- 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, ... * Expected to be the expert level "market moving" advisor with ability to handle the most challenging, sensitive...and peer group role model for other Wealth Advisors, Private Bankers, and Wealth Associates. * Maintain appropriate legal,… more
- Huntington National Bank (Birmingham, MI)
- …customers. + Responsible for partnering with every line of business (Mortgage, Business Banking , Private Bank, etc.) to provide clients with best solutions for ... long-lasting relationships with both existing and new clients to become Financial Advisor Senior. Our Financial Advisors partner closely with branch staff to uncover… more
- Bank of America (Bloomfield Hills, MI)
- Registered Private Wealth Client Associate Bloomfield Hills, Michigan **Job Description:** Merrill Wealth Management is a leading provider of comprehensive wealth ... to the investment insights of Merrill coupled with the banking convenience of Bank of America. At Merrill, we...materials and follows up on all client and Financial Advisor (FA) requests + Assists with ensuring practices are… more
- Huntington National Bank (Birmingham, MI)
- …and adhering to policies and procedures. Service coverage for multiple practices ( Private Banking , Trust, & Investment Management).Duties & Responsibilities: + ... mortgages. + Works directly with the client and/or Wealth Advisor to obtain related applicant and financial information or...School Diploma + 2 years customer service experience in banking or Wealth & Investment Financial Services experience +… more