66 Results for

Financial Planning Jobs in Grand Rapids, MI

Jobs

New!

Kentwood, MI1 day ago

$100,000–$130,000

This is a high-impact position partnering cross-functionally with leadership to build out forecasting capabilities, enhance reporting, and drive data-driven decision making. Employee pay is based on factors like relevant education, qualifications, certifications, experience, skills, seniority, location, performance, union contract and business needs.

Kentwood, MI7 days ago

$95,000–$125,000 Per Year

Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. This role offers strong visibility across leadership teams and the opportunity to directly impact business performance through forecasting, financial modeling, and operational partnership.

New!

Grand Rapids, MI6 days ago

Remote

$85–$105

Employee pay is based on factors like relevant education, qualifications, certifications, experience, skills, seniority, location, performance, union contract and business needs. This role requires strong expertise in integration architecture, APIs, ETL/data movement, financial reporting, dashboarding, analytics, and enterprise data transformation.

New!

Hudsonville, MI1 day ago

SalesPlease be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader.

New!

Holland, MI1 day ago

Leads cross-functional teams to successfully deliver programs by meeting customer Statement of Work (SOW), timing, cost, and quality requirements. Develop comprehensive project plans (scope, schedule, cost, quality, risk, resources, communication).

Grand Rapids, MI13 days ago

$120,000–$135,000 Per Year

We are a global leader specializing in the design, manufacture and distribution of functional hardware, office and healthcare ergonomics and storage-related components for original equipment manufacturers, specialty distributors, hardware chains and major home centers. Communication Skills: Ability to communicate effectively across a diverse customer-base; good verbal and written communication skills and good interpersonal skills with ability to deal with individuals at all levels, both inside and outside the organization.

Forest Hills, MI30+ days ago

Must demonstrate knowledge of the principles of growth and development over the life span and possess the ability to assess data reflective of the patient's status and interpret the appropriate information needed to identify each patient's requirements relative to his/her age-specific needs, and to provide the care needed as described in the department's policies and procedures. Advocate Health offers a comprehensive suite of Total Rewards: benefits and well-being programs, competitive compensation, generous retirement offerings, programs that invest in your career development and so much more - so you can live fully at and away from work, including: Compensation .

Grand Rapids, MI30+ days ago

$45,000–$65,000

Through our in-depth training program, you will learn how to sit down with an individual, family, or business owner, have a conversation with them about their financial goals and dreams, and help create a game plan or roadmap, to help them achieve their short-term and long-term financial goals through our financials solutions, products and services we provide (include but are not limited to retirement planning, wealth accumulation, college planning, investments, & insurance) Whether you are looking to start or transition into a new career full-time, or you are looking to develop a new skill or obtain part-time income during these turbulent times, a flexible schedule is available. This is an opportunity for those who are hard-working, have good communication skills and customer service skills, love to help people, and are willing to start a training program as an entry-level financial professional and potentially develop into management and leadership positions.

Grand Rapids, Michigan30+ days ago

Assist with forming entities, including preparation and filing of formation documents and obtaining taxpayer identification numbers from IRS.· Assists with annual entity reports and other state and local filings for the maintenance of client entities and applicable business registrations.· Interpersonal skills necessary to communicate in person, by e-mail and telephone, follow instructions effectively from a diverse group of clients, attorneys and staff, and provide information with ordinary courtesy and tact.·

Ada, MI11 days ago

If you’re seeking a role where you can have a meaningful impact on high-priority, strategic global initiatives and work alongside dynamic, forward-thinking professionals, this is the role for you. In this critical role, you will guide strategic financial decisions and spending for a key area of the company, partnering directly with executive leadership to drive business performance.

Walker, MI30+ days ago

The Operations Analyst will play a vital role in supporting our organizations business operations by leveraging data-driven insights, managing workloads, tracking key financial and operational metrics, and ensuring ongoing operational excellence. · Ongoing Operational Support: Provide day-to-day support for operational processes, identify areas for improvement, and collaborate with cross-functional teams to implement best practices.

Muskegon, MI29 days ago

ROLE DESCRIPTION: As a Financial Services Representative - State Farm Agent Team Member with Ben Vanbiesbrouck - State Farm Agent, you will successfully market the financial products that manage everyday risks. I’ve coached the Boys High School Golf team at WMC High School for several years and volunteer with the Lakeshore Junior Lumberjacks youth hockey program.

