Senior 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.
NewAssociate, Tax Business Enablement Team KPMGAssociate, Tax Business Enablement TeamDetroit, MIResponsibilities: Provide strategic support for a group of partners and/or managing directors (PMDs) serving as a trusted business advisor and single point of contact for management and coordination of all business support and engagement management; this includes, but is not limited to, leveraging and supervising the work of offshore resources and collaborating with other internal teams to efficiently and effectively manage opportunities, engagement setup, billing and collections, and engagement closeout, analyzing data, solving problems, handling communication and stakeholder interactions with discretion, and proactively addressing issues to ensure the smooth operation of engagements and realize business goals. Develop networks and maintain strong relationships with internal stakeholders and external clients, leveraging connections to drive engagement success; this could include interacting directly with clients to request data, clarify information, deliver invoices, or address questions regarding payments or schedules.
Senior Manager, Business Incentives Group bdo consultingSenior Manager, Business Incentives GroupDetroit, MI$99,750–$262,500 / yearThe annual allocation to the ESOP is fully funded by BDO through investments in company stock and grants employees the chance to grow their wealth over time as their shares vest and grow in value with the firm’s success, with no employee contributions. In addition, the 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.
NewTax 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.
NewBeauty Advisor - Ex Nihilo Saks Global Enterprises LLCBeauty Advisor - Ex NihiloTroy, MI$19.16–$23.95 / hourAdditionally, the Beauty Advisor will focus on in-house training programs, pre-booked facial consultation events, and maintaining a properly merchandised counter while proficiently closing the retail sale. Its unique approach combines an emphasis on the digital customer experience with a strong connection to a network of 14 extraordinary locations across North America for seamless, all-channel shopping.
Service Delivery - Business Advisor eTeam Inc.Service Delivery - Business AdvisorAuburn Hills, MIRoles and Responsibilities: Provide automotive resolution through a defined six step diagnostic process Technical support to group members to Quality, Engineering, Technical Advisors as requested Communicate product issues to Quality, Engineering, Technical Advisors, as requested Provide information, data and direction using all tools available Research database for relevant automotive product details and repair information Perform follow ups on existing tickets and close tickets once resolution is reached. Skill Required: Supply Chain - Automotive After Sales (P4 ).Qualification: High School Diploma GED.
NewAssociate Business Advisor Capgemini SEAssociate Business AdvisorSouthfield, MI$24,310–$68,150 / yearIt delivers end-to-end services and solutions leveraging strengths from strategy and design to engineering, all fueled by its market leading capabilities in AI, generative AI, cloud and data, combined with its deep industry expertise and partner ecosystem. Important Notice: Compensation (including bonuses, commissions, or other forms of incentive pay) is not considered earned, vested, or payable until it becomes due under the terms of applicable plans or agreements and is subject to Capgemini's discretion, consistent with applicable laws.
Principal Business Economist/Regional Policy Advisor The Federal Reserve SystemPrincipal Business Economist/Regional Policy AdvisorDetroit, MI$196,700–$232,700 / yearGathers timely economic intelligence through planning and facilitating economic roundtables (the team conducts approximately 32 per year), contributing to survey programs including the quarterly Agricultural Land Values and Credit Conditions Survey and monthly Chicago Fed Survey of Economic Conditions (CFSEC), and conducting strategic calls, emails, and site visits with senior business leaders and key constituents across the district to deepen understanding of economic trends and build senior-level contacts. To this end, the Federal Reserve Bank of Chicago serves the public interest by participating in the formulation and implementation of national monetary policy; supervising and regulating state member banks, bank holding companies and foreign bank branches; providing financial services to depository institutions, designated financial market utilities, and the U.S. government; and promoting consumer protection and community development.
