NewVP, Financial Consultant - Troy, MI Charles SchwabVP, Financial Consultant - Troy, MITroy, MIOpenness to manage wealth on behalf of our clients including: Retirement Planning, Education Planning, Investment Management, Banking & Lending Management, Insurance & Risk Management, and Estate Planning. Strong candidates will also learn to leverage our team of Schwab specialists, Schwab advice guidelines, your knowledge of the markets, and your ability to inspire action to help your client’s progress toward achieving their goals.
NewAssociate Financial Advisor Inspire WealthAssociate Financial AdvisorBrighton, MIn Within the first 12–24 months, you should be developing the ability to independently prepare for meetings, confidently participate in client conversations, manage follow-up, identify planning opportunities, build trusted client relationships, and take increasing responsibility from senior advisors. \n We take a comprehensive approach to financial planning by helping coordinate investments, retirement strategies, taxes, estate planning, insurance, asset protection, and other important financial decisions.
NewEntry Level Financial Advisor Bankers LifeEntry Level Financial AdvisorJackson, MICNO secures the future of middle-income America by providing life and health insurance, annuities, financial services, and workforce benefits solutions through its family of brands, including Colonial Penn, Washington National, and Optavise. \n *The SIE® is an entry-level exam administered by the Financial Industry Regulatory Authority (FINRA) that is a required first step for individuals seeking to become Financial Advisors.
NewFinancial Advisor Bankers LifeFinancial AdvisorKalamazoo, MIn · Award-winning training - Bankers Life and CNO have been named as a Training magazine Apex Award Winner for thirteen consecutive years. They are business owners who acquire clientele and find financial solutions with help from industry-leading training, mentors, and products.
NewPharmacy Sales Consultant MCKESSONPharmacy Sales ConsultantLansing, MI$40,000–$48,000 / yearThe Pharmacy Sales Consultant (PSC) is an individual contributor and results-driven account management/sales professional responsible for growing McKesson’s portfolio of products and services within independent and long-term care pharmacies in an assigned geographic territory. See McKesson Privacy Policy at https://tbcdn.talentbrew.com/company/733/doc/McKesson_Careers_Privacy_Notice_230426F.pdf and SonicJobs Privacy Policy at https://www.sonicjobs.com/us/privacy-policy and Terms of Use at https://www.sonicjobs.com/us/terms-conditions.
Team-Based Financial Advisor - Lake Effect Financial Consultants Thrivent Financial for LutheransTeam-Based Financial Advisor - Lake Effect Financial ConsultantsKalamazoo, 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.
Financial Planning Consultant, Tax Channel (Grand Rapids | Kalamazoo, MI preferred) Cetera Financial Group IncFinancial Planning Consultant, Tax Channel (Grand Rapids | Kalamazoo, MI preferred)Kalamazoo, 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.
NewVP, Financial Consultant West Bloomfield, MI The Charles Schwab CorpVP, Financial Consultant West Bloomfield, MIBirmingham, MIAs a Financial Consultant, you'll combine planning expertise with a thoughtful approach to holistic financial guidance including investing, retirement readiness, and education goals-serving as a trusted partner who guides clients through life's financial decisions with clarity and empathy. To set you up for success, you'll complete our comprehensive training through Wealth Management University, a four-week virtual experience led by live facilitators, followed by an immersive weeklong bootcamp to connect with peers and learn from experts.
Financial Consultant Brown & Brown IncFinancial ConsultantMIEvaluates proposed pricing and negotiating with vendors to ensure fair and competitive costs for our clients; Makes complex and accurate claim picks, developing reserves, and calculating expense factors and components; Prices self-insured products using complex data extracts; Supports the Account teams with ad-hoc financial analysis; Provides ROI analysis and exhibits; Creates client-ready reports and presentations; Develops new reports and tools; Participates in client meetings and conference calls as needed to provide underwriting and financial expertise; Monitors the SNS book of business, identifying trends by product, industry, account team, and vendor; Develops client-specific statutory feasibility analysis. Serves as the primary financial expert and contact for the account teams and is responsible all financial aspects of SNS' clients' programs, including RFP, renewal negotiations, statutory feasibility, ad-hoc analysis and providing experience analysis on a regular cadence.
Netsuite Financials Consultant DeloitteNetsuite Financials ConsultantDetroit, MI$82,600–$162,800 / yearAs a NetSuite Consultant at Deloitte, you will support the design and implementation of NetSuite solutions that help clients meet their business goals, working alongside experienced team members to build your consulting and technical skills. Our purpose comes through in our work with clients that enables impact and value in their organizations, as well as through our own investments, commitments, and actions across areas that help drive positive outcomes for our communities.
