- 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 ... National Advice Center (NAC), as part of the Huntington Financial Advisory group, has a team of licensed ...coach and develop branch partners in order to identify investment and insurance opportunities to assist clients in planning… more
- Edward Jones (Owosso, 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
- Bank of America (Farmington Hills, MI)
- …including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth ... in planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's financial advisors help clients pursue… more
- JPMorgan Chase (Detroit, MI)
- …center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. As a Community Private ... strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting...+ Provide a holistic view of clients' needs and financial coaching beyond investments + Embrace digital… more
- Conagra (Quincy, MI)
- …different financial disciplines including FP&A, new product development, manufacturing investments , and in-market investments . + Lead the development of ... you will perform moderately complex research and analysis for assigned financial area. Present recommendations to management. Identifies and investigates issues… more
- Edward Jones (Battle Creek, MI)
- …and Canada than any other investment firm, serving over eight million clients. Our financial advisors are a valued part of our firm, and we credit much of our ... + Experience in financial services working with clients, in-depth knowledge of investment products and services with a track record of success + State insurance… more
- Charles Schwab (East Lansing, MI)
- …or incentive opportunities. Click the link below to review our Investment Professionals' incentive structure.** Investment Professionals' Compensation | Charles ... team is at the heart of our firm's commitment to helping clients own their financial futures. In this exciting role, you'll give clients financial guidance while… more
- Hantz Group (Marquette, MI)
- …a Financial Advisor, you will work alongside experts in investment management, mortgage financing, debt strategies, estate planning, property and casualty ... Financial Advisor Hantz Group is a Michigan-based ...Functions: + Develop and Maintain Client Base + Analyze Investment Opportunities and Client Needs, and Recommend Appropriate Strategies… more
- Corewell Health (Watervliet, MI)
- …and market values with custody bank system. + Ensure proper onboarding of new investments with the custody bank and investment consultant. + Work closely with ... Functions + Manage daily operational processes, including coordination of all investment -related transactions. + Reconcile cash, investment transactions,… more
- Nelnet (Lansing, MI)
- …a corporate taxpayer with a growing and complex group of partnership investments , including real estate, renewable energy, infrastructure, and venture capital. As ... agreements, managing the hypothetical book liquidation at value method used for financial statements, ensuring propriety of tax compliance relative to these … more