Senior Advisor for Digital Manufacturing FTE Factory AdvisorsSenior Advisor for Digital ManufacturingDetroit, MIOur work spans operational excellence, lean manufacturing, manufacturing systems, data-driven decision making, AI-enabled operations, and digital manufacturing technologies, helping clients improve productivity, quality, throughput, and business performance. Our Global Advisory Network brings together independent industry experts with deep experience in manufacturing, operational excellence, digital manufacturing, industrial automation, smart factory technologies, supply chain, quality, and business systems.
Service Advisor MDP AutomotiveService AdvisorAnn Arbor, MIOur leadership team is coached by some of the best business coaches in the automotive industry, and we invest thousands of dollars every year in leadership development, communication, customer service, and professional growth. Or maybe you've built an outstanding career in sales, customer service, hospitality, retail management, or another people-focused profession and you're looking for something bigger.
Financial Advisor - Southgate, MI Merit Financial AdvisorsFinancial Advisor - Southgate, MISouthgate, MIBest Places To Work for Financial Advisors 2018-2024: Best Places to Work for Financial Advisors 2018, 2019, 2020, 2021, 2022, 2023, and 2024 – Recognized firms were required to be a registered investment advisor (RIA) that has been in business at least one year and having a minimum of 15 full-time/part-time employees. Inc 5000 2019, 2020 & 2021: The Wilshire 5000 Total Market Index, which consists of more than 5000 companies, represents virtually all of the capitalization of the entire U.S. stock market.
NewService Advisor Cadillac of NoviService AdvisorNovi, MI$100,000–$150,000 / yearFull timeYour day as a Service AdvisorAs a Service Advisor at Cadillac of Novi, you will be at the forefront of customer interaction, greeting clients warmly and actively listening to their concerns to build lasting rapport. The vision of Fox Motors is working together moving people throughout life and our primary focus as a Fox Family is finding ways to give back to our employees, community, and customers as a team.
Graduate Advisor and Records Coordination Specialist College for Creative Studies (CCS)Graduate Advisor and Records Coordination SpecialistDetroit, MichiganSTATUS: Full-Time DIVISION: Enrollment Services DEPARTMENT: Academic Advising and Registration Office (AARO) REPORTS TO: Registrar/Director of Academic Advising SUPERVISES: N/A FLSA STATUS: Exempt POSITION SUMMARY The Graduate Advisor & Records Coordination Specialist provides comprehensive academic advising and student support for graduate students while coordinating student records, communication systems, electronic workflows, and registration processes within the Academic Advising & Registration Office. Prepare and present materials for students that support new student onboarding and current student information in formats that support communication of advising, registration and degree planning (i.e. powerpoints, video, pdf., email, verbal presentations at department meetings, etc.).
Membership Sales Advisor, Bloomfield Hills EquinoxMembership Sales Advisor, Bloomfield HillsBloomfield Hills, MIFull timep>Full-time Membership Sales Advisors are responsible for achieving or exceeding individual sales goals, renewals and ancillary service goals by pre-planning the month with strategic outreach, in-club lead generation, and securing member referrals through events. Above all, Membership Sales Advisors have the ability to build rapport and lasting relationships with prospective and current members in order to build a strong referral base and retain members.
Style Advisors, Bloomfield Hills EquinoxStyle Advisors, Bloomfield HillsBloomfield Hills, MIPart timep>We are looking for energetic, creative, and enthusiastic Style Advisors to join the Equinox team at our new Equinox Club in Bloomfield Hills! This is a great position for a candidate looking to make a significant impact in a growing and dynamic organization. For more information regarding our career opportunities, please visit one of our clubs or our website at https://careers.equinox.com/ .
NewFinancial Advisor Northwestern MutualFinancial AdvisorTroy, Michigan$61,000–$250,000 / yearFull timeNorthwestern 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.
Wealth Advisor Teachers Insurance and Annuity Association of America (TIAA)Wealth AdvisorAnn Arbor, MI$80,000–$95,000 / yearBusiness Development, Client Relationship Management, Collaboration, Consultative Communication, Continuous Improvement Mindset, Practice Management Strategy, Prioritizes Effectively, Retirement Planning Selling, Sales, TIAA Products/Services Acumen, Wealth Due Diligence, Wealth Management. In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans).
