Collecting information
Organizing data
Equitable Advisors in Detroit, Michigan, is seeking motivated individuals ready to step into a career in wealth management. The role emphasizes building impactful financial relationships while offering comprehensive training and mentorship. Candidates will gain licensure sponsorship and develop skil
Key Responsibilities Build, manage, and retain a book of business through client relationships and referrals Engage with firm-provided, pre-qualified prospects across events, referrals, and media channels Deliver financial planning and investment guidance aligned with client goals Execute within a s
Michigan First Credit Union is seeking a Financial Services Representative in Troy, Michigan. This role involves delivering stellar service, building relationships, and providing personalized financial solutions to our members in our Retail In-Store branches located in Walmart, Meijer, and Kroger st
Midland Credit Management located in Troy, Michigan is looking for a Legal Assistant II to provide crucial support to the legal team.
Our team helps our Financial Services clients navigate the frequently changing and complex national and international tax environment related to stringent capital requirements, management of operational tax risks, and tax implications of investing in different jurisdictions. PwC Professional skills
Goldman Sachs Private Wealth Management (PWM) specializes in creating comprehensive wealth management plans for ultra high net worth individuals and families, as well as select institutions, including foundations and endowments. Founded in 1869, we are a leading global investment banking, securities
Our advisor-led wealth management businesses provide financial planning, investment management, banking and comprehensive advice to a wide range of clients, including ultra-high net worth and high net worth individuals, as well as family offices, foundations and endowments, and corporations and thei
As a Hedge Funds Credit Risk Vice President on the Commercial and Investment Bank (CIB) Credit Risk Management team, you will manage exposure to North American based hedge funds and other alternative managers engaging across the spectrum of investment strategies. Serve as principal contact for and p
Under direct supervision, uses specialized knowledge and skills obtained through education and experience, to assist in analyzing portfolio analytics, asset allocation and investment holdings with client portfolios and make appropriate recommendations when warranted. Participate in developing invest
Summary: The Wealth and Investment Premier Portfolio Manager - Senior manages small/medium and less complex portfolios associated with Trust accounts based on the needs of the client/beneficiary and the associated investment objective. Wealth And Investment Premier Portfolio Manager - Senior. Works