JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - Lansing, MI and Surrounding areas JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - Lansing, MI and Surrounding areasLansing, MIThis will be done with a consistent focus on relationship management, not portfolio management Demonstrate a deep understanding of financial markets and sound business judgement Exhibit unwavering integrity that points toward doing right by clients at every opportunity Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments Provide a holistic view of clients' needs and financial coaching beyond investments Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want Required qualifications, capabilities, and skills At least 2 years in a Financial Advisor role or equivalent financial services experience Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners Demonstrated ability and commitment to goals-based planning and advice A valid and active Series 7 A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment Preferred qualifications, capabilities, and skills Certified Financial Planning (CFP®) certification is preferred Bachelor's degree preferred INVESTMENT AND INSURANCE PRODUCTS ARE: • NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. Using 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.
JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - Lansing, MI and Surrounding areas JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - Lansing, MI and Surrounding areasLansing, 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.
SageAccount Executive – Financial Services SageAccount Executive – Financial ServicesLansing, MIWorking at Sage means you’re supporting millions of small and medium sized businesses globally with technology to work faster and smarter. We leverage the future of AI, meaning business owners spend less time doing routine tasks, like entering invoices and generating reports, and more time pursuing their ambitions.
Lansing Community College FoundationFT Academic Professional - School of Business Advisor (Temporary) Lansing Community College FoundationFT Academic Professional - School of Business Advisor (Temporary)Lansing, MIApplicants with foreign education credentials (i.e. earned degree and related to this position) must contact a member of the National Association of Credential Evaluation Services (NACES) credential evaluation services (www.naces.org) and request an academic transcript evaluation. IMPORTANT: If an educational degree is required for this position, unofficial copies of transcripts from each institution of higher learning where either a degree has been conferred or coursework completed are required documents that must be submitted as part of the online application process.
Hantz GroupAdvanced Tax Planner Hantz GroupAdvanced Tax PlannerOkemos, MIFull timeOur 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. Tax Strategy and PlanningOur Tax Specialists provide strategies on how to plan today to minimize our clients’ taxes in the future.
Hantz GroupTax Planning Specialist Hantz GroupTax Planning SpecialistOkemos, MIFull timeOur 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. Tax Strategy and PlanningOur Tax Specialists provide strategies on how to plan today to minimize our clients’ taxes in the future.
Hantz GroupSenior Tax Specialist Hantz GroupSenior Tax SpecialistOkemos, MIFull timeOur 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. Tax Strategy and PlanningOur Tax Specialists provide strategies on how to plan today to minimize our clients’ taxes in the future.
Ventek Solutions, LLCNewPlant Controller (Owosso, MI) Ventek Solutions, LLCPlant Controller (Owosso, MI)Owosso, MIVolume & Profit Leadership: Maintain a forward-looking view of the volumes required to achieve monthly and annual profit targets, proactively engaging with Sales, Plant Leadership, and Operations when gaps arise. Strategic Business & Commercial Partnership • Commercial Financial Partner: Provide accurate, transparent product cost and margin data to Sales and Pricing teams, enabling informed pricing decisions, disciplined discounting, and margin protection.
Air Lift CompanyNewRegional Sales Manager Air Lift CompanyRegional Sales ManagerLansing, MIThis role focuses on building strong relationships with distributors, retailers, and installers, while executing strategic sales initiatives to grow market share and revenue. Manage and grow relationships with key accounts, including automotive aftermarket dealers, online retail, and service centers .