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Financial counselor Jobs in Sterling Heights, MI
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Financial counselor • sterling heights mi
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FINANCIAL PLANNING ASSISTANT
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Wiegert District - Northwestern MutualTroy, MI, US- chief medical officer (from $ 191,000 to $ 300,000 year)
- medical director (from $ 108,750 to $ 250,000 year)
- federal government (from $ 72,500 to $ 235,650 year)
- flooring installer (from $ 38,480 to $ 234,000 year)
- software architect (from $ 147,500 to $ 233,434 year)
- clinical research associate (from $ 73,750 to $ 232,500 year)
- computer engineer (from $ 110,409 to $ 218,700 year)
- architecture (from $ 146,250 to $ 211,750 year)
- software engineering manager (from $ 149,366 to $ 207,679 year)
- data engineer (from $ 102,500 to $ 200,000 year)
The average salary range is between $ 37,124 and $ 62,255 year , with the average salary hovering around $ 43,993 year .
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FINANCIAL PLANNING ASSISTANT
BlumarkTroy, MI, United States- Full-time
Blumark Financial Advisors is looking for a goal-oriented individual to join our Financial Planning team. We are a boutique firm offering holistic solutions to assist our clients in attaining their long-term financial goals. If you are growth-minded and looking to develop your career while assisting clients in their growth, we are the firm you want to join. This is a full-time position which can be done in office and/or hybrid.
RESPONSIBILITIES:
- Assist Advisors in plan preparation and client service using Money Guide Pro and Wealth Studios.
- Follow up with new clients to ensure planning process goes smoothly and in timely manner.
- Prep for Case Study with the advisors.
- Sitting in on and participating in client meetings.
- Help advisors build out potential financial options for clients.
- Troubleshoot issues and broken links with Money Guide Pro and Wealth Studios and provide solutions.
QUALIFICATIONS:
- Minimum bachelor’s degree in finance or related area; or equivalent experience
- Willing to get the FINRA SIE, Series 7 and Series 66 licenses
- Financial certifications such as a CFP; BFA, ChFP, etc. would be considered an advantage
- Strong skills with MS Office Suite, Salesforce or similar CRM software will be mandatory
- Demonstrable organizational skills and the ability to multi-task is required
- Experience training and leading others is an advantage
- Attention to detail
- Strong communication skills both written and verbal
“We are an Equal Employment Opportunity (“EEO”) Employer.
It has been and will continue to be a fundamental policy of Blumark not to discriminate on the basis of race, color, creed, religion, gender, sexual orientation, age, national origin, veteran or military status, or any other characteristic prohibited by federal, state and/or local laws.
An Ameriprise Financial franchise.
Products from RiverSource® and Columbia Thrcadneedle Investments am offered by affiliates of Ameriprise Financial Services. LI.C:. Investment advisory products and services are made available through Ameriprise Financial Services, LLC, a registered investment adviser. Ameriprise Financial Services, LLC. Member FINRA and SIPC