Financial Solutions Advisor Registration Candidate - JACKSON - MAPLE, MI Bank of AmericaFinancial Solutions Advisor Registration Candidate - JACKSON - MAPLE, MIAnn Arbor, 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.
Financial Advisor – Thumb Bank and Trust LPL FinancialFinancial Advisor – Thumb Bank and TrustDetroit, Michigan$50,000–$70,000 / yearThis 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.
Associate 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.
Treasury Management Advisor III- International Huntington Bancshares IncTreasury Management Advisor III- InternationalDetroit, MI$93,000–$189,000 / year8+ 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. Basic 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.
Treasury Management Advisor Iii- International Huntington Bancshares IncTreasury Management Advisor Iii- InternationalDetroit, MI$93,000–$189,000 / year8+ 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. Basic 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.
Financial Advisor - Ann Arbor, MI And Surrounding Areas Thrivent Financial for LutheransFinancial Advisor - Ann Arbor, MI And Surrounding AreasAnn Arbor, 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.
NewRetail Inventory Management Dealer Advisor (Bilingual English/Spanish) Stellantis NVRetail Inventory Management Dealer Advisor (Bilingual English/Spanish)Auburn Hills, MIAs a Retail Inventory Management Dealer Advisor, you will serve as a trusted business partner to Stellantis dealerships across North America, helping to optimize inventory performance, improve parts availability, and maximize the effectiveness of Mopar's Automatic Replenishment Order (ARO) program. This role offers the opportunity to work directly with more than 2,800 Stellantis dealerships across North America, helping them improve business performance through data-driven decision making and operational excellence.
NewSenior Commercial Sourcing Advisor Marathon Petroleum CorpSenior Commercial Sourcing AdvisorDetroit, MIMinimizes risk in Supply Chain processes to support operating components' service requirements, including recognizing appropriate contracting strategies, developing awareness of associated operating risks, and qualifying contractors to ensure appropriate criteria are adequately addressed. The successful individual will report to the Supply Chain Director and will have primary responsibility for supporting local sourcing strategies, procurement process optimization, service request intake, and capital project sourcing activities that enable safe, reliable, and competitive operations.
NewSenior Advisor For Digital Manufacturing FTE Factory AdvisorsSenior Advisor For Digital ManufacturingDetroit, MIOur work spans operational excellence, lean manufacturing, manufacturing systems, data-driven decision making, AI-enabled operations, and digital manufacturing technologies, helping clients improve productivity, quality, throughput, and business performance. Our Global Advisory Network brings together independent industry experts with deep experience in manufacturing, operational excellence, digital manufacturing, industrial automation, smart factory technologies, supply chain, quality, and business systems.
Commercial Insurance Advisor Ansay & Associates LLCCommercial Insurance AdvisorMIAs we continue to grow, we're seeking a dynamic Commercial Lines Insurance Advisor to join our team and help businesses navigate risk, protect their assets, and achieve long-term success. What We Offer: Unlimited Growth Potential - We offer a stable and transparent compensation structure that includes commission incentives for both new and renewal revenue, ensuring long-term secure income growth.
Employment Service Interviewer 9-E10 - Veterans Career Advisor - Wayne County State of MichiganEmployment Service Interviewer 9-E10 - Veterans Career Advisor - Wayne CountyWayne, MI$22.15–$31.89 / hourGreat Lakes and Great Times: Michigan boasts four Great Lakes, 11,000 inland lakes, 36,000 miles of rivers and streams, 20 million acres of forests, 100 state and national parks and recreation areas, 1,300 miles of bike trails, 6,500 miles of snowmobile trails, the second-most ski areas in the nation, 650 public golf courses, 600 campgrounds, and an international dark-sky park-just for starters. Our department provides the connections, expertise and innovative solutions to drive continued business growth, build vibrant communities, create affordable housing, generate tourism and attract and retain key talent to fill Michigan's vast pipeline of opportunities.
