- Bank of America (Saginaw, MI)
- …including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth ... Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth… more
- UMB Bank (Rust, MI)
- …Management** takes a holistic and collaborative approach to advise our clients on the investment plan that makes the most sense for their personal financial ... to the directives in the will, trust document or investment management, IRA or custody agreement as well as...knowledge of Trust and Bank products and services (ie, investments , insurance, brokerage, private banking, retirement planning). + You… more
- Comerica (Bloomfield Hills, MI)
- …advisors in the branch on ongoing business planning, client acquisition, advice, investment solutions, external practice acquisition, and more 25% Lead the branch ... accordance with the SAFE Act. Comerica Incorporated (NYSE: CMA) is a financial services company headquartered in Dallas, Texas, and strategically aligned into three… more
- Huntington National Bank (Birmingham, MI)
- …Advice Center (NAC) Service Specialist II serves support specialist for Huntington Financial Advisors working with the clients, advisors, and leadership team within ... This position provides service for existing HFA clients with their current investment relationship, proactively calls NAC clients, sets appointments with NAC … more
- Rock Family of Companies (Detroit, MI)
- …in comprehensive community development in Detroit and across the country. Alongside financial investments , the Rocket Community Fund has organized Rocket ... As a Program Manager in Housing Stability, you cultivate investments and collaborations with the Rocket Family of Companies that increase homeowner stability in… more
- Lenovo (MI)
- …software defined infrastructure), software, solutions, and services. Lenovo's continued investment in world-changing innovation is building a more equitable, ... Business (SMB) Category organization. This role is responsible for optimizing financial performance across multiple sales routes, managing gross-to-net budgets, and… more
- Anywhere Real Estate (Detroit, MI)
- …key role in identifying, evaluating, and executing acquisitions and investments across Anywhere's ecosystem-including franchise operations, brokerage businesses, and ... this leader will bring a strong combination of strategic insight, financial rigor, and cross-functional collaboration to support growth across all segments… more
- Cherry Bekaert (Lansing, MI)
- …short and long-term goals and objectives needs to be developing a sustainable financial plan. + Help secure private investment commitments and a strategy ... and relationships with Community Development Entities (CDEs), Community Development Financial Institutions (CDFIs), tax credit investors, community lenders, and… more
- Principal Financial Group (Detroit, MI)
- …with the TPA, plan sponsor and the advisor on plan features, investments , retirement readiness, services and new opportunities. + Plan level health reviews. ... take pride in being a purpose-led firm, motivated by our mission to make financial security accessible to all. Our mission, integrity, and customer focus have made… more
- Coinbase (Lansing, MI)
- …as we build the emerging onchain platform - and with it, the future global financial system. To achieve our mission, we're seeking a very specific candidate. We want ... power of crypto and blockchain technology to update the financial system. We want someone who is eager to...insights from the edges of onchain innovation to drive investment thesis and inform CB product strategy, prosecute multiple… more