Financial Advisor
Finance advisor job in Grandville, MI
This job posting is anticipated to remain open for 30 days, from 02-Dec-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by your branch team, a home-office team and other regional financial advisors. You'll benefit from the experience that comes from 100 years of history. We're proud to have more offices in the U.S. and Canada than any other investment firm, serving over eight million clients.
Our financial advisors are valued partners, and we credit much of our success to their unique experiences and professional backgrounds. We value an inclusive environment where everyone's different viewpoints help to achieve results. Financial advisors lead the branch team to serve clients and contribute to the firm's purpose. They deeply understand the client's goals and why they are important to accelerate trust and help them stay on track. Edward Jones helps you positively impact clients' lives and work together to achieve their long-term financial goals, enabling you to make a difference in your community.
We'll give you the support you need. Our team will be there every step of the way, providing:
Paid training - Get registered and licensed and learn how to be a financial advisor with the industry's top training program¹.
Salary for the first five years as you begin to build your practice²
A firm-provided branch office in the community
Branch office support to help lighten the load so you can focus on your clients
A support network that extends from your branch office to your region to the home office - You'll work independently, but will have a team of thousands backing you every step of the way.
You can also expect...
No ceiling to your earning potential and growth, and your compensation is tied to the effort you put in
A compensation package that includes opportunities for commissions, profit sharing and incentive travel
The flexibility that you need to balance your personal and professional lives - the best of both worlds
A culture of continuous improvement and professional development
Key Responsibilities
Build relationships to create new clients via face-to-face and virtual sourcing strategies (residential, business, networking, introductions and referrals, social media, and speaking engagements).
Deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help them achieve their goals.
Oversee branch processes, roles, and responsibilities to ensure a high-quality, streamlined client experience consistent with firm policies and procedures, regulatory requirements, and ethical guidelines.
Engage the branch team to create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results.
Create a highly engaging environment in the branch of mutual trust, respect, feedback and accountability.
¹ For the 25th consecutive year, Edward Jones was named a top company for training. The firm ranked No. 17 on Training magazine's prestigious 2025 Training APEX awards listed by Training magazine. 2025 Training Magazine Training Apex Award, published February 2025, date as of September 2024, an application fee was required for consideration
² As your new asset compensation and commissions increase over the first five years, salary will decrease
Benefits:
Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage. Income continuation, basic life, and basic AD&D coverage are provided at no cost to financial advisors. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account and flexible spending account. Financial advisors enjoy flexibility in their schedule and, where required by applicable law, are eligible for paid sick leave and paid time off. Financial advisors may be eligible for bonuses; profit sharing; paid medical and parental leave for Financial Advisors that satisfy eligibility requirements; and participation in the firm's Travel Award Program. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to financial advisors, please visit our benefits page.
Compensation:
We know that building a business takes time, so we've built a new financial advisor compensation program that supports and rewards you as you learn the skills, systems and business practices you need to succeed in our client-first business model. The new financial advisor compensation program includes trainee pay, a supplemental salary for up to five years, commissions and compensation for new assets gathered for the first five years.
For more information regarding compensation please click the link below.
New Financial Advisors Compensation
Supplemental Starting Salary Range $45,000 - $100,000
Read More About Job Overview
Skills/Requirements
Successful financial advisors demonstrate a unique combination of ambition, self-motivation, and commitment to establishing long-term client relationships. Financial advisors grow the business through identifying and creating new clients through initial discover of financial goals and deepening relationships with existing clients by reviewing investment strategies and implementation recommendations. Financial advisors earning potential is reflective of their performance.
What characteristics would make you a successful financial advisor?
An interest in financial services/markets and how they work
Love of learning and challenges, including determination to succeed
Skilled in long-term relationship building
Comfortable in your ability to think critically
Passion for new opportunities
Can you see yourself...
Learning to be a financial advisor through our comprehensive training program?
Delivering personalized investment and financial solutions to your clients?
Taking ownership of your business's growth and success?
Meeting professional and personal objectives as they relate to building your practice?
Working in and positively impacting your local community?
