Financial Advisor
1 month ago
Are you ready to take your career to the next level in a collaborative and client-centric environment? ECG Resources, Inc. is seeking a seasoned Relationship Manager/Wealth Advisor to join our elite Single-Family Office in Michigan.
About the Role:As a Relationship Manager/Wealth Advisor, you will serve as the primary point of contact for select family members, providing expert guidance and support in areas such as tax, estate planning, trust management, insurance, and overall financial strategies.
Key Responsibilities:- Trusted Advisor: Develop and maintain strong, trust-based relationships with family members, ensuring exceptional client service and personalized support.
- Financial Strategist: Communicate complex financial concepts clearly and effectively, ensuring clients understand their options and strategies.
- Collaborative Team Player: Work closely with financial professionals to ensure cohesive communication and strategy implementation, contributing to a positive team dynamic.
- Client Advocate: Foster a deep understanding of clients' needs and goals, providing tailored solutions and recommendations.
- 10+ years of experience in financial advisory or wealth management, with a broad-based, diverse background.
- Strong people skills and a friendly, client-facing demeanor.
- Ability to effectively communicate complex financial concepts to clients.
- Thrives in collaborative environments and fosters strong relationships with team members.
If you're a motivated and experienced financial professional looking to make a meaningful impact in a rewarding environment, we encourage you to apply for this exciting opportunity.
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Financial Advisor
2 weeks ago
Michigan Center, Michigan, United States Thrivent Financial Full timeAbout the RoleAs a Thrivent Financial advisor, you will have the opportunity to build a successful career in financial services while making a positive impact in your community. You will work with clients to understand their financial goals and develop personalized plans to help them achieve financial clarity and stability.Key ResponsibilitiesBuild and...
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Financial Advisor
1 month ago
Michigan, United States Huntington National Bank Full timeJob Summary:The National Advice Center (NAC) at Huntington Financial Advisory is seeking a Financial Advisor to join our team. As a Financial Advisor, you will be responsible for providing investment advice and financial planning to clients in a phone-based environment.Key Responsibilities:Provide personalized financial guidance to clients and analyze their...
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Huntington Financial Advisor
5 days ago
Michigan, United States Huntington National Bank Full timeJob Summary:The National Advice Center at Huntington National Bank is seeking a Financial Advisor to join our team. As a Financial Advisor, you will be responsible for providing investment advice and financial planning to clients in a phone-based environment.Key Responsibilities:Provide personalized financial guidance to clients and analyze their financial...
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Financial Controller
2 weeks ago
Michigan City, Indiana, United States Horizon Bank Full timeJob OverviewHorizon Bank is seeking a highly skilled and experienced Controller to join our team. As a key member of our accounting department, you will be responsible for overseeing financial functions, ensuring compliance with regulatory requirements, and providing accurate financial reporting.Key ResponsibilitiesOversee all accounting functions, including...
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Branch Office Administrator
2 weeks ago
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Wealth Management Specialist
3 weeks ago
US-, Michigan, USA Bank of America Full timeJob Title: Wealth Management SpecialistWe are seeking a highly skilled Wealth Management Specialist to join our team at Bank of America. As a Wealth Management Specialist, you will play a critical role in supporting our Financial Advisors and Wealth Management Client Associates in delivering exceptional client service and driving business growth.Key...
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Branch Office Administrator
4 weeks ago
Michigan City, United States Edward Jones Full timeWould you call yourself a relationship builder, a problem solver or a critical thinker? If you answered yes, we need you on our team.At Edward Jones, we are very intentional in calling our field associates branch teams. Most of our teams are two or three people, and in a Branch Office Support Professional role, you are a critical member of that team along...
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Branch Office Administrator
2 weeks ago
Michigan City, Indiana, United States Edward Jones Full timeAbout the RoleWe are seeking a highly motivated and organized Branch Office Administrator to join our team at Edward Jones. As a key member of our branch team, you will play a critical role in delivering exceptional client service and supporting the financial advisor in achieving their goals.Key ResponsibilitiesProvide exceptional client service and support...
