JobotNewSenior Wealth Advisor JobotSenior Wealth AdvisorDetroit, MI$150,000–$220,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. Our team of experienced professionals provides a wide range of services, including retirement planning, estate planning, tax planning, risk management, and investment management.
PNC Financial Services GroupNewSenior Investment Advisor - PNC Private Bank PNC Financial Services GroupSenior Investment Advisor - PNC Private BankTroy, MIPNC Employees take pride in our reputation and to continue building upon that we expect our employees to be:Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions. In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service.
JobotNewTax Manager JobotTax ManagerLake Angelus, MI$120,000–$160,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. They pride themselves on being more than just a CPA firm: they position themselves as trusted business advisors, helping clients plan, grow, and navigate complex financial and tax challenges, while offering personalized service and strategic insight.
bdo consultingSenior Manager, Business Incentives Group bdo consultingSenior Manager, Business Incentives GroupDetroit, MI$99,750–$262,500 / yearA Tax Senior Manager, Business Incentives Group (BIG) in BDO’s Specialized Tax Services (STS) business is charged with helping clients identify, document, and support tax positions related to their BIG tax credits and deductions. In addition, the STS BIG Senior Manager develops and drives process improvement and team-building initiatives, maintains client relationships, and acts as a source of guidance to team members.
Neuberger Berman Group LLCAdvisor Consultant, Broker Dealer, Michigan Neuberger Berman Group LLCAdvisor Consultant, Broker Dealer, MichiganMI$85,000–$100,000 / yearLead and develop the Michigan territory targeting wirehouses and broker dealers by actively developing relationships with advisors to promote business building ideas and services; maintain and grow assets in territory across mutual funds, SMAs, alternative investment products, and ETFs. An employee's pay position within the salary range will be based on several factors including, but not limited to, relevant education, qualifications, certifications, experience, skills, seniority, geographic location, business sector, performance, shift, travel requirements, sales or revenue-based metrics, market benchmarking data, any collective bargaining agreements, and business or organizational needs.
CVS Health CorpPharmacist - Clinical Advisor (Sales & Account Management) CVS Health CorpPharmacist - Clinical Advisor (Sales & Account Management)MIRemote$123,250–$208,000 / yearThe Health Plan Clinical Advisor is responsible for proactively managing the clinical relationship alongside the business lead (SAE/SAD) to understand and drive each of their client's priorities, financial targets, clinical goals and other commitments to their leadership. The Health Plan Clinical Advisor will analyze and evaluate the client's data and competitive marketplace conditions and forces to develop and execute a comprehensive business plan that supports the client's short- and long-term profitability and growth strategies.
Bank of America CorpFinancial Solutions Advisor - Orchard Lake Road - Greater Michigan Market Bank of America CorpFinancial Solutions Advisor - Orchard Lake Road - Greater Michigan MarketWest Bloomfield, MIWorks with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions • Recommends banking and investments strategies that align with client financial goals and needs • Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds • Mitigates and controls risk as part of daily activities • Identifies and engages potential new clients through referrals or financial center clientele • Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended. • Strong computer skills with an ability to multitask in a demanding environment • Minimum of three years of experience working in the financial service industry and/or a sales environment where goals were met or exceeded • Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC) • Obtained insurance licenses • Skills: Account Management, Advisory, Client Experience, Branding, Customer and Client Focus, Oral Communications, Active Listening, Attention to Detail, Client Solutions Advisory, Issue Management, Pipeline Management, Causation Analysis, Client Management, Policies, Procedures, and Guidelines, Risk Management, Written Communications.
PNC BankFinancial Advisor - PNC Wealth Management PNC BankFinancial Advisor - PNC Wealth ManagementSterling Heights, MichiganIn addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service. PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
Orion Advisor SolutionsAdvisor Growth Consultant Orion Advisor SolutionsAdvisor Growth ConsultantMIRemoteWorks closely with Senior Advisor Consultants in the territory to develop and execute appropriate business plan to maximize territorial sales, including assessing current state of assigned territory to identify opportunities for new business in order to maintain and further sales cycle. Represents Orion and its products to advisors knowledgeably and effectively enabling advisors to clearly identify benefits of Orion products relative to its competitors; cross-sells products, e.g.
