- JPMorgan Chase (Portage, MI)
- …clients to offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer ... by offering advised solutions and Chase partner referrals that deepen client relationships. **Job responsibilities** + Champion and support your teammates' success… more
- JPMorgan Chase (Stevensville, MI)
- …clients to offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer ... by offering advised solutions and Chase partner referrals that deepen client relationships. **Job responsibilities** + Champion and support your teammates' success… more
- KeyBank (South Bend, IN)
- …South Main Street - Ann Arbor, Michigan 48104 **Job Description Preview** **Job Summary** The Private Client Advisor 's focus will be on our Mass Affluent ... their methodology and will lead with these concepts. The Advisor will be the primary provider of investment services...referral opportunities from new clients and the existing bank client base. + Coordinate all aspects of investment product… more
- Fifth Third Bank, NA (Kalamazoo, MI)
- …as the trusted advisor and team coordinator to simplify complexity for Private Bank clients by challenging and collaborating with them to articulate and achieve ... management, and trust services. Ensures delivery and execution of Private Bank experience and client service standards....+ Extended viewing of CRT screen. #LI-LB1 Wealth Management Advisor II LOCATION -- Kalamazoo, Michigan 49007 Fifth Third… more
- KeyBank (South Bend, IN)
- … advisor , and partner to the people and businesses in our Key Bank communities. The Private Client Banker (PCB) is part of the Key Private Client ... documents calling efforts. + Develops and maintains an in-depth knowledge of private client products and services, as well as knowledge of competitive products… more
- GAF (South Bend, IN)
- …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
- Plante Moran (Kalamazoo, MI)
- …clients. This practice provides the opportunity for our staff to serve as a trusted advisor for all aspects of the client engagement. Your role. Your work will ... scheduling, projections, extensions, responses to tax notices, research, drafting client memorandum, calculating quarterly estimated payments, and billing + Prepares… more