2 financial planning advisor jobs found in Traverse City, MI

Description Summary: The HFA Financial Advisor Senior - Branch partner closely with branch staff to uncover client needs and offer most appropriate financial solutions for their short-term and long-term goals. Duties & Responsibilities: Responsible for personal production goals and customer service objectives for all assigned branches and/or book of business. Provide investment/insurance solutions to customers based on a comprehensive financial planning approach that incorporates all assets, goals, time horizon and risk tolerances. Coach branch staff regularly in every location to better profile customers to identify short-term and long-term goals and provide appropriate solutions as needed. Provide ongoing training and sales support to assigned branches to deliver a great customer experience to all customers and prospective customers. Responsible for partnering with every line of business (Mortgage,...

Job Type: Full time   Exempt/Non Exempt:   Hourly Job Description:   $1,500 to $3,000 Signing Bonus    (Amount is dependent on experience. To qualify for the Signing Bonus, applicants must be new to the Auto Club Group)  Location Details: Traverse City, MI Position Schedule / Shift:    Monday - Friday 8:30 am – 5:30 pm  Position Summary    Drive revenue growth and deepen AAA member engagement by developing new business, retaining existing clients, and promoting a broad portfolio of travel, membership, and financial products. This role delivers exceptional customer experiences through consultative sales, relationship management, and end-to-end travel planning for complex domestic and international itineraries. Success requires meeting sales goals, leveraging referral and lead-generation systems, and utilizing digital tools to build a strong, repeat client base.  Key Responsibilities    Sales Growth & Business Development...