Detroit City CouncilSenior Advisor - Neighborhood Economic Development, Mayor's Office (Program Analyst Manager 3) Detroit City CouncilSenior Advisor - Neighborhood Economic Development, Mayor's Office (Program Analyst Manager 3)Detroit, MI$107,166–$140,552 / yearThe Senior Advisor will be tasked with leadership in the execution of the City of Detroit's economic development programs, public-private partnerships, and priority development projects to expand economic growth and create opportunities for Detroiters. Reporting to the Deputy Chief- Neighborhood Economic Development, the Senior Advisor will assist in managing and measuring the success of the City of Detroit's commercial corridor revitalization by coordinating multiple cross-departmental functions into a shared strategy and approach to corridor revitalization.
Thrivent Financial for LutheransFinancial Advisor - Mt Vernon/Ferndale/Bellingham WA Thrivent Financial for LutheransFinancial Advisor - Mt Vernon/Ferndale/Bellingham WAferndale, MIThrivent is a diversified financial services organization that, with its subsidiary and affiliate companies, serves more than 2.4 million clients, offering advice, insurance, investments, banking and generosity products and programs. Thrivent carries ratings from independent rating agencies which demonstrate the strength and stability of the organization, including an A++ rating from AM Best; an Aa2 rating from Moody's Investors Service; and an AA+ rating from S&P Global Ratings.
Thrivent Financial for LutheransVirtual Financial Advisor - National Remote Thrivent Financial for LutheransVirtual Financial Advisor - National RemoteMIRemote$24.03–$26.44 / hourSuccessful Thrivent financial advisors have come from a variety of career backgrounds, including outside sales, account executives, real estate, client services, hospitality, business development, recruiting, education, fundraisers, ministry and similar roles. Thrivent is a diversified financial services organization that, with its subsidiary and affiliate companies, serves more than 2.4 million clients, offering advice, insurance, investments, banking and generosity products and programs.
the FTE Global Advisory NetworkSenior Advisor the FTE Global Advisory NetworkSenior AdvisorDetroit, MichiganAs a Senior Advisor within our Global Advisory Network, you’ll work directly with clients to streamline processes, improve performance, and create sustainable change—often on-site where the action happens. Our Global Advisory Network brings together independent experts across multiple disciplines, creating a collaborative powerhouse of knowledge, experience, and capability.
Bank of AmericaFinancial Solutions Advisor Registration Candidate - Greater Michigan, MI Bank of AmericaFinancial Solutions Advisor Registration Candidate - Greater Michigan, MITroy, MichiganOnce you have demonstrated success as a licensed Financial Solutions Advisor Stage I, you will typically progress into the next role, Financial Solutions Advisor Stage II, where you will continue to practice the skills you’ve learned by growing and deepening relationships within a portfolio of clients. As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining your Securities Industry licenses, where you receive dedicated and personalized classes for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams.
Northwestern MutualFinancial Advisor Northwestern MutualFinancial AdvisorTroy, Michigan$61,000–$250,000 / yearNorthwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC(NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company® (NMWMC) (Investment Advisory Services), a federal savings bank. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances.
LPL Financial Holdings IncFinancial Advisor - Orsa Credit Union LPL Financial Holdings IncFinancial Advisor - Orsa Credit UnionCanton, MI$45,000–$75,000 / yearThis employment opportunity at Orsa Credit Union in Canton, MI would allow you to join the Investment Program at Orsa Credit Union as a Financial Advisor associated with LPL Financial. This exciting position will allow you to grow your career and business, helping the people and families that look to Orsa Credit Union for financial solutions.
LPL Financial Holdings IncFinancial Advisor - Thumb Bank and Trust LPL Financial Holdings IncFinancial Advisor - Thumb Bank and TrustDetroit, MI$50,000–$70,000 / yearThis position will offer:The ability to build a strong client base with the Bank's exceptional referral systemSeveral branch territories with significant deposit base, which includes current clients who need an advisor to support their financial goalsThe opportunity to find new clients via the bank's client baseThe opportunity to create client solutions without proprietary productsThe ability to grow your business with LPL's combination of tools, technology, and supportThe benefit of LPL's experience helping financial institutions grow and maximize their investment programsThe opportunity to capitalize on the bank's reputation and community standingAs an advisor associated with LPL Financial, you benefit from our commitment to take care of you so you can take care of your clients. Your partnership includes:Access to our proprietary technology and a suite of customized servicesAn open architecture platform with access to thousands of investment products from leading third-party product sponsorsResources and expertise across the firm to help you create client solutionsThe freedom to create solutions specific to your client's goalsWhatever your vision of success, we're with you every step of the way.
