- Bank of America (Brighton, MI)
- Financial Solutions Advisor - Consumer Investments - West Detroit Market Grand Rapids, Michigan;Brighton, Michigan; Lansing, Michigan; West Bloomfield, ... are guided by a common purpose to help make financial lives better through the power of every connection....solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making… more
- Bank of America (Brighton, MI)
- Financial Solutions Advisor Stage I-Registration Candidate- Consumer Investments - Brighton/Challis, MI Financial Center Brighton, Michigan **Job ... with opportunities to learn, grow, and make an impact. Join us! As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining your… more
- PNC (Plymouth, MI)
- …Our team of financial planning experts guide you in creating personalized solutions on behalf of you and your clients. Our comprehensive, holistic and strategic ... to contribute to the company's success. As an Investment Advisor within PNC Investments, you will be based in...PNC Investments, you will be based in Plymouth, MI. Financial Advisors are based within a bank branch and… more
- KeyBank (Ann Arbor, MI)
- …consultative sales process and assessment tools where appropriate, provide comprehensive, needs-based financial solutions to clients by offering a range of ... 48104 **Job Description Preview** **Job Summary** The Private Client Advisor 's focus will be on our Mass Affluent client...on our Mass Affluent client base with planning and financial wellness as the basis of their methodology and… more
- KeyBank (Chelsea, MI)
- …Teller transactions to build relationships, uncover opportunities and provide guidance and solutions to assist in client's financial wellness in person as ... Michigan 48118 **Job Summary** Be a problem solver, trusted advisor , and partner to the people and businesses in...people and businesses in our Key Bank communities. The Financial Wellness Consultant (FWC) is a Banker who also… more
- KeyBank (Ann Arbor, MI)
- …and engaging clients in deeper conversation to uncover needs and provide guidance and solutions to assist in client's financial wellness, both in person and ... Michigan 48108 **Job Summary** Be a problem solver, trusted advisor , and partner to the people and businesses in...to develop and expand relationships based on their unique financial goals, leading to client confidence in their finances.… more
- KeyBank (Ann Arbor, MI)
- …client presentations, individually and as part of a team, presenting appropriate financial solutions via consultative review and proactive, regular contact. + ... Key Bank client relationships. **Responsibilities** + Acts as the primary client advisor by recommending banking, borrowing and investment solutions that will… more
- KeyBank (Ann Arbor, MI)
- …to financial advice. As a PCB, you will deliver and refer appropriate financial solutions to KeyBank's client base with up to $2M in investable assets. ... financial wellness recommendations to clients; Delivers on client solutions through referring of investment and insurance products + Consistently attains… more
- KeyBank (Chelsea, MI)
- …excellent client service in all interactions, analyzing clients' needs, and recommending financial solutions that help Key clients achieve confidence in their ... of financial statements and concepts(required) + Demonstrated understanding of consumer credit including loan to value, debt to income and credit… more
- Henry Ford Health System (Jackson, MI)
- …practices and strategies for design of exceptional patient, family, and consumer experiences. PRINCIPLE DUTIES AND RESPONSIBILITIES: + Provides in-depth, proactive ... focus groups and/or patient journey mapping on specific topics as needed. + Advisor for experience best practices. + Provides data analysis and research to identify… more
- Comerica (Ann Arbor, MI)
- …an Accredited University OR 4 years of relevant experience + 3 Years in Consumer /Business financial services sales experience + 1 Year experience with utilizing ... lending needs up to 100K (future will be up to $250K) The trusted advisor will be committed to new business development, conducting quality conversations to build… more