Grand Rapids, MI30+ days ago

$97,000–$192,000 Per Year

Possessing a competitive nature or experience as a former athlete (basketball, baseball, football, soccer, track, running, hockey, diving, rugby, lacrosse, swimming, try-athletics, golf, tennis, pickleball, coach, athletic trainer, fitness trainer, etc.) is a bonus. The Role of Financial Representative: As a Financial Representative at Modern Woodmen, you play a pivotal role in addressing members’ financial needs, demonstrating leadership in the community, and supporting the continued growth of the local office.

Grand Rapids, MI8 days ago

$50,000–$75,000 Per Year

MassMutual 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.

Grand Rapids, Michigan26 days ago

$61,000–$250,000 Per Year

Northwestern 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.

Grand Rapids, Michigan26 days ago

$500–$1,000 Per Year
Intern

Our college financial representatives, who come from varying academic backgrounds and experiences, begin to build a financial planning practice while engaging local and nationwide experts, exclusive financial products, and the support of a Fortune 500 company. Overview: College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up.

Cedar Springs, MI30+ days ago

$18–$22 Per Hour

Since opening our doors in 1984 in Cedar Springs, Michigan, Red Oak Management has grown from a small, mission-driven team into a recognized leader in affordable housing. When you work at Red Oak, you're not just joining a company, you're joining a family that values teamwork, stability, and the opportunity to make a real difference every day.

Grand Rapids, MI18 days ago

$60,000–$120,000 Per Year

New York Life, a Fortune 100 company and a leader in the financial services industry, will invest in you from the start, training you in valuable skills such as marketing, customer relationship management (CRM) and communication, and providing you with a development team and sales support to guide your success. Youll provide peace of mind to your clients while helping them navigate challenges that many of them find complex and confusing, such as preparing for retirement and saving for college.

GRAND RAPIDS, Michigan30+ days ago

Organization : Name: GRAND RAPIDS MI Default: Location : City: GRAND RAPIDS Overview: The purpose of the Financial Representative is to meet the needs of middle-income clients by educating them on risk protection, financial security, and wealth creation; analyzing needs; and recommending and selling the corresponding financial solutions. Requires visual acuity to read and interpret a variety of correspondence, procedures, reports and forms via paper and electronic documents, visual inspection involving small defects; Visual acuity is required to determine accuracy, neatness, and thoroughness of work.

Grand Rapids, MI30+ days ago

Remote

Full-time

Maximus compensation is based on various factors including but not limited to job location, a candidate's education, training, experience, expected quality and quantity of work, required travel (if any), external market and internal value analysis including seniority and merit systems, as well as internal pay alignment. If you require assistance at any stage of the employment process-including accessing job postings, completing assessments, or participating in interviews,-please contact People Operations at applicantaccom@maximus.com.

Grand Rapids, MI30+ days ago

Full-time

Maximus compensation is based on various factors including but not limited to job location, a candidate's education, training, experience, expected quality and quantity of work, required travel (if any), external market and internal value analysis including seniority and merit systems, as well as internal pay alignment. - Prepare the annual incurred cost submission in real-time, as each month is closed which includes; confirming the allocations are consistent with the CAS Disclosure Statement, reviewing for unallowable costs, and reconciling the submission to the general ledger.

Grand Rapids, Michigan30+ days ago

$185,000–$225,000 Per Year

Grand Rapids, Michigan26 days ago

$120,000–$150,000 Per Year

In addition to cash compensation, the company provides a comprehensive and highly competitive benefits package, with a variety of physical health, retirement and savings, caregiving, emotional wellbeing, transportation, and other benefits, including "elective" benefits employees may select to best fit the needs and personal situations of our diverse workforce. The quoted salary range represents our good faith estimate as to what our ideal candidates are likely to expect, and we tailor our offers within the range based on the selected candidate's experience, industry knowledge, technical and communication skills, and other factors that may prove relevant during the interview process.

Allendale, MI9 days ago

Our braggingly happy team members - ranging from bakery managers to order selectors; from IT developers to vice presidents of finance; from HR Business Partners to export specialists - create braggingly happy customers spanning national accounts, independent and chain grocers, e-commerce retailers, U.S. military commissaries and exchanges, and the Company's own brick-and-mortar grocery stores, pharmacies and fuel centers. Under direction of the Store Director: ensure all departments are fully staffed, trained, and operating efficiently; maintain store profitability by monitoring all financial aspects of purchasing, stocking, selling, payroll and other general expenses and income; maintains physical location properly including equipment, sanitization, safety, and general appearance; communicating and executing the corporate plans.

Grand Rapids, MI30+ days ago

$70,000–$80,000 Per Year

Own the Accounting function, master it, then lean into the FP&A world in coming semesters, then bigger picture functions -- banking, audit management, CPA liaison, strategic planning, and more, as the company grows its nationwide, and North American footprint. Our talented Accounting team is looking to grow its knowledge base immediately, by hiring a Senior Accountant who has practical, day-to-day, real life transactional Acumatica experience.

