- University of Michigan (Flint, MI)
- Director of Certified Financial Planner (CFP) Program - Assistant/Associate/Full Professor - School of Management Apply Now **How to Apply** **ATTENTION: FACULTY ... employer. **Job Detail** **Job Opening ID** 265280 **Working Title** Director of Certified Financial Planner (CFP) Program - Assistant/Associate/Full Professor -… more
- HNTB (Grand Rapids, MI)
- …+ Professional Engineer (PE), Engineer in Training (EIT), American Institute of Certified Planner (AICP), Professional Transportation Planner (PTP) ... For** The time is right to join HNTB Michigan! We are seeking candidates for a Planner III position in our planning group. At HNTB, you can invest in a career that… more
- Utilities Service, LLC (Monroe, MI)
- **Description** We are currently seeking a **Work Planner ** to join our team. We are looking for an energetic professional who enjoys working outdoors and values the ... Some of the most important characteristics of an **AMSWork Planner ** is a desire to learn, an ability to...species and growth rates. + Eligibility to become ISA Certified Arborist within 1 year of employment. + Completion… more
- Hantz Group (Canton, MI)
- Advanced Tax Planner Hantz Group is a Michigan-based financial company that works with individuals and businesses to help them achieve their financial goals. We are ... partnerships, corporations, and trusts + Must possess active Enrolled Agent or Certified Public Accountant license + Must possess active Preparer Tax Identification… more
- KeyBank (Ann Arbor, MI)
- …Certifications** + FINRA Series 7 and 66 (or 63 & 65) (preferred) + Certified Financial Planner (CFP) (preferred) + Certified Investment Management Analyst ... Accountant (CPA) (preferred) + Chartered Financial Analyst (CFA) (preferred) + Certified Wealth Strategist (preferred) + Licensed Attorney/JD (varies by state)… more
- Magellan Health Services (Grayling, MI)
- …Must have one of the following certifications: Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), or Chartered Financial Consultant (ChFC). ... Required AFC - Accredited Financial Counselor - Enterprise, CFP - Certified Financial Planner - Enterprise, ChFC - Chartered Financial Consultant - Enterprise,… 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 (Word, Excel, Outlook, etc.). + Or, you have a combination of education and experience that provides an equivalent background. **Bonus Points if:** + One advanced degree relative to financial & estate planning + Juris doctorate + Supervisory experience… more
- Deloitte (Grand Rapids, MI)
- …Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + Advanced degree such as Masters ... of Tax, JD, and/or LLM + Previous Big 4 or large CPA firm experience The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and… more
- Bank of America (Bloomfield Hills, MI)
- …and Insurance). + Education Requirement: A TFA is required to complete the Certified Financial Planner (CFP) Investment Planning Course and the Financial ... Planning course. + Development Assessment: A TFA must successfully complete ongoing Developmental Assessments throughout the training. In preparation for the assessment, the TFA studies a variety of topics and may participate in developmental activities in the… more
- Deloitte (Detroit, MI)
- …+ Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) + Ability to travel up to 25%, on ... average, based on the work you do and the clients and industries/sectors you serve Preferred: + Advanced degree such as MST, MAcc, JD, or LLM + Previous Big 4 experience + Demonstrated basic understanding of Subchapter K, financial products, wash sale and… more