Financial Consultant

🕒 August 9

🚗 Michigan – Remote

🚗 Michigan – Remote

⏰ Full Time

🟢 Junior

🟡 Mid-level

💸 Financial Planning and Analysis (FP&A)

🦅 H1B Visa Sponsor

This company has sponsored H1B visas in the past.

👻 Ghost score 10%

What it means: how likely this posting is sitting open without active hiring.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

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Flagstar Bank

WebsiteLinkedInAll Job Openings

5001 - 10000 employees

🛡️ Insurance

💼 Consulting

🏥 Healthcare

Insurance • Consulting • Healthcare

Flagstar Bank is a diversified commercial bank focused on building relationships to help clients on their financial journeys, whether for personal or business needs. The bank offers a wide range of financial services including personal and business banking, loans, mortgages, wealth management, and investment services. Flagstar is committed to community involvement and meeting the banking needs of diverse neighborhoods, including low- and moderate-income areas, while promoting diversity, equity, and inclusion within its operations.

📋 Description

• Deliver personalized financial guidance and investment solutions to mass affluent clients with typically $50,000–$250,000 in investable assets • Engage clients through video, phone, and digital channels to assess needs and provide tailored guidance • Build and grow a mass affluent book of business through referrals, outreach, and relationship deepening • Refer clients to Flagstar Private Bank, Mortgage, and Consumer Lending business lines • Develop and present financial plans covering investment management, retirement planning, estate planning considerations, and risk management • Recommend and sell covered investment and financial products under the R-INV Sales Program • Monitor market trends, product offerings, and regulatory changes • Maintain accurate records of interactions, recommendations, and transactions • Follow Quality Assurance processes and R-INV Sales Policy standards • Participate in training, compliance reviews, and performance assessments • Exercise independent judgment on recommendations, product suitability, and client concern escalations • Resolve client account, service delivery, and compliance issues in the virtual advisory model • Perform special projects and additional duties as required • Maintain compliance with applicable laws, regulations, and required training

🎯 Requirements

• Undergraduate degree (4 years or equivalent) in Finance, Business, Economics, or a related field, or 5+ years of relevant experience • 2+ years of experience in financial services, wealth management, or investment advisory roles • Demonstrated experience serving mass affluent or retail investment clients • Active FINRA Series 7 and Series 66 licenses, or Series 63 plus Series 65, required at time of hire • Active Life & Health Insurance license required, or ability to obtain within 90 days of hire • Strong proficiency with video conferencing platforms, CRM systems, and digital financial planning software • CFP® designation or active progress toward certification preferred • Experience with LPL Financial, Raymond James, or similar brokerage/advisory platforms preferred • Familiarity with fiduciary standards and Regulation Best Interest suitability requirements preferred • Prior virtual or phone-based financial advisory experience preferred • Strong financial acumen and ability to explain complex investment and financial planning concepts clearly and compliantly • High ethical standards and commitment to regulatory compliance, suitability, and client-first advisory practices • Consultative sales approach and ability to identify needs and deliver tailored financial solutions • Ability to independently manage a virtual book of business, prioritize demands, and maintain attention to detail

🏖️ Benefits

• Medical insurance • Dental insurance • Vision insurance • Life insurance • Disability insurance • Comprehensive leave program • Variable incentives, bonuses, commissions, or other awards may be included in total compensation