Finance advisor jobs in Grand Rapids, MI

Join Us as a Personal Risk Advisor - Protect What Matters Most Are you passionate about helping people safeguard their lives, assets, and future? As a Personal Risk Advisor, you'll play a key role in guiding clients through personalized risk assessments and providing expert insurance solutions that bring peace of mind. What You'll Do: 🛡 Assess Individual Risk Profiles - Evaluate clients' personal risk exposure related to health, property, life, and liability. 📋 Recommend Tailored Insurance Solutions - Offer customized coverage plans that align with each client's lifestyle, financial situation, and risk tolerance. 💬 Build Lasting Client Relationships - Act as a trusted advisor by offering ongoing support, regular coverage reviews, and proactive risk management strategies. 🤝 Collaborate with Underwriters & Carriers - Work with insurance partners to secure optimal coverage terms and pricing. 📊 Stay Ahead of Industry Trends - Keep up with evolving risks, products, and regulatory changes to provide timely, value-driven advice. Who You Are: ✔ Experienced in personal lines insurance or risk advisory ✔ Strong communicator and empathetic listener ✔ Detail-oriented with a consultative sales approach ✔ Skilled in evaluating risk and offering proactive protection strategies ✔ Familiar with insurance products, policies, and CRM tools Why This Role Stands Out: ✅ Help clients feel confident and secure in their coverage decisions ✅ Be a valued partner in times of need and protection planning ✅ Work in a supportive, people-first culture with growth opportunities ✅ Make a tangible impact in people's lives 🔒 Be the Advisor Who Protects What People Value Most As a Personal Risk Advisor, you're not just selling insurance-you're providing protection, reassurance, and expert guidance. 👉 Apply now and start making a difference in personal risk management.

Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a financial representative focused on client-building and obtaining licenses. Our award-winning training programs equip you with the education, skill-building, and development strategies you need to be successful in building a financial planning practice that focuses on: Planning Experience · Asset & Income Protection · Education Funding · Investment & Advisory Services · Trust Services · Retirement Solutions · Business Needs Analysis Northwestern Mutual's proprietary planning software helps you educate your clients and deliver holistic financial plans-including investments for growth, insurance for protection, and annuities for guaranteed income in retirement-that helps you have a bigger impact on your clients and community. Becoming a business owner allows you to shape your workday around your life and achieve uncapped earning potential through a performance-based compensation structure. We believe there's more than one way to start, build, and grow your practice. As an entrepreneur, you can build your business in a way that aligns with your long-term vision and goals like opening an office, joining a sophisticated team, or becoming an advanced advisor. Responsibilities As a financial advisor, you will: Grow your client base by making new connections, maintaining a strong referral network, and providing a great client experience Build personalized, holistic financial plans tailored to every client's unique needs Manage your client's financial plans to help them achieve their goals Grow relationships with clients to support them through every stage of life Training, licensing & designations Northwestern Mutual has been recognized for maintaining one of the best-trained sales forces in the country. We are committed to your continued training and development throughout your career. That starts with our award-winning curriculum designed to support your first three years in the business. In the program, you'll hear from industry experts, learn the art of client acquisition to drive longevity in the career, and have access to our national network of tenured financial advisors to learn the business through first-hand experience. To become a financial advisor, you must obtain the following licenses: Life/Accident & Health Certifications, Securities Industry Essentials (SIE), and Series 6, 7, and 63. Northwestern Mutual provides pre-payment/reimbursement* for course tuition fees and books. Compensation & Benefits Performance-based earnings and revenue 1 : A verage advisor annual earnings of $61K-$119K (based on 2018-2023 company average for representatives in the first 3 years) Top 25% advisor annual earnings of $137K-$250K (based on 2018-2023 company data for top quartile advisors in the first 3 years) Additional income structure to support training and early development Renewal income earned for continued client support and policy management Bonus programs and expense allowances Support for insurance licensing, Securities Industry Essentials , Series 6, Series 7, Series 63, and more Certified Financial Planner licensing support 2 Fully company-funded retirement package and pension plan Competitive and comprehensive medical, vision, and dental plans Life Insurance and Disability Income Insurance Parental benefits at every stage of family planning #LI-Onsite Qualifications You could be right for this opportunity if you have: Bachelor's degree Entrepreneurial ambitions to be a business owner History of success in relationship-building or client-facing roles Excellent time-management skills Desire for continuous learning and collaboration Proficient critical thinking skills Strong communicator Strong sense of motivation and drive Legal authorization to work in the US without sponsorship Our Financial Advisors are valued partners and proud business owners. As such, they are considered independent contractors 3 for income tax purposes, and a statutory employee for Federal Insurance Contributions Act (FICA) tax purposes. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC (NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company (NMWMC) (Investment Advisory Services), a federal savings bank. NM and its subsidiaries are in Milwaukee, WI. *Individuals are required to have a minimum of three years of service at Northwestern Mutual to qualify for the designation pre-payment and reimbursement program. 1 No level of income is guaranteed. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances. Data uses average revenue from 2018-2023; included revenue was positive and not equal to 0 and earned by full time, active Financial Representatives producing for the entire year each of the years data was used. First year range is $271.73 - $2,923,976.22. Source: Northwestern Mutual, 2024 2 Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP , CERTIFIED FINANCIAL PLANNER , and CFP (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks. 3 Northwestern Mutual Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of a contract to become a Northwestern Mutual Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval for contract will be withdrawn. Posted Salary Range USD $61,000.00 - USD $250,000.00 /Yr.

