NewFinancial Advisor CFSFinancial AdvisorGrand Rapids, MIThe ideal candidate is a consultative wealth management professional who is passionate about building long-term client relationships, providing personalized advice, and collaborating with internal and external professionals to develop sophisticated financial strategies. We are seeking an experienced Financial Advisor to serve as the primary relationship manager and trusted advisor for an established portfolio of high-net-worth clients.
Experienced Financial Advisor PrincipalExperienced Financial AdvisorGrand Rapids, MIAt Principal, you'll have access to innovative retirement, employee benefits, and wealth management solutions designed to help small and mid-sized businesses attract, retain, and support their employees while helping business owners achieve their long-term financial goals. Through Principal's technology-enabled platform, business development resources, and experienced leadership team, you'll spend less time on administrative tasks and prospecting challenges and more time focused on serving clients and expanding your impact.
NewWealth Advisor - PNC Wealth Management PNC Financial Services GroupWealth Advisor - PNC Wealth ManagementGrand Rapids, MIIn 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.
NewTax Supervisor CFSTax SupervisorByron Center, MIThis role is responsible to supervise the day-to-day activities and staff in the Retail Financial Services area to include, but not limited to, preparation/review of various tax returns, estimates and financial statements while acting as a financial advisor to multiple retail businesses. Strong organizational, reasoning, and decision-making skills, attention to detail and ability to multi-task and prioritize assignments.
Financial Advisor Northwestern MutualFinancial AdvisorGrand Rapids, 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 - Grand Rapids, MI And Surrounding Area Thrivent Financial for LutheransFinancial Advisor - Grand Rapids, MI And Surrounding AreaGrand Rapids, MIThrivent 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. Thrivent carries ratings from independent rating agencies which demonstrate the strength and stability of the organization, including an A++ rating from AM Best; an Aa2 rating from Moody's Investors Service; and an AA+ rating from S&P Global Ratings.
HFA Financial Advisor Senior- Branch Huntington Bancshares IncHFA Financial Advisor Senior- BranchByron Center, MISummary: The HHFA 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 Hantz GroupFinancial AdvisorGrandville, MIAs 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. The Holistic Approach to Financial Planning Hantz Group recognizes that each area of one’s financial situation impacts the other and that is why we offer a holistic approach to our client’s financial planning.
Financial Advisor MassMutual Great LakesFinancial AdvisorGrand Rapids, 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.
HFA Financial Advisor Senior- Branch Huntington National BankHFA Financial Advisor Senior- BranchByron Center, MichiganThe HHFA 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.
Business Development Financial Modeling Advisor Corewell HealthBusiness Development Financial Modeling AdvisorGrand Rapids, MIThis role develops financial models to support partnerships, joint ventures, acquisitions and divestitures, as well as organic growth plans and develops and maintains a suite of quantitative models to provide system and market analysis to enable business, market, and strategy development. Identifies, recommends, develops and maintains relationships with potential and existing traditional and non-traditional economic and clinical partners to create new business ventures, services, extend geographic reach, open up new markets and grow market share.
Registered Operations Leader - Ameriprise Financial Advisors - Grand Rapids, MI AmeripriseRegistered Operations Leader - Ameriprise Financial Advisors - Grand Rapids, MIGrand Rapids, MichiganLeverage your strong leadership skills by managing branch staff (including Registered Client Service Associates and non-registered Client Service Associates), working directly with employee advisors, and partnering with additional branch leaders. At Ameriprise Financial, we take pride in providing our clients with a personalized experience every step of the way; if you thrive in an environment where you can help others and create a positive impact on a client’s overall experience, we invite you to take your career to the next level by applying to join our team today!
J.P. Morgan Wealth Management - Private Client Advisor - Spring Lake, MI and Surrounding Areas JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - Spring Lake, MI and Surrounding AreasSpring Lake, 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 Planning Consultant, Tax Channel (Grand Rapids | Kalamazoo, MI preferred) Cetera Financial Group IncFinancial Planning Consultant, Tax Channel (Grand Rapids | Kalamazoo, MI preferred)Grand Rapids, MICetera Financial Group (Cetera) is a network of independent retail firms, including those that are members of FINRA/SIPC: Cetera Advisors LLC; Cetera Wealth Services, LLC (formerly known as Cetera Advisor Networks); Cetera Investment Services LLC (marketed as Cetera Financial Institutions or Cetera Investors); and Cetera Financial Specialists LLC. Cetera Financial Group (Cetera) is a leading network of independent retail broker-dealers and registered investment advisers empowering the delivery of objective financial advice to individuals, families, and company retirement plans across the country through trusted financial advisors and financial institutions.
Financial Planning Assistant Hantz GroupFinancial Planning AssistantGrandville, MIThe role varies depending on the needs of the financial planning practice but often includes meeting prep, communicating with clients and our operations team to follow up on business flow. The Holistic Approach to Financial Planning Hantz Group recognizes that each area of one’s financial situation impacts the other and that is why we offer a holistic approach to our client’s financial planning.
Regional Admissions Advisor Baker CollegeRegional Admissions AdvisorMuskegon, MIFull timeThe full position description is available for your review online - Regional Admissions Advisor ABOUT BAKER COLLEGE:Founded in 1911, Baker College is committed to embracing technology, sparking innovation, and fostering a supportive learning environment where students can get the real-world knowledge, skills, and experiences they need to pursue the life and career they want. Additionally, they stay current on higher education trends, engage in ongoing professional development, and partner with campus stakeholders to facilitate a smooth onboarding experience for all admitted students while upholding Baker College's values with professionalism and integrity.
Seed Advisor Beck's HybridsSeed AdvisorGrand Rapids, MIWe are looking for experienced (Minimum of 3 years) Agriculture Sales Professionals located in West Central Michigan near Grand Rapids marketing territory which would include the counties of Mason, Lake, Osceola, Oceana, Newaygo, Mecosta, Muskegon, Montcalm, Ottawa, Kent, Ionia, Allegan, and Barry. Work closely with appropriate team members to coordinate aspects of individual dealerships to include, but not limited to, licensing, collection of accounts, troubleshooting calls, orders, inventory and distribution.
Finance Advisor Affordability Corewell HealthFinance Advisor AffordabilityGrand Rapids, MIFrom workshops that develop cultural intelligence, to our inclusion resource groups for people to find community and empowerment at work, we are dedicated to ongoing resources that advance our values of diversity, equity, and inclusion in all that we do. While focusing on Corewell Health Care Delivery and Corporate, this role works across the health system to deliver rigorous financial analysis, validate savings opportunities, and monitor performance against established targets.
Budgeting and Forecasting Advisor Corewell HealthBudgeting and Forecasting AdvisorGrand Rapids, MichiganWe require a drug-free workplace and require team members to comply with the MMR, Varicella, Tdap, and Influenza vaccine requirement if in an on-site or hybrid workplace category. This role serves as a recognized expert in financial planning and analysis, leading complex initiatives, driving enterprise-wide planning improvements, and influencing strategic decisions.
Budgeting And Forecasting Advisor Corewell HealthBudgeting And Forecasting AdvisorGrand Rapids, MIWe require a drug-free workplace and require team members to comply with the MMR, Varicella, Tdap, and Influenza vaccine requirement if in an on-site or hybrid workplace category. This role serves as a recognized expert in financial planning and analysis, leading complex initiatives, driving enterprise-wide planning improvements, and influencing strategic decisions.