Financial Solutions Advisor
Job in
Kalamazoo, Kalamazoo County, Michigan, 49006, USA
Listed on 2026-07-13
Listing for:
Jobtailor
Full Time
position Listed on 2026-07-13
Job specializations:
-
Finance & Banking
Wealth Management, Financial Sales, Financial Advisor / Consultant
Job Description & How to Apply Below
Responsibilities
- 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, efficiently handling sales and service, identifying sales and/or executing opportunities and making referrals to internal business partners as appropriate
- Acquires, expands and maintains client relationships through branch business development and outbound calling
- Grows client loyalty and share of wallet through an exceptional client experience
- Applies product and procedural knowledge to solve client problems appropriately and efficiently
- Develops and implements investment and insurance strategies for clients.
- Determines the best products to support such strategies
- Present sound financial recommendations and guidance to clients
- Establishes individual financial plans based on client financial needs and objectives
- Monitors financial plans and recommends changes as needed
- Actively and regularly coaches and educates branch staff and internal business partners to identify investment opportunities.
- Drives investment education and visibility among branch staff
- In partnership with branch manager and/or investment sales associate, leads the branch team on actions to achieve investment results
- Shows urgency with activities and leads by example
- Has regular and effective communication with internal and external partners to build strong relationships that drive referral activity
- Regularly meets with branch manager and other internal business partners to communicate and review business results and pipeline management
- Meets service level agreements on lead and referral follow up
- Adheres to all applicable laws, regulations, policies and guidelines
- University/college degree with < 1 year of professional experience and/or successful completion of a formal development program
- A comparable combination of education, job specific certification(s), and experience (including military service) may be considered
- FINRA Series 7 and 66 (or 63,65) required
- Life and Health Insurance required
To View & Apply for jobs on this site that accept applications from your location or country, tap the button below to make a Search.
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
Search for further Jobs Here:
×