At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships. Job responsibilities Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management Demonstrate a deep understanding of financial markets and sound business judgement Exhibit unwavering integrity that points toward doing right by clients at every opportunity Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments Provide a holistic view of clients' needs and financial coaching beyond investments Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want Required qualifications, capabilities, and skills At least 2 years in a Financial Advisor role or equivalent financial services experience Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners Demonstrated ability and commitment to goals-based planning and advice A valid and active Series 7 A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment Preferred qualifications, capabilities, and skills Certified Financial Planning (CFP ) certification is preferred Bachelor's degree preferred INVESTMENT AND INSURANCE PRODUCTS ARE: • NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities, and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining your Securities Industry licenses, where you receive dedicated and personalized classes for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams. Once you obtain your licenses, you will be taught the foundational skills needed to be an advisor - from acquiring, building and managing client relationships to considering a client's complex financial picture and guiding them with advice and solutions to help them live their best financial lives, all while humanizing financial interactions. Once you have reached your key milestones, you will begin working in a financial center where you will help to deliver Bank of America's core banking, investment solutions and approach to client care. We will equip you with everything you need as you move through the stages of development. Once you have demonstrated success as a licensed Financial Solutions Advisor Stage I, you will typically progress into the next role, Financial Solutions Advisor Stage II, where you will continue to practice the skills you've learned by growing and deepening relationships within a portfolio of clients. As a successful Financial Solutions Advisor Stage II, you will have the opportunity to advance in many roles within Bank of America and Merrill. The Academy will support you along the way with dedicated programs, tools, and resources throughout your career journey. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since your position requires SAFE Act registration, you will be required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in your immediate termination. We'll help you * Build a successful career at Bank of America through world-class training and on-boarding programs that set you up for success. * Get training and one-on-one coaching from Academy managers who are invested in your success. * Grow your business knowledge by using a defined consultative approach with clients to systematically identify client needs and appropriate solutions. * Earn your Security Industry Essentials (SIE), Series 7 and Series 66 licenses (63 & 65 accepted, in lieu of 66) though structured lessons and dedicated study time. You must obtain your SIE within 30 days of being hired & your Series 7 & 66 within 120 Days - a requirement for the role. * Build your network. Starting at a financial center, you'll interact with banking customers, small business owners and higher net worth clients alike. You'll be able to leverage our relationships with one out of two households in the U.S. to help eventually grow your business. * Provide end-to-end comprehensive advice, deliver client reviews/presentations with confidence, and recommend strategies to help clients achieve their financial goals and life priorities. * Collaborate with core banking and investment partners. Connect clients to the solutions we provide through Bank of America and Merrill to meet virtually all their financial needs. Required Qualifications: * Aptitude in obtaining required industry licenses. * Must be self-disciplined in managing time and capacity. * Experience in cultivating client relationships, accessing needs and recommending solutions. * Success creating strong peer relationships through effective communication and collaboration. * Demonstrates a results-driven mindset while prioritizing client's interest in a complex, fast-paced environment. * Executes multiple tasks simultaneously. * Learns and adapts to new technology or applications. Desired Qualifications: * Bachelor's degree and/or a minimum of one year of financial services industry or sales experience * Currently holds FINRA Securities Industry Essentials (SIE) Skills: * Advisory * Account Management * Client Experience Branding * Customer and Client Focus * Oral Communications * Issue Management * Client Solutions Advisory * Pipeline Management * Active Listening * Attention to Detail * Risk Management * Policies, Procedures, and Guidelines * Client Management * Causation Analysis * Written Communications Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent Schedule: Monday - Fridays and rotating Saturdays Shift: 1st shift (United States of America) Hours Per Week: 40

