NewSenior 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.
Financial 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.
Financial Advisor Edward D Jones & Co LPFinancial AdvisorMI$45,000–$100,000 / yearCompensation: We know that building a business takes time, so weve built a new financial advisor compensation program that supports and rewards you as you learn the skills, systems, and business practices you need to succeed in our client-first business model. Key Responsibilities: Build relationships to create new clients via face-to-face and virtual sourcing strategies, residential business networking introductions, and referrals, social media, and speaking engagements.
Merrill Advisor Development Program - Financial Advisor: West Central Michigan Market Bank of America CorpMerrill Advisor Development Program - Financial Advisor: West Central Michigan MarketAuburn Hills, MIBack to search results Merrill Advisor Development Program - Financial Advisor: West Central Michigan Market Auburn Hills, Michigan; Saginaw, Michigan; Ann Arbor, Michigan; Portage, Michigan; East Lansing, Michigan; Muskegon, Michigan; Traverse City, Michigan; Grand Rapids, Michigan Additional locations Apply × To proceed with your application, you must be at least 18 years of age. The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC; Safe Act; Loan Originators; and FINRAShift:1st shift (United States of America)Hours Per Week: 40 Learn more about this role Apply × To proceed with your application, you must be at least 18 years of age.
Merrill Advisor Development Program - Financial Advisor: Bloomfield Hills Greater Detroit Market Bank of America CorpMerrill Advisor Development Program - Financial Advisor: Bloomfield Hills Greater Detroit MarketBloomfield Hills, MIBack to search results Merrill Advisor Development Program - Financial Advisor: Bloomfield Hills Greater Detroit Market Bloomfield Hills, Michigan; Wyandotte, Michigan; Grand Blanc, Michigan; Saginaw, Michigan; Dearborn, Michigan Additional locations Apply × To proceed with your application, you must be at least 18 years of age. The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC; Safe Act; Loan Originators; and FINRAShift:1st shift (United States of America)Hours Per Week: 40 Learn more about this role Apply × To proceed with your application, you must be at least 18 years of age.
Merrill Advisor Development Program - Financial Advisor: Northeast Ohio Market Bank of AmericaMerrill Advisor Development Program - Financial Advisor: Northeast Ohio MarketCanton, MichiganEffectively prioritizes sourcing prospective clients, capitalizing on referrals, assessing customer needs, referring customers to the appropriate internal specialists, and executing highly customized solutions to meet client needs. Our Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences.
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.
NewFinancial 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.
Financial 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.
Financial 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.
Financial Advisor - Michigan Corebridge Financial IncFinancial Advisor - MichiganMICandidates for the role must not have made any political contributions that, under 17 CFR § 275.206(4)-5 or other federal or state pay-to-play regulations, would disqualify the candidate or Corebridge Financial from conducting Corebridge Financial's business, or that would otherwise create a conflict of interest for Corebridge Financial. We align to a set of Values that are the core pillars that define our culture and help bring our brand purpose to life: We are stronger as one: We collaborate across the enterprise, scale what works and act decisively for our customers and partners.
Advisor Development Program - Financial Solutions Advisor Trainee (Centralized) - Bloomfield Hills, MI Bank of America CorpAdvisor Development Program - Financial Solutions Advisor Trainee (Centralized) - Bloomfield Hills, MIBloomfield Hills, MIThe Financial Solutions Advisors in the centralized segment are phone-based licensed advisors (obtaining series 7 and 66 required) that provide clients with holistic financial advice and guidance by identifying broader product and service solutions that meet their investment, savings and liability management solutions. As a Financial Solutions Advisor within the centralized segment of the Advisor Development Program, your journey begins by 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 Solutions Advisor - Livonia - Detroit Market Bank of America CorpFinancial Solutions Advisor - Livonia - Detroit MarketLivonia, MIKey responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Financial Solutions Advisor - Greater Michigan Market Bank of America CorpFinancial Solutions Advisor - Greater Michigan MarketMIKey responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Investment Executive (Financial Advisor) Westside Detroit Metro Fifth Third BancorpInvestment 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.
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.
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.
NewFinancial Advisor MassMutual Great LakesFinancial AdvisorSouthfield, MI$50,000–$75,000 / yearMassMutual Great Lakes is excited to welcome driven, entrepreneurial advisors and professionals who want to scale their practice to new heights or build a meaningful career in financial planning while owning their long-term success. At MassMutual Great Lakes, you’ll have full ownership of your clients and data, along with the flexibility to build, manage, and market your own brand - backed by the strength of a Fortune 100 firm and a highly collaborative local team.
Financial Aid Advisor - Detroit, MI Dorsey CollegeFinancial Aid Advisor - Detroit, MIDearborn, MIThis includes customer service and relationships with other departments, timely and effective packaging for potential and new enrollments along with active students and maintaining low levels of past due through quality processing and reduced rejects. day, Memorial Day, Juneteenth, Independence Day, Labor Day, Thanksgiving break (Thursday - Friday), Christmas Eve and Christmas Days (as observed), and New Year's Eve and New Year's Day (as observed).
