44 financial advisor jobs found

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,...

Description Summary: The HHFA 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,...

MarshBerry is growing! We are seeking a Vice President to join our team. We have a people first, fast paced, collaborative culture with plenty of opportunity for growth. MarshBerry has been successful in achieving growth objectives because the trust our clients place in our talented team of professionals, and all MarshBerry colleagues play a critical role in directly or indirectly cultivating those trusted relationships. MarshBerry provides an environment where employees can learn, improve and realize their career goals. We offer competitive benefits, hybrid work schedules, new challenges, and learning experiences. Job Details Position Summary: MarshBerry is currently seeking a Vice President for our Financial Advisory Team. The Vice President is responsible for leading transaction teams, conducting hands-on analysis, driving growth, and ensuring MarshBerry services are delivered effectively and efficiently.  The Vice President is responsible for the fulfilment and...

Description Actively works with under-performing and distressed companies in a range of strategic areas, including special situations investment banking; turnarounds; performance improvement; restructuring; and interim management. Candidates must have a willingness to take on challenging projects and work with clients and colleagues on a broad set of projects. Vice Presidents in the Financial Advisory Services group support new business development and client engagements, including managing the execution of the processes. Duties and Responsibilities: Prepare, analyze, and explain historical and projected financial information, including 13-week cash flow projections Coordinate and perform detailed business due diligence Execute engagements and manage day-today processes and maintain strict deadlines Organize and prepare forecasts, financial statements, management presentations and other deliverables...

Summary: The   Managing   Client   Advisor   for West Michigan reports to the Vice President, Commercial Lines for West Michigan and is responsible for translating regional growth priorities into disciplined execution across an assigned team of   Client   Advisor s. This role leads day-to-day sales performance by reinforcing pipeline rigor, coaching to   client -facing behaviors, and driving accountability for new business,   client   expansion, retention, and cross-sell activity. In addition to leading a team of   Client   Advisor s, the   Managing   Client   Advisor   is expected to maintain an active presence in the market and may carry a personal book of business as determined by the needs of the region. Scope:   This role is responsible for leading the assigned sales team within West Michigan Commercial Lines, executing growth strategies established by the Vice President, Commercial Lines, and driving...

Job Description Lead   Quantitative Analyst, Revenue Intelligence   About Acrisure    A global fintech leader, Acrisure empowers millions of ambitious businesses and individuals with the right solutions to grow boldly forward. Bringing   cutting-edge   technology and top-tier human support together, we connect clients with customized solutions across a range of insurance, reinsurance, payroll, benefits, cybersecurity, mortgage services – and more .       In the last twelve years, Acrisure has grown in revenue from $38 million to almost   $5 billion   and employs over 19,000 colleagues in more than 20 countries. Acrisure was built on entrepreneurial spirit. Prioritizing leadership, accountability, and collaboration, we equip our teams to work at the highest levels possible.     Job Summary   Acrisure's Revenue & Commission Insights function is building a first-in-kind revenue intelligence capability —...

At EMC, we’re all about working together to make an impact. As part of our team, you’ll have the opportunity to grow, contribute, and gain experience that matters. We strive to be caring leaders, close partners, and responsive experts—always supporting each other to do our best work. Join us, and let’s improve lives together.    **This position can be performed remotely for candidates who reside in Michigan** As a Territory Sales Manager, you'll own a portfolio of independent agency relationships, driving profitable growth, strengthening market presence, and helping agents succeed through consultative sales, training, and business planning. You'll serve as a trusted advisor to agency leaders, collaborate closely with underwriting partners, identify new business opportunities, and influence territory strategy. Your expertise, relationship-building skills, and market insight will help expand EMC's footprint, increase agency performance, and deliver profitable results...

About Acrisure    A global fintech leader, Acrisure empowers millions of ambitious businesses and individuals with the right solutions to grow boldly forward. Bringing   cutting-edge   technology and top-tier human support together, we connect clients with customized solutions across a range of insurance, reinsurance, payroll, benefits, cybersecurity, mortgage services – and more .       In the last twelve years, Acrisure has grown in revenue from $38 million to almost   $5 billion   and employs over 19,000 colleagues in more than 20 countries. Acrisure was built on entrepreneurial spirit. Prioritizing leadership, accountability, and collaboration, we equip our teams to work at the highest levels possible.     Job Summary   Acrisure is seeking a   S enior   Employee Relations Partner   to join our   team.   This role   serves as a trusted advisor and subject matter expert responsible for managing workplace...

