- Citizens (Birmingham, MI)
- …broad array of investment, insurance, and bank products. Private Client Financial Advisors are their clients' primary trusted advisor . In this role, they ... industry. Focused on growing our market share, we're hiring Private Client Financial Advisors to...in investment, deposit, and lending + Become a trusted advisor who earns referrals from existing clients + Engage… more
- JPMorgan Chase (Washington Township, MI)
- …offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive ... capabilities, and skills** + At least 2 years in a Financial Advisor role or equivalent financial services experience + Demonstrated success in client … more
- Huntington National Bank (Flint, MI)
- Description Summary: The Private Bank Wealth Advisor II is the primary client relationship manager in the Huntington Private Bank responsible for ... developing, delivering, and managing a high-net-worth client 's Wealth Plan. Duties and Responsibilities: + Builds relationships with existing and new clients and… more
- Huntington National Bank (Fenton, MI)
- …drive to build long-lasting relationships with both existing and new clients to become Financial Advisor Senior. Our Financial Advisors partner closely with ... branch staff to uncover client needs and offer most appropriate financial ...partnering with every line of business (Mortgage, Business Banking, Private Bank, etc.) to provide clients with best solutions… more
- Bank of America (Bloomfield Hills, MI)
- Registered Private Wealth Management Client Associate Bloomfield... client materials and follows up on all client and Financial Advisor (FA) ... a difference. Join us! **Job Description:** This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key… more
- HUB International (Kalamazoo, MI)
- …employees with any retirement or financial needs + Develop and manage private client relationships + Prepare and analyze financial planning documents ... You Come In** As the Education Consultant and Wealth Advisor you will engage retirement plan participants and their...Client relationship and provide exceptional service + Provide financial education and advice to help employees make informed… more
- Deloitte (Grand Rapids, MI)
- …not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) + Experience ... need to talk about a career with Deloitte's growing Private Wealth practice! Recruiting for this role ends on...papers and tax returns, as well prepare and lead client meetings on compliance and consulting projects related to… more
- Deloitte (Midland, MI)
- …If not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) + Ability ... client . The Team At Deloitte Tax LLP, our Private Wealth team focuses on the specialized needs of...make more informed, strategic decisions relevant to their personal financial comfort, business and investment needs, family legacy, and… more
- Deloitte (Grand Rapids, MI)
- …not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + ... solution development, and implementation of clients' tax objectives. You will manage the client relationship by delivering tax advisory services to the client .… more
- Huntington National Bank (Holland, MI)
- Description Summary: The Wealth Planner is responsible for overseeing Huntington Private Bank's financial planning experience to high-net-worth clients within ... collaborating with internal advisors on building, presenting, and reviewing financial plans as well as training the internal advisors...quality. + Build & Present plans when a complex client situation is involved or if the advisor… more
- Deloitte (Grand Rapids, MI)
- …If not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) + Ability ... solution development, and implementation of clients' tax objectives. You will manage the client relationship by delivering tax advisory services to the client .… more
- Morgan Stanley (Birmingham, MI)
- … Private Wealth Advisor * Attends seminars or client meetings with Financial Advisor / Private Wealth Advisor and coordinates the distribution ... services. Under the direction of the Financial Advisor , this industry professional combines client relationship...Conducts quarterly/annual business performance reviews in conjunction with the Financial Advisor / Private Wealth… more
- Deloitte (Detroit, MI)
- …If not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) + Ability ... Hedge funds-Are you a leader and passionate about financial products and understand tax planning and returns,...build relationships as they coordinate and communicate with the client contacts to gather information. They also train, mentor… more
- PNC (Lansing, MI)
- …The Sales & Support Administrator (SSA) is the trusted partner to the PNC Private Bank Leadership and Advisor teams. The Sales & Support Administrator partners ... with the PNC Private Bank advisor team to proactively manage...support, which will help our clients achieve and maintain financial success. The Sales & Support Administrator fulfills responsibilities… more
- Raymond James Financial, Inc. (Troy, MI)
- …gathering on behalf of the insurance company, communicating with underwriter and financial advisor /agent as necessary throughout the process. Identifying issues ... obtained and when cases are approved "other than as applied for" * Assist financial advisor /agent in managing offers "other than applied for" * Submission of… more
- Deloitte (Detroit, MI)
- …not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + ... your industry experience by working on a plethora of various industries including private equity, healthcare, tech, financial products, oil & gas, green energy,… more
- Deloitte (Detroit, MI)
- …not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + ... consulting services to Real Estate Investment Trusts, Real Estate Private Equity Funds, and real estate joint ventures and...Estate industry sector. You will work directly with the client , manage the tax engagement team, have access to… more
- Deloitte (Detroit, MI)
- …not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + ... your industry experience by working on a plethora of various industries including private equity, healthcare, tech, financial products, oil & gas, green energy,… more
- Raymond James Financial, Inc. (Troy, MI)
- …gathering on behalf of the insurance company, communicating with carriers and financial advisor /agent as necessary throughout the licensing process. Identifying ... Communicate with insurance companies regarding submitted business or issues * Work with financial advisor and insurance companies on escalated cases * Monitors… more
- AECOM (Detroit, MI)
- …Strong understanding of A/E design coordination and technical delivery requirements + Trusted client advisor in Healthcare + Subject matter expertise in Health ... from an AECOM office, remote location or at a client site, you will be working in a dynamic...clients and retain current clients as required + Manage financial and cost control aspects of projects + Meet… more