- 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...3 years **Certifications** Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA), Series 63_AG - Agent… 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 (Clinton Township, 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 (Clarkston, 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
- Raymond James Financial, Inc. (Southfield, MI)
- …**Our ideal contributor will:** + Serve as a trusted business partner to our Financial Advisor teams by providing expertise with financial services related ... **Job Description** **Job Summary:** Raymond James is hiring a Supervision Advisor to review and analyze various communication reviews and content to ensure… 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. (Southfield, MI)
- …changes to organizational policies and procedures. * Consults independently with branch managers and recommends actions to ensure compliance with existing rules ... * Rules and regulations of the Securities Exchange Commission (SEC); Financial Industry Regulatory Authority (FINRA); and state securities regulatory agencies;… 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 (Detroit, MI)
- …behavior, and outcome expectations. + Accepts and accurately processes all financial service transactions, while identifying opportunities during the transaction ... Michigan 48234 **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
- 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
- KeyBank (Clawson, MI)
- …Mile Road - Clawson, Michigan 48017 **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
- Huntington National Bank (Detroit, MI)
- …Huntington Bank products and services through cross-sell partners and acts as a trusted advisor to our client's management team. The trusted advisor is to ... customer relationships, idea generation, strategic business discussions, risk management, financial products and solutions, industry observations, and other matters… more
- TEKsystems (Southfield, MI)
- …ramping up their Operations organization to support the incoming influx of new Financial Advisor onboardings. These individuals will be responsible for assisting ... incoming FAs and Branch Associates with the New Accounts opening process which...are in line for new account openings, providing white-glove service via email/Teams/phone for inquiries, and more. Responsibilities: -Establish… more
- Anywhere Real Estate (Detroit, MI)
- …an **experienced Title Examiner** . Anywhere Integrated Services is a full- service title, settlement, underwriting and vendor management services company serving ... real estate companies, affinity groups, corporations and financial institutions in support of residential and commercial real estate transactions. **Must be able to… more
- Huntington National Bank (Detroit, MI)
- …with a passion for identifying and mitigating business risk. Serving as an advisor to your audit engagement stakeholders, the Senior will continue to develop ... final report, you will assist Audit Project Managers in coordinating financial and operational audits that ensure Huntington's control environment supports… more
- Huntington National Bank (Detroit, MI)
- …with a passion for identifying and mitigating business risk. Serving as an advisor to your business segment, the Project Manager becomes both a subject matter ... scope to final report, you will manage and coordinate financial and operational audits that ensure Huntington's compliance with...Approach to Office Workplace Type Certain positions outside our branch network may be eligible for a flexible work… more
- Huntington National Bank (Detroit, MI)
- …strategy execution and innovation initiatives. + Serve as a trusted advisor to senior executives, business leaders, and stakeholders, providing expert guidance ... that align with business and Risk Management objectives, ideally within financial services. + 5 Years experience in Cybersecurity Governance, Risk Management,… more