Talent.com
FINRA Licensed Financial Consultant
FINRA Licensed Financial ConsultantVirtualVocations • Warren, Michigan, United States
FINRA Licensed Financial Consultant

FINRA Licensed Financial Consultant

VirtualVocations • Warren, Michigan, United States
job_description.job_card.30_days_ago
serp_jobs.job_preview.job_type
  • serp_jobs.job_card.full_time
job_description.job_card.job_description

A company is looking for a Financial Consultant.

Key Responsibilities

Provide over-the-phone guidance to customers regarding their employer-sponsored retirement accounts during key life moments

Discuss and align available account options, such as 401K and IRAs, with customers' retirement savings goals

Educate customers on retirement plan specifics and deepen their relationship with the company

Required Qualifications

Bachelor's degree or equivalent combination of education and professional experience

Minimum of 1 year experience in performance / goal-oriented roles, ideally in asset growth and retention

Current FINRA licenses or ability to obtain FINRA 7, 63 & 65 (or 66) registrations within established timelines

Motivated self-starter with a quick learning ability

Demonstrated relationship management and customer service skills

serp_jobs.job_alerts.create_a_job

Financial Consultant • Warren, Michigan, United States

Job_description.internal_linking.related_jobs
Financial Reporting Senior Consultant

Financial Reporting Senior Consultant

Plante Moran • Southfield, MI, United States
serp_jobs.job_card.full_time
Our "we-care" culture is more than just a motto; it's a promise.From day one, we prioritize your growth, well-being, and success. You can count on us to support your career journey and help you achi...serp_jobs.internal_linking.show_more
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
Workday Financial Consultant

Workday Financial Consultant

VirtualVocations • Warren, Michigan, United States
serp_jobs.job_card.full_time
A company is looking for a Workday Financial Consultant to oversee the implementation and optimization of financial processes. Key Responsibilities Lead the configuration, deployment, and enhancem...serp_jobs.internal_linking.show_more
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Remote Financial Analyst - AI Trainer

Remote Financial Analyst - AI Trainer

Data Annotation • Dearborn Heights, Michigan
serp_jobs.filters.remote
serp_jobs.job_card.full_time +1
We are looking for a finance professional to join our team to train AI models.You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the q...serp_jobs.internal_linking.show_more
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Financial Consultant (Detroit)

Financial Consultant (Detroit)

UHY-US • Detroit, MI, US
serp_jobs.job_card.part_time +1
A great UHY client is seeking a.The ideal candidate will have healthcare experience (not required), strong Excel skills (modeling / pivot tables / etc. This is a client direct hire position.Financial Co...serp_jobs.internal_linking.show_more
serp_jobs.last_updated.last_updated_1_day • serp_jobs.job_card.promoted
Remote Senior Financial Analyst - AI Trainer

Remote Senior Financial Analyst - AI Trainer

Data Annotation • Pontiac, Michigan
serp_jobs.filters.remote
serp_jobs.job_card.full_time +1
We are looking for a finance professional to join our team to train AI models.You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the q...serp_jobs.internal_linking.show_more
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Remote Financial Planner - AI Trainer

Remote Financial Planner - AI Trainer

Data Annotation • St. Clair Shores, Michigan
serp_jobs.filters.remote
serp_jobs.job_card.full_time +1
We are looking for a finance professional to join our team to train AI models.You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the q...serp_jobs.internal_linking.show_more
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Remote Finance Director - AI Trainer

Remote Finance Director - AI Trainer

Data Annotation • Detroit, Michigan
serp_jobs.filters.remote
serp_jobs.job_card.full_time +1
We are looking for a finance professional to join our team to train AI models.You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the q...serp_jobs.internal_linking.show_more
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Licensed Marriage and Family Therapist (LMFT).

Licensed Marriage and Family Therapist (LMFT).

