- Fifth Third Bank, NA (Shelby, MI)
- …external client relationships. + Highly developed knowledge of the securities business, investment products and financial solutions. + Highly developed sales and ... presentation skills. + Travel required within assigned territory. #LI-ML1 Investment Executive ( Financial Advisor) Armada, MI At Fifth Third, we understand the… more
- City National Bank (Lansing, MI)
- …net worth investors who have expressed an interest in RBC Rochdale investment services. Develops "partnering" relationships with Independent Financial Advisor, ... *Required Qualifications** * Bachelor's Degree * Minimum 5 years of financial experience preferably in Investment Management * 2 years of experience in the High… more
- PNC (Washington, MI)
- …development of financial plans for clients. Grows and retains an investment and insurance book of business. Owns the client experience, efficiently handling ... Client Prospecting, Client Relationship Building, Credit Risk Analysis, Customer Engagement, Financial Analysis, Financial Modeling, Investment Banking,… more
- Citizens (Owosso, MI)
- …stakeholders and specialists in delivering a variety of services, including financial planning, investment management, insurance, and estate planning. ... a group of experienced advisors that help individuals and families attain their financial goals. Our Private Client Financial Advisors (PCFAs) conduct thorough… more
- Raymond James Financial, Inc. (Birmingham, MI)
- …preparing industry and company research by collecting, organizing data, writing investment -related research reports, and creating/ maintaining financial models. ... revenue and income forecasts. + Assists with research and analytics used in Investment Strategy white papers for Financial Advisors. + Assists with preparation… more
- Nelnet (Lansing, MI)
- Nelnet Financial Services ("NFS") is seeking an Investment Associate to join our growing investment team. This role is ideal for someone passionate about ... structured finance, analytics, and investment decision-making, who is eager to learn and contribute...analytical capacity.. . Assist in modeling and analytics for financial investments, including asset cash-flow, liability modeling, stress testing… more
- Edward Jones (Holland, MI)
- …Canada than any other investment firm, serving over eight million clients. Our financial advisors are valued partners, and we credit much of our success to their ... goals and deepening relationships with existing clients by reviewing investment strategies and implementation recommendations. Financial advisors earning… more
- Edward Jones (Chesaning, MI)
- …and time management skills **Can you see yourself ** + Providing personalized investment and financial solutions to clients? + Cultivating relationships in your ... the client team, working under the leadership of a financial advisor. You thrive in an inclusive team environment,...solver, and sound judgement to provide solutions to personalized investment issues, involving the FA when appropriate + Resiliency… more
- PNC (Livonia, MI)
- …development of financial plans for clients. Grows and retains an investment and insurance book of business. Owns the client experience, efficiently handling ... Client Prospecting, Client Relationship Building, Credit Risk Analysis, Customer Engagement, Financial Analysis, Financial Modeling, Investment Banking,… more
- State of Michigan (East Lansing, MI)
- …select from the list below any active designations you have. + Chartered Alternative Investment Analyst (CAIA) + Chartered Financial Analyst (CFA) + None 04 If ... Treasury Investment Specialist 13-15 Print (https://www.governmentjobs.com/careers/michigan/jobs/newprint/5176649) Apply Treasury Investment Specialist 13-15… more