- Citizens (Rochester Hills, MI)
- …advisors that help individuals and families attain their financial goals. Our Private Client Financial Advisors (PCFAs) conduct thorough discoveries to ... 's short- and long-term goals, then construct a tailored financial plan that meets the client 's goals....employment. + A minimum of 2 years in a Financial Advisor role or equivalent experience in… more
- JPMorgan Chase (Washington Township, MI)
- …offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive ... capabilities, and skills** + At least 2 years in a Financial Advisor role or equivalent financial services experience + Demonstrated success in client … more
- World Insurance Associates, LLC. (Rochester, MI)
- …plan services, and payroll & HR solutions. Insurance Sales Producer - Commercial Lines Client Advisor Position Overview World's Client Advisors bring risk ... including traditional commercial lines insurance, high net worth / private client , employee benefits, human capital and..."pitch decks" / presentations. Compensation As a World Insurance Client Advisor , your compensation is tied to… more
- GAF (Sterling Heights, MI)
- …team to deliver world class service. Expect to juggle competing priorities and client requests/deadlines on a regular basis. + Build: Own, progress, and close the ... building materials industry; constantly networking to become a trusted advisor to existing and potential customers. Navigate when to...and potential customers. Navigate when to defer to a client 's request vs. when to guide a client… more