- Equitable (Kalamazoo, MI)
- …**Professional Growth** : encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNER (TM) (CFP(R)), Chartered Financial Consultant ... + **Products and Services Consultation** : Educate clients on our diverse financial products and services, demonstrating how these solutions can be tailored to… more
- Deloitte (Detroit, MI)
- …+ Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) + Ability to travel up to 25%, on average, based ... Hedge funds-Are you a leader and passionate about financial products and understand tax planning and returns, identifying complex tax issues for a variety of hedge… more
- NASCO (Lansing, MI)
- …medical expenses + Bonus and Recognition programs + Tuition Assistance + Consultation with financial planner + Basic Life & AD&D Insurance, Short and Long-Term ... product innovation, distribution, and market access + Develops business cases and financial models to inform partnership decisions and measure ROI + Manages a… more
- UMB Bank (Rust, MI)
- …You hold a Certified Trust and Financial Advisor (CTFA) or Certified Financial Planner (CFP) designation. + Demonstrates high proficiency in Microsoft Office ... plan that makes the most sense for their personal financial goals. The Wealth Management department is important to...**Bonus Points if:** + One advanced degree relative to financial & estate planning + Juris doctorate + Supervisory… more
- Meijer (Grand Rapids, MI)
- …proactively understand assortments, pricing and store presentation. + Works with the Merchandise Financial Planner on the financial plan. + Responsible for ... and managing of the vendor relationship to deliver the financial plan. **What You'll be Doing:** + Drives the...to create bottoms up plan to meet total area financial targets. + Mentors, trains and develops Business Analysts… more
- NASCO (Lansing, MI)
- …medical expenses + Bonus and Recognition programs + Tuition Assistance + Consultation with financial planner + Basic Life & AD&D Insurance, Short and Long-Term ... client landscape changes + Effective change management skills + Effective financial management skills **Preferred Knowledge, Skills, and Abilities:** + Experience… more
- NASCO (Lansing, MI)
- …medical expenses + Bonus and Recognition programs + Tuition Assistance + Consultation with financial planner + Basic Life & AD&D Insurance, Short and Long-Term ... such as go-live training **Budget & P&L:** Ensure the financial viability of the product by: + Manages scope...package is designed to support the physical, mental, and financial health of our associates. We offer: **Physical and… more
- NASCO (Lansing, MI)
- …medical expenses + Bonus and Recognition programs + Tuition Assistance + Consultation with financial planner + Basic Life & AD&D Insurance, Short and Long-Term ... internal stakeholders, such as finance and management, to align financial transactions to the General Ledger + Evaluates and...package is designed to support the physical, mental, and financial health of our associates. We offer: **Physical and… more
- Deloitte (Grand Rapids, MI)
- …Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + Advanced degree such as master's in ... on a plethora of various industries including private equity, healthcare, tech, financial products, oil & gas, green energy, real estate, consumer products, and… more
- NASCO (Lansing, MI)
- …medical expenses + Bonus and Recognition programs + Tuition Assistance + Consultation with financial planner + Basic Life & AD&D Insurance, Short and Long-Term ... Our full benefit package is designed to support the physical, mental, and financial health of our associates. We offer: **Physical and Mental Health Benefits** +… more