- S&P Global (Southfield, MI)
- **About the Role:** **Grade Level (for internal use):** 10 ** Client Advisor ** **The Team:** Sales and Marketing Consulting Services is the main point of contact ... meaningful market trends and answer business critical questions. **The Role:** The Client Advisor organizes and analyzes data to provide value and insights to… more
- JPMorgan Chase (Davison, MI)
- …offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial ... by offering advised solutions and Chase partner referrals that deepen client relationships. **Job responsibilities** + Champion and support your teammates' success… more
- Citizens (Ferndale, MI)
- …that meets the client 's goals. The Citizens PCFA is a branch-based advisor who excels in a collaborative environment that emphasizes the paramount importance of ... individuals and families attain their financial goals. Our Private Client Financial Advisors (PCFAs) conduct thorough discoveries to understand...+ A minimum of 2 years in a Financial Advisor role or equivalent experience in financial services. +… more
- Kelly Services (Fowlerville, MI)
- …strong talent pipelines and delivering best-in-class service directly on-site with the client .** **Our Talent Advisor is Responsible for:** + Proficient ... **Kelly Services is seeking a dedicated and flexible Talent Advisor to support one of our key clients, ZF,...manufacturing + Strong relationship-building skills with both candidates and client stakeholders + A flexible, hands-on individual who is… more
- Bank of America (Clinton Township, MI)
- …targets to measure their ability to progress to the next phase as an advisor + Prioritizes client requests and makes introductions to appropriate internal ... service providers based on client needs and asset thresholds **The Advisor Development Program (ADP) Journey:** During this stage of your journey, the Merrill… more
- Bank of America (Grand Rapids, MI)
- …accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests + Assists with ensuring practices are ... Wealth Management Client Associate Grand Rapids, Michigan **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To… more
- Bank of America (Grand Rapids, MI)
- …accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests + Assists with ensuring practices are ... Wealth Management Client Associate Grand Rapids, Michigan **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To… more
- Wells Fargo (Ann Arbor, MI)
- …clients via telephone, direct interaction and/or written correspondence + Facilitate Financial Advisor and client requests for account related information and/or ... this role:** Wells Fargo is seeking a Senior Registered Client Associate in Wealth and Investment Management as part.... **In this role you will:** + Assist Financial Advisor (s) with sales, service, and operational related activities such… more
- World Insurance Associates, LLC. (Rochester, MI)
- …plan services, and payroll & HR solutions. Insurance Sales Producer - Commercial Lines Client Advisor Position Overview World's Client Advisors bring risk ... client "pitch decks" / presentations. Compensation As a World Insurance Client Advisor , your compensation is tied to your effort and your performance. We… more
- KeyBank (Ann Arbor, MI)
- …is at the center of this client promise acting as the primary client advisor developing and implementing strategies based on the client 's financial ... Key Bank client relationships. **Responsibilities** + Acts as the primary client advisor by recommending banking, borrowing and investment solutions that… more