NewPrincipal AI Cybersecurity Advisor Optiv Security IncPrincipal AI Cybersecurity AdvisorDetroit, MIRemoteBy combining advanced business and security practitioner knowledge, the Principal AI Cybersecurity Advisor designs security solutions using some of the most advanced security services and technologies to achieve highly defensible and scalable security programs to align with the clients' security initiatives wherever AI is involved. Effectively work with multiple client personas across the executive branch (CxO), as well as other relevant personas to develop AI product and services, advisement, and AI security strategy and define roadmaps to execute on AI strategy-aligned business goals, budgetary spend, and metrics based on return of investment.
Senior Relationship/Trust Advisor, WM Northern TrustSenior Relationship/Trust Advisor, WMBloomfield Hills, MIPartner assumes primary responsibility for overall client satisfaction by collaborating with other members of the service team and appropriate NT resources to ensure timely delivery of exceptional service, issue resolution, effective communication of client needs to others, and coordination with client's professional advisors to identify and implement advisory solutions. The Senior Relationship Advisor role manages complex wealth management high net worth (HNW) and ultra-high net worth (UHNW) client relationships and delivers high-quality fiduciary and administrative services.
System Physician Advisor - Clinical Documentation Integrity (CDI) Henry Ford HospitalSystem Physician Advisor - Clinical Documentation Integrity (CDI)Detroit, MIThe Physician Advisor will work the quality team to prioritize CDI efforts that support top-decile quality outcomes, as measured through Vizient expected performance, CMS Programs, Leapfrog, and U.S. News & World Report. This role ensures accurate, complete, and compliant clinical documentation that reflects the true severity of illness, risk of mortality, and quality of care provided across Henry Ford Health.
Physician Advisor (IPAS) Henry Ford HospitalPhysician Advisor (IPAS)Detroit, MISupports the Revenue (Rev) Cycle, serving as a liaison between Rev Cycle and the medical staff members across the system, communicating with physicians and other health professionals This includes working with hospitals for efficient management of resources, insuring patients are in the appropriate level of care, supporting documentation, coding improvements and compliance, and monitoring the appropriate use of diagnostic and therapeutic modalities. PRIMARY SCOPE OF SERVICE: The Physician Advisor works closely with the medical staff leadership, medical staff, including resident physician house staff, all areas of resource management, case management, social services, and utilization management to develop and implement methods to optimize use of hospital services for all patients while also ensuring the quality of care provided.
TM Client Care Advisor II - National Fifth Third BancorpTM Client Care Advisor II - NationalDetroit, MI$61,200–$125,500 / yearESSENTIAL DUTIES AND RESPONSIBILITIES: Client Service: Pro-actively manages a portfolio consisting of the top 10% revenue generating clients in the Commercial Division: Serves as Treasury Management (TM) relationship ambassador for all things treasury including but not limited to incident management, client behavior analytics, escalation point of contact, implementation, issue troubleshooting, assessment and resolution. This client service professional possesses treasury management expertise and knowledge responsible for the retention and growth of our clients, engineering TM solutions based on client data analytics and industry trends while engaging Operations, Product, IT and Sales resources to optimize the suite of solutions for each client.
J.P. Morgan Wealth Management - Private Client Advisor - Harper Woods, MI (Vernier Harper) JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - Harper Woods, MI (Vernier Harper)Harper Woods, 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.
J.P. Morgan Wealth Management - Private Client Advisor - Canton, MI and Surrounding areas JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - Canton, MI and Surrounding areasCanton, 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.
Investment Executive (Financial Advisor) Eastside Detroit Metro, MI Fifth Third BancorpInvestment Executive (Financial Advisor) Eastside Detroit Metro, MIClinton Township, MIConduct solo and joint appointments with bankers and assist them in efficiently identifying potential clients and providing solutions that align with client needs, financial goals and objectives. GENERAL FUNCTION: Accountable for overall production, coaching, training, and developing a team of licensed retail bankers.