JobID: 210691299 JobSchedule: Full time JobShift: Day : At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships. Job responsibilities * Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity * Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management * Demonstrate a deep understanding of financial markets and sound business judgement * Exhibit unwavering integrity that points toward doing right by clients at every opportunity * Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments * Provide a holistic view of clients' needs and financial coaching beyond investments * Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want Required qualifications, capabilities, and skills * At least 2 years in a Financial Advisor role or equivalent financial services experience * Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners * Demonstrated ability and commitment to goals-based planning and advice * A valid and active Series 7 * A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment * A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment Preferred qualifications, capabilities, and skills * Certified Financial Planning (CFP) certification is preferred * Bachelor's degree preferred INVESTMENT AND INSURANCE PRODUCTS ARE: * NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.

Your passion. Your purpose. If you're here, you're looking for something more. More opportunity, more impact, more purpose. At Rehmann, each and every one of our associates plays a pivotal role in the Firm's success. When you join our team, you can count on exceptional support, encouragement, and guidance from your colleagues and from leadership. No matter where you want to go in your career, Rehmann can help you get there. Whether you're in the early stages of your professional journey or you're further down your path, we're focused on helping you achieve your goals - whatever they may be. When you join Rehmann, you are part of a culture that Puts People First and aims to help everyone reach their fullest potential. Let us show you all the ways we can Empower Your Purpose. To learn more about Rehmann, visit: ******************************** Specific office locations and preferred service lines will be determined during the interview process. Our Commitment - Your Rehmann Internship Experience: * Receive mentorship and support from team-focused associates invested in the development of others * Gain exposure to a wide variety of clients and industries * Build new relationships in a friendly, professional, and growth-focused environment * Experience a culture that promotes an open-door policy and work/life integration * Engage in complex projects and engagements from start to finish * Be entrusted with staff-level works that encourages creative problem solving and skill development * Deliver exceptional client service to a diverse client base * Earn a voice that is heard and makes an impact How You Will Make an Impact as a Wealth Management Intern: * Conduct investment research * Performing account review and data analysis * Participate in projects to transition accounts to firm-managed models using our portfolio management system * Assist with market research and data analysis Your Desired Skills, Experiences & Values: * Pursuit of a finance major and eventual CFP license * Preferred graduation dates with 150 credit hours: December 2025-August 2027 * GPA of 3.0 or higher * Initiative and drive exhibited through leadership experiences in work and/or campus extracurriculars * Some work experience (related or unrelated) is preferred * Strong, hands-on Excel skills * Excellent verbal and written communication skills * Advanced problem solving and critical thinking skills * Motivation to continuously learn and improve, easy to coach * Unwavering integrity in all situations * Enthusiasm, eagerness to engage, contribute, and have fun We Put People First in all that we do. Our associates are our greatest asset and we provide programs and benefits that encourage growth and development and align with their needs and goals. This includes benefits focused on physical and mental health, paid time off for volunteering and diversity-related activities, flexible work arrangements, and more. When you join Rehmann, you become part of a firm dedicated to helping Empower Your Purpose, whatever it may be. Rehmann is an Equal Opportunity Employer

Who we are: Oppenheimer & Co. Inc. (“Oppenheimer”) is a leading middle-market investment bank and full-service broker-dealer. With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and public finance), equity & fixed income research, market making, trust services and investment advisory and asset management services. Job Description The firm is seeking an Associate Financial Professional to join our Private Client Division in our Kalamazoo, Michigan office. Associate Financial Professional candidates should possess strong relationship management and interpersonal skills, in addition to strong written and verbal communication abilities. Ideal candidates are great listeners with self-confidence and have a passion for educating and helping others. Ideal candidates are self-motivated and able to work independently, while also collaborating in a dynamic, team-based environment, welcoming constructive feedback and challenges to ideas. These candidates also demonstrate strong work ethic, a thirst for success, and a track record for establishing and achieving goals. Key Responsibilities: Provide top quality advice and solutions to clients Ability to prospect, build relationships, and successfully grow a book of business Develop new clients through individual marketing strategies and relationships with existing Oppenheimer Financial Professionals Prioritize and organize workflow and collaborate all facets of the operation and administration of client accounts using CRM tools Social Media and Marketing program development Conduct mutual fund, ETF, separate account manager (SMA), equity and fixed income research and due diligence for investment opportunities Qualifications: Wealth Management / Investment industry experience preferred Minimum education requirement is a Bachelor's degree Previous work experience, including internships involving client service or financial analysis, is preferred SIE exam completion required prior to offer FINRA Registrations: Series 7 & 65/66 preferred or must be obtained within 4 months of hire date in addition to State Insurance Licenses within 6 months Must be a team player: proactive, positive, problem-solving disposition, seeking growth and opportunities for advancement Excellent communication skills: verbal, written and interpersonal Ability to work in a fast paced, high energy environment with attention to detail, and ability to meet designated deadlines

