- Edward Jones (Grand Rapids, MI)
- …Grand Rapids, MI 49503 **If you're looking for a challenging and rewarding career** , the Associate Financial Advisor role at Edward Jones may be the right ... + Paid training - Get registered and licensed and learn how to be an associate financial advisor with the industry's top training program + A support network… more
- Edward Jones (Grand Rapids, MI)
- …something the competition simply can't: our unique branch-team business model. One financial advisor and one branch office administrator entirely focused on ... with 100% support from us. **Job Overview** As a financial advisor with Edward Jones, you'll develop...mutual trust, respect, feedback, and accountability. + As an associate , you are required to complete ongoing training offered… more
- Morgan Stanley (Grand Rapids, MI)
- …SUMMARY* Client Service Associates provide exceptional service to our clients and support Financial Advisor (s) (FAs)/ Private Wealth Advisor (s) (PWAs)/ teams ... committed to diversifying its workforce (M/F/Disability/Vet). **Job:** **Wealth Management* **Title:** *Client Service Associate **Location:** *Michigan-Grand Rapids* **Requisition ID:**… more
- Bank of America (Grand Rapids, MI)
- …accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests + Assists with ensuring practices are in ... Wealth Management Client Associate Grand Rapids, Michigan **Job Description:** Merrill Wealth...other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients… more
- Bank of America (Grand Rapids, MI)
- …supporting business objectives and contributing to market profitability by influencing Financial Advisor business practices to minimize regulatory, financial ... sales practice activities, and conduct of market personnel + Manages day-to-day Financial Advisor (FA) business needs, while ensuring adherence to the… more
- Raymond James Financial, Inc. (Holland, MI)
- …branch office. * With a high level of organization and accuracy, processes client financial transactions and financial advisor and branch office expenses and ... industry, Raymond James is seeking a dynamic Client Service Associate who is a motivated, detail oriented and creative...and client-specific reporting as needed for review by the financial advisor . * Creates and maintains records… more
- SpartanNash (Byron Center, MI)
- …various tax returns, estimates and financial statements while acting as a financial advisor to multiple retail businesses. **Here's what you'll do:** + ... supervise the day-to-day activities and staff in the Retail Financial Services area to include, but not limited to,...representative of those that must be met by an associate to successfully perform the essential functions of this… more