- Raymond James Financial, Inc. (Southfield, MI)
- …specialized knowledge and skills obtained through experience and/or formal training to assist branch offices and Financial Advisors (FA) with their client needs ... written communication skills sufficient enough to communicate and interact effectively with Financial Advisors and branch associates. * Constructively work under… more
- Huntington National Bank (Grosse Pointe Woods, MI)
- …existing and new clients to become Financial Advisor Senior. Our Financial Advisors partner closely with branch staff to uncover client needs and offer ... Description Summary: The Huntington Financial Advisors group seeks professionals with the passion...Responsibilities: + Responsible for personal production goals and customer service objectives for all assigned branches and/or book of… more
- Bank of America (Auburn Hills, MI)
- …as core Banking, and Investment and Life Priority (TM) solutions + Partners with Financial Advisor teams to build their network by sharing relevant market ... a defined path to become a successful and independent financial advisor . You will have the opportunity...66) licenses** + Two years' experience working in the financial service industry and/or a sales environment… more
- Edward Jones (Livonia, MI)
- …Office Support Professional role, you are a critical member of that team along with the financial advisor . You are the first voice a client hears when they call ... see them coming a mile away. You and your financial advisor are essential in working together...together to help your clients achieve their most cherished financial goals. **Job Overview** Position Schedule: Full-Time Branch… more
- Raymond James Financial, Inc. (Birmingham, MI)
- …high level of organization and accuracy, processes client financial transactions and financial advisor and branch office expenses and expense reports. * ... than 60 years of rich history and recognition for service and excellence in the Financial Services...and client-specific reporting as needed for review by the financial advisor . * Creates and maintains records… more
- Bank of America (Bloomfield Hills, MI)
- …and leads a team of cross-functional professionals to support Financial Advisor teams and deliver outstanding client service + Supervises financial ... procedures, while preparing to effectively manage any type of branch audit + Oversees the client service ...+ Representing the office and Merrill with clients, prospects, Financial Advisor recruits, vendors, regulators, and outside… more
- Raymond James Financial, Inc. (Troy, MI)
- …* Leads the planning and coordination of national/regional conferences, senior level advisor and client seminars, product road shows, branch presentations, ... Lead others in providing a high level of customer service * Establish and maintain effective working relationships at...at all organizational levels. * Maintain currency in investment advisor and financial planner services and products.… more
- PNC (Troy, MI)
- …Commercial Banking provides financial services, both in and out of PNC's branch footprint, to companies with sales from $5 million to $50 million. You will ... be a trusted advisor within a fast-paced, ever-changing environment. Your ability to...revenue and deepen share of wallet. Handles the origination, financial analysis, negotiation and documentation of credit and non-credit… more
- PNC (Troy, MI)
- …Commercial Banking provides financial services, both in and out of PNC's branch footprint, to companies with sales from $5 million to $50 million. You will ... be a trusted advisor within a fast-paced, ever-changing environment. Your ability to identify and cultivate relationships will support building networks within the… more
- Raymond James Financial, Inc. (Southfield, MI)
- …center environment. Reviews, updates, maintains, and services accounts. Protects the Firm, Financial Advisor (FA's), and the client by enforcing collection ... calls from Financial Advisors and associates while providing excellent customer service . **Ability to:** + Project a professional demeanor to train associates on… more