Who We Are   At HUB International, we are a team of entrepreneurs. We believe in empowering our clients, and we do so by protecting businesses and individuals in our local communities. We help businesses evaluate their risks and develop solutions tailored to their needs. We believe in empowering our employees. As a global firm, we offer employees resources in both technology and industry expertise, but we still maintain the local flavor of our offices. Our structure enables our teams to maintain their own unique, regional culture.   HUB is   one of   the   largest global insurance and employee benefits   brokers ,   providing   a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products   and services. With over   20 ,000 employees   in   over   6 0 0 offices throughout North America, HUB has   grown substantially, in   part due to our industry leading success...

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. The Absence Consultant will serve as a subject matter expert for both internal partners and external national account clients, providing guidance across a wide range of complex leave and disability programs, including FMLA, Sick Pay, Salary Continuance, Statutory Disability, Short-term Disability, Long-term Disability, Vacation and Paid Time-off (PTO), and other employer-sponsored leave programs. This role collaborates closely with internal teams and participates in complex program assessments, translating findings into actionable recommendations and high-quality client deliverables. The incumbent participates in client audits and documents findings. Essential Duties and Functions: include the following.  Other duties may be assigned. Provide valued-added consulting expertise on large, sophisticated Absence and Disability...

About Auris Auris is the payroll and HR partner built for small and medium-sized business who can’t afford to get it wrong. Trusted by over 50,000 business nationwide, Auris pairs easy-to-use technology with real human services to give leaders the confidence that every detail is done right - so they can focus on growing their team and their business. Acquired by Acrisure in 2025, Auris formerly Heartland Payroll is accelerating its vision to deliver seamless human-centered technology to help small businesses thrive. Job Summary Responsible for prospecting and running Auris Payroll presentations both in person and over the phone to small and mid-sized merchants and businesses to ultimately close deals within a fast sales cycle. As a Payroll Client Advisor you will report to a Payroll Division Manager and receive coaching from a Territory Manager. Activities include explaining our value proposition to clients via Atlas CRM, upselling current clients on other Heartland...

Job Description About Acrisure A global fintech leader, Acrisure empowers millions of ambitious businesses and individuals with the right solutions to grow boldly forward. Bringing cutting-edge technology and top-tier human support together, we connect clients with customized solutions across a range of insurance, reinsurance, payroll, benefits, cybersecurity, mortgage services – and more.  In the last twelve years, Acrisure has grown in revenue from $38 million to almost $5 billion and employs over 19,000 colleagues in more than 20 countries. Acrisure was built on entrepreneurial spirit. Prioritizing leadership, accountability, and collaboration, we equip our teams to work at the highest levels possible. Job Summary: Acrisure is seeking a Personal Lines High Net Worth Client Advisor to join our growing team.  The Personal Lines High Net Worth Client Advisor is a performance driven individual that delivers “white gloves” service and advisory...

About Acrisure    Acrisure is a global Fintech leader that combines the best of humans and high tech to offer multiple financial products and services to millions of businesses and individual clients. We connect clients to solutions that help them protect and grow what matters, including Insurance, Reinsurance, Cyber Services, Mortgage Origination and more.     Acrisure employs over 19,000 entrepreneurial colleagues in 22 countries and   has   grown from $38 million to   $4.8 billion   in revenue in just over ten years. Our culture is defined by our entrepreneurial spirit and all that comes with it: innovation, client   centricity   and an indomitable will to win.     Your Next Chapter:      Do you thrive in an environment where technology, data, and relationships   intersect ? At Acrisure,   we’re   redefining what it means to be a sales professional   -   giving you   cutting-edge   tools,...

Job Description Director, FP&A – Planning, Governance & Modernization    About Acrisure    A global fintech leader, Acrisure empowers millions of ambitious businesses and individuals with the right solutions to grow boldly forward. Bringing   cutting-edge   technology and top-tier human support together, we connect clients with customized solutions across a range of insurance, reinsurance, payroll, benefits, cybersecurity, mortgage services – and more .       In the last twelve years, Acrisure has grown in revenue from $38 million to almost   $5 billion   and employs over 19,000 colleagues in more than 20 countries. Acrisure was built on entrepreneurial spirit. Prioritizing leadership, accountability, and collaboration, we equip our teams to work at the highest levels possible.     Job Summary   Acrisure's F inancial   P lanning   &   A nalysis   (FP&A)   organization is executing a...