Investment Executive (Financial Advisor) Canton / Ann Arbor, MI Fifth Third BancorpInvestment Executive (Financial Advisor) Canton / Ann Arbor, MICanton, MIConduct solo and joint appointments with bankers and assist them in efficiently identifying potential clients and providing solutions that align with client needs, financial goals and objectives. GENERAL FUNCTION: Accountable for overall production, coaching, training, and developing a team of licensed retail bankers.
NewInvestment Executive (Financial Advisor) Westside Detroit Metro Fifth Third BankInvestment Executive (Financial Advisor) Westside Detroit MetroLivonia, MIConduct solo and joint appointments with bankers and assist them in efficiently identifying potential clients and providing solutions that align with client needs, financial goals and objectives. GENERAL FUNCTION: Accountable for overall production, coaching, training, and developing a team of licensed retail bankers.
NewSr Talent Advisor General Motors Financial Company, Inc.Sr Talent AdvisorDetroit, MIAbout the role: The Sr Talent Advisor will be responsible for executing all aspects of the recruitment process including, but not limited to: employment advertising, coordinating with hiring managers to gain an understanding of departmental needs, sourcing and screening candidates, scheduling and performing interviews, reference checking, extending and negotiating offers, and coordinating new employee startups, reports and analysis. GM Financial is the wholly owned captive finance subsidiary of General Motors and is headquartered in Fort Worth, U.S. We are a global provider of auto finance solutions, with operations in North America, South America, and the Asia Pacific region.
Business Broker Transworld Business Advisors of Detroit-NoviBusiness BrokerNovi, MIFull timeAt Transworld Business Advisors , you’ll work with business owners, buyers, investors, and entrepreneurs to help facilitate business sales and acquisitions. This role is ideal for professionals who thrive in consultative sales, business development, financial services, commercial banking, real estate, franchising, or entrepreneurial environments.
Project Safety Advisor | Detroit, MI HAZTEK INCProject Safety Advisor | Detroit, MIDetroit, MI$115,000–$135,000 / yearWe offer full-time employment, stability, competitive benefits, professional development, travel, diverse safety experiences, management support and the added benefit of working with a network of over 275 full-time HazTek safety professionals. We are committed to building an environment of inclusion and acceptance which values diversity across all areas of the organization; an environment in which all employees can contribute to the success of the business and are valued for their skills, experience, and unique perspectives.
Beauty Advisor - Part Time Sephora USA IncBeauty Advisor - Part TimeTroy, MI$18–$20.50 / hourPrevious experience and demonstrated ability to provide excellent service and develop strong client relationships in a retail, hospitality, or client-focused environment. Stay ahead of trends Keep up with the latest beauty products, techniques, and trends to deliver relevant advice that keeps clients coming back.
Financial Advisor - Thumb Bank And Trust LPL Financial ServicesFinancial Advisor - Thumb Bank And TrustDetroit, MI$50,000–$70,000 / yearThis 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.
Senior Advisor FTE Factory AdvisorsSenior 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.
Wealth Advisor - Royal Oaks, MI Citizens Financial Group IncWealth Advisor - Royal Oaks, MIRoyal Oak, MI$105,000–$250,000 / yearOur Wealth Advisors conduct thorough discoveries to understand a client's short- and long-term goals, then construct a tailored financial plan that meets the client's goals. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism.
Service Advisor Fox MotorsService AdvisorNovi, MI$100,000–$150,000 / yearThe vision of Fox Motors is working together moving people throughout life and our primary focus as a Fox Family is finding ways to give back to our employees, community, and customers as a team. As a Service Advisor at Cadillac of Novi, you will be at the forefront of customer interaction, greeting clients warmly and actively listening to their concerns to build lasting rapport.
J.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.
J.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.
J.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.
J.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.