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.
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 - Private Bank Office Bank of AmericaFinancial Solutions Advisor - Private Bank OfficeSaint LouisKey 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. Has three years’ experience working in the financial service industry and/or a sales environment where goals were met or exceeded (including at least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services).
Personal Financial Counselor; Selfridge Air National Guard Base, MI Magellan Health IncPersonal Financial Counselor; Selfridge Air National Guard Base, MIMIServices include education and counseling addressing financial services that may include, but are not limited to, one-on-one counseling, consultation with a commander or with another provider or staff, conducting briefings and presentations, or providing referral resources to a participant outside the context of a counseling session. Coordinates, publicizes and provides a wide variety of Personal Financial Management classes/workshops, e.g., topics across the military lifecycle, including, but not limited to, arrival at first duty station, pre- and post-deployment, and personal and career events outlined in DoDI 1322.34.
Personal Financial Counselor; Lansing, MI Magellan Health IncPersonal Financial Counselor; Lansing, MILansing, MIServices include education and counseling addressing financial services that may include, but are not limited to, one-on-one counseling, consultation with a commander or with another provider or staff, conducting briefings and presentations, or providing referral resources to a participant outside the context of a counseling session. Coordinates, publicizes and provides a wide variety of Personal Financial Management classes/workshops, e.g., topics across the military lifecycle, including, but not limited to, arrival at first duty station, pre- and post-deployment, and personal and career events outlined in DoDI 1322.34.
Personal Financial Counselor; Detroit, MI Magellan Health IncPersonal Financial Counselor; Detroit, MIMIServices include education and counseling addressing financial services that may include, but are not limited to, one-on-one counseling, consultation with a commander or with another provider or staff, conducting briefings and presentations, or providing referral resources to a participant outside the context of a counseling session. Coordinates, publicizes and provides a wide variety of Personal Financial Management classes/workshops, e.g., topics across the military lifecycle, including, but not limited to, arrival at first duty station, pre- and post-deployment, and personal and career events outlined in DoDI 1322.34.
Personal Financial Counselor; Augusta, MI Magellan Health IncPersonal Financial Counselor; Augusta, MIMIServices include education and counseling addressing financial services that may include, but are not limited to, one-on-one counseling, consultation with a commander or with another provider or staff, conducting briefings and presentations, or providing referral resources to a participant outside the context of a counseling session. Coordinates, publicizes and provides a wide variety of Personal Financial Management classes/workshops, e.g., topics across the military lifecycle, including, but not limited to, arrival at first duty station, pre- and post-deployment, and personal and career events outlined in DoDI 1322.34.
Personal Financial Counselor; Camp Grayling, MI Magellan Health IncPersonal Financial Counselor; Camp Grayling, MIMIServices include education and counseling addressing financial services that may include, but are not limited to, one-on-one counseling, consultation with a commander or with another provider or staff, conducting briefings and presentations, or providing referral resources to a participant outside the context of a counseling session. Coordinates, publicizes and provides a wide variety of Personal Financial Management classes/workshops, e.g., topics across the military lifecycle, including, but not limited to, arrival at first duty station, pre- and post-deployment, and personal and career events outlined in DoDI 1322.34.
Personal Financial Counselor; Assignment Ready Counselor, PFC, Alpena, MI Magellan Health IncPersonal Financial Counselor; Assignment Ready Counselor, PFC, Alpena, MIMIServices include education and counseling addressing financial services that may include, but are not limited to, one-on-one counseling, consultation with a commander or with another provider or staff, conducting briefings and presentations, or providing referral resources to a participant outside the context of a counseling session. Coordinates, publicizes and provides a wide variety of Personal Financial Management classes/workshops, e.g., topics across the military lifecycle, including, but not limited to, arrival at first duty station, pre- and post-deployment, and personal and career events outlined in DoDI 1322.34.
Personal Financial Counselor; Assignment Ready Counselor, PFC, Southfield, MI Magellan Health IncPersonal Financial Counselor; Assignment Ready Counselor, PFC, Southfield, MISouthfield, MIServices include education and counseling addressing financial services that may include, but are not limited to, one-on-one counseling, consultation with a commander or with another provider or staff, conducting briefings and presentations, or providing referral resources to a participant outside the context of a counseling session. Coordinates, publicizes and provides a wide variety of Personal Financial Management classes/workshops, e.g., topics across the military lifecycle, including, but not limited to, arrival at first duty station, pre- and post-deployment, and personal and career events outlined in DoDI 1322.34.