New!

Allendale, MI6 days ago

New!

Allendale, MI6 days ago

A distributor, wholesaler and retailer with a global supply chain network, SpartanNash distributes grocery and household goods, including fresh produce and the Our Family portfolio of products, to locations in all 50 states\.Our braggingly happy team members - ranging from bakery managers to order selectors; from IT developers to vice presidents of finance; from HR Business Partners to export specialists - create braggingly happy customers spanning national accounts, independent and chain grocers, e\-commerce retailers, U\.S\. Proficient Computer $email, spreadsheets, etc$+ Ability to read, write, comprehend, and interpret documents+ Accounting/Bookkeeping skills+ Interpret/Analyze Financials+ Develop/ Manage Budgets+ Delegate/Direct/Implement+ Suggestive Selling/Knowledge of Products+ Detail OrientedPhysical Requirements:The physical demands described here are representative of those that must be met by an associate to successfully perform the essential functions of this job\.

Grand Rapids, MI30+ days ago

Assist the Senior Grants Officer to coordinate grant applications with other departments to ensure consistency in communication with grant-related discussions with the staff of the Grand Valley Metropolitan Council, FTA and MDOT, including grant submission and reporting activities. Working knowledge of federal reporting systems; Working knowledge of FTA Transportation Award Management System; Working knowledge of financial regulations and accounting principles.

Byron Center, MI14 days ago

Manage the details of the project including the plan, schedule, resources, task assignments, risk, scope, and budget; track progress and monitor project management activities to ensure projects are completed according to the determined schedule and budget. Here's what you'll do: Partner with functional business departments and sponsors to create, review, and gain approval of project scope, objectives, and plans and to determine the timeframe, funding, and resource allocation on various project phases, staffing requirements, and procedures for accomplishment.

Wyoming, Michigan30+ days ago

$115,000–$130,000 Per Year

As an Area Manager of Operations, you’ll channel your inner-entrepreneur and manage multiple locations in an effort to: 1) increase center revenue, 2) encourage guests to visit week after week, and 3) have a great time doing a job you love. Our Area Manager of Operations are dedicated, ambitious professionals tasked with the responsibility of driving revenue and cultivating great teams for our multimillion-dollar entertainment centers.

Greenville, MI13 days ago

Position Overview: Composition Brands, which includes U-Line, Marvel, and Viking Refrigeration, is seeking an experienced Controller to oversee accounting and financial operations supporting our premium refrigeration product lines. This role is responsible for ensuring accurate financial reporting, maintaining strong internal controls, supporting operational decision-making, and driving financial compliance across the organization.

Stanton, MI30+ days ago

Essential duties and responsibilities include but are not limited to those listed below: Management responsibility for the day-to-day operations of the system(s) including financial, technical, franchise relations, vehicles, customer relations and local customer service. This position works with the Regional General Manager (RGM), Chief Operating Officer (COO), and functional leaders to ensure a successful integration of system operations and maintains cultural and business objectives thereafter.

Grand Rapids, MI15 days ago

$146,000–$200,000 Per Year

A Tax Senior Manager, Private Client Services (PCS) is responsible for utilizing their educational background and professional experience as well as their communication, time management, leadership, technical, business development, and people skills to provide tax compliance and consulting services to our high net-worth clients. Offering a high touch approach, we have extensive experience serving high net-worth individuals, their families, family offices, C-Suite executives, athletes, entertainers, as well as other people with complicated tax and financial structures.

New!

Grand Rapids, MI5 days ago

The Key Account Manager owns the relationships with physicians and pharmacy directors and leverages these relationships to generate increased demand and access for products by targeting appropriate prescribers and influencers within their territory. We believe that patients across the world who are suffering with rare diseases should have access to innovative treatment that improves their care and positively impacts their lives and those of their loved ones.

New!

Lowell, MI6 days ago

$103,200–$145,500 Per Year

Our broad portfolio consists of the industry's leading brands in Power Systems, Digital Systems, Fishing Systems, and Performance Components including Ancor, Attwood, B&G, BEP, Blue Sea Systems, C-MAP, CZone, Garelick, Lenco, Lowrance, Marinco, MotorGuide, Mastervolt, ProMariner, RELiON, Simrad and Whale. With assistance from technical staff, lead cross functional cost down teams to meet company financial objectives transitioning spend to low-cost regions when risk and total cost analysis justifies.