Job DescriptionPosition Title: Financial Advisor Reports To: Financial AdvisorGeneral Purpose: Provide financial advice to clients and generate new business. Responsibilities: Generate new business opportunities for Isabella Wealth to meet established sales goals. Meet with clients to establish goals, analyze financial information, recommend financial plans, monitor outcomes and manage investments. Coordinate the clients' financial plan by working with the Isabella Wealth team, attorneys, accountant and others to accomplish the goals and objectives of the client. Identify centers of influence to build relationships and develop a network of potential referral sources. Cross sell bank products and services. Represent Isabella Bank in community events. Mentor bank employees to expand financial planning opportunities to bank customers. Other projects as assigned Qualifications: Education/Experience Bachelors' Degree preferably in Finance, Accounting, or Business Certified Financial Planner (CFP) or similar designation Minimum of five years' experience in financial services industry Three years of successful sales experience Series 7 & 66 securities licenses preferred Skills Ability to retain clients and develop new business Goal oriented and self-starter Demonstrates analytical and decision making skills Advanced proficiency in verbal and written communication skills Effectively work as a team member and independently Proficient computer skills Isabella Bank is an AA/EEO employer.

Current employees, please apply in Workday. Wolverine Worldwide is a global marketer of branded footwear, apparel, and accessories. With an established global footprint that spans approximately 200 countries and territories, as well as a rock-solid infrastructure, Wolverine Worldwide is dedicated to advancing the following brands that comprise the ever-expanding portfolio: Bates, Chaco, Cat Footwear, Harley Davidson Footwear, Merrell, Saucony, Sweaty Betty and Wolverine. Wolverine Worldwide's continued success is driven by our ability to stay true to our simple mission: we empower, engage and inspire our consumers - every step of the way. Wolverine Worldwide is a Great Place To Work Certified™ company, underscoring its commitment to prioritizing employee experience and cultivating an amazing company culture across its U.S. operations. The Great Place To Work Certification distinguishes employers that prioritize employee experience, based on employees' survey feedback on trust, camaraderie, and appreciation in the workplace. The Financial Analyst III will act as a key contributor to the Corporate Finance Group and the external financial statement reporting process. Responsibilities include preparation of complex accounting analyses, SEC reporting and journal entries requiring a strong accounting acumen and act as the key liaison between finance and other corporate functions. Primary Duties: Works in conjunction with corporate finance to prepare period-end closing activities related to the Company's legal accruals, environmental accruals, intangibles and goodwill, royalty revenue arrangements and other various monthly close activities. Assist with Company's annual goodwill and tradename impairment analysis. Responsible for the annual pension valuation accounting and related internal controls. Responsible for areas of the Company's monthly and quarterly lease accounting activities. Responsible for monthly Fx derivative accounting and related internal controls. Identify and resolve complex accounting problems. Form 10-Q/K and 8-K document preparation drafting notes to the financial statements, financial statement preparation and coordination, edgarization, XBRL tagging, and filing documents with the SEC. Perform accounting and SEC reporting research as required and document the Company's position on complex matters. Perform monthly and quarterly internal control certification. Actively participate in projects independently and as a member of a cross-functional team. Prepare account reconciliations consistent with Corporate policy. Provide financial support to the brands and other corporate functions Analyze and report on financial results, including key metrics. Respond to inquiries from Corporate Finance as well as Internal and External Auditors. Performs duties consistent with the company's AAP/EEO goals and policies. Performs other duties as required/assigned by manager. Knowledge, Skills, and Abilities Required: Bachelors degree in Accounting or Finance 4+ years experience in accounting preferably including experience within a large public accounting firm Strong analytical skills Good oral/written communication and interpersonal skills to interact with all levels within the organization Ability to meet deadlines Knowledge of SOX requirements for controls and compliance Strong computer skills with skills in Excel, SAP, and BW Good organizational and time management skills Strong attention to detail CPA preferred Working Conditions: Normal office environment. Wolverine Worldwide has a flexible, hybrid work schedule, with three days in office and two days remote. #LI-MM1 The above statements are intended to describe the general nature and level of work being performed and are not intended to be an exhaustive list of all responsibilities, duties and skills which may be required. Wolverine Worldwide, Inc. is committed to creating a company that is as diverse as our consumers. We value the differences in one another and believe our differences make us stronger. Our diverse and inclusive corporate culture starts with the recruitment process. We are committed to being an equal opportunity employer. We aim to create equal opportunities for our associates, customers, and suppliers regardless of race, color, religion, sex, national origin, age, disability, sexual orientation, gender identity, or any other legally protected characteristic.