Personal Financial Counselor; Assignment Ready Counselor, PFC, Camp Grayling, MI Magellan Health IncPersonal Financial Counselor; Assignment Ready Counselor, PFC, Camp Grayling, MIMIServices include education and counseling addressing financial services that may include, but are not limited to, one-on-one counseling, consultation with a commander or with another provider or staff, conducting briefings and presentations, or providing referral resources to a participant outside the context of a counseling session. Coordinates, publicizes and provides a wide variety of Personal Financial Management classes/workshops, e.g., topics across the military lifecycle, including, but not limited to, arrival at first duty station, pre- and post-deployment, and personal and career events outlined in DoDI 1322.34.
Personal Financial Counselor, Assignment Ready Counselor, PFC, Michigan Magellan Health IncPersonal Financial Counselor, Assignment Ready Counselor, PFC, MichiganMIServices include education and counseling addressing financial services that may include, but are not limited to, one-on-one counseling, consultation with a commander or with another provider or staff, conducting briefings and presentations, or providing referral resources to a participant outside the context of a counseling session. Coordinates, publicizes and provides a wide variety of Personal Financial Management classes/workshops, e.g., topics across the military lifecycle, including, but not limited to, arrival at first duty station, pre- and post-deployment, and personal and career events outlined in DoDI 1322.34.
Advanced Tax Planner Hantz GroupAdvanced Tax PlannerDavison, MichiganOur philosophy at Hantz Group is that Tax Planning is a proactive process that requires monitoring our clients tax situation throughout the year to deliver tax projections before preparation of their final tax return. As an Advanced Tax Planning Specialist, you will work as part of a team with Financial Advisors to develop financial strategies and reduce individual client’s tax liability.
Financial Planning Consultant, Tax Channel (Grand Rapids | Kalamazoo, MI preferred) Cetera Financial Group IncFinancial Planning Consultant, Tax Channel (Grand Rapids | Kalamazoo, MI preferred)Grand Rapids, MIThe goal is to procure business for Avantax Planning Partners, by identifying prospects and partnering with our Planning Team to deliver a clear pathway for clients to achieve financial independence. Avantax, Inc. (Avantax), a unique community within Cetera Holdings, is seeking a Financial Planning Consultant who will service a book of business provided by Avantax Planning Partners (APP).
Senior Demand Planner Wolverine World Wide IncSenior Demand PlannerMIAdvanced MS Excel skills: demonstrated ability to quickly manipulate large raw data sets to produce reporting that is intuitive and easy to read/understand, advanced formulas and experience in statistical modeling (e.g., regression analysis), trend analysis, scenario testing is preferred. In 2025, the Company was recognized by Footwear News as Company of the Year, by Forbes as one of Americas Dream Employers, Americas Best Employers for Women, and Americas Best Employers for Company Culture, and by Inspiring Workplaces as one of the Most Inspiring Workplaces Globally.
Financial Advisor Superior National Bank and Trust CompanyFinancial AdvisorMIDevelop, recommend, and implement an investment strategy suggesting specific investments and insurance products, for client approval, including separately managed investment accounts, mutual funds, annuities, equities, fixed income investments, corporate and tax-exempt bonds, life insurance, etc. Summary: Provides assistance to new and established financial institution customers interested in non-traditional banking products and services such as mutual funds and annuities, insurance, or other non-FDIC insured products and services.
Planner, Production Samvardhana Motherson International LtdPlanner, ProductionTraverse City, MIWork requires the ability to read, write and perform basic math calculations well enough to generate and maintain accurate records and reports as normally acquired through completion of a high school education. Oversee raw material, packaging, etc. that they are available for scheduled runs, including ordering of all packaging and production support supplies and ensuring accuracy of associated inventories.
Financial Advisor Superior National BankFinancial AdvisorHancock, MichiganDevelop, recommend, and implement an investment strategy suggesting specific investments and insurance products, for client approval, including separately managed investment accounts, mutual funds, annuities, equities, fixed income investments, corporate and tax-exempt bonds, life insurance, etc. Provides assistance to new and established financial institution customers interested in non-traditional banking products and services such as mutual funds and annuities, insurance, or other non-FDIC insured products and services.
NewSupply Chain Buyer|Planner (Supplier) KLA CorpSupply Chain Buyer|Planner (Supplier)Ann Arbor, MI$77,800–$132,300 / yearCollaborates with production planning, supply chain, and master scheduling teams to propose supply chain solutions and strategic or tactical plans, drawing on business data, commodity insights, and product expertise. Partner with manufacturing to perform capacity analysis to support what-if scenarios, forecast changes, planning for production growth, and growth in spares business to support worldwide install base of tools.
