- Edward Jones (Kalamazoo, MI)
- …something the competition simply can't: our unique branch-team business model. One financial advisor and one branch office administrator entirely focused on ... practice your way - with 100% support from us. **Job Overview** As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by… more
- Equitable (Kalamazoo, MI)
- Entry Level - Financial Advisor - MI, Kalamazoo & Grand Rapids (3120) ( PIN\_23171 ) **Primary Location** : UNITED STATES-MI-Kalamazoo **Other Locations** : ... by our mission to help our clients secure their financial well-being providing them confidence to pursue long and...on the futures of individuals and businesses by offering financial services and products that address their evolving … more
- Bank of America (Portage, MI)
- …as core Banking, and Investment and Life Priority (TM) solutions + Partners with Financial Advisor teams to build their network by sharing relevant market ... and guidance through a defined path to become a successful and independent financial advisor . You will have the opportunity to work with both affluent and high… more
- Edward Jones (Kalamazoo, MI)
- …Office Support 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 ... 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
- H&R Block (Portage, MI)
- **517317BR** **Title:** Block Advisors Tax Advisor **Our Company** **:** At H&R Block, we believe in the power of people helping people. Our defining Purpose is to ... 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… more
- United Federal Credit Union (Battle Creek, MI)
- …Mortgage Advisor provides quality real estate lending expertise through financial counseling and product awareness to Credit Union members regarding their real ... Mortgage Advisor Job Details Level Experienced Job Location Battle...other duties from being assigned as necessary) + Provide financial counseling through interviewing, pre-qualifying and the mortgage loan… more
- PNC (Kalamazoo, MI)
- …the company's success. We are looking to hire a Credit Risk Review Advisor Senior in Credit Risk Review within PNC's Independent Risk Management organization. This ... senior management and PNC's Risk Committee of the Board of Directors. As CRR Advisor Senior you will join a highly skilled team providing independent assessments of… more
- PNC (Kalamazoo, MI)
- …opportunity to contribute to the company's success. As a Credit Risk Review Advisor within PNC's Credit Risk Review organization, this position is primarily based in ... senior management and PNC's Risk Committee of the Board of Directors. As CRR Advisor you will join a highly skilled team providing independent assessments of PNC's… more
- HUB International (Kalamazoo, MI)
- …and our benefits package allows you to manage your health, wellness, and financial future. HUB International will foster your learning, support your endeavors, and ... Awards **Here's Where You Come In** As the Education Consultant and Wealth Advisor you will engage retirement plan participants and their families in holistic … more
- Kestra Financial (Kalamazoo, MI)
- Summary: Financial Plan ning firm located in Kalamazoo Michigan seeks a highly energized and confident client service associate who will thrive in a busy ... management skills. Essential Duties and Responsibilities + Supports Lead Advisor of a large book of business including handling...candidate will have 2+ years of experience in the financial services industry allowing for a good understanding of… more
- Fifth Third Bank, NA (Kalamazoo, MI)
- …This position requires a strong understanding of credit, commercial products and financial statement analysis, in order to offer beneficial banking solutions (eg ... customers on a regular basis to enhance the trusted advisor relationship and ensure business needs are being met...enhance the client experience Credit Excellence + Analyze the financial information provided to determine the questions to ask… more
- Robert Half Finance & Accounting (Portage, MI)
- Description Michigan's leading financial services company is looking for a full time CSA to work directly for one of our financial advisors. Responsibilities ... reports for client meetings, maintaining electronic files, and assisting the advisor with other daily administrative tasks. Responsibilities: + Serve as the… more
- PNC (Kalamazoo, MI)
- …businesses with annual sales from $1 million to $5 million. As a trusted advisor within a fast-paced, dynamic environment you will leverage your business acumen to ... to generate revenue and deepen share of wallet. Handles the origination, financial analysis, negotiation and documentation of credit and non-credit products and… more
- Ascension Health (Kalamazoo, MI)
- …education, experience, location, and qualifications. Connect with your Talent Advisor for additional specifics._ **Responsibilities** Determine and verify insurance ... for pre-authorization and obtains authorization for scheduled procedures. + Determine financial responsibility for services to be provided. Notifie patients and/or… more