LifeStance Health • Fair Haven, MI, US
serp_jobs.job_card.full_time
We are actively looking to hire talented Therapists in the area, who are passionate about patient care and committed to clinical excellence. Wanting to deliver high quality behavioral healthcare.Int...serp_jobs.internal_linking.show_more
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
CFA Licensed Portfolio Manager

CFA Licensed Portfolio Manager

VirtualVocations • Detroit, Michigan, United States
serp_jobs.job_card.full_time
A company is looking for a Portfolio Manager to join their team and shape investment strategies.Key Responsibilities Manage portfolios for existing clients, primarily executives in public and pri...serp_jobs.internal_linking.show_more
serp_jobs.last_updated.last_updated_variable_hours • serp_jobs.job_card.promoted • serp_jobs.job_card.new
Financial Consultant

Financial Consultant

Flagstar Bank • Dearborn, MI, US
serp_jobs.job_card.full_time
Job Summary : The financial consultant has the primary responsibility of retaining and expanding company relationships and soliciting new retail investment and insurance business from prospective cu...serp_jobs.internal_linking.show_more
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Financial Consultant - Fulltime - Days - Detroit

Financial Consultant - Fulltime - Days - Detroit

Henry Ford Hospital • Detroit, MI, US
serp_jobs.job_card.full_time
Business (Non-Clinical) At Henry Ford Hospital - Detroit Main Campus.Under minimal supervision of the Director, performs and / or manages work of a generally complex nature aimed at assisting decisio...serp_jobs.internal_linking.show_more
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
FINRA Licensed Financial Consultant

FINRA Licensed Financial Consultant

VirtualVocations • Detroit, Michigan, United States
serp_jobs.job_card.full_time
A company is looking for a Financial Consultant.Key Responsibilities Provide over-the-phone guidance to customers regarding their employer-sponsored retirement accounts during key life moments D...serp_jobs.internal_linking.show_more
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Financial Consultant | Full Time | Direct Hire

Financial Consultant | Full Time | Direct Hire

Henry Ford Hospital • Detroit, MI, US
serp_jobs.job_card.full_time +1
Under minimal supervision of the Director, performs and / or manages work of a generally complex nature aimed at assisting decision making in resource allocation and / or improving the financial perfor...serp_jobs.internal_linking.show_more
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
Financial Consultant - Novi, MI

Financial Consultant - Novi, MI

Fidelity Investments • Novi, MI, United States
serp_jobs.job_card.full_time
If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industr...serp_jobs.internal_linking.show_more
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Advanced Financial Reporting Specialist

Advanced Financial Reporting Specialist

DENSO • Southfield, MI, US
serp_jobs.job_card.full_time
Focus on the core content of the job post, removing all extra metadata, navigation mentions, and redundant headers.Keep the high-signal content beautiful and condensed.serp_jobs.internal_linking.show_more
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Financial Reporting and Tax Consultant

Financial Reporting and Tax Consultant

Plante Moran • Southfield, MI, United States
serp_jobs.job_card.full_time
Our "we-care" culture is more than just a motto; it's a promise.From day one, we prioritize your growth, well-being, and success. You can count on us to support your career journey and help you achi...serp_jobs.internal_linking.show_more
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
UK Licensed Financial Planner

UK Licensed Financial Planner

VirtualVocations • Warren, Michigan, United States
serp_jobs.job_card.full_time
A company is looking for a Financial Planner located in the United Kingdom.Key Responsibilities Meet and engage with clients remotely to provide guidance on financial topics Advise on and adapt ...serp_jobs.internal_linking.show_more
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
Senior Financial Advisor - WA Licensed

Senior Financial Advisor - WA Licensed

VirtualVocations • Warren, Michigan, United States
serp_jobs.job_card.full_time
A company is looking for a Senior Financial Advisor & Planner - Wealth Management, Premier / Brokerage.Key Responsibilities Provide high-level service to clients, focusing on asset retention and gr...serp_jobs.internal_linking.show_more
serp_jobs.last_updated.last_updated_variable_hours • serp_jobs.job_card.promoted • serp_jobs.job_card.new
New York Licensed Financial Controller

New York Licensed Financial Controller

VirtualVocations • Detroit, Michigan, United States
serp_jobs.job_card.full_time
A company is looking for a Controller to oversee accounting operations across US and UK entities.Key Responsibilities Lead the accuracy and timeliness of financial closes for US and UK entities, ...serp_jobs.internal_linking.show_more
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
Remote Finance Advisor - AI Trainer

Remote Finance Advisor - AI Trainer

Data Annotation • Pontiac, Michigan
serp_jobs.filters.remote
serp_jobs.job_card.full_time +1
We are looking for a finance professional to join our team to train AI models.You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the q...serp_jobs.internal_linking.show_more
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted