Flagstar Bank · 4 hours ago
Financial Consultant
Grosse Pointe Woods, MI
Full-time
Onsite
Entry, Mid Level
2+ years expFlagstar Bank is seeking a Financial Consultant who will be responsible for retaining and expanding company relationships while soliciting new retail Investment and Insurance business. The role involves advising customers on their financial needs and creating customized investment strategies tailored to their goals and risk comfort levels.
BankingFinanceFinancial Services
Responsibilities
Meets with customers or prospects to discuss their financial needs and outline appropriate financial products that meet the financial goals for customers
Build and maintain excellent relationships with the retail bank branches. Direct the investment sales for an assigned group of retail bank licensed bankers through coaching, training, goal setting, marketing plans and daily support. Indirect talent management for licensed bank staff and responsible for the following: conduct team performance meetings, perform observations, maintain an action plan, ensure cross training is achieved, ensure that compliance requirements are met
Process all paperwork in a timely manner. Stay current with all customer and partner communications and deadlines. Maintain and manage a highly compliant investment business
Conduct phone calls to existing and prospective retail bank customers and Book of Business customers with the objective of scheduling appointments. Lead, establish priorities and prepare presentations for these calls and coach retail bank licensed bankers on conducting a successful prospect call. Document calls and results and submit reports to superiors as required
Uses independent judgement and discretion to make decisions
Analyzes and resolves problems
Performs special projects, and additional duties and responsibilities as required
Consistently adheres to regulatory and compliance policies and standards linked to the job as listed and complete required compliance trainings. Accountable to maintain compliance with applicable federal, state and local laws and regulations
Qualification
Required
Education level required: High School / High School Equivalency (GED, HiSET, TASC) / Foreign Equivalent
Minimum experience required: 2+ Years of retail sales
Life, Health and Accident licenses
If not held at time of hire, incumbent must obtain the above listed licenses within 120 days of hire
Variable Annuity
If not held at time of hire, incumbent must obtain the above listed licenses within 30 days of passing Series 63 exam
Series 7
If not held at time of hire, incumbent must obtain the above listed licenses within 1 year of hire
Series 63 and/or Series 66
If not held at time of hire, incumbent must obtain the above listed license within 90 days of passing Series 7 exam
Preferred
Education level preferred: Undergraduate Degree (4 years or equivalent) or equivalent experience
Banking experience
One year of sales experience in the investment/insurance industry
Retail investment sales experience
Experience coaching or leading team
Benefits
Medical
Dental
Vision
Life
Disability insurance
Comprehensive leave program
Company
Flagstar Bank
Thank you for visiting Flagstar Bank, N.A. on LinkedIn, and we look forward to being part of your financial journey.
5001-10000 employees
H1B Sponsorship
Flagstar Bank has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (39)
2024 (42)
2023 (41)
Funding
Current Stage
Public CompanyTotal Funding
unknown2021-04-26Acquired
2001-07-12IPO
Leadership Team
Gregg Christenson
Executive Vice President and CFO for Community Banking
R
Randal Turner
SVP & Chief Financial Officer, Loan Servicing and Shared Services
Recent News
2025-11-12
2025-11-07
Company data provided by crunchbase