J.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.
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 areasGrosse Pointe, 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 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.
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 - 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.
J.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 areasMIThis 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 - Ann Arbor, MI and Surrounding areas JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - Ann Arbor, MI and Surrounding areasMIThis 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)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 - 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.
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.
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.
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.
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.
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.
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.
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.
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.
Financial Advisory Senior Director, Office of the CFO Huron Consulting Group IncFinancial Advisory Senior Director, Office of the CFOMIRemote$250,000–$325,000 / yearThis leader will serve as a trusted advisor to CFOs and executive leadership teams, helping clients transform finance organizations, improve operational performance, modernize technology and data capabilities, and drive enterprise value creation. Why Join Us: You will have the opportunity to shape and grow a market-leading Office of the CFO consulting practice, partner directly with executive clients on high-impact transformations and influence the future direction of finance organizations across various industries.
Client 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.
NewWealth 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.
Advisor, Communications Review- Supervision Raymond James Financial IncAdvisor, Communications Review- SupervisionMIKnowledge, Skills, and Abilities: Knowledge of: Rules and regulations of the Securities Exchange Commission (SEC); Financial Industry Regulatory Authority (FINRA); and state securities regulatory agencies; and/or Federal Deposit Insurance Corporation (FDIC) sufficient to perform the functions of this job. Associates on the Social Media Supervision Review team analyze various social media communication reviews and content to detect concerns and ensure compliance with regulatory expectations and firm policies and procedures.
BDC Customer Experience Advisor - Sales Fox Buick GMCBDC Customer Experience Advisor - SalesFarmington, MI$19–$20 / hourFull timePlus, you'll utilize our dealership database to track customer interactions and convey crucial information regarding current inventory or specials, all while tackling other assigned duties that contribute to our customer-centric approach. With a competitive pay range of $19.00 - $20.00 per hour plus bonus, you can enjoy financial stability while engaging in essential duties such as responding to incoming internet inquiries and online chats.
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.
Senior Home Lending Advisor - Sterling Heights MI JPMorgan Chase & CoSenior Home Lending Advisor - Sterling Heights MISterling Heights, MIRequired Qualifications, Capabilities, and Skills: • Bachelors degree or equivalent work experience in sales and/or real estate • 3+ years of mortgage lending and proven sales experience in retail banking • Knowledge of real estate market in local area • Excellent written and oral communication skills • Knowledge of FHA, VA, FNMA, and FHLMC guidelines. Job 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.
Community Home Lending Advisor- Detroit, MI JPMorgan Chase & CoCommunity Home Lending Advisor- Detroit, MIDetroit, MIJob responsibilities Maintain an active knowledge of Chase home lending products, as well as local housing assistance programs and grants available for down payment and/or closing cost assistance Promoting mortgage products to existing Chase customers and to other customers in the community you serve, continually engaging with a pipeline of customers 'not mortgage ready' for home ownership through education and counseling processes until they are ready to apply, while maintaining compliance with current lending guidelines and Chase policies Act as the internal and external mortgage expert, conduct productive activities that promote mortgage loan originations with external relationships in the community you serve Partner with the branch team, by providing training on products and services,, meeting with their customers and introducing new clients to bankers for additional products and services 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 Serve as the single point of contact through the customer mortgage loan origination process while being adept at addressing customer concerns and reservations, explaining financial terms and requirements, coordinating with partners and stakeholders, troubleshooting and tackling obstacles, and tracking progress from initial engagement to application through closing Required qualifications, capabilities, and skills A Bachelor''s degree or equivalent work experience in sales and/or real estate Five years of proven mortgage sales experience including strong product, credit, and mortgage process knowledge and an understanding of Federal Housing Administration (FHA), Veterans Administration (VA), Federal National Mortgage Association (FNMA), and Federal Home Loan Mortgage Corporation (FHLMC) guidelines Unique Requirements, and low-down payment products. Knowledge of real estate market in local area and the ability to build new external referral sources and networks (e.g., realtors, nonprofits, community groups, civic/professional organizations required) Track record of customer satisfaction as demonstrated in customer satisfaction scores and customer comments Superior written and verbal communication skills for preparing and presenting in your community outreach when providing homeowner education and demonstrating knowledge while working with community-based nonprofits, community groups, consumer advocacy groups, and civic/professional groups.
Senior Home Lending Advisor - Birmingham MI JPMorgan Chase & CoSenior Home Lending Advisor - Birmingham MIBirmingham, MIJob 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.
Senior Relationship/Trust Advisor, WM Northern Trust CorpSenior 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.
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.
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.
Partner Tax Preparation Advisor Senior Manager PricewaterhouseCoopers LLPPartner Tax Preparation Advisor Senior ManagerDetroit, MI$91,000–$321,500 / yearAs a Senior Manager you are expected to lead large projects, innovate processes, and maintain operational excellence while interacting with clients at a senior level to drive project success. Examples of the skills, knowledge, and experiences you need to lead and deliver value at this level include but are not limited to: Craft and convey clear, impactful and engaging messages that tell a holistic story.