- Cardinal Health (Lansing, MI)
- …strategic value that influences key business decisions. **_Job Summary_** The Advisor , Financial Planning and Analysis serves as a key business partner ... **_What Financial Planning & Analysis contributes to Cardinal Health_** Finance oversees the accounting, tax, financial plans and policies of the… more
- PNC (Kalamazoo, MI)
- …and have an opportunity to contribute to the company's success. As a Business Analysis Advisor within PNC's Retail Lending Digital organization, you will be ... and technology teams oncomplex business requirements. + Leads multiple business analysis project management processes through planning , quality assurance and… more
- Hantz Group (Midland, MI)
- Financial Advisor Hantz Group is a Michigan-based... and Retirement + Insurance + Tax Strategy and Planning + Cash Flow Analysis + Debt Strategies ... + Property and Casualty Insurance The Holistic Approach to Financial Planning Hantz Group recognizes that each...support for you to build your practice. As a Financial Advisor , you will work alongside experts… more
- PNC (Lapeer, MI)
- …valued and have an opportunity to contribute to the company's success. As a Financial Advisor ] within PNC's Investments, you will be based in Clarkston, ... helping clients meet their savings, investing and retirement goals. Our team of financial planning experts guide you in creating personalized solutions on behalf… more
- Bank of America (Lansing, MI)
- Financial Solutions Advisor - Consumer Investments - West Detroit Market Grand Rapids, Michigan;Brighton, Michigan; Lansing, Michigan; West Bloomfield, Michigan ... met or exceeded. * Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC).… more
- Comerica (Bloomfield Hills, MI)
- …Custom Credit, and strategic asset allocation recommendations, multi-generational estate and tax planning , cash flow analysis and budgeting, and risk management ... Job Description Private Banking AdvisorThe Private Banking Advisor will serve as primary relationship advisor...the SAFE Act. Comerica Incorporated (NYSE: CMA) is a financial services company headquartered in Dallas, Texas, and strategically… more
- Raymond James Financial, Inc. (Southfield, MI)
- …appropriate. + Develop own capabilities by participating in assessment and development planning activities as well as formal and informal training and coaching; gain ... understanding of numerical concepts to perform mathematical operations such as report analysis independently while providing guidance and training to others. + Works… more
- Deloitte (Detroit, MI)
- …+ Enrolled Agent + Certifications: + Project Management Professional (PMP) + Chartered Financial Advisor (CFA) Preferred: + Advanced degree such as MST or ... federal and state deferred tax balances; + Computing tax depreciation for financial forecasts, tax provision, long-range planning , and cash-tax planning… more
- Kestra Financial (Novi, MI)
- …guidelines. + Maintain client information in CRM database (Redtail) + Data input for Financial Planning software system (Goals-Based Analysis and E-Money) + ... Associate position is a client service position who reports to the Wealth Advisor and is critical to leveraging Advisors' time. This position provides excellent… more
- Starfish Family Services, Inc. (Inkster, MI)
- …across the organization. + The CFO will advocate for diverse perspectives in financial planning and decision-making processes, ensuring that financial ... Accountant (CMA) designation is preferred. DUTIES & RESPONSIBILITIES: + Financial Strategy & Planning : + Collaborate with...aligned with the organization's mission. + Prepare and present financial reports and analysis to the Board,… more