- KeyBank (Clawson, MI)
- …advisor, and partner to the people and businesses in our Key Bank communities. The Financial Wellness Consultant (FWC) is a Banker who also conducts Teller ... uncover opportunities and provide guidance and solutions to assist in client's financial wellness in person as well as through proactive calling efforts. FWCs… more
- Equitable (Troy, MI)
- …the US is committed to fostering relationships that help people achieve meaningful financial wellness . In total, Equitable Advisors serves 2.4 million clients ... designations such as CERTIFIED FINANCIAL PLANNER (TM) (CFP(R)), Chartered Financial Consultant (ChFC) and Equitable Advisors' own Credentialed Holistic … more
- Equitable (Troy, MI)
- …designations such as CERTIFIED FINANCIAL PLANNER (TM) (CFP(R)), Chartered Financial Consultant (ChFC) and Equitable Advisors' own Credentialed Holistic ... + **Products and Services Consultation** : Educate clients on our diverse financial products and services, demonstrating how these solutions can be tailored to… more
- Huntington National Bank (Birmingham, MI)
- …Resources) + Minimum of 5 years of previous Employee Relations Consultant /Specialist or Human Resources Generalist experience, or similar recent management ... Possess a deep understanding of incentive plans and sales goals in a financial services environment + Current PHR or SPHR certification + Employee Relations… more