NewOracle EBS Financials Consultant Macpower Digital Assets Edge Private LimitedOracle EBS Financials ConsultantAnn Arbor, MI$64 / hourJob Overview: We are seeking an experienced Oracle EBS R12 Financial Consultant to support and optimize our Oracle Financials modules, including AP, AR, GL, FA, and CM. The ideal candidate will be responsible for implementing, configuring, and troubleshooting financial processes, ensuring seamless integration with business operations.
Principal Financial Implementation Consultant (Healthcare) Workday IncPrincipal Financial Implementation Consultant (Healthcare)MI$140,300–$210,500 / yearWe know that flexibility can take shape in many ways, so rather than a number of required days in-office each week, we simply spend at least half (50%) of our time each quarter in the office or in the field with our customers, prospects, and partners (depending on role). As an experienced financial functional consultant, you will play a key role in ensuring the successful implementation of Workday's financial solutions for our healthcare customers and guiding them through transforming their financial operations.
Virtual Financial Consultant Flagstar Bank NAVirtual Financial ConsultantTroy, MIThis role exists to grow and deepen client relationships within the mass affluent segment by providing holistic financial planning, recommending suitable investment products, and connecting clients to the broader Flagstar enterprise. Minimum experience required: 2+ Years of experience in financial services, wealth management, or investment advisory roles, with demonstrated experience serving mass affluent or retail investment clients.
Workday Certified Financials Consultant/Lead - P2P/WSS Accenture PlcWorkday Certified Financials Consultant/Lead - P2P/WSSDetroit, MIAs a Workday Workday Financials P2P/WSS Consultant, your primary responsibilities may include: Identification of business requirements, functional design, process design (including scenario design, flow mapping), prototyping, testing, training, defining support procedures. With learning resources, interactive classroom courses, real-life client simulations and ongoing mentoring available when you need it, you'll expand your thinking beyond the core Workday implementation.
Financial Consultant | St. John Hospital - Detroit, MI | Full Time Henry Ford HospitalFinancial Consultant | St. John Hospital - Detroit, MI | Full TimeDetroit, MIDaily Tasks and Responsibilities: Works independently to manage complex projects involving coordination of multiple participants and teams aimed at assisting decision 'making in resource allocation and/or improving the financial performance of HFHS. About the Role: Under minimal supervision of the Director, performs and/or manages work of a generally complex nature aimed at assisting decision making in resource allocation and/or improving the financial performance of HFHS.
Netsuite Financials Consultant Deloitte Touche Tohmatsu LtdNetsuite Financials ConsultantDetroit, MI$82,600–$162,800 / yearAs a NetSuite Consultant at Deloitte, you will support the design and implementation of NetSuite solutions that help clients meet their business goals, working alongside experienced team members to build your consulting and technical skills. Our purpose comes through in our work with clients that enables impact and value in their organizations, as well as through our own investments, commitments, and actions across areas that help drive positive outcomes for our communities.
Financial Consultant Auto Club GroupFinancial ConsultantMichiganRemoteBy continuing to invest in more advanced technology, pursuing innovative products, and hiring a highly skilled workforce, AAA continues to build upon its heritage of providing quality service and helping our members enjoy life’s journey through insurance, travel, financial services, and roadside assistance. Developing complex financial models using macros and other advanced spreadsheet applications (i.e. EXCEL) and experience using other software applications and/or reporting tools (i.e. Microsoft Office providing oversight to less senior employees in the quality of work product.
Financial Consultant AAA Southern New EnglandFinancial ConsultantLansing, MIRemoteBy continuing to invest in more advanced technology, pursuing innovative products, and hiring a highly skilled workforce, AAA continues to build upon its heritage of providing quality service and helping our members enjoy life's journey through insurance, travel, financial services, and roadside assistance. Developing complex financial models using macros and other advanced spreadsheet applications (i.e. EXCEL) and experience using other software applications and/or reporting tools (i.e. Microsoft Office providing oversight to less senior employees in the quality of work product.
14608 - Financial Design Consultant | U.S. (Remote) Kelly Services Inc14608 - Financial Design Consultant | U.S. (Remote)MIRemote$73,875–$98,500 / yearProactively communicating and collaborating with external and internal customers to analyze information needs and functional requirements and deliver the following documents as needed: Business Requirements, Functional Requirements, Use Cases and Interface designs. Kelly's Financial Design Consultant is accountable for: Ensuring the design, successful testing/implementation of the invoicing solution within the client's organization and Kelly's from a financial systems and accounting perspective.
NewNetsuite Financials Senior Consultant DeloitteNetsuite Financials Senior ConsultantDetroit, MI$110,700–$218,300 / yearOur purpose comes through in our work with clients that enables impact and value in their organizations, as well as through our own investments, commitments, and actions across areas that help drive positive outcomes for our communities. 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.