During the UFP Finance and Accounting Internship Program, you will have the opportunity to gain valuable on-the-job experience and contribute to real-world projects in one or more of the following areas: Financial Accounting, Cost Accounting, Financial Systems, Auditing, Treasury, and Financial Planning & Analysis. As an intern, you will perform similar tasks as our entry-level accountants by processing Accounts Payable and Accounts Receivable, monthly reporting, analysis, budgeting, forecasting, and other special projects. In addition, you will be participating in a program that encompasses: Approximately ten to twelve-week summer assignment at UFP's corporate headquarters in Grand Rapids, Michigan Development of personal and professional skills through training, networking, and mentoring relationships Interactions with other UFP departments and plant operations during month-end close activities, P&L reviews, account reconciliation research/resolution and the capital/fixed asset business processes The opportunity to build teamwork skills through interaction with other interns and colleagues Principle Duties and Responsibilities Support Accounting with ongoing or new projects Maintain confidentiality of all aspects of job responsibilities Exhibit strong verbal and written communication skills Establish and maintain effective relationships with management and employees Exchange information clearly and concisely and to present ideas, report facts, and other pertinent information Will work effectively both autonomously and within a team environment Qualifications Pursuing a bachelor's degree in Accounting, Finance or related field from an accredited college or university Cumulative grade point average of 3.5 or higher Previous work or classroom experience in one or more of the following: Accounting, Finance, or Tax Must be located in Grand Rapids, Michigan for the duration of the internship Preferred Skills and Proficiencies Previous Accounting, Finance internship and/or relevant project experience Effective oral and written communication skills Demonstrated analytical and problem-solving ability High degree of self-motivation, passion, and a drive to learn Ability to balance multiple priorities Application and Interview Process The application period will run from December 5, 2025, through December 31, 2025, with interviews to follow. To be considered for this role, please be sure to attach a cover letter indicating your interest along with your resume. The Company is an Equal Opportunity Employer.

PADNOS offers internship programs for students to make an impact on sustainability, as well as continue learning and growing towards their career. We recognize the importance of education and ability to learn from our past, present and future. We provide challenging environments for interns to learn what we have worked so hard to achieve in the last century, as well as see the potential for a brighter future. PADNOS is a full-service recycling company handling paper, plastic, metals and electronic recycling. We tailor recycling programs for consumer and industrial clients throughout the United States. PADNOS was founded over a century ago and continues to transform the recycling industry. The company has thrived as a family business through four generations and has grown to be a market leader and best in class innovator. Finance Internship Summary: The Finance Intern will be responsible for supporting the Finance Team with daily responsibilities. The position will focus on accounts payable invoice entry and statement review. Utility billing allocations project Unclaimed property resolution Record credit card receivables and miscellaneous deposits Work on balance sheet and banking reconciliations Review accounts payable duplicate payments Finance Internship Qualifications: Pursuing a bachelor's degree preferably in Finance or Accounting Proficient in Microsoft Office (Word, Excel, PowerPoint) Demonstrated excellent professional verbal and written communication skills

Be Proud, Be YOU, Be Independent! Are you interested in exploring your potential and growing from real-world experience? If so, we are looking for goal-oriented, disciplined, and eager-to-learn individuals to be a part of our 2026 Internship program. At Independent Bank we promote a culture that encourages professional growth and embraces the collective sum of your individual differences, life experiences, knowledge, innovation, self-expression, unique capabilities and talent. We value diversity of thought, ideas, and background. Our inclusive and collaborative culture helps us find the best solutions to meet the needs of our clients and company. The Financial Investigations Intern will report to the VP of Loss Prevention, and assist with the monitoring and mitigating of risk through transactional review and investigations. This is a full-time internship opportunity reporting to Ionia with the possibility of flexible working arrangements. Why You Should Apply: * Earn a competitive hourly wage. * Work alongside a group of specialized Fraud Investigators. * Partner with fellow interns and business partners. * Participate in a joint intern project and present your group's recommendations to Independent Bank's executive leadership team. What You Will Do: * Conduct reviews of suspicious transaction activity and assist with review of ATM & MasterCard debit card transaction disputes. * Complete all regular reporting in a timely manner. * Collaborate with BSA analysts in detecting suspicious transaction activity. * Assist product and business managers as necessary. * Perform other duties as assigned. What We're Looking For: * Banking experience required. Strong interpersonal, oral & written communication skills required. * Pursuing a degree in business, criminal justice or related field preferred. * Must be self-directed, possess an assertive personality, and able to prioritize multiple duties, motivated to accomplish tasks, meet objectives and deadlines. * Research, investigation, and proven analytical ability required. * Ability to interact in a professional manner with both internal and external customers. * Strong organizational skills and PC knowledge of window-based applications required. Investing in your career can feel overwhelming when there are so many choices, and we understand your time is valuable. We are committed to making a positive difference in the lives of our clients, shareholders, and the communities we serve, and will empower you to Be Independent. Be Bold. Be YOU. Be Independent!

