- 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
- 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 ... financial solutions for their short-term and long-term goals.Duties &...Responsibilities: + Responsible for personal production goals and customer service objectives for all assigned branches and/or book of… more
- TEKsystems (Southfield, MI)
- …specialized knowledge and skills obtained through experience and/or formal training to assist branch offices and Financial Advisors (FA) with their client needs ... moderately complex problems that arise with the FA's, their clients, branch administration, and/or other departments including AML, Supervision, and Risk Management.… more
- Citizens (Detroit, MI)
- …and sell a broad array of Investment and Insurance products to customers. The Virtual Financial Advisor is a key role within our Wealth Management division and ... financial strategies to mass affluent clientele. The Virtual Financial Advisor will be based out of...a holistic delivery, in a virtual capacity, of outstanding service and sales solutions to meet clients' financial… more
- PNC (Chesterfield, MI)
- …respected, valued 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 ...business. Owns the client experience, efficiently handling sales and service , identifying sales and/or executing opportunities and making referrals… more
- Edward Jones (Hudsonville, MI)
- …Support Team Professional role, you are a critical member of that team along with the financial advisor . You are the first voice a client hears when they call on ... see them coming a mile away. You and your financial advisor are essential in working together...together to help your clients achieve their most cherished financial goals. **Job Overview** **Position Schedule:** Part-Time Branch… more
- Edward Jones (Hudsonville, MI)
- …Support Team Professional role, you are a critical member of that team along with the financial advisor . You are the first voice a client hears when they call on ... see them coming a mile away. You and your financial advisor are essential in working together...together to help your clients achieve their most cherished financial goals. **Job Overview** **Position Schedule:** Full-Time Branch… more
- 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 ... Drive, Ann Arbor Michigan **Job Summary** The Private Client Advisor 's focus will be on our Mass Affluent client...on our Mass Affluent client base with planning and financial wellness as the basis of their methodology and… more
- 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
- JPMorgan Chase (Detroit, MI)
- …want **Required qualifications, capabilities, and skills** + At least 2 years in a Financial Advisor role or equivalent financial services experience + ... and interacting with our clients to offer the best investment solutions to meet their financial needs. As a Community Private Client Advisor in JP Morgan Wealth… more