- Citizens (Birmingham, MI)
- …broad array of investment, insurance, and bank products. Private Client Financial Advisors are their clients' primary trusted advisor . In this role, they ... industry. Focused on growing our market share, we're hiring Private Client Financial Advisors to...in investment, deposit, and lending + Become a trusted advisor who earns referrals from existing clients + Engage… more
- JPMorgan Chase (Detroit, 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
- Bank of America (Bloomfield Hills, MI)
- Registered Private Wealth Client Associate Bloomfield Hills,... client materials and follows up on all client and Financial Advisor (FA) ... a difference. Join us! **Job Description:** This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key… more
- HUB International (Farmington Hills, MI)
- …employees with any retirement or financial needs + Develop and manage private client relationships + Prepare and analyze financial planning documents ... You Come In** As the Education Consultant and Wealth Advisor you will engage retirement plan participants and their...Client relationship and provide exceptional service + Provide financial education and advice to help employees make informed… more
- Deloitte (Detroit, MI)
- …not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) + Experience ... need to talk about a career with Deloitte's growing Private Wealth practice! Recruiting for this role ends on...papers and tax returns, as well prepare and lead client meetings on compliance and consulting projects related to… more
- Deloitte (Detroit, MI)
- …If not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) + Ability ... client . The Team At Deloitte Tax LLP, our Private Wealth team focuses on the specialized needs of...make more informed, strategic decisions relevant to their personal financial comfort, business and investment needs, family legacy, and… more
- Deloitte (Detroit, MI)
- …not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + ... solution development, and implementation of clients' tax objectives. You will manage the client relationship by delivering tax advisory services to the client .… more
- Deloitte (Detroit, MI)
- …If not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) + Ability ... solution development, and implementation of clients' tax objectives. You will manage the client relationship by delivering tax advisory services to the client .… more
- Deloitte (Detroit, MI)
- …If not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) + Minor ... Financial Services Tax Transformation practice serves the full spectrum of financial services sectors including banking, private equity, hedge funds, real… more
- Deloitte (Detroit, MI)
- …If not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) + Ability ... Hedge funds-Are you a leader and passionate about financial products and understand tax planning and returns,...build relationships as they coordinate and communicate with the client contacts to gather information. They also train, mentor… more
- Deloitte (Detroit, MI)
- …Transformation (TS&BT) team is hiring a Senior Manager to serve as a trusted advisor to our clients, working with them to make clear data-driven choices about where ... value across the stakeholder set. You will manage and deliver components of client engagements that identify, design, and implement technology solutions to solve our… more
- Deloitte (Detroit, MI)
- …not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + ... your industry experience by working on a plethora of various industries including private equity, healthcare, tech, financial products, oil & gas, green energy,… more
- Deloitte (Detroit, MI)
- …not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + ... consulting services to Real Estate Investment Trusts, Real Estate Private Equity Funds, and real estate joint ventures and...Estate industry sector. You will work directly with the client , manage the tax engagement team, have access to… more
- Deloitte (Detroit, MI)
- …not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + ... your industry experience by working on a plethora of various industries including private equity, healthcare, tech, financial products, oil & gas, green energy,… more
- Deloitte (Detroit, MI)
- …do As an IT Strategy Senior Consultant, you will serve as a trusted advisor to corporate and private equity clients. Deloitte's Senior Consultants are ... US M&A and Restructuring (M&A/R) Offering Portfolio advises our client 's as they seek to change the nature of... requirements such as business case, pricing, or complex financial and technical analysis, and interpreting and reporting on… more
- Deloitte (Detroit, MI)
- …If not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) + Ability ... time serving non-profit clients including health care providers or plans, private foundations, public charities, higher educational institutions and other non-profit… more
- Deloitte (Detroit, MI)
- …If not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) + Ability ... of tax services that are relevant for public and private companies, including tax compliance, tax planning, tax controversy,...and reviewing all related work papers. + Coordinating with client 's tax and finance departments on tax planning and… more
- Deloitte (Detroit, MI)
- Do you enjoy building new client relationships to grow an already existing and successful federal tax practice? Are you ready to make a greater impact on ... various industry sectors. You will work directly with the client , have access to an elite group of specialists...lines of service. + Acting as a trusted business advisor to clients on a variety of issues including… more
- Huntington National Bank (Detroit, MI)
- …customers through a banking network of over 1,100 full-service branches, including 11 Private Client Group offices, and over 1,700 ATM locations. At Huntington, ... units across our bank. Our focus is on conducting financial and operational audits to ensure compliance with policies,...business objectives, prioritize emerging risks, and serve as an advisor to the audit department. Duties & Responsibilities: +… more
- TD Bank (Farmington Hills, MI)
- …requirements for CCUL's merchant partner relationships. You will be a trusted advisor to product owners and risk stakeholders. The Senior Counsel provides oversight, ... for both internal and external legal spend + Anticipates client needs + Deals with complex legal issues +...of at least one area of law relating to banking/ financial services operations and issues + Integrity and high… more