Grandville, Michigan **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (****************************************************************************************************************************************************** **Job Description:** At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities, and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining your Securities Industry licenses, where you receive dedicated and personalized classes for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams. Once you obtain your licenses, you will be taught the foundational skills needed to be an advisor - from acquiring, building and managing client relationships to considering a client's complex financial picture and guiding them with advice and solutions to help them live their best financial lives, all while humanizing financial interactions. Once you have reached your key milestones, you will begin working in a financial center where you will help to deliver Bank of America's core banking, investment solutions and approach to client care. We will equip you with everything you need as you move through the stages of development. Once you have demonstrated success as a licensed Financial Solutions Advisor Stage I, you will typically progress into the next role, Financial Solutions Advisor Stage II, where you will continue to practice the skills you've learned by growing and deepening relationships within a portfolio of clients. As a successful Financial Solutions Advisor Stage II, you will have the opportunity to advance in many roles within Bank of America and Merrill. The Academy will support you along the way with dedicated programs, tools, and resources throughout your career journey. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since your position requires SAFE Act registration, you will be required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in your immediate termination. **We'll help you** - Build a successful career at Bank of America through world-class training and on-boarding programs that set you up for success. - Get training and one-on-one coaching from Academy managers who are invested in your success. - Grow your business knowledge by using a defined consultative approach with clients to systematically identify client needs and appropriate solutions. - Earn your Security Industry Essentials (SIE), Series 7 and Series 66 licenses (63 & 65 accepted, in lieu of 66) though structured lessons and dedicated study time. You must obtain your SIE within 30 days of being hired & your Series 7 & 66 within 120 Days - a requirement for the role. - Build your network. Starting at a financial center, you'll interact with banking customers, small business owners and higher net worth clients alike. You'll be able to leverage our relationships with one out of two households in the U.S. to help eventually grow your business. - Provide end-to-end comprehensive advice, deliver client reviews/presentations with confidence, and recommend strategies to help clients achieve their financial goals and life priorities. - Collaborate with core banking and investment partners. Connect clients to the solutions we provide through Bank of America and Merrill to meet virtually all their financial needs. **Required Qualifications:** + Aptitude in obtaining required industry licenses. + Must be self-disciplined in managing time and capacity. + Experience in cultivating client relationships, accessing needs and recommending solutions. + Success creating strong peer relationships through effective communication and collaboration. + Demonstrates a results-driven mindset while prioritizing client's interest in a complex, fast-paced environment. + Executes multiple tasks simultaneously. + Learns and adapts to new technology or applications. **Desired Qualifications:** + Bachelor's degree and/or a minimum of one year of financial services industry or sales experience + Currently holds FINRA Securities Industry Essentials (SIE) **Skills:** - Advisory - Account Management - Client Experience Branding - Customer and Client Focus - Oral Communications - Issue Management - Client Solutions Advisory - Pipeline Management - Active Listening - Attention to Detail - Risk Management - Policies, Procedures, and Guidelines - Client Management - Causation Analysis - Written Communications **Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent** **Schedule:** Monday - Fridays and rotating Saturdays **Shift:** 1st shift (United States of America) **Hours Per Week:** 40 Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates. View your **"Know your Rights (************************************************************************************** "** poster. **View the LA County Fair Chance Ordinance (************************************************************************************************** .** Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work. This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.

JobID: 210691299 JobSchedule: Full time JobShift: Day : At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships. Job responsibilities * Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity * Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management * Demonstrate a deep understanding of financial markets and sound business judgement * Exhibit unwavering integrity that points toward doing right by clients at every opportunity * Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments * Provide a holistic view of clients' needs and financial coaching beyond investments * Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want Required qualifications, capabilities, and skills * At least 2 years in a Financial Advisor role or equivalent financial services experience * Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners * Demonstrated ability and commitment to goals-based planning and advice * A valid and active Series 7 * A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment * A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment Preferred qualifications, capabilities, and skills * Certified Financial Planning (CFP) certification is preferred * Bachelor's degree preferred INVESTMENT AND INSURANCE PRODUCTS ARE: * NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.

