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
Financial Advisor
Finance advisor job in Grandville, MI
Hantz Group is a Michigan-based financial company that works with individuals and businesses to help them achieve their financial goals. We are a Family Office that manages over $11B+ of assets, has 20+ offices and over 600 employees. We offer a multitude of services tailored to each individual client. We deliver a team of professionals that are experts in their specific disciplines yet work in collaboration to coordinate superior outcomes for our clients. By taking our holistic approach, we strive to reduce stress and save time for our clients so that they can focus on what's most important for their families.
Areas of Focus:
Asset Management
Financial Planning and Retirement
Insurance
Tax Strategy and Planning
Cash Flow Analysis
Debt Strategies
Estate Planning
Property and Casualty Insurance
The Holistic Approach to Financial Planning
Hantz Group recognizes that each area of one's financial situation impacts the other and that is why we offer a holistic approach to our client's financial planning. Financial Planning is the core of our holistic approach.
Whether you are just starting your career or an experienced advisor, Hantz Group offers ongoing support for you to build your practice. As a Financial Advisor, you will work alongside experts in investment management, mortgage financing, debt strategies, estate planning, property and casualty insurance, life insurance and retirement to provide holistic and complete advisory to our clients.
Essential Job Functions:
Develop and Maintain Client Base
Analyze Investment Opportunities and Client Needs, and Recommend Appropriate Strategies
Market and Sell Appropriate Investment Products
Prepare and Deliver Presentations to Clients and Prospective Clients
Attend Meetings and Continuing Education Sessions
Comply with All Industry Rules and Regulations
All Other Task Assigned
Education/Knowledge & Skills:
Bachelor's Degree or Equivalent Experience
Strong Written and Verbal Communication Skills
Must be Highly Motivated
Ability to Work Well Under Pressure with Multiple Priorities and Deadlines
Possess Leadership Qualities and an Entrepreneurial Spirit
Must Have a Strong Work Ethic
Must be Able to Obtain Required Licenses*
Benefits:
Health/Dental/Vision Insurance, Paid Time Off, 401K, Vol LTD, Vol Life, Flexible Spending
Eligibility Requirements Vary
*Required Licenses- FINRA Securities Industry Essentials, FINRA Series 7, FINRA Series 66, State Life, Accident & Health, Variable Contracts, State Property & Casualty | HFSI will sponsor and pay for all required licensing on a loan basis.
The Company does not discriminate in employment opportunities or practices on the basis of race, color, religion, sex, national origin, age, height, weight, disability, marital status, or any other characteristic protected by law.
As a growing organization, Hantz Group has many opportunities within our multiple office throughout the state of Michigan and northern Ohio. We ask that interested individuals apply to only one location. Any other opportunities or positions can be discussed should we extend an invitation for an interview.
Auto-ApplyFinancial Advisor
Finance advisor job in Portage, MI
Job DescriptionFinancial Advisor - Direct Hire RoleSalary: $90-$120,000+Benefits: Health insurance, retirement, Holiday and PTOPurpose: We are seeking a hard-working, self-motivated individual to join our team at Mixed. Our goal is to foster a collaborative and diverse workforce where dedication and initiative drive excellence in achieving our organizational objectives
Responsibilities:
Assist clients in setting specific financial goals such as retirement planning, saving for education, purchasing a home, or achieving investment growth.
Advisors also provide investment advice, recommending suitable strategies based on clients' risk tolerance, time horizon, and financial objectives.
They oversee portfolio management by regularly monitoring and adjusting investments to align with clients' goals and market conditions. Additionally, financial advisors handle risk management by evaluating and mitigating financial risks through strategies like insurance planning and diversification.
They offer guidance on tax planning, advising clients on methods to minimize tax liabilities and enhance tax efficiency within their overall financial plans.
Advisors also assist clients with estate planning, ensuring assets are distributed according to their wishes through mechanisms such as wills and trusts.
Requirements
Bachelor's Degree in finance, economics, accounting or business administration
Series 7 and Series 66 (or Series 63 and Series 65)
Book of business available to transfer
Financial Advisor - Advia Credit Union
Finance advisor job in Battle Creek, MI
Credit Union Financial Advisor - Advia Credit Union Your career path should lead to real opportunity LPL Financial partners with credit unions to offer a complete menu of financial services to credit union clients. This employment opportunity at Advia Credit Union in Kalamazoo, MI would allow you to join the Investment Program at Advia Credit Union as a Financial Advisor associated with LPL Financial. Under this model Financial Advisors are not employees of LPL Financial.
