- Huntington National Bank (Fremont, MI)
- …Advisor - Advice Center with the team is responsible for providing investment advice and financial planning for customers in a phone-based environment.Duties & ... coach and develop branch partners in order to identify investment and insurance opportunities to assist clients in planning...+ At least 2-3 years of experience in an investments area + Experience developing and leveraging relationships with… more
- Lumen (Lansing, MI)
- …role will model various scenarios with changing input from customer demand and investment opportunities to continue to grow and build the most relevant fiber ... a complete national network plan with operational recommendations including network investment strategies and customer targeting. This is a highly cross functional… more
- Rock Family of Companies (Detroit, MI)
- As a Program Manager in Housing Stability, you cultivate investments and collaborations with the Rocket Family of Companies that increase homeowner stability in ... places. **About the role** + Apply a data-driven approach to cultivating investment opportunities that align with the organization's strategy, mission and values +… more
- Comerica (Auburn Hills, MI)
- …partnering with senior stakeholders across lines of business to identify data investments . This will include building out data privacy and reporting functions, as ... relevant to the company's goals and evolving needs. Help determine capital investment parameters, priorities and risks for technology initiatives to maximize the… more
- Bank of America (Saginaw, 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
- Robert Half Finance & Accounting (Southfield, MI)
- …or investments . * Advanced skills in financial modeling, including investment analysis and forecasting. * Strong understanding of purchase agreements and their ... an experienced finance expert to contribute to strategic growth initiatives and investment decisions. The ideal candidate will excel in financial modeling, due… more
- KeyBank (Ann Arbor, MI)
- …clients' financial needs through expert advice and personalized banking, borrowing and investment solutions. The Relationship Manager is at the center of this client ... + Acts as the primary client advisor by recommending banking, borrowing and investment solutions that will help the client achieve their financial goals. Leads,… more
- UMB Bank (Rust, MI)
- …takes a holistic and collaborative approach to advise our clients on the investment plan that makes the most sense for their personal financial goals. The ... to the directives in the will, trust document or investment management, IRA or custody agreement as well as...knowledge of Trust and Bank products and services (ie, investments , insurance, brokerage, private banking, retirement planning). + You… more
- Principal Financial Group (Detroit, MI)
- …with the TPA, plan sponsor and the advisor on plan features, investments , retirement readiness, services and new opportunities. + Plan level health reviews. ... (strong preference for fully licensed): + Successful Registration as an Investment Company Products/Variable contracts Limited Representative (FINRA Series 6 or… more
- Huntington National Bank (Birmingham, MI)
- …position provides service for existing HFA clients with their current investment relationship, proactively calls NAC clients, sets appointments with NAC Financial ... education by required deadlines. + Maintains current knowledge of all available investment and insurance solutions. + Perform other duties as assigned. Basic… more