- Friedman Management Company (Detroit, MI)
- …mobile full-service platform in the Chicago area markets. We are seeking commercial investment sale brokers who are looking to provide their clients with tools, ... technology, marketing, and resources comparable to the large national platforms, but in a nimbler and more entrepreneurial environment with a highly competitive split program. Friedman also manages over 18M square feet of commercial property, as well as 16,000… more
- Friedman Management Company (Farmington Hills, MI)
- …mobile full-service platform in the Detroit area markets. We are seeking commercial investment sale brokers who are looking to provide their clients with tools, ... technology, marketing, and resources comparable to the large national platforms, but in a nimbler and more entrepreneurial environment with a highly competitive split program. Friedman also manages over 18M square feet of commercial property, as well as 16,000… more
- Citizens (Detroit, MI)
- …Citizens Wealth Management is honored to be a high quality provider in the investment services industry and is focused on growing our market share in the states ... who proactively identify and sell a broad array of Investment and Insurance products to customers. The Virtual Financial...clients through being the single point of contact for investment needs. The Virtual Financial Advisor will be required… more
- PNC (Chesterfield, MI)
- …collaborative circuit of branches and manage an assigned book of business. PNC Investment advisors execute an advice and planning strategy focused on helping clients ... OPT for this position. **Job Description** + Consults on investment and insurance strategies, as well as the development...of financial plans for clients. Grows and retains an investment and insurance book of business. Owns the client… more
- State of Michigan (MI)
- …Accounting and Operations Bureau, reporting directly to the Senior Deputy Chief Investment Officer of the Bureau of Investments (BOI). Position will oversee the ... be responsible for overseeing the planning and direction of all accounting and investment -related operations for BOI. The position will lead and help establish BOI's… more
- Bank of America (Bloomfield Hills, MI)
- …Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth ... planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client… more
- KeyBank (Ann Arbor, MI)
- …will lead with these concepts. The Advisor will be the primary provider of investment services to KeyBank Mass Affluent clients by providing investment solutions ... comprehensive, needs-based financial solutions to clients by offering a range of investment solutions and partnering with banking center staff. + Attain sales… more
- JPMorgan Chase (Troy, MI)
- …maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital ... and interacting with our clients to offer the best investment solutions to meet their financial needs. As a...+ Build a book of business and deliver personalized investment solutions to your clients by relying on leadership… more
- Corewell Health (Coloma, MI)
- …Functions + Manage daily operational processes, including coordination of all investment -related transactions. + Reconcile cash, investment transactions, and ... + Ensure proper onboarding of new investments with the custody bank and investment consultant. + Work closely with Finance/Accounting on the monthly close and… more
- Bank of America (Farmington Hills, MI)
- …Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth ... planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client… more