Who we are: Oppenheimer & Co. Inc. (Oppenheimer) is a leading middle-market investment bank and full-service broker-dealer. With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and public finance), equity & fixed income research, market making, trust services and investment advisory and asset management services. Job Description The firm is seeking an Associate Financial Professional to join our Private Client Division in our Kalamazoo, Michigan office. Associate Financial Professional candidates should possess strong relationship management and interpersonal skills, in addition to strong written and verbal communication abilities. Ideal candidates are great listeners with self-confidence and have a passion for educating and helping others. Ideal candidates are self-motivated and able to work independently, while also collaborating in a dynamic, team-based environment, welcoming constructive feedback and challenges to ideas. These candidates also demonstrate strong work ethic, a thirst for success, and a track record for establishing and achieving goals. Key Responsibilities: * Provide top quality advice and solutions to clients * Ability to prospect, build relationships, and successfully grow a book of business * Develop new clients through individual marketing strategies and relationships with existing Oppenheimer Financial Professionals * Prioritize and organize workflow and collaborate all facets of the operation and administration of client accounts using CRM tools * Social Media and Marketing program development * Conduct mutual fund, ETF, separate account manager (SMA), equity and fixed income research and due diligence for investment opportunities Qualifications: * Wealth Management / Investment industry experience preferred * Minimum education requirement is a Bachelor's degree * Previous work experience, including internships involving client service or financial analysis, is preferred * SIE exam completion required prior to offer * FINRA Registrations: Series 7 & 65/66 preferred or must be obtained within 4 months of hire date in addition to State Insurance Licenses within 6 months * Must be a team player: proactive, positive, problem-solving disposition, seeking growth and opportunities for advancement * Excellent communication skills: verbal, written and interpersonal * Ability to work in a fast paced, high energy environment with attention to detail, and ability to meet designated deadlines

Job DescriptionAbout The Strickland Group: The Strickland Group is a family-driven, vision-first financial services agency helping families protect and build wealth through life insurance and retirement solutions. This is a 100% commission, remote role with flexible hours, mentorship, and a clear path to agency ownership. You'll meet with warm leads, uncover needs, present options, and help clients put protection in place. Training is provided; no experience required, but strong work ethic, coachability, and a desire to grow are musts.

Financial Advisor Reports To: Financial Advisor General Purpose: Provide financial advice to clients and generate new business. Responsibilities: Generate new business opportunities for Isabella Wealth to meet established sales goals. Meet with clients to establish goals, analyze financial information, recommend financial plans, monitor outcomes and manage investments. Coordinate the clients' financial plan by working with the Isabella Wealth team, attorneys, accountant and others to accomplish the goals and objectives of the client. Identify centers of influence to build relationships and develop a network of potential referral sources. Cross sell bank products and services. Represent Isabella Bank in community events. Mentor bank employees to expand financial planning opportunities to bank customers. Other projects as assigned Qualifications: Education/Experience Bachelors' Degree preferably in Finance, Accounting, or Business Certified Financial Planner (CFP) or similar designation Minimum of five years' experience in financial services industry Three years of successful sales experience Series 7 & 66 securities licenses preferred Skills Ability to retain clients and develop new business Goal oriented and self-starter Demonstrates analytical and decision making skills Advanced proficiency in verbal and written communication skills Effectively work as a team member and independently Proficient computer skills Isabella Bank is an AA/EEO employer.

