- Raymond James Financial, Inc. (Southfield, MI)
- …or Southfield, MI Corporate Office. **Responsibilities** : + Provide advanced product/ service information and respond to complex customer questions about the ... product/ service . + Record and process custom/special orders that may...months to 3 years **Certifications** AG - Agent - Financial Industry Regulatory Authority (FINRA), GS - Gen Sec… more
- Huntington National Bank (Birmingham, MI)
- …existing and new clients to become Financial Advisor Senior. Our Financial Advisors partner closely with branch staff to uncover client needs and offer ... Description Summary: The Huntington Financial Advisors group seeks professionals with the passion...Responsibilities: + Responsible for personal production goals and customer service objectives for all assigned branches and/or book of… more
- Bank of America (Farmington Hills, MI)
- …as core Banking, and Investment and Life Priority (TM) solutions + Partners with Financial Advisor teams to build their network by sharing relevant market ... a defined path to become a successful and independent financial advisor . You will have the opportunity...66) licenses** + Two years' experience working in the financial service industry and/or a sales environment… more
- PNC (Clarkston, MI)
- …valued and have an opportunity to contribute to the company's success. As a Financial Advisor ] within PNC's Investments, you will be based in Clarkston, ... MI. Financial Advisors are based within a bank ...business. Owns the client experience, efficiently handling sales and service , identifying sales and/or executing opportunities and making referrals… more
- Edward Jones (Dexter, MI)
- …Support Team Professional role, you are a critical member of that team along with the financial advisor . You are the first voice a client hears when they call on ... see them coming a mile away. You and your financial advisor are essential in working together...together to help your clients achieve their most cherished financial goals. **Job Overview** **Position Schedule:** Full-Time Branch… more
- KeyBank (Ann Arbor, MI)
- …delivery within assigned Branch (s), including the coaching and mentoring of branch personnel, client management, service delivery and other resources in ... 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 (Ann Arbor, MI)
- …Road - Ann Arbor, Michigan 48105 **Job Summary** Be a problem solver, trusted advisor , and partner to the people and businesses in our Key Bank communities. The ... the entire client relationship with a plan-based approach to financial advice. As a PCB, you will deliver and...certificates of deposit, etc.). + Developing strong partnerships with branch teammates and line of business partners - focusing… 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 ... leadership to inform them of any supervisory concerns that may arise with branch office managers/FAs and works together with them to address these concerns as… more
- Huntington National Bank (Birmingham, MI)
- Description Summary: The Private Bank Wealth Advisor III is the primary client relationship manager in the Huntington Private Bank responsible for developing, ... with external centers of influence. + Responsible for providing legendary client service to retain client relationships. + Builds strong relationships across all… more
- Raymond James Financial, Inc. (Birmingham, MI)
- …high level of organization and accuracy, processes client financial transactions and financial advisor and branch office expenses and expense reports. + ... than 60 years of rich history and recognition for service and excellence in the Financial Services...and client-specific reporting as needed for review by the financial advisor . + Creates and maintains records… more
- KeyBank (Ann Arbor, MI)
- …personally, professionally, and financially. + Accepts and accurately processes all financial service transactions, while identifying opportunities during the ... Michigan 48108 **Job Summary** Be a problem solver, trusted advisor , and partner to the people and businesses in...and provide guidance and solutions to assist in client's financial wellness, both in person and through proactive calling… more
- KeyBank (Livonia, MI)
- …behavior, and outcome expectations. + Accepts and accurately processes all financial service transactions, while identifying opportunities during the transaction ... Michigan 48152 **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
- Raymond James Financial, Inc. (Plymouth, MI)
- …business summary reports and client-specific reporting as needed for review by the financial advisor . * Oversees the process of outside account reporting, ... than 60 years of rich history and recognition for service and excellence in the Financial Services...* May enter orders at the direction of the Financial Advisor . * Actively engages in available… more
- Wells Fargo (Birmingham, MI)
- …wellsfargojobs.com (https://www.wellsfargojobs.com/career-areas/) . **In this role you will:** + Assist Financial Advisor (s) with sales, service , and ... research account inquiries and/or issues + Execute various administrative functions for the Financial Advisor (s) and Branch Management including, but not… more
- JPMorgan Chase (Troy, MI)
- …and invest when, where and how our customers want. You will lead a team of a Financial Advisors who service a wide range of clients, from those just starting to ... care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using… more
- Wells Fargo (Birmingham, MI)
- …wellsfargojobs.com (https://www.wellsfargojobs.com/career-areas/) . **In this role you will:** + Assist Financial Advisor (s) colleagues with service and ... the Financial Advisor (s) + Execute various administrative functions for the Financial Advisor (s) and Branch Management including, but not limited to,… more