- Sutherland Global Services (Lansing, MI)
- …your career development and work-life balance will be supported. We are now seeking a High Net Worth Wealth Management Business Underwriter to become ... the program guideline requirements. Specifically, this will include performing high quality jumbo residential mortgage file analysis, confirming the calculations… more
- Huntington National Bank (Holland, MI)
- …in the Huntington Private Bank responsible for developing, delivering, and managing a high - net - worth client's Wealth Plan. Duties and Responsibilities: ... Description Summary: The Private Bank Wealth Advisor II is the primary client relationship...insurance products and services for high or ultra- high net worth clients. +… more
- Guardian Life (Lansing, MI)
- …an expanded suite of products and solutions to help them achieve financial well-being. The High Net Worth Specialist is an integral part of Park Avenue ... be responsible for growing sales of Park Avenue Securities High Net Worth solutions by...timely activity tracking. + Closely work with Western Territory Wealth Management teams to identify HNW opportunities within the… more
- Michigan State University (East Lansing, MI)
- …degree or professional fundraising certification is valued. Experience with high - net - worth individuals, planned giving or wealth management, work ... aimed to maximize the life-time engagement and support of a portfolio of high - net - worth households. They will help assemble key university members together… more
- Huntington National Bank (Detroit, MI)
- … High net worth and ultra- high net worth strategy and integration with the entire wealth continuum including Consumer and Mass Affluent ... Description Summary: The Director of Huntington Family Wealth is a member of the Wealth...Over 10 years of experience working with clients whose net worth exceeds $10 million - individuals,… more
- Bank of America (East Lansing, MI)
- …advisor. You will have the opportunity to work with both affluent and high net worth clients, identifying needs, developing relationships, reviewing ... Michigan; Portage, Michigan; Grand Rapids, Michigan **Job Description:** Merrill Wealth Management is a leading provider of comprehensive ...across the business to increase opportunities for affluent and high net worth client acquisition… more
- Comerica (Bloomfield Hills, MI)
- Private Banking Advisor The Private Banking Advisor will serve as primary relationship advisor for high net worth and ultra- high net worth , ... and through delivery of the full suite of Comerica Wealth solutions. Accomplished and proven at acquiring new clients...cash flow analysis and budgeting, and risk management to ultra- high net worth clients. Uses… more
- Plante Moran (Grand Rapids, MI)
- …of fiduciary and estate tax planning and compliance + Experience with high net worth individuals, S-corporations, C-corporations, partnerships, LLCs, ... most well-respected audit, tax, and advisory firms, Plante Moran Wealth Management proudly serves as a trusted advisor to...and private foundations is required with the emphasis on high net worth individuals Our… more
- Citizens (Southfield, MI)
- …Proven experience in a team-oriented consumer bank setting. + Familiarity with servicing high - net - worth individuals. + Comfortable operating in a dynamic, ... and identify prospective opportunities. Primary responsibilities include + Develop a high -quality wealth management practice that provides a personalized … more
- Huntington National Bank (Grand Rapids, MI)
- …II, as part of Huntington's Private Client Group (PCG) assesses and profiles the high net worth customer's total financial needs and introduces product ... Responsibilities: + Responsible for the complete administration of assigned Wealth & Investment accounts of moderate to high...Fiduciary Advisor (CFTA) designation + Demonstrated success working with high net worth banking customers… more
- Bank of America (Rochester Hills, MI)
- …the skills you've learned in ADP by beginning to build a new portfolio of affluent and high net worth clients. As a successful MFSA, you will then have the ... opportunity to progress further within ADP with the ultimate aim of becoming a core Merrill Financial Advisor. The Academy will support you along the way with dedicated programs, tools and resources throughout your career journey. This position is subject to… more