The Investment Program at Advia Credit Union supports the local community with a complete menu of financial services. You will join a team that is dedicated to helping members in every stage of their financial life.
This exciting position will allow you to grow your career and business, helping the people and families that look to Advia Credit Union for financial solutions. This position will offer:
* The ability to service an existing book of business upon hire
* The ability to build a strong client base with the credit union's exceptional referral system
* Several branch territories with significant deposit base, which includes current members who need an advisor to support their financial goals
* The opportunity to find new clients via the credit union's member base
* The opportunity to create client solutions without proprietary products
* The ability to grow your business with LPL's combination of tools, technology, and support
* The benefit of LPL's experience helping financial institutions grow and maximize their investment programs
* The opportunity to capitalize on the credit union's reputation and community standing
As an advisor associated with LPL Financial, you benefit from our commitment to take care of you so you can take care of your clients. Your partnership includes:
* Access to our proprietary technology and a suite of customized services
* An open architecture platform with access to thousands of investment products from leading third-party product sponsors
* Resources and expertise across the firm to help you create client solutions
* The freedom to create solutions specific to your client's goals
Whatever your vision of success, we're with you every step of the way.
Requirements:
* Series 7 and 66 (63/65) required
* Insurance license required
* Three or more years of investment sales experience
Apply online at: By submitting an application, you are not applying for employment with LPL Financial. Employment is with Advia Credit Union, however, in accordance with regulatory requirements, LPL Financial would hold your securities/insurance licenses.
* REQUIRED DISCLOSURE(S)
These investment products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Advia Credit Union.
Tracking # 1-05026674
Pay Range:$70,000 - $80,000
The salary range is dependent on a number of factors, including the applicant's skill, experience, and work location. This position is also eligible to earn sales incentive compensation.
Auto-ApplyPersonal 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-ApplyJ.P. Morgan Wealth Management - Private Client Advisor - Portage, MI
Finance advisor job in Portage, 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 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-ApplyFinancial Advisor - Grand Rapids, MI and Surrounding Area
Finance advisor job in Grand Rapids, MI
Meaningful work. Rewarding career. Make an impact providing expert financial advice with heart. Thrivent is a different kind of financial services firm, one that puts generosity at the center of saving and investing. Here, you'll make an impact in the lives of the people you serve, helping them build, grow and protect financial well-being through purpose-based advice, investments, insurance, banking and generosity.
At Thrivent, you'll receive the support, stability and opportunity of a Fortune 500 leader. We offer up to 14 weeks of paid training and coaching as you obtain your state insurance licenses (life, health & variable contracts), Series 7 and 66 registrations, and complete Thrivent's comprehensive advisor onboarding program. After onboarding, you'll have control over the income you earn, as you'll be paid through commissions and incentives based on your success.
As a Thrivent Financial advisor, you will:
Build a financial practice guiding Christians on their journeys to financial clarity, empowering lives of service and faith.
Provide personal, actionable and achievable advice and connect clients to Thrivent products and programs.
Develop and maintain genuine, long-term relationships throughout generations based on trust and understanding, with the ability to serve clients in your chosen community.
Make client appointments by leveraging your network and Thrivent's reputation, delivering award-winning financial workshops and marketing your practice.
Have the flexibility to control your schedule, allowing for work-life balance.
Find a collaborative culture with colleagues who want you to be successful and are willing to help you do so.
Get the support of specialists from every facet of the organization-such as business development, marketing, technology, engagement, and experienced advisors-as you build your business.
Desired Characteristics
Our culture and our people are special. We're looking for people who are - or want to become - part of the communities where clients live, work and worship. Whether you're a seasoned financial professional or looking for a career change, you could be a successful Thrivent Financial advisor if you're:
Self-disciplined, independent and driven to succeed.
Motivated by helping others and seeing them achieve their goals.
A natural coach or guide with strong interpersonal skills.
Passionate about living a life of generosity by serving others, not just selling products.
Successful Thrivent financial advisors have come from a variety of career backgrounds, including outside sales, business management, education, ministry, hospitality, military and more. Skills acquired in these fields transition well into the financial advisor role.
Requirements
Bachelor's degree or equivalent experience. Military veterans are encouraged to apply.
Attainment of FINRA SIE, life and health licenses (licensed role only) before contracting.
Satisfactory background check, fingerprinting and securities registration and/or insurance licensing verification, if applicable.
Compensation and Benefits
You'll get all the benefits of a Fortune 500 organization and more. Here, you'll enjoy:
Unlimited earning potential through biweekly base commissions, bonus opportunities and incentive pay structures, recurring revenue streams, and dedicated planning fees for those who qualify.
