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Financial Advisor Development Program Jobs in Marquette, MI

Lifepoint Health

Financial Analyst

Marquette, MI

Mental, physical, and financial wellness programs (free gym memberships, virtual care appointments, mental health services and discount programs). * Professional Development : Ongoing learning and ...

Lifepoint Health

Financial Analyst

Marquette, MI · On-site

Mental, physical, and financial wellness programs (free gym memberships, virtual care appointments, mental health services and discount programs). * Professional Development : Ongoing learning and ...

greenpath, inc.

Financial Wellness Expert

Marquette, MI · On-site

$20.35 - $23/hr

Access to internal learning and development programs * 50% tuition discount through Cleary College GreenPath Financial Wellness reserves the right to change this description at any time. GreenPath ...

Ulta Beauty

Beauty Advisor

Marquette, MI · On-site

$16 - $19.75/hr

Share the benefits of the guest loyalty program, including credit and the Ulta Beauty app, with ... development and drive sales performance. Process * Be knowledgeable of and ensure compliance with ...

Ulta Beauty, Inc.

Beauty Advisor

Marquette, MI · On-site

$16 - $19.75/hr

Share the benefits of the guest loyalty program, including credit and the Ulta Beauty app, with ... development and drive sales performance. Process * Be knowledgeable of and ensure compliance with ...

Ulta Beauty, Inc.

Beauty Advisor

Marquette, MI · On-site

$16 - $19.75/hr

Share the benefits of the guest loyalty program, including credit and the Ulta Beauty app, with ... development and drive sales performance. Process * Be knowledgeable of and ensure compliance with ...

Ulta Beauty

Prestige Beauty Advisor

Marquette, MI · On-site

$16 - $19.75/hr

... development and drive prestige sales performance. Process * Be knowledgeable of and ensure ... Share the benefits of the guest loyalty program, including credit and the Ulta Beauty app, with ...

Ulta Beauty, Inc.

Prestige Beauty Advisor

Marquette, MI · On-site

$16 - $19.75/hr

... development and drive prestige sales performance. Process * Be knowledgeable of and ensure ... Share the benefits of the guest loyalty program, including credit and the Ulta Beauty app, with ...

Ulta Beauty, Inc.

Prestige Beauty Advisor

Marquette, MI · On-site

$16 - $19.75/hr

... development and drive prestige sales performance. Process * Be knowledgeable of and ensure ... Share the benefits of the guest loyalty program, including credit and the Ulta Beauty app, with ...

Fox Marquette Ford

Auto Service Manager

Marquette, MI · On-site

Supervise, mentor, and motivate our team of service advisors and technicians to meet and exceed ... development programs for sales, technicians, and management. Put your career in gear at Fox Motors ...

Fox Marquette Ford

Auto Service Manager

Marquette, MI · On-site

Supervise, mentor, and motivate our team of service advisors and technicians to meet and exceed ... development programs for sales, technicians, and management. Put your career in gear at Fox Motors ...

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All JobsFinancial Advisor Development Program JobsFinancial Advisor Development Program Jobs in Marquette, MI

Financial Advisor Development Program information

See Marquette, MI salary details

$34.9K

$99K

$139.6K

How much do financial advisor development program jobs pay per year?

As of Aug 4, 2026, the average yearly pay for financial advisor development program in Marquette, MI is $99,020.00, according to ZipRecruiter salary data. Most workers in this role earn between $72,700.00 and $127,000.00 per year, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive in a financial advisor development program, and why are they important?

To thrive in a Financial Advisor Development Program, you generally need a bachelor's degree in finance, economics, or a related field, strong analytical abilities, and foundational knowledge of investment principles. Familiarity with financial planning software (like eMoney or MoneyGuidePro), CRM systems, and obtaining licenses such as the Series 7 and 66 are typically required. Exceptional interpersonal skills, active listening, and resilience make candidates stand out when building client relationships and navigating challenges. These skills and qualifications are crucial for effectively guiding clients, complying with industry regulations, and achieving long-term success in financial advisory roles.

What is a financial advisor development program?

A financial advisor development program (FADP) prepares new employees for a career in financial planning. These professional development programs, operated by financial planning firms and companies, provide training to recent graduates and those new to the industry who want to work as financial planners. In these programs, you learn how to provide investment planning and wealth management services to clients through hands-on experience in advising and client relations and mentorships with experienced Certified Financial Planners (CFPs). FADP participants usually perform entry-level or administrative duties in different departments or areas within a company while training to get a fuller understanding of the roles of various team members who contribute to the company.

What is a financial advisor development program?

A Financial Advisor Development Program is a structured training initiative offered by financial institutions to prepare individuals for careers as financial advisors. Participants typically receive a combination of classroom instruction, mentorship, and hands-on experience in areas such as investment strategies, financial planning, and client relationship management. These programs are designed to help aspiring advisors develop the knowledge, skills, and certifications required to succeed in the financial services industry. Completion of the program often leads to placement as a full-time financial advisor within the organization.

What is the difference between Financial Advisor Development Program vs Financial Planner?

AspectFinancial Advisor Development ProgramFinancial Planner
CredentialsEntry-level certifications, such as Series 7, Series 66, or CFP prepTypically holds CFP certification or similar credentials
Work EnvironmentTraining programs within financial firms, focusing on client acquisition and salesIndependent or firm-based, providing comprehensive financial planning services
Employer & Industry UsageUsed by financial firms to train new advisorsUsed by financial planning firms and independent practitioners
Search & Comparison IntentUnderstanding entry pathways into financial advisingSeeking detailed financial planning services or career info

The Financial Advisor Development Program is a training pathway for aspiring financial advisors, focusing on skill development and firm-specific training. In contrast, a Financial Planner is a professional who provides comprehensive financial planning services, often with advanced certifications. The program prepares individuals for a career in financial advising, while Financial Planners typically serve clients directly with tailored financial strategies.