Skills/Requirements
Candidates should have at least one of the four qualifications bullets listed below:
A bachelor's degree is strongly preferred or equivalent work-related experience within the securities/financial services industry
Financial services and/or sales experience
Financial services registration, licensing, or certification
Professional and/or military career progression
Licensing:
SIE (which can be obtained without Firm sponsorship), Series 7 and Series 66 will be required; if not currently registered, registrations may be obtained at Edward Jones during the assigned paid study period.
FINRA registrations required within three months. State insurance licenses will be required.
As an associate, you are required to complete ongoing training offered by the firm and regulatory authorities (FINRA and SEC), as well as required CE training to ensure licenses remain in good standing.
Read More About Skills/Requirements
Awards & Accolades
At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received.
Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones
Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones
Read More About Awards & Accolades
About Us
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns.
Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging.
People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career.
View our Purpose, Inclusion and Citizenship Report.
¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating.
Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.
#LI-USFATA
Personal Risk Advisor
Finance advisor job in Kalamazoo, 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.
Auto-ApplyFinancial Advisor
Finance advisor job in Grand Rapids, MI
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.
Auto-ApplyJ.P. Morgan Wealth Management - Private Client Advisor - Grand Rapids, MI and Surrounding Areas
Finance advisor job in Grand Rapids, MI
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.
Auto-ApplyFinancial Solutions Advisor - Registration Candidate - Rivertown Corridor, MI
Finance advisor job in Grandville, MI
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
Auto-ApplyJ.P. Morgan Wealth Management - Private Client Advisor - Grand Rapids, MI and Surrounding areas
Finance advisor job in Grand Rapids, MI
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.
Auto-ApplyFinancial Planning & Analysis Professional (FP&A)
Finance advisor job in Grand Rapids, MI
How You'll Make an Impact at Rehmann: * Developing financial planning & analysis processes and tools to enhance client relationships and provide client advisory with data and reports to support key decision making. * Developing and maintaining financial models to support forecasting and budgeting.
* Preparing monthly, quarterly, and annual financial reports for clients.
* Performing variance analysis and identifying key drivers impacting performance.
* Creating dashboards and visualizations using tools like Power BI or Reach Reporting.
* Leveraging ERP systems and data analytics platforms to improve reporting accuracy.
* Collaborating with client teams to provide actionable insights and recommendations.
* Supporting strategic initiatives through scenario modeling and trend analysis.
Your Desired Skills, Values & Experiences:
* Bachelor's degree in Finance, Accounting, Economics, or related field.
* 6+ years of experience in FP&A or related financial analysis roles.
* Experience with financial modeling and forecasting techniques.
* Strong analytical and problem-solving skills.
* Advanced Excel skills including pivot tables and complex formulas.
* Experience with data visualization tools (Power BI, Tableau).
* Knowledge of ERP systems and financial reporting software.
* Ability to interpret large data sets and present insights clearly.
* Excellent communication and presentation skills.
* Detail-oriented with a focus on accuracy and efficiency.
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: ********************************
Rehmann is an Equal Opportunity Employer
#LI-VK1
Auto-ApplyCanadian Lakes Financial Advisor
Finance advisor job in Stanwood, MI
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.
Plant Finance Analyst I
Finance advisor job in Grand Rapids, MI
Lear For You We work hard for the people who work for us. We champion our teams. We foster collaboration, inclusion, respect and excellence. What we are trying to say is we want to be more for you. We are your path to a better career, a better future, and a better you.
Our teams have invented groundbreaking technologies, flawlessly manufactured millions of products and earned a long list of awards. Year after year, we are one of the World's Most Admired Companies.
Our teams are the secret to our success. They are empowered, inventive and inclusive. Passionate about their craft. Driven to succeed. Because we all understand that we must work together to win.
Are you ready for a better career? A better future?
We're Lear For You.
FINANCE ANALYST
LEAR PLAINFIELD
As a member of the Finance team, the Financial Analyst will be responsible for:
The Role:
Your work will include, but not be limited to:
* Prepares asset, liability, and capital account entries by compiling and analyzing account information.
* Reconcile financial transactions by validating account information.
* Maintains department checkbooks and recommends financial actions by analyzing accounting options.
* Adheres to SOX auditing regulations with all financial transactions by auditing documents.
