- Fifth Third Bank, NA (Sterling Heights, MI)
- …developed sales and presentation skills. + Travel required within assigned territory. #LI-ML1 Investment Executive ( Financial Advisor ) Armada, MI ... May handle large book of clients with more complex financial profiles. Accountable for sales of full range of...relationships. + Highly developed knowledge of the securities business, investment products and financial solutions. + Highly… more
- Lincoln Financial (Lansing, MI)
- …opportunity. **Requisition #:** 74592 **The Role at a Glance** The Alternative Investment Sales Specialist Account Executive will develop, direct, implement, and ... capitalize on the opportunities to cross sell and penetrate new and existing financial advisors. + Conducts firm/ advisor meetings to achieve sales targets. (eg… more
- World Insurance Associates, LLC. (Rochester, MI)
- …in personal and commercial insurance, surety and fidelity bonding, employee and executive benefits, investment advisory and retirement plan services, and payroll ... World Insurance Associates ("World") is a unique financial services organization with a global network of...HR solutions. Insurance Sales Producer - Commercial Lines Client Advisor Position Overview World's Client Advisors bring risk management… more
- Lineage Logistics (Novi, MI)
- …and long-term cost optimization. In this role, you will partner with executive leadership to shape the technological direction of our business, ensuring IT ... leader with a deep understanding of global IT operations, financial stewardship, strategic planning, and cross-functional collaboration. **Key Responsibilities:**… more
- Comerica (Auburn Hills, MI)
- …strong and productive relationships with all BU leaders, acting as a trusted advisor to BU Heads and their leadership team. Position Responsibilities: Strategy As a ... relevant to the company's goals and evolving needs. Help determine capital investment parameters, priorities, and risks for technology initiatives to maximize the… more
- Deloitte (Detroit, MI)
- …attorney + Enrolled Agent + Project Management Professional (PMP) + Chartered Financial Advisor (CFA) + Professional Engineer Preferred: + Advanced degree ... Our Global Investment and Innovation Incentives ("Gi3") practice provides our...delivery of engagement deliverables, which may include presentation decks, executive summaries, credit calculations, completed tax forms, supporting files,… more
- Deloitte (Detroit, MI)
- …+ Enrolled Agent + Certifications: + Project Management Professional (PMP) + Chartered Financial Advisor (CFA) + Professional Engineer + GRI Preferred + Advanced ... Our Global Investment and Innovation Incentives ("Gi3") practice provides our...delivery of engagement deliverables, which may include presentation decks, executive summaries, credit calculations, completed tax forms, supporting files,… more
- Deloitte (Detroit, MI)
- …+ Enrolled Agent + Certifications: + Project Management Professional (PMP) + Chartered Financial Advisor (CFA) + Professional Engineer + GRI Certification + ... Our Global Investment and Innovation Incentives ("Gi3") practice provides our...delivery of engagement deliverables, which may include presentation decks, executive summaries, credit calculations, completed tax forms, supporting files,… more
- Deloitte (Grand Rapids, MI)
- …not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + ... and eligibility requirements related to: + IRC section 48 Investment Tax Credit + IRC section 45 Production Tax...streams, such as cost segregation studies and tax equity financial modeling (eg, hypothetical liquidation at book value) +… more
- Deloitte (Detroit, MI)
- …not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + ... on the potential benefits and eligibility requirements related to: + IRC section 48 Investment Tax Credit + IRC section 45 Production Tax Credit + IRC section 45Q… more