- Lincoln Financial (Lansing, MI)
- …and limited partnership research, analysis, and proper accounting treatment of Lincoln Financial (LF) investment positions to support strategic investment ... opportunity. **Requisition #:** 74763 **The Role at a Glance** The Analyst, Investment Accounting Operations will provide timely and accurate more complex … more
- Raymond James Financial, Inc. (Birmingham, MI)
- …preparing industry and company research by collecting, organizing data, writing investment -related research reports, and creating/ maintaining financial models. ... revenue and income forecasts. + Assists with research and analytics used in Investment Strategy white papers for Financial Advisors. + Assists with preparation… more
- City National Bank (Lansing, MI)
- …high net worth investors who have expressed an interest in CNR investment services. Develops "partnering" relationships with Independent Financial Advisor, ... TO SUCCEED? *Required Qualifications** * Bachelor's Degree * Minimum 5 years of financial experience preferably in Investment Management * 2 years of experience… more
- Deloitte (Detroit, MI)
- Casey Quirk Investment & Wealth Management Insights - Senior Manager Our Deloitte Strategy & Transactions team helps guide clients through their most critical ... at every stage of their journey, helping them navigate challenges, avoid financial pitfalls, and implement practical solutions before, during, and after major… more
- Friedman Management Company (Farmington Hills, MI)
- …your client base. Friedman will screen and select candidates for this unique training program based on prior sales experience, financial acumen, attitude, and ... Brokerage - Investment Advisory Services Job Details Level Experienced Job...this role, you would join Friedman's intensive and focused training program to learn how to evaluate, list, and… more
- Deloitte (Detroit, MI)
- If you are looking to leverage your knowledge of investment management in a new and innovative way, Deloitte's Partnership Solutions Group (PSG) may be the place for ... part of a group that sets the standard for investment management tax technology and provides tax compliance and...consulting services to a variety of clients in the financial services industry. Our people-first approach will provide you… more
- Friedman Management Company (Farmington Hills, MI)
- Commercial Real Estate Broker - Investment Sales Job Details Level Experienced Job Location Corporate Office - Farmington Hills - Farmington Hills, MI Job Category ... mobile full-service platform in the Detroit area markets. We are seeking commercial investment sale brokers who are looking to provide their clients with tools,… more
- Atria Wealth Solutions (Sandusky, MI)
- …Sorrento Pacific Financial , LLC (SPF), Thumb Bank & Trust is seeking a Financial Advisor to provide retirement and investment services to our customer base ... growth of the investment program necessitates the need to add a Financial Advisor to the established program. As a Financial Advisor your responsibilities… more
- PNC (Washington, MI)
- …valued and have an opportunity to contribute to the company's success. As a Financial Advisor within PNC's of investment organization, you will be based in ... interest in our advisors' success. We provide a robust training program, administrative support and state of the art...financial plans for clients. Grows and retains an investment and insurance book of business. Owns the client… more
- Bank of America (Farmington Hills, MI)
- …including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth ... for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's financial advisors...all aspects of an optimal practice and complete the training and development needed to continue a successful career… more