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.
Virtual Financial Advisor - National Remote Thrivent Financial for LutheransVirtual Financial Advisor - National RemoteMIRemote$24.03–$26.44 / hourSuccessful Thrivent financial advisors have come from a variety of career backgrounds, including outside sales, account executives, real estate, client services, hospitality, business development, recruiting, education, fundraisers, ministry and similar roles. Thrivent 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.
Financial Advisor - PNC Wealth Management PNC BankFinancial Advisor - PNC Wealth ManagementBay City, MichiganIn addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service. PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
Financial Advisor Hantz GroupFinancial AdvisorCanton, MichiganAs a Financial Advisor, you will work alongside experts in investment management, mortgage financing, debt strategies, estate planning, property and casualty insurance, life insurance and retirement to provide holistic and complete advisory to our clients. We deliver a team of professionals that are experts in their specific disciplines yet work in collaboration to coordinate superior outcomes for our clients.
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.
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 - TeamOne Credit Union LPL FinancialFinancial Advisor - TeamOne Credit UnionMichiganThis employment opportunity at TeamOne Credit Union in Sag would allow you to join the Investment Program at TeamOne 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 TeamOne Credit Union for financial solutions.
Financial Advisor - Advia Credit Union LPL FinancialFinancial Advisor - Advia Credit UnionKalamazoo, MichiganThis employment opportunity at Advia Credit Union in Kalamazoo, MI would allow you to join the Investment Program at Advia 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 Advia 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.
HFA Financial Advisor Senior - Branch Huntington Bancshares IncHFA Financial Advisor Senior - BranchTraverse City, MISummary: The HFA Financial Advisor Senior - Branch partner closely with branch staff to uncover client needs and offer most appropriate financial solutions for their short-term and long-term goals. Coach branch staff regularly in every location to better profile customers to identify short-term and long-term goals and provide appropriate solutions as needed.
Financial Advisor - Old National Bank LPL FinancialFinancial Advisor - Old National BankSaint Louis, Minnesota$42,000–$200,000 / yearThis exciting position will allow you to grow your career and business, helping the people and families that look to Old National Bank for financial solutions. Louis Park, MN would allow you to join the Investment Program at Old National Bank as a Financial Advisor associated with LPL Financial.
Financial Advisor - Consumers Credit Union LPL FinancialFinancial Advisor - Consumers Credit UnionMarshall, MichiganThis employment opportunity at Consumers Credit Union in Marshall, MI would allow you to join the Investment Program at Consumers 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 Consumers Credit Union for financial solutions.
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, MIEffectively 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 backgrounds and bring their unique perspectives, ideas and experiences helping to create a work community that is culture driven, resilient, results focused and effective.
Merrill Advisor Development Program - Financial Advisor: West Central Michigan Market Bank of America CorpMerrill Advisor Development Program - Financial Advisor: West Central Michigan MarketAuburn Hills, MIEffectively 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 backgrounds and bring their unique perspectives, ideas and experiences helping to create a work community that is culture driven, resilient, results focused and effective.
Associate Financial Advisor Raymond James Financial IncAssociate Financial AdvisorJackson, MIAt Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view. The term "Raymond James" includes, but is not limited to Raymond James Financial Services, Inc. ("RJFS") and Raymond James Financial Services Advisors.
Investment Executive (Financial Advisor) Holland, MI Fifth Third BankInvestment Executive (Financial Advisor) Holland, MIHolland, MichiganInvestment Executive (Financial Advisor) Holland, MI At Fifth Third, we understand the importance of recognizing our employees for the role they play in improving the lives of our customers, communities and each other. Conduct solo and joint appointments with bankers and assist themin efficiently identifying potential clients and providing solutions that align with client needs, financial goals and objectives.
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.
NewInvestment 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) 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.
HFA Financial Advisor Senior - Branch Huntington National BankHFA Financial Advisor Senior - BranchTraverse City, MichiganThe HFA Financial Advisor Senior - Branch partner closely with branch staff to uncover client needs and offer most appropriate financial solutions for their short-term and long-term goals. Coach branch staff regularly in every location to better profile customers to identify short-term and long-term goals and provide appropriate solutions as needed.
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.
Merrill Advisor Development Program - Financial Advisor: St Louis Metro Market Bank of AmericaMerrill Advisor Development Program - Financial Advisor: St Louis Metro MarketSaint Louis, IllinoisEffectively 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 backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective.