Job Description Manager,   Insurance Revenue Analytics   About Acrisure    A global fintech leader, Acrisure empowers millions of ambitious businesses and individuals with the right solutions to grow boldly forward. Bringing   cutting-edge   technology and top-tier human support together, we connect clients with customized solutions across a range of insurance, reinsurance, payroll, benefits, cybersecurity, mortgage services – and more .       In the last twelve years, Acrisure has grown in revenue from $38 million to almost   $5 billion   and employs over 19,000 colleagues in more than 20 countries. Acrisure was built on entrepreneurial spirit. Prioritizing leadership, accountability, and collaboration, we equip our teams to work at the highest levels possible.     Job Summary   Reporting to the Head of   Revenue and Commission Insights,   F inancial   P lanning   &   A nalysis...

Job Description Manager, NAI Consolidation & Reporting   About Acrisure    A global fintech leader, Acrisure empowers millions of ambitious businesses and individuals with the right solutions to grow boldly forward. Bringing   cutting-edge   technology and top-tier human support together, we connect clients with customized solutions across a range of insurance, reinsurance, payroll, benefits, cybersecurity, mortgage services – and more .       In the last twelve years, Acrisure has grown in revenue from $38 million to almost   $5 billion   and employs over 19,000 colleagues in more than 20 countries. Acrisure was built on entrepreneurial spirit. Prioritizing leadership, accountability, and collaboration, we equip our teams to work at the highest levels possible.     Job Summary   North American Insurance (NAI) is Acrisure's largest business, representing over   $2 billion   of annual revenue across six...

Description Summary: The Mortgage Loan Officer - Retail position provides Simply the Best customer service to each customer at all times. Responsibilities include using internal and external referral sources to develop mortgage loan business; builds and maintains business relationships within the community. Duties & Responsibilities: Develops new and expands internal and external referral sources to grow mortgage business Using consultative selling techniques, advises clients on mortgage loan options and other financial products. Provides excellent customer service from approval through closing, working closely with loan origination sources to secure and verify all information required for underwriting. Responsible for maintaining client relationships. Advises customers on the completion of loan applications. Performs other duties as assigned. Basic Qualifications: High school diploma or GED...

About Acrisure A global fintech leader, Acrisure empowers millions of ambitious businesses and individuals with the right solutions to grow boldly forward. Bringing cutting-edge technology and top-tier human support together, we connect clients with customized solutions across a range of insurance, reinsurance, payroll, benefits, cybersecurity, mortgage services – and more.  In the last twelve years, Acrisure has grown in revenue from $38 million to almost $5 billion and employs over 19,000 colleagues in more than 20 countries. Acrisure was built on entrepreneurial spirit. Prioritizing leadership, accountability, and collaboration, we equip our teams to work at the highest levels possible. Job Summary: Acrisure is seeking a Placement Specialist to join our growing team. The individual in this role will be responsible for managing and executing key components of the new business and renewal processes for insurance accounts. This includes overseeing timelines,...

Role Details Job Title: VP of Operations (Commercial P&C Insurance) Location: Troy, Michigan - Hybrid (3 days in-office, 2 days work-from-home) Employment Type: Full-Time Requisition Begin Date: 08/12/2026 Requisition End Date 10/12/2026 (Posting may close earlier if filled or business needs change.) Help us insure it Tokio Marine HCC - Public Risk Group,  a member of the Tokio Marine group of companies, is a market leader in providing specialized insurance products for municipal entities. We cover counties, cities, townships, villages, police departments, prisons, fire departments and more. We serve the growing insurance and risk management needs of medium and large governmental entities and provide property and casualty insurance coverages in multiple states. Role Overview Vice President of Operations (Commercial P&C Insurance) Tokio Marine HCC – Public Risk Group, a member of the Tokio Marine family of companies, is a market leader in...

Position Title Virtual Financial Consultant Location Troy, MI 48098 Job Summary The Virtual Financial Consultant is responsible for delivering personalized financial guidance and investment solutions to mass affluent clients with investable assets typically ranging from $50,000 to $250,000. This role exists to grow and deepen client relationships within the mass affluent segment by providing holistic financial planning, recommending suitable investment products, and connecting clients to the broader Flagstar enterprise. The Virtual Financial Consultant operates fully within a remote/virtual model and is accountable for achieving client engagement, satisfaction, and business development outcomes in full compliance with Flagstar Wealth Services' Retail Investment Sales Program and all applicable regulatory requirements. Job Responsibilities: JOB RESPONSIBILITIES Client Engagement & Relationship Management Proactively engages mass affluent clients...