Grand Rapids, MI30+ days ago

With a surplus of $2.42 billion and a solvency ratio of 116.41%, Modern Woodmen is committed to ensuring additional protection for its members, affirming its dedication to long-term financial stability. Networking: Build and maintain a network of client members through referrals, networking events, and community engagement.

New!

Grand Rapids, MI6 days ago

Coordination - Manages ongoing external audit relationships which includes establishing and monitoring adherence to agreed upon budget and fees, determining scope of work and internal audit resource requirements, monitoring quality of internal audit work product and addressing concerns/challenges with the agreed upon deliverable. Audit Results Reporting, Follow-up and Communication - Supports the development of management and committee communications by tracking and summarizing progress of current audit plan and management remediation activities, internal audit department performance and other relevant information.

Grand Rapids, MI30+ days ago

Plus either, An associate degree from an accredited educational institution in criminal justice degree or closely related program OR, Two (2) years full-time or it's part-time equivalent security experience in a fast-paced environment (preferably security, criminal justice, military police/security) with extensive exposure to the public. Previous experience in a customer forward-facing position requiring daily multiple interactions with members of the public preferred OR, Military MOS 31B police/security OR, Any equivalent combination of education and experience as defined above.

WYOMING, Michigan28 days ago

Identify and develop new business opportunities within operational area (i.e., distribution flow improvements, merchandising display efforts, store growth and real estate site selection, recruiting strategy, training and development priorities, employee Relations, customer service, systems implementation, etc.). Every day.® by offering products that are frequently used and replenished, such as food, snacks, health and beauty aids, cleaning supplies, basic apparel, housewares and seasonal items at everyday low prices in convenient neighborhood locations.

Holland, MI30+ days ago

Supply Chain Manager – High‑Volume Manufacturing & SAP Implementation This role will serve as the senior supply chain leader for our high‑volume autonomous supercapacitor manufacturing operations, including SMT production. Lead the end‑to‑end SAP ERP implementation across procurement, inventory, production planning, and logistics, ensuring seamless integration and user adoption.

Wyoming, Michigan22 days ago

Maintain an active and thoughtful communication pattern with vendors, internal and external customers while balancing time versus profits to make sure efforts reflect and anticipated return (revenue, growth and customer retention). Job Description: Allied Universal Technology Services is hiring a Project Manager to plan, organize, direct and control project-planning and performance activities for effective management of electronic security installation.

GRAND RAPIDS, MI30+ days ago

Manage and develop team of relationship managers or relationship management managers with moderate complexity and risk in Commercial Banking on the structuring, modification, and renewal of complex cash flow, real estate loans, and certain other industry specific solutions, including leading the analysis of financials, presenting to clients, and engaging and influencing stakeholders and partners associated with function and affected by outcomes. + Act as an advisor to determine appropriate strategy and actions of team to guide, influence, develop, retain, and grow moderately complex client relationships through the art of relationship management, by understanding the needs and priorities of clients and financial decision makers, responding quickly, communicating proactively but strategically, managing expectations, and soliciting feedback.

Grand Rapids, MI30+ days ago

By tracking key performance indicators and utilizing data analytics, you will promote departmental initiatives while ensuring adherence to all relevant laws and bank policies, ultimately driving excellence and innovation within the commercial loan administration function. Effective communication and interpersonal skills will enable successful relationship-building across departments, while a proactive approach to data analysis will help monitor productivity and quality metrics.

Grand Rapids, MI16 days ago

$112,000–$150,000 Per Year

The Tax Manager, Core Tax Services is responsible for advising clients on the tax implications of their business objectives, evaluating and selecting alternative actions to lessen tax burden and cost of compliance, identifying different methods of complying with tax regulations while acting as the primary client contact for complex tax issues. Tax Specialization: Develops an in-depth understanding of the technical and practical issues and opportunities regarding one or more areas of taxation, e.g., individual, corporate, property, sales, corporate, pass-through, state and local, international, expatriate, transfer pricing, credits and incentives, compensation and benefits, accounting methods, R&D tax benefits.

Grand Rapids, MI30+ days ago

Remote

Full-time

Maximus compensation is based on various factors including but not limited to job location, a candidate's education, training, experience, expected quality and quantity of work, required travel (if any), external market and internal value analysis including seniority and merit systems, as well as internal pay alignment. - Experience working in a matrixed environment, collaborating with business development, legal, operations, IT systems and infrastructure, human resources, implementation teams, finance and other business units to develop comprehensive, winning solutions.

