- S&P Global (Southfield, MI)
- **About the Role:** **Grade Level (for internal use):** 10 ** Client Advisor ** **The Team:** Sales and Marketing Consulting Services is the main point of contact ... meaningful market trends and answer business critical questions. **The Role:** The Client Advisor organizes and analyzes data to provide value and insights to… more
- JPMorgan Chase (Canton, MI)
- …offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial ... by offering advised solutions and Chase partner referrals that deepen client relationships. **Job responsibilities** + Champion and support your teammates' success… more
- Bank of America (Farmington Hills, MI)
- …targets to measure their ability to progress to the next phase as an advisor + Prioritizes client requests and makes introductions to appropriate internal ... service providers based on client needs and asset thresholds **The Advisor Development Program (ADP) Journey:** During this stage of your journey, the Merrill… more
- Wells Fargo (Ann Arbor, MI)
- …clients via telephone, direct interaction and/or written correspondence + Facilitate Financial Advisor and client requests for account related information and/or ... this role:** Wells Fargo is seeking a Senior Registered Client Associate in Wealth and Investment Management as part.... **In this role you will:** + Assist Financial Advisor (s) with sales, service, and operational related activities such… more
- KeyBank (Ann Arbor, MI)
- …is at the center of this client promise acting as the primary client advisor developing and implementing strategies based on the client 's financial ... Key Bank client relationships. **Responsibilities** + Acts as the primary client advisor by recommending banking, borrowing and investment solutions that… more
- Kelly Services (Farmington Hills, MI)
- …accounting system, including Institutional and Personal trust accounts, as well as client Advisor Solutions Relationships. + Ensuring seamless closing activities ... by turning off statements, requesting final fees, and monitoring accounts for any activity prior to closure. + Participating in processing operations and showcasing proficiency in the Microsoft Suite, particularly Excel, Word, and Outlook. **This job might be… more
- Bank of America (Westland, MI)
- …your licenses, you will be taught the foundational skills needed to be an advisor - from acquiring, building and managing client relationships to considering a ... Financial Solutions Advisor - Registration Candidate-Consumer Investments - Westland, MI...of America's core banking, investment solutions and approach to client care. We will equip you with everything you… more
- Concentrix (Farmington Hills, MI)
- Job Title: Sales Advisor , Digital Ad Sales Job Description Job Description Summary Are you looking for a career change with a forward-thinking global organization ... for Career Growth" awards every year? Then a Sales Advisor position at Concentrix is just the right place...Sales Specialist, you will be responsible for empowering our client to make the right ad sale profile choices… more
- Edward Jones (Dearborn, MI)
- …the competition simply can't: our unique branch-team business model. One financial advisor and one branch office administrator entirely focused on building client ... relationships. It's our sole profit center. And as an Edward Jones advisor , you're at the helm. That's why we provide every possible resource to help you succeed. A… more
- Bank of America (Farmington Hills, MI)
- Merrill Experienced Financial Advisor Honolulu, Hawaii;North Bethesda, Maryland; Los Angeles, California; New York, New York; Frisco, Texas; New York, New York; ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Honolulu/Merrill-Experienced-Financial- Advisor \_24007333) **Job Description:** Merrill Wealth Management is a leading… more
- Hantz Group (Canton, MI)
- Financial Advisor Hantz Group is a Michigan-based financial company that works with individuals and businesses to help them achieve their financial goals. We are a ... offer a multitude of services tailored to each individual client . We deliver a team of professionals that are...you are just starting your career or an experienced advisor , Hantz Group offers ongoing support for you to… more
- Thrivent Financial (Ann Arbor, MI)
- …contracts), Series 7 and 66 registrations, and complete Thrivent's comprehensive advisor onboarding program. After onboarding, you'll have control over the income ... incentives based on your success. As a Thrivent Financial advisor , you will: + Build a financial practice guiding...to serve clients in your chosen community. + Make client appointments by leveraging your network and Thrivent's reputation,… more
- Raymond James Financial, Inc. (Southfield, MI)
- …firm while preserving our culture, and adhering to our core values of client first, conservatism, independence and integrity. At Raymond James, we are putting the ... education options. **Job Summary:** Raymond James is hiring a Supervision Senior Advisor to review and analyze account disclosures and transaction reviews to detect… more
- Raymond James Financial, Inc. (Southfield, MI)
- **Job Description** **Job Summary:** Raymond James is hiring a Supervision Advisor to review and analyze various communication reviews and content to ensure ... will:** * Serve as a trusted business partner to our Financial Advisor teams by providing expertise with financial services related supervision and compliance… more
- PNC (Livonia, MI)
- …have an opportunity to contribute to the company's success. As a Financial Advisor with PNC's organization, you will be based in Farmington, MI. Financial Advisors ... and retains an investment and insurance book of business. Owns the client experience, efficiently handling sales and service, identifying sales and/or executing… more
- Raymond James Financial, Inc. (Southfield, MI)
- …hard copy correspondence review, social media and e-mail review teams. The advisor for this team will administer and analyze various communication reviews and ... hard copy correspondence review, social media and e-mail review teams. The advisor for this team will administer and analyze various communication reviews and… more
- Raymond James Financial, Inc. (Southfield, MI)
- …firm while preserving our culture and adhering to our core values of client first, conservatism, independence, and integrity. At Raymond James, we are putting the ... continuing education options. **Job Summary:** Raymond James is hiring a Supervision Advisor to review and analyze potential rule violations and ensure adherence to… more
- Raymond James Financial, Inc. (Southfield, MI)
- …solutions. + Increase operational efficiency, improve productivity and strengthen the advisor / client relationship through the use of technology. + Address ... their needs a primary focus of action; develop and sustain productive client relationships. + Demonstrate a satisfactory level of technical and professional skill… more
- Kohl's (Westland, MI)
- About the Role As Beauty Advisor , you will drive sales through an authentic passion for beauty and engage clients by identifying their needs with a consultative ... approach and ensure an excellent overall client experience. You will maintain expert knowledge of top...at Kohl's standards. What You'll Do + Build strong client loyalty and influence clients by identifying their needs… more
- Raymond James Financial, Inc. (Southfield, MI)
- …conducting interviews with potential customers, making detailed notes to collect client requirements. + Provide exceptional service to customers to encourage ... to start sales conversations that offer value to the client . + Works with guidance (but not constant supervision)...effectively establish trust within the buying centers in the client 's organization. + Works with guidance (but not constant… more