- Thrivent Financial (Ann Arbor, MI)
- …you'll be paid through commissions and incentives based on your success. As a Thrivent Financial advisor , you will: + Build a financial practice guiding ... looking for a career change, you could be a successful Thrivent Financial advisor if you're: + Self-disciplined, independent and driven to succeed. + Motivated… more
- Hantz Group (Ann Arbor, MI)
- Financial Advisor Hantz Group is a Michigan-based financial company that works with individuals and businesses to help them achieve their financial ... offers ongoing support for you to build your practice. As a Financial Advisor , you will work alongside experts in investment management, mortgage financing, debt… more
- Raymond James Financial, Inc. (Jackson, MI)
- …and files utilizing CRM software + Manage referrals effectively + Prepare financial reports, spreadsheets, and other materials for client meetings + Participate in ... Investment concepts, practices, and procedures used in the securities industry + Financial markets, products and industry regulations + Trading terminology + … more
- JPMorgan Chase (Ann Arbor, MI)
- …want **Required qualifications, capabilities, and skills** + At least 2 years in a Financial Advisor role or equivalent financial services experience + ... to offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive … more
- Bank of America (Brighton, MI)
- …Client Associate, Lending Client Support Manager, Lending Specialist, Senior Banker, Business Solutions Advisor or Financial Solutions Advisor at Bank of ... Credit Solutions Advisor - Brighton Brighton, Michigan **To proceed with...are guided by a common purpose to help make financial lives better through the power of every connection.… more
- TIAA (Ann Arbor, MI)
- … landscape and develop recommendations that help them work towards well defined financial objectives. The Wealth Advisor partners with their team to grow ... **Wealth Advisor ** Supported with a robust array of resources...issues, liquidity needs and tax implications to devise customized financial plans. + Reviews client information, including financial… more
- Hantz Group (Ann Arbor, MI)
- …within the practice, obtain their licenses to grow their career or become a Financial Advisor . Essential Job Functions: + Assist in booking appointments for ... Financial Planning Assistant Hantz Group is a Michigan-based financial company that works with individuals and businesses to help them achieve their financial… more
- Edward Jones (Manchester, MI)
- …Support Team Professional role, you are a critical member of that team along with the financial advisor . You are the first voice a client hears when they call on ... their problems - you see them coming a mile away. You and your financial advisor are essential in working together to help your clients achieve their most… more
- Raymond James Financial, Inc. (Ann Arbor, MI)
- …branch office. + With a high level of organization and accuracy, processes client financial transactions and financial advisor and branch office expenses and ... reports and client-specific reporting as needed for review by the financial advisor . + Creates and maintains records and files utilizing Client Relationship… more
- JPMorgan Chase (Ann Arbor, MI)
- **Job Profile:** Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home ... to all regulatory requirements while marketing and promoting the financial products offered by Chase. You will have a...impact on our business. As a Senior Home Lending Advisor in Chase Home Lending, you will join a… more
- University of Michigan (Ann Arbor, MI)
- Program Advisor for Student Organizations Apply Now **How to Apply** A cover letter is required for consideration for this position and should be attached as the ... and customer-oriented service to the campus. **Position Summary:** The Program Advisor provides guidance, support, and learning development opportunities to over… more
- H&R Block (Ann Arbor, MI)
- …that will grow stronger every year. Joining Block Advisors as a Tax Advisor means you'll serve clients with diverse tax and business services needs year-round. ... service needs. We assist our clients in reaching their financial goals year-round. It would be even better if...help associates plan for their unique health, wellbeing and financial wellness needs. + Employee Assistance Program with Health… more
- H&R Block (Ann Arbor, MI)
- …offerings can help associates plan for their unique health, wellbeing and financial wellness needs. + Employee Assistance Program with Health Advocate. + Wellbeing ... program, BetterYou, to help you build healthy habits. + Neurodiversity and caregiver support available to you and your family. + Various discounts on everyday items and services. + Benefits with additional eligibility requirements : Medical Coverage, 401k… more
- H&R Block (Ann Arbor, MI)
- …offerings can help associates plan for their unique health, well-being, and financial wellness needs. + Medical coverage - allows eligible associate well-being ... programs including mental health support and coaching + 401k Retirement Savings Plan and Employee Stock Purchase Plan + Tax prep benefit - allows eligible associates to receive the same tax preparation as our clients, all with no direct cost to you! + Other… more
- Walmart (Jackson, MI)
- …and wallet! -Health benefits include medical, vision and dental coverage - Financial benefits include 401(k), stock purchase and company-paid life insurance -Paid ... time off benefits include PTO, parental leave, family care leave, bereavement, jury duty, and voting. You will also receive PTO and/or PPTO that can be used for vacation, sick leave, holidays, or other purposes. The amount you receive depends on your job… more
- KeyBank (Brighton, MI)
- …Road - Brighton, Michigan 48116 **Job Summary** Be a problem solver, trusted advisor , and partner to the people and businesses in our KeyBank communities. Personal ... and provide guidance and solutions to assist in client's financial wellness both in person and through proactive calling...to develop and expand relationships based on their unique financial goals, leading to client confidence in their finances.… more
- Robert Half Finance & Accounting (Jackson, MI)
- …experienced Director of Finance & Accounting to lead all aspects of financial management, accounting operations, and strategic planning. This is a hands-on ... Role The Director of Finance & Accounting will oversee the company's financial health and reporting, ensuring accuracy, compliance, and transparency. This person… more
- ADP (Ann Arbor, MI)
- …+ **As a sales professional, are you ready to help businesses capture significant financial savings through Tax Credits?** + **Do you want a lasting career with a ... primary focus will be selling directly into a company's executive/ financial contacts. Once in a sales process, you will...here. **Collaborate Daily.** You will serve as a trusted advisor , partner, and ADP ambassador to your clients, internal… more
- KeyBank (Ypsilanti, MI)
- …Avenue - Ypsilanti, Michigan 48197 **Job Summary** Be a problem solver, trusted advisor , and partner to the people and businesses in our Key Bank communities. ... and provide guidance and solutions to assist in client's financial wellness both in person and through proactive calling...to develop and expand relationships based on their unique financial goals, leading to client confidence in their finances.… more
- KeyBank (Ann Arbor, MI)
- …Boulevard - Ann Arbor, Michigan 48103 **Job Summary** Be a problem solver, trusted advisor , and partner to the people and businesses in our Key Bank communities. The ... excellent client service in all interactions, analyzing clients' needs, and recommending financial solutions that help Key clients achieve confidence in their … more