GRAND RAPIDS, Michigan30+ days ago

Ensure the "Agency System" is executed effectivity within the Agency to produce business results and to meet staff scorecard objectives, by providing guidance and coaching to associates through midweek updates, weekly debriefs, observation and coaching, joint field activity, skill building/training sessions, and other available resources. Work with Financial Representatives to schedule appointments to network and prospect with current and prospective clients, small businesses, community groups, as well as build relationships with local affinity groups.

Holland, Michigan23 days ago

Combining a deep systems knowledge to develop unique vehicle access experiences, intelligent visions systems and advanced automotive lighting technologies, MML's expertise light the path to innovation, safety and styling. Ten years diverse professional and managerial experience including financial/budget responsibility, management leadership, and strategic decision making/leadership in a manufacturing environment.

Grand Rapids, Michigan30+ days ago

Primary Responsibilities: The Executive Director of Sales is a key leadership role and responsibility for planning, directing, and coordinating the development and execution of sales, marketing, and merchandising programs to retail stores and other retailers that meet regional and company financial goals. Proven track record of developing and executing strategy, managing financial performance, leading high-performing teams, and driving profitable business growth.

Grand Rapids, Michigan30+ days ago

Responsibilities: The Company is one of North America’s leading sales and marketing agencies specializing in outsourced sales, merchandising, category management, and marketing services to manufacturers, suppliers, and producers of food products and consumer packaged goods. This position also works closely with internal Advantage Solutions associates such as Customer Managers and order entry, claims, category management, schematics and retail associates to increase sales volume within a market.

Grand Rapids, MI15 days ago

$150,000–$200,000 Per Year

The Tax Experienced Manager, Transaction Advisory Services is an essential team member that will work to ensure engagements are executed timely and that client expectations are met, if not exceeded and support the overall delivery of the national TAS strategy. With technical guidance from upper management, identifies and analyzes tax risks and opportunities while advising both strategic and financial buyers and sellers on alternative tax strategies for acquisition, disposition, and restructuring of businesses .

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Financial Planning Jobs in Grand Rapids, MI

Senior Financial Analyst Kforce Inc.

Senior Financial Analyst Jobot

Adaptive Planning Integration Technical Consultant Kforce Inc.

Financial Consultant - Grand Rapids, MI Fidelity Investments

Program Manager Philips Recruiting Services

Accounting Manager TalentBridge

Registered Nurse (RN) - Neurosurgery - Forest Hills Advocate Aurora

Financial Planning Associate Davis Family Financial LLC

Estate Planning Paralegal Bodman PLC

Financial Analyst (Ada, MI, United States, 49355) Amway

Operations Analyst - Construction Design & Planning - 2027 Johnson Service Group

Financial Services Representative - State Farm Agent Team Member Ben Vanbiesbrouck - State Farm Agent

Financial Representative - Seeking Growth Michigan Region - Modern Woodmen of America

Financial Advisor MassMutual Great Lakes

Financial Advisor Northwestern Mutual

College Financial Representative, Internship Program Northwestern Mutual

Financial Operations Assistant - Collections Specialist Red Oak Management Co Inc

New York Life Financial Professional-Hybrid New York Life Insurance Company

Financial Representative Western & Southern Life

Financial Systems Analyst (Remote) Maximus

Senior Finance Manager Maximus

VP of Finance/Controller Fusion Academy

Sr. Production Director HarperCollins Publishers

Assistant Store Director SpartanNash

Accounting Manager SPECIALTY MACHINERY INC

Assistant Store Director C&S Wholesale Grocers

Assistant Store Director C&S Family of Companies

Grants Technician I The Rapid

Senior IT Project Manager iMPact Business Group

Area Manager of Operations Lucky Strike Entertainment

Controller Marvel Refrigeration

General Manager Point Broadband

Tax Senior Manager, Private Client Services bdo consulting

Key Account Manager Taylor Strategy Partners

Sr. Strategic Sourcing Manager - Mechanical Brunswick Corporation

Insurance Agent with Training Michigan Region - Modern Woodmen of America

Manager, Internal Audit Corewell Health

Transit Enforcement Officer - Security Officer The Rapid

RETAIL DISTRICT MANAGER UNASSIGNED Dollar General

SMT - Supply Chain Manager Clarios

Project Manager Allied Universal

Commercial Relationship Management Manager Wells Fargo

Commercial Loan Administration Manager Mercantile Bank

Tax Manager, Core Tax Services bdo consulting

Senior Capture Manager Maximus

Staff Manager Western & Southern Life

Manager - Quality Magna International, Inc

Executive Director, Sales KeHE Distributors, LLC

Key Account Manager I Advantage Solutions

Tax Experienced Manager, Transaction Advisory Services, Special Projects (M&A) bdo consulting

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