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Branch Office Administrator
4 weeks ago
Michigan City, United States Edward Jones Full timeWould you call yourself a relationship builder, a problem solver or a critical thinker? If you answered yes, we need you on our team.At Edward Jones, we are very intentional in calling our field associates branch teams. Most of our teams are two or three people, and in a Branch Office Support Professional role, you are a critical member of that team along...
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Branch Office Administrator
4 weeks ago
Michigan City, United States Edward Jones Full timeWould you call yourself a relationship builder, a problem solver or a critical thinker? If you answered yes, we need you on our team.At Edward Jones, we are very intentional in calling our field associates branch teams. Most of our teams are two or three people, and in a Branch Office Support Professional role, you are a critical member of that team along...
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Branch Office Administrator
3 weeks ago
Michigan City, United States Edward Jones Full timeWould you call yourself a relationship builder, a problem solver or a critical thinker? If you answered yes, we need you on our team.At Edward Jones, we are very intentional in calling our field associates branch teams. Most of our teams are two or three people, and in a Branch Office Support Professional role, you are a critical member of that team along...
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Branch Office Administrator
3 weeks ago
Michigan City, United States Edward Jones Full timeWould you call yourself a relationship builder, a problem solver or a critical thinker? If you answered yes, we need you on our team.At Edward Jones, we are very intentional in calling our field associates branch teams. Most of our teams are two or three people, and in a Branch Office Support Professional role, you are a critical member of that team along...
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Branch Office Administrator
4 days ago
Michigan City, United States Edward Jones Full timeWould you call yourself a relationship builder, a problem solver or a critical thinker? If you answered yes, we need you on our team.At Edward Jones, we are very intentional in calling our field associates branch teams. Most of our teams are two or three people, and in a Branch Office Support Professional role, you are a critical member of that team along...
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Branch Office Administrator
2 weeks ago
Michigan City, United States Edward Jones Full timeWould you call yourself a relationship builder, a problem solver or a critical thinker? If you answered yes, we need you on our team.At Edward Jones, we are very intentional in calling our field associates branch teams. Most of our teams are two or three people, and in a Branch Office Support Professional role, you are a critical member of that team along...
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Pharmaceutical Sales Customer Engagement
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Michigan, United States Otsuka Full timeOtsuka America Pharmaceutical, Inc. has launched a new customer engagement approach designed to better deliver on patient, caregiver and HCP expectations in an evolving healthcare environment. The new model is built around where patients get their care-locally, with the intent to better serve patients, caregivers, and healthcare providers, delivering a...
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Branch Office Administrator
4 weeks ago
Michigan City, IN, United States Edward Jones Full timeWould you call yourself a relationship builder, a problem solver or a critical thinker? If you answered yes, we need you on our team.At Edward Jones, we are very intentional in calling our field associates branch teams. Most of our teams are two or three people, and in a Branch Office Support Professional role, you are a critical member of that team along...
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Branch Office Administrator
3 weeks ago
Michigan City, IN, United States Edward Jones Full timeWould you call yourself a relationship builder, a problem solver or a critical thinker? If you answered yes, we need you on our team.At Edward Jones, we are very intentional in calling our field associates branch teams. Most of our teams are two or three people, and in a Branch Office Support Professional role, you are a critical member of that team along...
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Branch Office Administrator
3 weeks ago
Michigan City, IN, United States Edward Jones Full timeWould you call yourself a relationship builder, a problem solver or a critical thinker? If you answered yes, we need you on our team.At Edward Jones, we are very intentional in calling our field associates branch teams. Most of our teams are two or three people, and in a Branch Office Support Professional role, you are a critical member of that team along...
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Branch Office Administrator
4 days ago
Michigan City, IN, United States Edward Jones Full timeWould you call yourself a relationship builder, a problem solver or a critical thinker? If you answered yes, we need you on our team.At Edward Jones, we are very intentional in calling our field associates branch teams. Most of our teams are two or three people, and in a Branch Office Support Professional role, you are a critical member of that team along...
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ERP Manager
4 weeks ago
Michigan, USA, United States Roush Full timeERP Manager Job DescriptionRoush is seeking an experienced ERP Manager to lead our ERP team. The successful candidate will be responsible for the strategic and tactical planning of ERP systems, particularly for Finance, Manufacturing, and Human Resources.Key Responsibilities:Support and manage the technical and functional staff on the ERP teamWork with...