- Citizens (Owosso, MI)
- …advisors that help individuals and families attain their financial goals. Our Private Client Financial Advisors (PCFAs) conduct thorough discoveries to ... 's short- and long-term goals, then construct a tailored financial plan that meets the client 's goals....employment. + A minimum of 2 years in a Financial Advisor role or equivalent experience in… more
- Bank of America (Bloomfield Hills, MI)
- Private Client Advisor II...centers of influence **Required skills:** + 12+ years of private banking or complex financial services experience ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Bloomfield-Hills/ Private - Client - Advisor -II\_25036572-1) **Job Description:** At Bank… more
- JPMorgan Chase (Novi, 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
- KeyBank (Ann Arbor, MI)
- **Location:** 1000 Oakbrook Drive, Ann Arbor Michigan **Job Summary** The Private Client Advisor 's focus will be on our Mass Affluent client base with ... their methodology and will lead with these concepts. The Advisor will be the primary provider of investment services...specifically target and execute a consistent sales process and financial plan for clients and prospects with investable assets… more
- Huntington National Bank (Byron Center, MI)
- Description Summary: The HHFA Financial Advisor Senior - Branch partner closely with branch staff to uncover client needs and offer most appropriate ... + Provide investment/insurance solutions to customers based on a comprehensive financial planning approach that incorporates all assets, goals, time horizon and… more
- JPMorgan Chase (Bloomfield Hills, MI)
- …and interacting with our clients to offer the best investment solutions to meet their financial needs. As a Private Client Investment Associate in JP Morgan ... provide client service, operational marketing and administrative support to Private Client Advisors within Wealth Management. **Job responsibilities** +… 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) ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Bloomfield-Hills/Registered- Private -Wealth- Client -Associate\_25048310) **Job Description:** Merrill Wealth Management is… more
- Huntington National Bank (Detroit, MI)
- Description Job Summary: As a Treasury Management Advisor III - Corporate, you will play a pivotal role in driving the growth and success of our treasury management ... In this role, you will act as a trusted advisor to both clients and prospects, providing insightful guidance...to understand and anticipate the unique requirements of each client will be crucial in delivering value-added solutions that… more
- Deloitte (Midland, MI)
- …not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) + Bachelor's ... 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
- Oracle (Lansing, MI)
- …years of experience in business development, sales, or relationship management within private equity, investment banking, or financial services. Existing network ... Development Lead to drive revenue growth by building relationships with greenfield Private Equity firms. The ideal candidate will have a strong understanding of… more
- Deloitte (Grand Rapids, MI)
- …not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + ... 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
- HSBC (St. Helen, MI)
- …+ Proven relationship management skills with global clients and a track record of client engagement and trusted advisor status. + A strong understanding of risk ... Relationship Director, Institutional Client Group Brand: HSBC Area of Interest: Location:...and a competitive pay and benefits package. This includes private healthcare for all employees, enhanced parental and adoption… more
- World Insurance Associates, LLC. (Rochester, MI)
- Insurance Sales Producer - Personal Lines Private Client Advisor Position Overview World Insurance Associates ("World") is a unique financial services ... and payroll & HR solutions. As a Personal Lines Private Client Advisor , your primary...solutions across personal lines, commercial lines, employee benefits, and financial services. + Deliver a high-touch client … more
- Oracle (Lansing, MI)
- …various Banking LOB business models and markets (eg, banking, insurance, capital markets, private equity). + A deep understanding of financial regulations and ... GCP, AWS and Azure. Act as a trusted technical advisor and liaison between Customer and Oracle implementation, Support...both On Prem and Oracle Cloud. Position Overview: + Client advocate that provides guidance around product expertise and… more
- Wells Fargo (Birmingham, MI)
- …will work closely with Financial Advisors and Channel Leadership across the Private Client Group and FiNet channels to drive product and platform sales. ... be a dynamic leader with strong coaching skills, deep financial product knowledge, and a proven ability to influence...and investment sales environments, with a deep understanding of advisor business models, client needs, and full… more
- World Insurance Associates, LLC. (Rochester, MI)
- …plan services, and payroll & HR solutions. Insurance Sales Producer - Commercial Lines Client Advisor Position Overview World's Client Advisors bring risk ... including traditional commercial lines insurance, high net worth / private client , employee benefits, human capital and..."pitch decks" / presentations. Compensation As a World Insurance Client Advisor , your compensation is tied to… more
- Deloitte (Detroit, MI)
- …culture and code of conduct. + Be an advisor to newly public and private clients to assist with accounting and financial reporting, among other areas. + Stay ... skills to manage multiple engagements independently. + Foster and manage strong client relationships, serving as a trusted advisor . + Lead, motivate,… more
- Deloitte (Detroit, MI)
- …sales. As an IT Diligence Senior Consultant, you will serve as a trusted advisor to corporate and private equity clients. Deloitte's Senior Consultants are ... at every stage of their journey, helping them navigate challenges, avoid financial pitfalls, and implement practical solutions before, during, and after major… 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: + ... your industry experience by working on a plethora of various industries including private equity, healthcare, tech, financial products, oil & gas, green energy,… more