* Resolves financial discrepancies by collecting and analyzing account information.
* Manages accounts payable and prepares payments by verifying documentation and requesting disbursements.
* Prepares special financial reports by collecting, analyzing, and summarizing account information and trends.
* Oversees and adjusts fixed asset system as needed.
Advantages of working at Lear in the Program Management group:
* Resolute team with full scope of financial processes for the plant.
* Goal-oriented focus on the success of the team, by dedicated support among the team members.
Your Qualifications:
* Bachelor's degree in a related field
* Familiarity with SOX compliance
* Familiarity with the Microsoft Office suite of products
Bonus If You Have:
* Familiarity with Plex ERP system
* Experience with SAGE fixed asset software
* Experience with accounts payable processes
Lear Corporation is an Equal Opportunity Employer, committed to a diverse workplace.
Applicants must submit their resume for consideration using our applicant tracking system. Due to the high volume of applications received, only candidates selected for interviews will be contacted. Candidates must be legally authorized to work in the United States without sponsorship. Unsolicited resumes from search firms or employment agencies, or similar, will not be paid a fee and will become the property of Lear Corporation.
Location Code: 0945
Nearest Major Market: Grand Rapids
Finance Intern
Finance advisor job in Grandville, MI
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
Treasury and Financial Analyst
Finance advisor job in Grand Rapids, MI
Are you looking for a challenging yet rewarding job that allows you to utilize your skills to their fullest potential? Do you want to join a team of hardworking, enthusiastic and creative people and enjoy working with a company that recognizes and embraces diversity? Do you take pride working with a company that is committed to being a great corporate citizen and playing a role in producing the highest quality products and services?
If you answered yes to any of these questions, then Pridgeon and Clay is the place for you...
Founded in 1948 by John Pridgeon and Donald Clay, we are one of the largest independent, value-added manufacturers and suppliers of automotive stamped and fine-blanked components in the United States.
Objective: The Treasury and Financial Analyst is accountable for treasury management, monthly financial forecasting and reporting, and external reporting related to credit and debt agreement compliance. This includes maintenance of an adequate system of accounting records, banking compliance reporting, and a comprehensive set of controls designed to identify and mitigate risk. The analyst will be responsible for ensuring that reported results comply with US GAAP and applicable reporting guidelines.
Qualified candidates will possess the following Minimum Requirements:
Bachelor's degree in Accounting or Finance
Minimum 3 years business / industry experience in positions of progressively increasing responsibility
Strong treasury, banking compliance reporting experience
Outstanding candidates will possess one or more of the following:
Experience with treasury and bank compliance reporting
Essential Functions:
Activities:
Cash management; prepare cash flow forecasting to ensure adequate liquidity for company obligations as well as compliance with bank agreements and debt covenants.
Innovate process improvements for cash flow forecasting and variance analysis.
Maintain business relationships with current and potential banking partners.
Complete monthly financial close tasks related to treasury; to include bank reconciliation, preparation of journal entries related to cash and associated balance sheet items.
Administer corporate credit card program; to include monitoring card activity, reviewing expense reports, and providing spend analysis.
Assist as needed in annual audits; especially related to treasury transactions.
Partner with other groups in the company to identify and implement process improvements related to improving working capital, actionable financial reporting, or profitability.
Work with Finance and Accounting Department colleagues and staff to develop and foster a team-oriented environment.
Other duties as assigned.
Maintain reliable and orderly accounting, filing and recordkeeping systems both hardcopy & electronic.
Organization/Communication/Professionalism:
Effectively communicate with co-workers and management personnel to enhance teamwork and communication initiatives.
Provide necessary, accurate, and timely feedback of all pertinent information to co-workers and management.
Consistently exhibit appropriate attendance habits, working the hours necessary to perform the job.
Organize and maintain efficiency of personal work area.
Consistently adhere to, and support, company policies and procedures, including ISO, IATF 16949, and safety regulations.
Accept instructions and duties in a positive manner.
Treat all co-workers with dignity and respect.
Exhibit all the attributes of a positive role model (including professionalism, personal integrity, and positive attitude) for employees and managers to emulate.
