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The Investment Specialist will have exposure to all aspects of the investment program and will work with select investment managers and external advisors to provide a seamless delivery of exceptional service to clients of the Family Office. Advanced knowledge of investment products and strategies including passive investments, mutual funds, hedge funds, private equity, and structured notes.

Ilitch Holdings

Investment Specialist

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They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. Execute various administrative functions for the Financial Advisor(s) and Branch Management including, but not limited to, tracking referrals, assisting with marketing related activities, establishing, and maintaining files to meet the firm's regulatory requirements.

<p>We believe in our vision and values just as strongly today as we did the first time we put them on paper more than 20 years ago. Staying true to them will guide us toward continued growth and success for decades to come. As you read more about our vision and values, you will learn about who we are, where we’re headed and how every Wells Fargo team member can help us get there.</p>

Wells Fargo & Co

Client Associate

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Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. • Assist FAs/PWAs/teams in a clerical capacity with research relating to investment portfolio holdings, performance reporting, etc. and preparing materials for client meetings using firm approved systems.

Morgan Stanley

Registered Client Relationship Analyst

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GENERAL FUNCTION: Responsible for profitable business development as well as monitoring the quality of an extensive existing portfolio of companies with annual gross sales of at least $10 million with more emphasis on customers with higher revenues (i.e.at least $20 million). The base salary for this position is reflective of the range of salary levels for all roles within this pay grade across the U.S. Individual salaries within this range will vary based on factors such as role, relevant skillset, relevant experience, education and geographic location.

Fifth Third Bancorp

Middle Market Relationship Manager, VP

The base salary for this position is reflective of the range of salary levels for all roles within this pay grade across the U.S. Individual salaries within this range will vary based on factors such as role, relevant skillset, relevant experience, education and geographic location. Attend community and/or specific industry forums, conferences and/or meetings in order to broaden relationship networks, referral sources and continually deepen knowledge of trends, practices, services and the competitive landscape.

Emerging Middle Market Relationship Manager, VP

Fifth Third Bank

Commercial Relationship Manager - Healthcare

Corient participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S. If E-Verify cannot confirm that you are authorized to work, this employer is required to give you written instructions and an opportunity to contact Department of Homeland Security (DHS) or Social Security Administration (SSA) so you can begin to resolve the issue before the employer can take any action against you, including terminating your employment. As a fully integrated global firm, we deliver comprehensive solutions across investment management, wealth strategy and family office services to help clients simplify their lives, manage their wealth and establish lasting legacies.

Corient

Client Service Specialist I

Execute various administrative functions for the Financial Advisor(s) and Branch Management including, but not limited to, tracking referrals, coordinating, and executing marketing campaigns, establishing and maintaining files to meet the firm's regulatory requirements, and establishing and maintaining filing and record keeping necessary to support efforts to service and grow client relationships. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions.

Wells Fargo Bank

Senior Registered Client Associate

Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. Assist FAs/PWAs/teams in a clerical capacity with research relating to investment portfolio holdings, performance reporting, etc. and preparing materials for client meetings using firm approved systems.

Client Relationship Analyst

Having roots in one of the nation’s largest and most well-respected audit, tax, and advisory firms, Plante Moran Wealth Management proudly serves as a trusted advisor to individuals, families, and nonprofits, providing comprehensive financial solutions in the areas of investment advisory, trust, tax, and insurance. But dig a little deeper, and you’ll see what makes us different: we’re a relatively jerk-free firm (hey, nobody ‘s perfect) with a world-class culture, consistent recognition as one of Fortune Magazine’s “100 Best Companies to Work For,” and an endless array of opportunities.

Plante & Moran

2027 Family Office- Estate Planning Intern

Your experience may include, but will not be limited to: Performing business analysis functions, including working directly with clients and senior management consultants to build out plans for adopting new enterprise software solutions, such as ERP. But dig a little deeper, and you’ll see what makes us different: we’re a relatively jerk-free firm (hey, nobody ‘s perfect) with a world-class culture, consistent recognition as one of Fortune Magazine’s “100 Best Companies to Work For,” and an endless array of opportunities.

2027 Business Technology Advisory Entry Level Consultant

But dig a little deeper, and you’ll see what makes us different: we’re a relatively jerk-free firm (hey, nobody ‘s perfect) with a world-class culture, consistent recognition as one of Fortune Magazine’s “100 Best Companies to Work For,” and an endless array of opportunities. Position Summary: Serves as a key leader within the Public Sector Management Consulting practice, supporting government, utility, K-12, and higher education clients throughout the Southeast region .

