20 financial planning 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,...

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,...

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,...

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...

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. Summary The Vice President, Growth – Personal Lines reports to the SVP, Growth – Personal Lines and is accountable for driving above-market organic growth across their geography. This leader plays a critical role in translating enterprise Personal Lines strategy into disciplined...

Position Title Technology Project Analyst   Location Troy, MI 48098   Job Summary IT Delivery Analyst provides critical coaching, mentoring, and auditing functions for Agile projects within the Project Management Office. They are expected to review and quality assure the project artifacts, deliverables and process adherence to the Flagstar Bank Playbook and governance routines. The Delivery Analyst generally has small to medium size projects to oversee. The Delivery Analyst is expected to provide advice and support around critical project delivery functions, including budget tracking and financial forecasting, project evaluation and monitoring, and maintaining compliance with corporate and public regulations. They support project governance activities including Tollgate readiness, assessing deliverable quality and completeness, and financial forecast accuracy. They are expected to verify and analyze the accuracy of all data and information used or generated by a...

Role Details Job Title: VP of Operations 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 We are seeking a Vice President of Operations to partner with the Public Risk Group President and help drive strategic execution, operational excellence, and cross-functional alignment across our...

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...

SUMMARY: Primarily responsible for providing customer service and underwriting technical support to agencies and policyholders related to underwriting rules, procedures and regulations, policy, and audit information. Reviews & approves/declines endorsement requests and responds to bureau criticisms to maintain policies and stay in compliance with Accident Fund’s and bureau rules and regulations. Verifies coverage for current policy and/or additional named insureds/DBA’s/locations. Completion of experience rating promulgations or Loss Pricing & Projection Model. Mentors PPRs & CBR’s with basic questions and policy information. Contacts include state rating bureaus, Service Center staff, Business Development Consultants, Business Development Managers, Corporate Underwriting, Finance Department, Claims Department, agents, and policyholders. ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other duties may be assigned. • Respond to basic policy inquiries and...

  The AI Engineer/Technical Lead is responsible for designing, developing, and leading  intelligent automation solutions using UiPath’s RPA and AI ecosystem. The role  combines hands-on development with technical leadership, ensuring high-quality  delivery of AI-enhanced automation projects.   Key Responsibilities: Lead design and development of UiPath automation solutions, including AI Center and Document Understanding. Build and deploy AI/ML models to enhance automation accuracy and efficiency. Integrate workflows with APIs, databases, cloud services, and enterprise systems. Provide technical leadership, code reviews, and mentorship to RPA developers. Collaborate with business teams to assess processes, define requirements, and deliver scalable solutions. Oversee deployment, monitoring, and optimization through UiPath Orchestrator. Troubleshoot issues, maintain existing automations, and ensure best practices and governance.   Required...

Corporate Audit and Advisory Services (CAAS) takes a proactive approach to auditing by providing consulting services to business units through value-added reviews of systems, business processes, financial and operating controls. Functions as a highly skilled internal control consultant responsible for conducting internal audits/reviews, providing risk education and project consulting services on behalf of the corporation to mitigate risk and assess the control environment of each auditable unit.  Provides supervision and training for lower level audit staff. This position will also research and develop audit programs with minimal supervision.  This position is responsible for planning, organizing, analyzing, researching, executing and reporting the results of complex technical audits/reviews conducted on business units or an operating unit based on audit schedule. This position acts as a liaison with external auditors during their annual independent audits of the Company....

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...

A career at Auto-Owners is challenging and rewarding.  Our group of caring associates create financial security by helping individuals and businesses make a new start when a loss occurs. Job Description We offer a merit-based work-from-home program based on job responsibilities. After initial training in-person, this specific role could have the flexibility to work from home up to 3 days per week. Please note that we are not currently hiring fully remote positions. All candidates must have the ability to work in one of our tech offices from time to time. Our tech offices for this role are in Lansing and Grand Rapids, Michigan. Auto-Owners Insurance, a top-rated insurance carrier, is seeking a motivated individual to join our IT Division as an IT Security Engineer. This position is part of the IT Security department and is responsible for reducing IT Security risk and responding to incidents for the company and its affiliates. The position requires the person to:...

Description Summary: The Mortgage Loan Officer - Retail Community 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...

A career at Auto-Owners is challenging and rewarding.  Our group of caring associates create financial security by helping individuals and businesses make a new start when a loss occurs. Job Description We offer a merit-based work-from-home program based on job responsibilities. After initial training in-person, this specific role could have the flexibility to work from home up to 3 days per week. Auto-Owners Insurance, a top-rated insurance carrier, has need of experienced and motivated Attorneys to join our team. The position requires the following, but is not limited to: Analyze complex issues to determine possible exposure to damages and devise strategies for the successful resolution of disputes. In the context of claim file management, this involves making decisions and providing advice about claims against the Company’s insureds and/or the Company. In other contexts, this will focus on the propriety of Company positions. This is a non-litigation position....

As the nation's largest physician-owned medical malpractice insurer, The Doctors Company has always been guided by our Mission: To advance, protect, and reward the practice of good medicine.  The Doctors Company is seeking an energetic, bright, and motivated individual with a history of high performance to join the Region II Claims Team. This is a great opportunity for someone with experience supporting partners in a law firm or Executives. The ideal candidate will reside in a Region II state, which encompasses states in the Midwest and along the East Coast. This is a hybrid or telecommuter opportunity depending on the final candidate’s location from the company's office. Position Mission The successful candidate must be extremely well organized, a strong communicator, capable of effectively managing high level projects, skilled at interfacing with key internal and external stakeholders, and able to prioritize high volume of work. The Executive Assistant must understand...

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...

Would you like to take ownership in a dynamic, high-growth business that truly walks the talk? Oswald Companies seeks goal-driven professionals ready to take their career to the next level. JOB PURPOSE Responsible to generate sales opportunities with new clients in a defined market; coordinates personal sales efforts with department team members and other internal staff.  Also collaborates with the team to cross-sell products and services; develops and implements a personal sales plan with direct accountability for annual production goals. ESSENTIAL DUTIES AND RESPONSIBILITIES Establishes a sales development plan to originate business with new clients; builds and maintains a book of business and incrementally grows the book at plan each year.  Capitalizes on opportunities to cross-sell multiple lines of coverage to existing clients; collaborates with department peers and service staff managing the company's various practices to maximize the sale of services...

Would you like to take ownership in a dynamic, high-growth business that truly walks the talk? Oswald Companies seeks goal-driven professionals ready to take their career to the next level. Job Summary : Responsible to generate sales opportunities with new clients in a defined market; coordinates personal sales efforts with department team members and other internal staff.  Also collaborates with the team to cross-sell products and services; develops and implements a personal sales plan with direct accountability for annual production goals.  A Day in The Life : Establishes a sales development plan to originate business with new clients; builds and maintains a book of business and incrementally grows the book at plan each year.    Capitalizes on opportunities to cross-sell multiple lines of coverage to existing clients; collaborates with department peers and service staff managing the company's various practices to maximize the sale of services provided.  Maintains a...