NewTrust Manager - Michigan Plante and Moran TrustTrust Manager - MichiganGrand Rapids, MI$115,500–$150,000 / yearYour 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).
Tax Manager - Federal / Corporate Tax Deloitte Touche Tohmatsu LtdTax Manager - Federal / Corporate TaxMI$100,350–$205,000 / yearAt Deloitte Tax LLP, our Business Tax Services team is a dynamic team with professionals of varying backgrounds and provides expertise to clients to gain a competitive advantage by integrating tax strategy into their business operations while working within the confines of their individual risk profiles. Our spectrum of business tax services is relevant for public and private companies and range from tax planning to tax compliance, controversy and risk management, specialized services including research and development, government incentives, and tax management consulting.
Tax Senior - Strategic Partnership Solutions Deloitte Touche Tohmatsu LtdTax Senior - Strategic Partnership SolutionsMI$78,675–$160,750 / yearWithin NFTS, the Strategic Partnership Solutions team advises privately held and publicly traded partnerships across the United States on federal tax matters involving Up-C structures, mergers and acquisitions, divestitures, initial public offerings, post-offering support, and process design. As a Senior, Tax Services in Deloitte Tax LLP's Strategic Partnership Solutions practice, you will support clients through complex partnership tax matters tied to public offerings, Up-C structures, special purpose acquisition companies (SPACs), and other strategic transactions.
Tax Senior - Federal / Corporate Tax Deloitte Touche Tohmatsu LtdTax Senior - Federal / Corporate TaxGrand Rapids, MI$74,925–$134,250 / yearAs a Tax Senior Consultant within the Business Tax Services group, you will be a valuable member of tax engagement teams, providing and assisting with a variety of tax services that are relevant for public and private companies, including tax compliance, tax planning, tax controversy, and tax research. At Deloitte Tax LLP, our Business Tax Services team is a dynamic team with professionals of varying backgrounds and provides expertise to clients to gain a competitive advantage by integrating tax strategy into their business operations while working within the confines of their individual risk profiles.
Tax Manager - Nat'l Federal Tax Services - Strategic Partnership Solutions Deloitte Touche Tohmatsu LtdTax Manager - Nat'l Federal Tax Services - Strategic Partnership SolutionsMI$105,375–$215,375 / yearAs a Manager, Tax Services in Deloitte Tax LLP's Strategic Partnership Solutions practice, you will help clients address complex partnership tax matters associated with public offerings, Up-C structures, special purpose acquisition companies (SPACs), and other strategic transactions. As a Manager, Tax Services on the Strategic Partnership Solutions team, you will be responsible for: Advising large operating partnership clients on U.S. federal income tax matters related to public offerings, Up-C structures, SPACs, mergers, acquisitions, divestitures, and post-offering activities.
Tax Manager, Japanese Service Group (JSG) Deloitte Touche Tohmatsu LtdTax Manager, Japanese Service Group (JSG)Detroit, MI$107,925–$205,000 / yearOur spectrum of business tax services are relevant for public and private companies and range from tax planning to tax compliance, controversy and risk management, specialized services including research and development, government incentives, and tax management consulting. The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs.
Wealth Management Associate - MI, Troy (5227) Equitable Financial Life Insurance CompanyWealth Management Associate - MI, Troy (5227)Troy, MITraining & Development •FINRA Sponsorship provided for required FINRA licensing •Preliminary Employment Period PEP comprehensive 120-day hands-on training •Virtual University access to Equitable Advisors Virtual University for continuous learning •Mentorship opportunities for joint work and mentorship •Personalized Coaching Benefit from the training and guidance of a local Vice President who will assist you throughout your journey offering valuable insights and support to help you succeed •Leadership Development access to Leadership Development School for those with management ambition •Professional Growth encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNER CFP® Chartered Financial Consultant ChFC and Equitable Advisors own Credentialed Holistic Financial Coach program. Skills & Experience •Education Bachelors degree or equivalent skills and work experience •Licensing State Life & Health SIE Series 7 Series 66 •Personal Attributes values-driven with a track record of success and accomplishment •Communication Skills excellent interpersonal and communication abilities with strong self-confidence •Mindset entrepreneurial spirit with a desire to positively impact others lives •Collaboration ability to work with and learn from top performers •Work Authorization must be authorized to work in the United States.
NewTrust Manager - Michigan Plante & MoranTrust Manager - MichiganGrand Rapids, Michigan$115,500–$150,000 / yearYour 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).