LPL FinancialFinancial Advisor – Thumb Bank and Trust LPL FinancialFinancial Advisor – Thumb Bank and TrustDetroit, MichiganThis employment opportunity at Thumb Bank and Trust in Sandusky, MI would allow you to join the Investment Program at Thumb Bank and Trust as a Financial Advisor associated with LPL Financial. This exciting position will allow you to grow your career and business, helping the people and families that look to Thumb Bank and Trust for financial solutions.
LPL FinancialAssociate Financial Advisor LPL FinancialAssociate Financial AdvisorShelby, Michigan$40,000–$60,000 / yearThis employment opportunity located at Shelby State Bank in Shelby, MI would allow you to join Shelby State Bank as an Associate Financial Advisor working with LPL Financial. This exciting position will allow you to grow your career and business, helping the people and families that look to Shelby State Bank for financial solutions.
People Driven Technology IncTrusted Advisor, Solution Services People Driven Technology IncTrusted Advisor, Solution ServicesWixom, MIThe Trusted Advisor, Solution Services plays a key role in driving growth and strengthening customer relationships across People Driven Technology's Solution Services portfolio, which includes the 4 C's: Collaboration, Connectivity, Colocation, and Contact Center. By combining industry expertise, consultative selling, and strong cross-functional collaboration, this role enables clients to modernize their environments and unlock the full value of People Driven Technology's solution ecosystem.
Huntington Bancshares IncInstitutional Asset Management & Trust Advisor Huntington Bancshares IncInstitutional Asset Management & Trust AdvisorBirmingham, MIThe Institutional Asset Management & Trust Advisor serves as a key relationship builder and growth driver within our institutional business, working alongside our Directors of Institutional Asset Management & Trust to service and expand our client base. Familiarity with specialty trust business lines and services, including Pooted Trusts, Reinsurance Trusts, Special Needs Trusts, Pre-Need and Perpetual Care Trusts.
JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - Novi, MI and Surrounding areas JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - Novi, MI and Surrounding areasNovi, MIFull timeUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - Troy, MI and Surrounding areas JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - Troy, MI and Surrounding areasTroy, MIFull timeUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - Farmington, MI and Surrounding areas JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - Farmington, MI and Surrounding areasFarmington, MIFull timeUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - Plymouth, MI and Surrounding areas JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - Plymouth, MI and Surrounding areasPlymouth, MIFull timeUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - Clinton Township, MI and Surrounding areas JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - Clinton Township, MI and Surrounding areasClinton Township, MIFull timeUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - Waterford, MI and and Surrounding areas JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - Waterford, MI and and Surrounding areasWaterford, MIFull timeUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - Dearborn Heights, MI and Surrounding areas JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - Dearborn Heights, MI and Surrounding areasDearborn Heights, MIFull timeUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - Bloomfield Hills, MI and Surrounding Areas JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - Bloomfield Hills, MI and Surrounding AreasBloomfield Hills, MIFull timeUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - Rochester Hills, MI and Surrounding areas JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - Rochester Hills, MI and Surrounding areasRochester Hills, MIFull timeUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - Troy, MI and Surrounding areas JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - Troy, MI and Surrounding areasTroy, MIThis will be done with a consistent focus on relationship management, not portfolio management • Demonstrate a deep understanding of financial markets and sound business judgement • Exhibit unwavering integrity that points toward doing right by clients at every opportunity • Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments • Provide a holistic view of clients' needs and financial coaching beyond investments • Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want. At least 2 years in a Financial Advisor role or equivalent financial services experience Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners Demonated ability and commitment to goals-based planning and advice A valid and active Series 7 A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment.
JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - Clinton Township, MI and Surrounding areas JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - Clinton Township, MI and Surrounding areasSterling Heights, MIThis will be done with a consistent focus on relationship management, not portfolio management • Demonstrate a deep understanding of financial markets and sound business judgement • Exhibit unwavering integrity that points toward doing right by clients at every opportunity • Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments • Provide a holistic view of clients' needs and financial coaching beyond investments • Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want. At least 2 years in a Financial Advisor role or equivalent financial services experience Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners Demonated ability and commitment to goals-based planning and advice A valid and active Series 7 A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment.
JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - Plymouth, MI and Surrounding areas JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - Plymouth, MI and Surrounding areasplymouth, MIThis will be done with a consistent focus on relationship management, not portfolio management Demonstrate a deep understanding of financial markets and sound business judgement Exhibit unwavering integrity that points toward doing right by clients at every opportunity Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments Provide a holistic view of clients' needs and financial coaching beyond investments Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want Required qualifications, capabilities, and skills At least 2 years in a Financial Advisor role or equivalent financial services experience Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners Demonstrated ability and commitment to goals-based planning and advice A valid and active Series 7 A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment Preferred qualifications, capabilities, and skills Certified Financial Planning (CFP®) certification is preferred Bachelor's degree preferred INVESTMENT AND INSURANCE PRODUCTS ARE: • NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - Brownstown Twp, MI and Surrounding areas JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - Brownstown Twp, MI and Surrounding areasBrownstown Twp, MIThis will be done with a consistent focus on relationship management, not portfolio management • Demonstrate a deep understanding of financial markets and sound business judgement • Exhibit unwavering integrity that points toward doing right by clients at every opportunity • Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments • Provide a holistic view of clients' needs and financial coaching beyond investments • Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want. At least 2 years in a Financial Advisor role or equivalent financial services experience Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners Demonated ability and commitment to goals-based planning and advice A valid and active Series 7 A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment.
JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - Ann Arbor, MI and Surrounding areas JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - Ann Arbor, MI and Surrounding areasBelleville, MIThis will be done with a consistent focus on relationship management, not portfolio management • Demonstrate a deep understanding of financial markets and sound business judgement • Exhibit unwavering integrity that points toward doing right by clients at every opportunity • Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments • Provide a holistic view of clients' needs and financial coaching beyond investments • Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want. At least 2 years in a Financial Advisor role or equivalent financial services experience Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners Demonated ability and commitment to goals-based planning and advice A valid and active Series 7 A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment.
JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - Harper Woods, MI (Vernier Harper) JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - Harper Woods, MI (Vernier Harper)Harper Woods, MIUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - Rochester Hills, MI and Surrounding areas JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - Rochester Hills, MI and Surrounding areasRochester Hills, MIThis will be done with a consistent focus on relationship management, not portfolio management • Demonstrate a deep understanding of financial markets and sound business judgement • Exhibit unwavering integrity that points toward doing right by clients at every opportunity • Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments • Provide a holistic view of clients' needs and financial coaching beyond investments • Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want. At least 2 years in a Financial Advisor role or equivalent financial services experience Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners Demonated ability and commitment to goals-based planning and advice A valid and active Series 7 A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment.
JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Community Center Advisor - Detroit, MI (Corktown) JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Community Center Advisor - Detroit, MI (Corktown)Detroit, MIUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - Novi, MI and Surrounding areas JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - Novi, MI and Surrounding areasnovi, MIThis will be done with a consistent focus on relationship management, not portfolio management Demonstrate a deep understanding of financial markets and sound business judgement Exhibit unwavering integrity that points toward doing right by clients at every opportunity Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments Provide a holistic view of clients' needs and financial coaching beyond investments Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want Required qualifications, capabilities, and skills At least 2 years in a Financial Advisor role or equivalent financial services experience Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners Demonstrated ability and commitment to goals-based planning and advice A valid and active Series 7 A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment Preferred qualifications, capabilities, and skills Certified Financial Planning (CFP®) certification is preferred Bachelor's degree preferred INVESTMENT AND INSURANCE PRODUCTS ARE: • NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
CSAA Insurance GroupInformation Architecture Governance Advisor - Remote CSAA Insurance GroupInformation Architecture Governance Advisor - RemoteMIRemoteJob Title Information Architecture Governance Advisor - Remote Requisition Number R7581 Information Architecture Governance Advisor - Remote (Open) Location Arizona - Home Teleworkers Additional Locations Alabama - Home Teleworkers, Alabama - Home Teleworkers, Arkansas - Home Teleworkers, California - Home Teleworkers, Colorado - Home Teleworkers, Connecticut - Home Teleworkers, Delaware - Home Teleworker, District of Columbia - Home Teleworkers, Florida - Home Teleworkers, Georgia - Home Teleworkers, Idaho - Home Teleworkers, Illinois - Home Teleworkers, Indiana - Home Teleworkers, Iowa - Home Teleworkers, Kansas - Home Teleworker, Kentucky - Home Teleworkers, Louisiana - Home Teleworkers, Maine Home Teleworkers, Maryland - Home Teleworkers, Massachusetts - Home Teleworkers, Michigan - Home Teleworkers, Minnesota - Home Teleworkers, Mississippi - Home Teleworker, Missouri - Home Teleworker, Montana - Home Teleworkers ( + 21 more ). Most employees hold Home-Flex roles, working primarily from home, often with the flexibility to work from various locations including CSAA offices.
JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - Dearborn Heights, MI and Surrounding areas JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - Dearborn Heights, MI and Surrounding areasCanton, MIThis will be done with a consistent focus on relationship management, not portfolio management • Demonstrate a deep understanding of financial markets and sound business judgement • Exhibit unwavering integrity that points toward doing right by clients at every opportunity • Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments • Provide a holistic view of clients' needs and financial coaching beyond investments • Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want. At least 2 years in a Financial Advisor role or equivalent financial services experience Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners Demonated ability and commitment to goals-based planning and advice A valid and active Series 7 A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment.
JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - Bloomfield Hills, MI and Surrounding Areas JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - Bloomfield Hills, MI and Surrounding AreasBloomfield Hills, MIThis will be done with a consistent focus on relationship management, not portfolio management Demonstrate a deep understanding of financial markets and sound business judgement Exhibit unwavering integrity that points toward doing right by clients at every opportunity Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments Provide a holistic view of clients' needs and financial coaching beyond investments Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want Required qualifications, capabilities, and skills At least 2 years in a Financial Advisor role or equivalent financial services experience Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners Demonstrated ability and commitment to goals-based planning and advice A valid and active Series 7 A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment Preferred qualifications, capabilities, and skills Certified Financial Planning (CFP®) certification is preferred Bachelor's degree preferred INVESTMENT AND INSURANCE PRODUCTS ARE: • NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - Waterford, MI and and Surrounding areas JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - Waterford, MI and and Surrounding areasWaterford, MIThis will be done with a consistent focus on relationship management, not portfolio management • Demonstrate a deep understanding of financial markets and sound business judgement • Exhibit unwavering integrity that points toward doing right by clients at every opportunity • Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments • Provide a holistic view of clients' needs and financial coaching beyond investments • Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want. At least 2 years in a Financial Advisor role or equivalent financial services experience Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners Demonated ability and commitment to goals-based planning and advice A valid and active Series 7 A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment.
JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - Farmington, MI and Surrounding areas JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - Farmington, MI and Surrounding areasfarmington, MIThis will be done with a consistent focus on relationship management, not portfolio management Demonstrate a deep understanding of financial markets and sound business judgement Exhibit unwavering integrity that points toward doing right by clients at every opportunity Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments Provide a holistic view of clients' needs and financial coaching beyond investments Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want Required qualifications, capabilities, and skills At least 2 years in a Financial Advisor role or equivalent financial services experience Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners Demonstrated ability and commitment to goals-based planning and advice A valid and active Series 7 A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment Preferred qualifications, capabilities, and skills Certified Financial Planning (CFP®) certification is preferred Bachelor's degree preferred INVESTMENT AND INSURANCE PRODUCTS ARE: • NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - Canton, MI and Surrounding areas JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - Canton, MI and Surrounding areascanton, MIThis will be done with a consistent focus on relationship management, not portfolio management Demonstrate a deep understanding of financial markets and sound business judgement Exhibit unwavering integrity that points toward doing right by clients at every opportunity Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments Provide a holistic view of clients' needs and financial coaching beyond investments Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want Required qualifications, capabilities, and skills At least 2 years in a Financial Advisor role or equivalent financial services experience Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners Demonstrated ability and commitment to goals-based planning and advice A valid and active Series 7 A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment Preferred qualifications, capabilities, and skills Certified Financial Planning (CFP®) certification is preferred Bachelor's degree preferred INVESTMENT AND INSURANCE PRODUCTS ARE: • NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
