דרושים United States, Michigan, Plymouth

Operates as a back up financial center leader within a market. Manages client traffic, engaging and appropriately routing clients, and fostering client retention. Manages business results through formalized management routines...

Licensing requirements: FINRA series 7, 66 (or equivalent 63/65). Series 24 (or equivalent 9/10). Partners with regulatory risk manager to execute regulatory risk initiatives including setting up, building and monitoring...

Consults on investment and insurance strategies, as well as the development of financial plans for clients. Grows and retains an investment and insurance book of business. Owns the client experience,...

Evaluate project specifications, drawings, and related documents to understand project intentions, establishing comprehensive project schedules in coordination with the team while identifying crucial installation timelines. Oversee the procurement of supplies...

Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed...