- Citizens (Owosso, MI)
- …advisors that help individuals and families attain their financial goals. Our Private Client Financial Advisors (PCFAs) conduct thorough discoveries to ... 's short- and long-term goals, then construct a tailored financial plan that meets the client 's goals....employment. + A minimum of 2 years in a Financial Advisor role or equivalent experience in… more
- Bank of America (Bloomfield Hills, MI)
- Private Client Advisor II...centers of influence **Required skills:** + 12+ years of private banking or complex financial services experience ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Bloomfield-Hills/ Private - Client - Advisor -II\_25036572-1) **Job Description:** At Bank… more
- JPMorgan Chase (Lansing, MI)
- …offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive ... capabilities, and skills** + At least 2 years in a Financial Advisor role or equivalent financial services experience + Demonstrated success in client … more
- Fifth Third Bank, NA (Grand Rapids, MI)
- …as the trusted advisor and team coordinator to simplify complexity for Private Bank clients by challenging and collaborating with them to articulate and achieve ... banking, risk management, and trust services. Ensures delivery and execution of Private Bank experience and client service standards. Responsible and accountable… more
- Fifth Third Bank, NA (Grand Rapids, MI)
- …to consistently deliver high-quality customer service and advice-based solutions that simplify financial complexity and achieve the client 's goals. Ensures ... and expertise needed to advance to a Wealth Management Advisor I within 18 -24 months. Responsible and accountable...activities that drive new revenue, acquire new households, deepen client relationship and enhances the Private Bank… more
- Huntington National Bank (Temperance, MI)
- …clients. Our Financial Advisors partner closely with branch staff to uncover client needs and offer most appropriate financial solutions for their short-term ... daily lives of clients and their families while building a successful Financial Advisory practice! The Huntington Financial Advisors group seeks professionals… more
- Deloitte (Midland, MI)
- …not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) + Bachelor's ... need to talk about a career with Deloitte's growing Private Wealth practice! Recruiting for this role ends on...papers and tax returns, as well prepare and lead client meetings on compliance and consulting projects related to… more
- Deloitte (Grand Rapids, MI)
- …not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + ... client . The Team At Deloitte Tax LLP, our Private Wealth team focuses on the specialized needs of...make more informed, strategic decisions relevant to their personal financial comfort, business and investment needs, family legacy, and… more
- Deloitte (Grand Rapids, MI)
- …not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + ... solution development, and implementation of clients' tax objectives. You will manage the client relationship by delivering tax advisory services to the client .… more
- Deloitte (Grand Rapids, MI)
- …not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + ... solution development, and implementation of clients' tax objectives. You will manage the client relationship by delivering tax advisory services to the client .… more