Top Financial Advisor Jobs

Develop and grow a wealth management practice serving high-net-worth clients. Responsibilities include prospecting, building relationships, assessing financial needs, recommending suitable investment products, managing client accounts, completing KYC documentation, collaborating with specialists, and maintaining records in Salesforce. The role requires Series 7 and 66 licenses, strong sales and communication skills, investment product knowledge, prospecting ability, and comfort with performance-based compensation.

Provides comprehensive retirement and financial planning guidance to individuals and families. Builds client relationships, develops customized strategies involving investments, taxes, insurance, and retirement income, and presents at educational retirement seminars. Follows up with company-generated prospects, conducts ongoing client reviews, maintains documentation, complies with regulations, and helps establish the company's new Okemos location.

Administers student financial aid by processing verification, disbursements, awards, private loans, VA benefits, and Return of Title IV calculations. Counsels students and parents, provides aid estimates and packaging information, supports default management and financial literacy programs, performs audits, runs reports, maintains regulatory knowledge, and collaborates with other departments.

The Financial Advisor provides financial planning guidance and investment solutions to clients, ensuring exceptional service and adherence to regulations while meeting sales goals in a dynamic environment.

Administers federal, state, and institutional financial aid programs for prospective and active students. Reviews FAFSA applications and documentation, verifies eligibility, maintains student funding records, provides entrance and exit counseling, explains aid requirements and responsibilities, answers student and parent inquiries, maintains accurate files, and ensures compliance with applicable regulations.

The Vice President, Financial Advisor will consult clients with investable assets, advise on strategies, and manage long-term relationships while promoting services to meet client financial goals.

Manages portfolios of business and individual banking clients, evaluates creditworthiness, structures and approves loans, ensures regulatory compliance, and develops new relationships. Provides lending, deposit, investment, and financial planning solutions while maintaining client service standards, credit quality, and portfolio performance. Advises clients on tailored financial products, cross-sells banking services, refers specialized needs, and supports team training and projects.

Manages portfolios of business and individual banking clients, evaluates creditworthiness, structures and approves loans, ensures regulatory and credit-policy compliance, and develops new relationships. Provides lending, deposit, investment, and financial-planning solutions while cross-selling appropriate products and referring clients to specialty departments. Maintains client service standards, manages credit quality and risk metrics, negotiates loan terms, and participates in training and assigned projects.

Manages portfolios of business and individual banking clients, evaluates borrower creditworthiness, structures and approves loans, and ensures regulatory compliance. Develops new relationships through prospecting and referrals, provides lending, deposit, investment, and financial planning solutions, and cross-sells banking products. Maintains strong client service, product knowledge, credit quality, and risk management while collaborating with specialized departments.

Manages a portfolio of business and individual clients, evaluates creditworthiness, structures and approves loans, ensures regulatory and credit-policy compliance, and develops new banking relationships. Provides lending, deposit, investment, and financial-planning solutions while cross-selling appropriate products and referring clients to specialized services. Maintains strong client service, product knowledge, credit quality, and risk-management standards.

Manages portfolios of business and individual banking clients, evaluates creditworthiness, structures and approves loans, ensures regulatory and credit-policy compliance, and develops new relationships. Provides lending, deposit, investment, treasury management, and financial planning solutions while delivering high-quality client service. Maintains product and market expertise, manages credit risk, cross-sells financial products, and refers clients to specialized banking services.

The Financial Advisor role involves providing financial planning guidance, selling investment solutions, and managing client relationships to meet their financial goals. Advisors ensure excellent customer service, conduct financial needs analyses, and implement annual reviews while adhering to compliance regulations.

Supports financial advisors by analyzing client financial data, preparing account documents, maintaining client records, handling inquiries, processing trades under supervision, and developing referral and sales pipelines. The role includes client prospecting, mailing campaigns, seminars, appointment preparation, administrative support, compliance adherence, and structured apprenticeship, licensing, mentoring, and financial industry training.

Volunteer financial advisor mentors collegiate financial officers, supports annual and monthly budget management, reviews financial reports and member balances, monitors spending, promotes compliance with IRS and organizational requirements, and helps improve member retention. The advisor coaches officers, facilitates conflict resolution, participates on the chapter advisory board and affiliated house corporation, and completes ongoing training. The role requires five to eight hours weekly, involves a one-year renewable term, and has no expected travel.

Provides comprehensive fiduciary financial planning and wealth management to existing and prospective clients. The advisor manages transitioned relationships, develops new business, builds and converts leads, delivers tailored financial plans, and coordinates estate, insurance, tax, and investment planning resources. Responsibilities also include conducting client reviews, maintaining CRM documentation, communicating recommendations, and collaborating with internal teams in a fully in-office environment.

Leads corporate FP&A analysis, financial modeling, management and board reporting, budgeting, forecasting, variance analysis, sensitivity analysis, and Hyperion Planning coordination. Develops GAAP and non-GAAP analyses, supports financial software initiatives, improves processes, and provides materials for senior management and the Board of Directors.

Completes the Advisor Mastery Program to develop financial advisory, investment management, sales, client service, and compliance skills. Builds a client pipeline and book of business through prospecting and networking, evaluates client financial needs, recommends suitable investment products, manages accounts and portfolios, executes transactions, and maintains records. Must complete training, meet production standards, and obtain required securities and insurance licenses.

Guides students through the financial aid process, including applications, Title IV funding, clearance, and specialized funding support for veterans and agency students. Maintains student information systems, performs data entry, manages electronic files, participates in orientations and start events, and collaborates with financial aid leadership. Provides detailed, compliant, student-focused support throughout enrollment.

The Financial Advisor Associate works with clients to address wealth management needs, analyze financial information, and recommend investment strategies, while building client relationships and meeting assigned goals.

Supports senior advisors with client data analysis, macroeconomic financial modeling, client meetings, case implementation, annual reviews, relationship management, and business development events. The role includes administrative follow-up, client service, educational marketing activities, licensing support, and a structured path toward Lead Advisor status. Candidates should have 1–3 years of relevant experience, an active Life and Health Insurance license, and preferably FINRA securities licenses.

Supports senior advisors by analyzing client data, preparing financial models, participating in client meetings, coordinating case implementation and annual reviews, managing existing client relationships, and assisting with business development workshops and marketing events. The role requires or encourages securities and insurance licensing, provides training and sponsorship, and offers a structured path toward Lead Advisor status.

Provide comprehensive financial planning and wealth management advice to individuals, families, and business owners. Design asset protection, retirement income, and estate planning solutions; expand regional client networks through CPA alliances and marketing channels; and manage client relationships to support retention and satisfaction. The role requires active securities and insurance licenses, at least three years of producing advisor experience, and an entrepreneurial, consultative approach.

Supports senior advisors by analyzing client data, preparing financial models, participating in planning meetings, coordinating case implementation and annual reviews, and managing existing client relationships. The role also contributes to business development through workshops and educational marketing events. Candidates need financial services experience, required state insurance licensing, and preferably FINRA securities licenses. The position offers training, licensing sponsorship, administrative support, and a path toward Lead Advisor status.

Supports lead advisors by preparing financial plans, implementing investment strategies, processing account transactions, analyzing client data, and serving existing clients. Maintains accurate records in CRM and financial planning systems, addresses service requests, monitors regulations and market trends, and supports client retention. Requires a relevant bachelor’s degree, an active financial industry designation or license, financial planning and investment knowledge, and strong communication and client service skills.

Supports lead advisors by preparing financial plans, implementing investment strategies, processing account transactions, serving existing clients, analyzing financial data, documenting activity in CRM and planning systems, and maintaining knowledge of regulations, markets, and investment products.