Assist in maintaining company values (Integrity, People, Customers, Safety, We Can If...Do What It Takes, and Ownership) daily, through thoughts and actions.
In return, Pridgeon and Clay will provide:
A competitive total compensation including a comprehensive benefit plan including premium medical and prescription coverage starting at just $5.00 per week for employee coverage, dental, vision, 401(k) with company match, and tuition reimbursement.
A safe, team oriented work environment with a leadership team that treats you like family and values your input
An opportunity to participate in shaping the success of the organization through continuous improvement and problem solving events
A positive work/life balance
An opportunity for career growth - Over 70% of our leaders have been promoted from within
Financial Analyst II
Finance advisor job in Grand Rapids, MI
The purpose of this job is to collect, compile, analyze and report information on technical, demographic, financial and/or budget data of the City to serve as a basis for reporting, rate setting, monitoring or other financial and/or budget analyses. Compiles, analyzes and reports financial and/or budget information to help produce and maintain forecasts of the industry and economic conditions and present illustrations of this information through spreadsheets, charts and graphs. Provides visual management and transparent reporting for the utilization of the funds, prepares and presents to various boards and authorities on the success of investments based upon the determined metrics.
ESSENTIAL DUTIES & RESPONSIBILITIES
The intent of this job description is to provide a representative summary of the major duties and responsibilities performed by employees in this job. Employees may be requested to perform job-related tasks other than those specifically presented in this description.
* Performs budget and financial analyses, rate study and accounting functions.
* Compiles, analyzes and reports financial information to help produce and maintain forecasts of the industry and economic conditions; presents illustrations of information through spreadsheets, charts and graphs.
* Interprets and/or compare the data that affects the industry; monitors economic, industrial and corporate developments.
* Monitors and analyzes financial performance of the department for forecasting purposes, as well as monitoring of operating and capital budget spending.
* Provides guidance and direction to less experienced administrative, professional and non-technical employees,
* Assists and participates in the annual budget process for specified departmental funds; maintains dashboard metrics and tracking; provides financial projections.
* Ensures City funds are accounted for in compliance with City Charter, in accordance with Generally Accepted Accounting Principles and Governmental Accounting Standards Board regulations.
* Prepares worksheets and schedules for auditors fund information worksheets.
* Bachelor's degree in finance, accounting, or a related field
* -AND--
* Four (4) years of experience conducting financial analysis, preparing financial statements, cost accounting, revenue rate setting, statistical analysis, preparing journal entries, or related activities.
* -OR--
* Any equivalent combination of training, education, and experience that provides the required skills, knowledge and abilities
We offer:
* Medical, Dental, and Vision starting on Day 1
* 6% employee 401a contribution with employer matching (6% or 7% based on bargaining unit)
* Employee & Employer contributions to Retiree Health Savings Account
* Voluntary benefits such as term life insurance, flexible spending accounts, accidental insurance, disability insurance, and deferred compensation plan options
* Twelve Paid Holidays
* Paid Vacation and Sick Time
* Paid parking (if applicable)
* Employee Home Ownership Incentive
* Tuition Reimbursement and professional development opportunities
* Paid Parental Leave
* Employee Assistance Program with free mental health counseling
* Comprehensive Wellness program with a health and wellness incentive
* Employee Discounts and Perks
Should an applicant need any disability related accommodation or other consideration in the application or selection process, please notify the human resources department upon submittal of application
The City of Grand Rapids does not discriminate in employment on the basis of race, color, religion, sex (including pregnancy or gender identity), national origin, political affiliation, sexual orientation, marital status, disability, genetic information, age, membership in an employee organization, retaliation, parental status, military service, or other non-merit factor.
Financial Analyst - Manufacturing
Finance advisor job in Whitehall, MI
Job Description
Salary: $75k-$85k
Additional Compensation: 5-10% Bonus
We are seeking a strong Financial Analyst with high energy and drive. This position will report to the Controller.
Key Responsibilities:
Lead role with shop floor cost system.
Analysis of financial and operational results.
Monthly tracking and reconciliation of AR issues.
Month-end closing and reporting, including account reconciliation and coordination of closing entries with other APP locations.
Ownership and execution of daily reporting systems.
Capital appropriation and Fixed Asset support.