What can I expect from the mentorship and training structure in a financial advisor development program?

Most Financial Advisor Development Programs offer a blend of classroom learning, online modules, and hands-on experience under the guidance of seasoned advisors. You’ll typically be paired with a mentor who provides ongoing feedback, helps you build client relationships, and supports you through licensing exams. This collaborative environment not only accelerates your learning curve but also helps you develop essential skills in client communication, portfolio management, and compliance. Regular check-ins and performance reviews are common, ensuring you stay on track to achieve both short-term milestones and long-term career goals.
More about Financial Advisor Development Program jobs
Financial Advisor Development Program jobs near you
Infographic showing various Financial Advisor Development Program job openings in Marquette, MI as of July 2026, with employment types broken down into 76% Full Time, 21% Part Time, and 3% Temporary. Highlights an 97% In-person, and 3% Hybrid job distribution, with an average salary of $99,020 per year, or $47.6 per hour.

Patient Financial Advisor

The University of Kansas Health System

Ishpeming, MI • On-site

Full-time

Medical

Re-posted yesterday

University Of Kansas Health System rating

7.5

Company rating: 7.5 out of 10

Based on 176 frontline employees who took The Breakroom Quiz

233rd of 887 rated healthcare providers

Job description

Position Title
Patient Financial AdvisorDays - Full TimeBell HospitalPosition Summary / Career Interest:The Patient Financial Advisor is responsible for providing financial assistance to all patients and families throughout the health system. Assists patients and families to secure payer sources including insurance coverage, Medicaid/ Medicare and other sources available based on need. Follows the enterprise financial clearance and financial assistance policy and procedures. Maintains productivity, quality and customer service requirements according to department policy and procedure.Responsibilities and Essential Job Functions
  • Contacts the patient or family by phone or in person to ask them questions about sponsorship linkage. Includes health insurance, homeowner's insurance, workman's compensation insurance, pre-paid packages, grants, studies, COBRA, VA benefits, Crime Victim, auto insurance, Medicaid or Medicare. Complies with Medicare/Medicaid rules and regulations.
  • Screens patients with financial needs and assists them in finding payment resolution for their accounts. Includes negotiating settlements, insurance, public assistance, payment arrangements, charity or bad debt.
  • Updates patient account information and patient demographic information appropriately. Reviews the account within 1 business day to assure verification and pre-certification are complete and accurate.
  • Determines possible Medicaid or Disability linkage for patients as needed; this includes the ability to interpret the patients H&P to determine disability.
  • Negotiates settlements or makes payment arrangements. If unable to make payments, then screens for partial or full charity, this includes completing the financial assessment application and obtaining all necessary documents. If the patient is uncooperative at any part of the screening process, their account(s) will be recommended for collections and ultimately bad debt.
  • Works daily WQS consisting of all unsecured accounts. Requires taking appropriate actions necessary such as phone calls and written communication and using appropriate codes and time frames.
  • Assists ""walk-in"" customers requesting assistance, and customer service calls with questions.
  • Processes Care Management Team referrals for Sponsorship.
  • Responsible for Point of Service collections and EPIC documentation when applicable.
  • Must be able to perform the professional, clinical and or technical competencies of the assigned unit or department.
  • These statements are intended to describe the essential functions of the job and are not intended to be an exhaustive list of all responsibilities. Skills and duties may vary dependent upon your department or unit. Other duties may be assigned as required.

Required Education and Experience
  • High School Graduate or GED.
  • Must be able to type 45 wpm.
  • 3 or more years of combined experience in financial advising, claims processing, collections, customer service, or revenue cycle positions (includes admitting, patient accounting, prior authorizations, or pre-registration).

Preferred Education and Experience
  • 1 or more years of experience in Epic.
  • 1 or more years of experience in CPT-4 and HCPCS coding.
  • 1 or more years of experience in Microsoft Word and Excel.

Knowledge Requirements
  • Ability to multi task, prioritize, and escalate.
  • Good oral and written skills.
  • Knowledge of Insurance (Commercial & Government)
  • Knowledge of payor websites
  • Knowledge of transplant (BMT and/or Solid)
  • Working knowledge of CMS regulations
Time Type:Full timeJob Requisition ID:R-53225Important information for you to know as you apply:

  • The health system is an equal employment opportunity employer. Qualified applicants are considered for employment without regard to race, color, religion, sex (including pregnancy, gender identity, and sexual orientation), national origin, ancestry, age, disability, veteran status, genetic information, or any other legally-protected status. See also Diversity, Equity & Inclusion.

  • The health system provides reasonable accommodations to qualified individuals with disabilities. If you need to request reasonable accommodations for your disability as you navigate the recruitment process, please let our recruiters know by requesting an Accommodation Request form using this link asktalentacquisition@kumc.edu.

  • Employment with the health system is contingent upon, among other things, agreeing to the health-system-dispute-resolution-program.pdf and signing the agreement to the DRP.

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About University of Kansas Health System

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Operating within the healthcare industry, The University of Kansas Health System is a renowned medical institution located in Kansas City, KS, United States. Established in 1905, this not-for-profit health system has evolved to offer an extensive range of products and services, which spans across a variety of specialist areas such as cancer care, neurology, cardiology, and organ transplants, among others. The core mission of The University of Kansas Health System is to enhance the health and wellness of individuals and communities by providing world-class healthcare services, quality education and conducting advanced research. They are also known for their unwavering commitment to academic medicine, which sets them apart from their peers.

Industry

Health care and social assistance

Company size

5,001 - 10,000 Employees

Headquarters location

Kansas City, KS, US

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