• Branch Service Advisor

    TEKsystems (Southfield, MI)
    …knowledge and skills obtained through experience and/or formal training to assist branch offices and Financial Advisors (FA) with their client needs by researching ... moderately complex problems that arise with the FA's, their clients, branch administration, and/or other departments including AML, Supervision, and Risk Management.… more
    TEKsystems (01/15/26)
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  • Branch Service Advisor…

    Raymond James Financial, Inc. (Southfield, MI)
    **Responsibilities** : + Provide advanced product/ service information and respond to complex customer questions about the product/ service . + Record and process ... making detailed notes to collect client requirements. + Provide exceptional service to customers to encourage continued use of the organization's products/services.… more
    Raymond James Financial, Inc. (01/14/26)
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  • HFA Financial Advisor Senior- Branch

    Huntington National Bank (Byron Center, MI)
    Description Summary: The HHFA Financial Advisor Senior - Branch partner closely with branch staff to uncover client needs and offer most appropriate ... goals.Duties & Responsibilities: + Responsible for personal production goals and customer service objectives for all assigned branches and/or book of business. +… more
    Huntington National Bank (10/30/25)
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  • Part Time Branch Office Administrator

    Edward Jones (Hudsonville, MI)
    …our team** **.** At Edward Jones, we are very intentional in calling our field associates branch teams. Most of our teams are two or three people, and in a Client ... critical member of that team along with the financial advisor . You are the first voice a client hears...most cherished financial goals. **Job Overview** **Position Schedule:** Part-Time Branch Address: 6581 28th Avenue Suite B, Hudsonville, MI… more
    Edward Jones (01/17/26)
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  • Branch Office Administrator

    Edward Jones (Hudsonville, MI)
    …our team** **.** At Edward Jones, we are very intentional in calling our field associates branch teams. Most of our teams are two or three people, and in a Client ... critical member of that team along with the financial advisor . You are the first voice a client hears...most cherished financial goals. **Job Overview** **Position Schedule:** Full-Time Branch Address: 6581 28th Avenue Suite B, Hudsonville, MI… more
    Edward Jones (01/15/26)
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  • Virtual Financial Advisor

    Citizens (Detroit, MI)
    …a broad array of Investment and Insurance products to customers. The Virtual Financial Advisor is a key role within our Wealth Management division and is responsible ... financial strategies to mass affluent clientele. The Virtual Financial Advisor will be based out of a Citizens corporate...a holistic delivery, in a virtual capacity, of outstanding service and sales solutions to meet clients' financial needs… more
    Citizens (01/04/26)
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  • Financial Advisor - PNC Wealth Management

    PNC (Chesterfield, MI)
    …and have an opportunity to contribute to the company's success. As a Financial Advisor within PNC's of Wealth Management, you will be based in Washington, MI. PNC's ... Financial Advisors are based within a bank branch and work within a highly collaborative circuit of branches and manage an assigned book of business. PNC Investment… more
    PNC (01/06/26)
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  • Senior Advisor , Supervision- Supervisory…

    Raymond James Financial, Inc. (Southfield, MI)
    **Essential Duties and Responsibilities:** * Conducts supervisory oversight of RJFS branch office locations not currently staffed eith a licensed and qualified ... branch manager to ensure adherence to firm and regulatory...regulatory policies and procedures. Conducts daily supervisory reviews over advisor activities in their assigned branches with limited guidance.… more
    Raymond James Financial, Inc. (01/08/26)
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  • Private Client Advisor

    KeyBank (Ann Arbor, MI)
    …assigned Branch (es), including the in person coaching and mentoring of branch personnel, client management, service delivery and other resources in order ... **Location:** 1000 Oakbrook Drive, Ann Arbor Michigan **Job Summary** The Private Client Advisor 's focus will be on our Mass Affluent client base with planning and… more
    KeyBank (11/25/25)
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  • JP Morgan Wealth Management - Private Client…

    JPMorgan Chase (Detroit, MI)
    …care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using ... meet their financial needs. As a Community Private Client Advisor in JP Morgan Wealth Management, you offer comprehensive...a passion for uplifting the community where the community branch is located. Your expertise will support a wide… more
    JPMorgan Chase (11/10/25)
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