Technology Consulting Manager

But dig a little deeper, and you’ll see what makes us different: we’re a relatively jerk-free firm (hey, nobody ‘s perfect) with a world-class culture, consistent recognition as one of Fortune Magazine’s “100 Best Companies to Work For,” and an endless array of opportunities. We're looking for a Project Manager who thrives in a collaborative environment, enjoys solving complex challenges, and is passionate about delivering projects that have a lasting impact on students, educators, public employees, and the communities they serve.

Construction Project Manager, K-12 & Government

In addition to working with marketing colleagues on industry, service and cross-functional teams, you’ll work within a matrix organization, collaborating with firm leadership and internal stakeholders to launch a variety of experiential, content, and digital tactics and campaigns and measure impact across the market. The Senior Marketing Strategist will lead buyer-focused growth strategy and issues-based campaign activation for the firm’s management consulting business, with primary responsibility for Cybersecurity and Transaction Advisory Services.

Senior Marketing Strategist

Supporting implementation advisory projects by helping track project activities, document risks and issues, organize project materials, and assist with change management, training, testing, or process documentation needs. But dig a little deeper, and you’ll see what makes us different: we’re a relatively jerk-free firm (hey, nobody ‘s perfect) with a world-class culture, consistent recognition as one of Fortune Magazine’s “100 Best Companies to Work For,” and an endless array of opportunities.

2027 Business Technology Advisory Consulting Intern

But dig a little deeper, and you’ll see what makes us different: we’re a relatively jerk-free firm (hey, nobody ‘s perfect) with a world-class culture, consistent recognition as one of Fortune Magazine’s “100 Best Companies to Work For,” and an endless array of opportunities. Generally, experienced hires are not hired at or near the maximum salary range, as compensation decisions take into account a wide variety of factors, including but not limited to: responsibilities, education, experience, knowledge, skills, and geography.

YEAR

Cost Accounting & ERP Manager

Your work will include, but not be limited to: Administer irrevocable trusts, charitable trusts, agency accounts, ILITs, and estates; including asset oversight, fund disbursement and receipt, discretionary decisions, documentation, fiduciary duties, and client-specific planning and interpretation. Possess at least one advanced degree or professional designation (JD and/or Certified Trust and Financial Advisor (CTFA) designation is highly preferred; Certified Financial Planner (CFP®) or Certified Public Accounting (CPA) is preferred but not required).

Trust Manager

Estate Settlement Specialist

But dig a little deeper, and you’ll see what makes us different: we’re a relatively jerk-free firm (hey, nobody ‘s perfect) with a world-class culture, consistent recognition as one of Fortune Magazine’s “100 Best Companies to Work For,” and an endless array of opportunities. Provide technical leadership across multiple concurrent initiatives, translating architecture designs into executable delivery plans and guiding teams through design, build, testing, deployment, and handoff.

Data Architect

Plante Moran Group Benefits Advisors II (PMGBA II), an affiliate entity of Plante & Moran, PLLC (PM), provides consulting and brokerage services to help clients create sustainable employee health and welfare benefit plans that are cost effective and help clients attract and retain talent. But dig a little deeper, and you’ll see what makes us different: we’re a relatively jerk-free firm (hey, nobody ‘s perfect) with a world-class culture, consistent recognition as one of Fortune Magazine’s “100 Best Companies to Work For,” and an endless array of opportunities.

Wealth Advisor Jobs in Michigan

Investment Specialist Ilitch Holdings

Client Associate Wells Fargo & Co

Registered Client Relationship Analyst Morgan Stanley

Middle Market Relationship Manager, VP Fifth Third Bancorp

Emerging Middle Market Relationship Manager, VP Fifth Third Bancorp

Commercial Relationship Manager - Healthcare Fifth Third Bank

Client Service Specialist I Corient

Senior Registered Client Associate Wells Fargo Bank

Client Relationship Analyst Morgan Stanley

2027 Family Office- Estate Planning Intern Plante & Moran

2027 Business Technology Advisory Entry Level Consultant Plante & Moran

Technology Consulting Manager Plante & Moran

Construction Project Manager, K-12 & Government Plante & Moran

Senior Marketing Strategist Plante & Moran

2027 Business Technology Advisory Consulting Intern Plante & Moran

Cost Accounting & ERP Manager Plante & Moran

Trust Manager Plante & Moran

Estate Settlement Specialist Plante & Moran

Data Architect Plante & Moran

Benefits Account Specialist Plante & Moran

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