- Bank of America (Farmington Hills, MI)
- …business-related field + Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor ... Merrill Financial Solutions Advisor - Farmington Hills & Associates...loan mortgage originations must register with the federal registry system and remain in good standing. Since this position… more
- Atria Wealth Solutions (Sandusky, MI)
- …Qualifications: + Undergraduate Degree in Business, Finance, or related field + Certified Financial Planner (CFP) designation a plus + Experience delivering high ... Job description Through its relationship with Sorrento Pacific Financial , LLC (SPF), Thumb Bank & Trust is...working with a broker-dealer technology, ie, electronic order entry systems , DocuSign, etc. to process business, as well as… more
- Ford Motor Company (Dearborn, MI)
- …initiative to modernize how products are defined, engineered and manufactured. + **Portfolio Financial planner :** In this position you will be able to lead ... Ford is undertaking a significant transformation of the Industrial System Platform. The Industrial System IT team...across the portfolio. Ensure compliance to ET business office financial forecasting and actuals reporting. + Financial … more
- KeyBank (Ann Arbor, MI)
- …+ FINRA Series 7 and 66 (or 63 & 65) (preferred) + Certified Financial Planner (CFP) (preferred) + Certified Investment Management Analyst (CIMA) (preferred) + ... Summary** Key Private Bank (KPB) is dedicated to serving our clients' financial needs through expert advice and personalized banking, borrowing and investment… 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
- 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...retail. + Office computer skills; able to learn company systems and tools, preference for Microsoft application experience. We… 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 ... with internal stakeholders, such as finance and management, to align financial transactions to the General Ledger + Evaluates and recommends improvements… 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 ... with cross-functional teams to ensure the seamless operation of business-critical systems . The technical lead is responsible for network architecture, performance… 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 ... integrations with other enterprise applications. Contributes to incident resolution, system enhancements, migrations, and best practice implementations within the… more
- Deloitte (Grand Rapids, MI)
- …Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + Advanced degree such as Masters of Tax, ... needed, work with state of the art technology, and be connected to a strong support system from firm leadership to ensure you are set up for success in your role and… more
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