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Wealth Advisor – Client & Planning
Job in
Portage, Kalamazoo County, Michigan, 49002, USA
Listed on 2026-02-01
Listing for:
Cetera Financial Group
Full Time
position Listed on 2026-02-01
Job specializations:
-
Finance & Banking
Financial Sales, Financial Consultant -
Sales
Financial Sales
Job Description & How to Apply Below
A financial services company is looking for a Managed Financial Professional in Portage, Michigan. The role involves meeting with clients to assess investment goals and providing tailored financial advice. Ideal candidates should have strong sales and customer service skills, along with a state-required insurance license. This position offers a base salary of $60,000 plus additional incentives, focusing on developing durable client relationships and exceeding customer expectations.
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