Huntington Bancshares IncTreasury Management Advisor III- Corporate Huntington Bancshares IncTreasury Management Advisor III- CorporateDetroit, MI$93,000–$189,000 / yearDuties & ResponsibilitiesStrategic Business Development: Target and win opportunities with large, complex clients using advanced consultative selling techniquesExisting Client Management: Leverage your expertise to maintain and expand existing customer relationships, ensuring that our clients receive exceptional service and tailored solutions to meet their financial needsCustomized Solution Design: Lead the design of complex treasury solutions, coordinating with product specialists to address client needsProduct Pricing and Structuring: Develop and implement competitive pricing strategies and product structures tailored to meet the specific client needsNegotiation & Deal Closing: Handle negotiations on pricing, contracts, and service-level agreementsImplementation Oversight: Ensure seamless transition from sales to implementation, coordinating with various teamsClient Portfolio Leadership: Oversee portfolio performance, ensuring revenue growth and high utilization of treasury solutionsRisk Management & Compliance: Manage risk and ensure compliance with relevant regulationsSales Performance Management: Maintain and manage weekly and monthly sales results, ensuring timely and accurate pipeline management and monitoring to achieve sales targetsStrategic Contribution: Contribute to high-level sales strategy and product development feedbackBasic Qualifications:8+ years' experience in a treasury management sales role focusing on Corporate Banking clients with revenues of $500 million and above, encompassing both private and public entities across a national footprint.8+ years' experience working with complex, large-scale organizations across a diverse range of industries-including Industrials, Consumer & Financial Services, Diversified Holdings, Technology, Media, Telecommunications, and Franchise operations with a strong understanding of the unique needs and tailored solutions required in the large corporate banking environment. Bachelor's degree in business or related fieldPreferred Qualifications:Proven leadership and mentoring capabilitiesStrong understanding of risk management and regulatory awarenessCertified Treasury Professional (CTP) or equivalent high-level treasury certificationMaster's degree (MBA or similar) in a relevant fieldRecognition for outstanding performance in treasury services sales or corporate bankingEstablished network of industry contacts and involvement in industry associationsDeep knowledge of treasury services/products and industry applicationsProven high sales performance and client relationship growthExcellent communication, negotiation and presentation skillsStrong analytical and strategic planning abilitiesProficient in treasury technology and systems #LI-HybridExempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay)YesApplications Accepted Through:11/21/2025Huntington expects to accept applications through at least the date above, and may continue to accept applications until the position is filled.
Gordie\'s Auto & TireNewAutomotive Service Sales Advisor Gordie\'s Auto & TireAutomotive Service Sales AdvisorSterling Heights, MI$65,000–$105,000 / yearProficient with general computer use for day-to-day work tasks, including entering customer and vehicle information, creating estimates and invoices, and using email . Experience recommending products or services to customers and asking for the sale (upselling/cross-selling) .
Wiegert District - Northwestern MutualClient Advisor with Athletic Background Wiegert District - Northwestern MutualClient Advisor with Athletic BackgroundTroy, MIWe welcome individuals from business development-oriented organizations with uncapped earnings potential, including those from medical devices, education (teachers, administrators), logistics, solar, payroll services, tech business development, real estate, auto rental and others. Key Responsibilities: As a Financial Advisor, your primary role will be to engage with clients to understand their comprehensive financial needs, providing personalized guidance to help them achieve their financial protection and planning goals.
JPMorgan Chase Bank, N.A.Senior Home Lending Advisor - Auburn Hills MI JPMorgan Chase Bank, N.A.Senior Home Lending Advisor - Auburn Hills MIAuburn Hills, MIFull timeJob Profile: Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending products to good use by serving as your customers' chief point of contact throughout the life of the loan while the Home Lending team supports you by sharing demonstrated knowledge in this area of specialization. Collaborates with your team to create an outstanding customer experience by utilizing centrally managed direct mail, media advertisements, cross-sell efforts, relocation programs, statement programs, Chase.com, electronic newsletters, outbound lead sourcing, and other marketing efforts.
JPMorgan Chase Bank, N.A.Senior Home Lending Advisor - Sterling Heights MI JPMorgan Chase Bank, N.A.Senior Home Lending Advisor - Sterling Heights MISterling Heights, MIFull timeJob Profile: Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending products to good use by serving as your customers' chief point of contact throughout the life of the loan while the Home Lending team supports you by sharing demonstrated knowledge in this area of specialization. Collaborates with your team to create an outstanding customer experience by utilizing centrally managed direct mail, media advertisements, cross-sell efforts, relocation programs, statement programs, Chase.com, electronic newsletters, outbound lead sourcing, and other marketing efforts.