills, MI
- Full-time
- Background check
- CPA
- Research
- Health savings account
- Disability insurance
Quick Apply
Insurance Agent (P&C)
GENERAL RV CENTER —Wixom, MI
- $83,700 - $122,000 a year
- Full-time
- Mid-level
- Communication skills
- Health insurance
- Dental insurance
Tax Expert - Local Branch
Intuit —Livonia, MI
- $27 - $41 an hour
- Monday to Friday
- Spanish
- CPA
- English
- Employee stock purchase plan
- Employee assistance program
13d

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client advisor jobs near troy mi

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

client advisor jobs in troy mi

Financial Advisor

Manager of Financial Advisors

Civil Engineer

Senior Tax Manager Accountant

Senior Tax Manager – Estates, Trusts, and Fiduciary Taxation

Wealth Management Associate – Retirement Benefits Group (Troy, MI)

Tax Manager

Tax Expert - Local Tax Office

Sr. Tax Analyst

Tax Expert - Local Tax Office

Tax Expert - Local

Tax Expert - Local Branch

Associate Attorney

Tax Expert - On-Site

Tax Expert - Local

Tax Expert - On-Site

Tax Expert - Local

Tax Senior - Enterprise Group

Insurance Agent (P&C)

Tax Expert - Local Branch

I want to receive the latest job alert for client advisor in troy mi

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