- Bank of America (Auburn Hills, MI)
- …clients **Desired Qualifications:** + Proven ability to partner and promote lead generation + Experience balancing investment management, sales activities, and new ... such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC) + Obtained insurance licenses **Skills:** + Account Management… more
- Bank of America (Farmington Hills, MI)
- …or higher strongly preferred + Proven ability to partner and promote lead generation. + Experience balancing investment management, sales activities and new client ... such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC). + Possess excellent communication skills, both written and verbal… more