College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from varying academic backgrounds and experiences, begin to build a financial planning practice while engaging local and nationwide experts, exclusive financial products, and the support of a Fortune 500 company. You will have the opportunity to build your confidence, develop a professional network, and help people achieve financial freedom. Here, hard work pays off! Responsibilities Our internship program mimics our full-time Financial Representative career, allowing you to: Learn how to prospect and network to build your business and client base Develop and execute on a business strategy Call on potential clients and set meetings to understand their financial goals Prepare plans and offer useful recommendations Gain exposure to proprietary planning software platforms Engage in weekly coaching, training, and development meetings Receive Risk Product State Licensing: Life, Accident, and Health Build life skills that create future career opportunities As a Northwestern Mutual College Financial Representative, you can expect a flexible schedule to work around your life and your classes. With the option to participate in our internship program year-round, you can continue to grow your practice and obtain support for registrations and certifications such as the Series 6 & 63 or CFP . Get inspired at local and national recognition events, earn access to leadership programs, and collaborate with experts in our business. In fact, you'll find diverse resources across our culture to ensure that you experience personal and professional growth in this program. With interest, eligible students have an opportunity to interview for a full-time Financial Representative or Advisor role upon graduation. #LI-Onsite Qualifications Are you a fit for this internship? Full-time student; juniors and seniors preferred Entrepreneurial ambitions and curiosity for sales Highly involved on campus (leader, athlete, campus orgs, student government, etc) Excellent time-management skills Interest in financial literacy and planning tools Business savvy and desire to increase critical thinking abilities Compensation & Benefits Performance-based earnings and revenue Learning and Development Incentives (up to $1000/month, not inclusive of earned commissions) Productivity Bonuses Support for insurance licensing (life, health, DI, LTC) Support for SIE, Series 6, Series 63 registrations (eligibility required) About Us For over 165 years, we have helped our clients spend their lives living through comprehensive and innovative financial planning. We combine the expertise of our financial professionals with personalized digital experience and industry-leading products to give our clients the ability to successfully navigate their financial lives. Our tailored approach includes multiple financial strategies-insurance, investments, and annuities-built to reinforce each other, keeping our clients consistently on track to meet goal after goal. We lead with unmatched financial strength and access to the best products and services for our clients. Our Financial Representatives and College Financial Representatives are valued partners and proud business owners. As such, they are considered independent contractors 1 for income tax purposes, and a "statutory employee" for Federal Insurance Contributions Act (FICA) tax purposes. As a company, we value an inclusive and belonging workplace where everyone's unique viewpoints bring new successes. We strive to create teams that reflect our customers and communities, fostering an environment where all employees are welcomed, valued, and heard. Why join Northwestern Mutual Fortune 500 company (2023) Top 100 Internship Programs, Yello x WayUp (2022) 5.0+ million clients and growing 2 $257 billion retail investment client assets held or managed by Northwestern Mutual 3 Forbes' Best Employers for Diversity (2018-2021) Unsurpassed financial strength 4 Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index (2015-2021) 1 Northwestern Mutual College Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of an intern contract to become a Northwestern Mutual College Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval to contract will be withdrawn. 2 As of June 30, 2023 3 Combined client assets of NMIS and NMWMC as of June 30, 2023 4 Among U.S. life insurers. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company, as of the most recent review and report by each rating agency. Ratings as of: 06/23 (Moody's Investors Service), 08/23 (A.M. Best Company), 08/23 (Fitch Ratings), 05/23 (S&P Global Ratings) Salary Range USD $500.00 - USD $1,000.00 /Yr.

Job DescriptionBe Proud, Be YOU, Be Independent! Are you interested in exploring your potential and growing from real-world experience? If so, we are looking for goal-oriented, disciplined, and eager-to-learn individuals to be a part of our 2026 Internship program. At Independent Bank we promote a culture that encourages professional growth and embraces the collective sum of your individual differences, life experiences, knowledge, innovation, self-expression, unique capabilities and talent. We value diversity of thought, ideas, and background. Our inclusive and collaborative culture helps us find the best solutions to meet the needs of our clients and company. The Financial Investigations Intern will report to the VP of Loss Prevention, and assist with the monitoring and mitigating of risk through transactional review and investigations. This is a full-time internship opportunity reporting to Ionia with the possibility of flexible working arrangements. Why You Should Apply: Earn a competitive hourly wage. Work alongside a group of specialized Fraud Investigators. Partner with fellow interns and business partners. Participate in a joint intern project and present your group's recommendations to Independent Bank's executive leadership team. What You Will Do: Conduct reviews of suspicious transaction activity and assist with review of ATM & MasterCard debit card transaction disputes. Complete all regular reporting in a timely manner. Collaborate with BSA analysts in detecting suspicious transaction activity. Assist product and business managers as necessary. Perform other duties as assigned. What We're Looking For: Banking experience required. Strong interpersonal, oral & written communication skills required. Pursuing a degree in business, criminal justice or related field preferred. Must be self-directed, possess an assertive personality, and able to prioritize multiple duties, motivated to accomplish tasks, meet objectives and deadlines. Research, investigation, and proven analytical ability required. Ability to interact in a professional manner with both internal and external customers. Strong organizational skills and PC knowledge of window-based applications required. Investing in your career can feel overwhelming when there are so many choices, and we understand your time is valuable. We are committed to making a positive difference in the lives of our clients, shareholders, and the communities we serve, and will empower you to Be Independent. Be Bold. Be YOU. Be Independent!