Analysis of plant spending and leadership of spend management systems.
Data extraction and report development.
Financial analysis and process development for special projects, as required.
Provide annual and quarterly corporate tax reporting.
Support through Ad-hoc reporting and analysis as needed.
Completion of the Companies Sarbanes-Oxley requirements for internal controls.
Qualifications
Basic Qualifications:
B.S. Degree in Business, preferred concentration in Accounting or Finance
This position is subject to the International Traffic in Arms Regulations (ITAR) which requires U.S. person status.
Employees must be legally authorized to work in the United States. Verification of employment eligibility will be required at the time of hire. Visa sponsorship is not available for this position.
This position entails access to export-controlled items and employment offers are conditioned upon an applicant's ability to lawfully obtain access to such items.
Preferred Qualifications
Prior financial experience with manufacturing companies.
Advanced Excel and PowerPoint skills
MBA a plus.
Ability to communicate clearly and concisely in both written and oral form.
Strong interpersonal and negotiation skills.
Self-starter.
Experience with querying databases.
Excellent analytical skills.
Experience with cost accounting.
Financial Solutions Advisor - Registration Candidate - Rivertown Corridor, MI
Finance advisor job in Grandville, MI
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
Wealth Management Intern (Summer 2026)
Finance advisor job in Grand Rapids, MI
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
Auto-ApplyFinancial Wellness Representative - 100% Commission | Grand Rapids, MI (TSG-20251201-052)
Finance advisor job in Grand Rapids, MI
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.
Canadian Lakes Financial Advisor
Finance advisor job in Stanwood, MI
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.
Plant Finance Analyst I
Finance advisor job in Grand Rapids, MI
Lear For You
We work hard for the people who work for us. We champion our teams. We foster collaboration, inclusion, respect and excellence. What we are trying to say is we want to be more for you.
We are your path to a better career, a better future, and a better you.
Our teams have invented groundbreaking technologies, flawlessly manufactured millions of products and earned a long list of awards. Year after year, we are one of the World's Most Admired Companies.
Our teams are the secret to our success. They are empowered, inventive and inclusive. Passionate about their craft. Driven to succeed. Because we all understand that we must work together to win.
Are you ready for a better career? A better future?
We're Lear For You.
FINANCE ANALYST
LEAR PLAINFIELD
As a member of the Finance team, the Financial Analyst will be responsible for:
The Role:
Your work will include, but not be limited to:
Prepares asset, liability, and capital account entries by compiling and analyzing account information.
Reconcile financial transactions by validating account information.
Maintains department checkbooks and recommends financial actions by analyzing accounting options.
Adheres to SOX auditing regulations with all financial transactions by auditing documents.
Resolves financial discrepancies by collecting and analyzing account information.
Manages accounts payable and prepares payments by verifying documentation and requesting disbursements.
Prepares special financial reports by collecting, analyzing, and summarizing account information and trends.
Oversees and adjusts fixed asset system as needed.
Advantages of working at Lear in the Program Management group:
Resolute team with full scope of financial processes for the plant.
Goal-oriented focus on the success of the team, by dedicated support among the team members.
Your Qualifications:
Bachelor's degree in a related field
Familiarity with SOX compliance
Familiarity with the Microsoft Office suite of products
Bonus If You Have:
Familiarity with Plex ERP system
Experience with SAGE fixed asset software
Experience with accounts payable processes
Lear Corporation is an Equal Opportunity Employer, committed to a diverse workplace.
Applicants must submit their resume for consideration using our applicant tracking system. Due to the high volume of applications received, only candidates selected for interviews will be contacted. Candidates must be legally authorized to work in the United States without sponsorship. Unsolicited resumes from search firms or employment agencies, or similar, will not be paid a fee and will become the property of Lear Corporation.
J.P. Morgan Wealth Management - Private Client Advisor - Grand Rapids, MI and Surrounding areas
Finance advisor job in East Grand Rapids, MI
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.
Auto-ApplyCollege Financial Representative, Internship Program
Finance advisor job in Grand Rapids, MI
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. Not sure if you're interested in the career yet? Connect with us for general consideration in Northwestern Mutual opportunities.
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