Medical, dental, vision, disability and accidental death and dismemberment insurance.
Pension, 401(k) and retiree medical plans.
Ongoing support, training and opportunity for professional growth as you build your business.
Well-being programs to help you manage your physical, emotional and financial health.
Gift matching program to double your contributions to eligible nonprofit organizations and volunteer programs that support your efforts to make a difference.
Membership programs that help you connect with your clients and engage Christians to make a real impact in your community.
About Thrivent
Thrivent is a diversified financial services organization that, with its subsidiary and affiliate companies, serves more than 2.4 million clients, offering advice, insurance, investments, banking and generosity products and programs. For more than 100 years, Thrivent has been helping Christians build their financial futures and live more generous lives. Today, Thrivent is a not-for-profit, membership-owned Fortune 500 company with $179 billion in assets under management/advisement (as of 12/31/23). Thrivent carries ratings from independent rating agencies which demonstrate the strength and stability of the organization, including an A++ rating from AM Best; an Aa2 rating from Moody's Investors Service; and an AA+ rating from S&P Global Ratings. Ratings are based on Thrivent's financial strength and claims-paying ability, but do not apply to investment product performance.
Thrivent values diversity and inclusion, and we're committed to providing an Equal Employment Opportunity (EEO) without regard to race, religion, color, gender, gender identity, national origin, age, disability, marital status, citizenship status, military or veteran status, sexual orientation, sex, genetic information, or any other status or condition protected by applicable state or federal laws. This policy applies to all employees and job applicants.
To learn more about the privacy of your information, visit our
workforce privacy policy at thrivent.com/privacy.
Thrivent is the marketing name for Thrivent Financial for Lutherans. Insurance products, securities and investment advisory services are provided by appropriately appointed and licensed financial advisors and professionals. Only individuals who are financial advisors are credentialed to provide investment advisory services. Visit Thrivent.com or FINRA's Broker Check for more information about our financial advisors.
Thrivent provides Equal Employment Opportunity (EEO) without regard to race, religion, color,
sex, gender identity, sexual orientation, pregnancy, national origin, age, disability, marital status, citizenship status, military or veteran status, genetic information, or any other status protected by applicable local, state, or federal law. This policy applies to all employees and job applicants.
Thrivent is committed to providing reasonable accommodation to individuals with disabilities. If you need a reasonable accommodation, please let us know by sending an email to **************************** or call ************ and request Human Resources.
Auto-ApplyFinancial Advisor
Finance advisor job in Portage, MI
About the Company OsborneKlein, an Ameriprise private wealth advisory practice, is seeking experienced Financial Advisors with a demonstrated history of growing their business through mastering referrals and other lead generating tactics. To be considered for this position, you must have an existing Book of Business, with annual GDC in excess of $200k.
OsborneKlein is skilled in the art and science of finance. We understand the intricacies of planning - from insurances and investments, to tax planning, retirement and estate planning, with a focus on wealth accumulation and preservation. OsborneKlein is one of the top Ameriprise franchises in the country. To learn more about who we are, please visit our website.
Position requires:
A motivated individual to work as a Financial Advisor with a primary focus on marketing to acquire new financial planning clients.
Responsibilities:
Develop a marketing strategy, with actionable tactics, to generate and qualify new leads
Demonstrate an entrepreneurial spirit and a desire to succeed in a goal-oriented environment; focused on exceeding goals
Build/maintain Strategic Alliances and a robust network of Centers of Influence to provide personalized service to clients and referrals for opportunities
Participate in seminars and client appreciation events
Handle unsolicited calls from prospects to schedule appointments
Follow the OsborneKlein client service model
Understand and utilize client management system
Utilize and understand unique tools and processes available
Schedule and conduct financial planning and advice meetings with clients and client prospects; providing comprehensive financial planning/advice and asset management services
Service existing clients of other advisors, as may be needed
Build deep, meaningful relationships with clients and execute a service model to provide solutions that support their financial goals
Manage and resolve complex client service issues
Review and interpret financial statements
Read, analyze, and interpret general business periodicals and professional journals
Demonstrate excellent verbal and written communication skills
Work within OsborneKlein's systems and guidelines
Assist in various projects including portfolio reviews and preparing financial projections
Participate in all aspects of preparing for client meeting activities including; data gathering, preparing agendas, assisting with client paperwork and asset allocations
Be responsible for post-meeting activities including meeting summaries, financial situation analysis, coordination of plan implementation with outside professionals
Perform other tasks as assigned by the Chief Operating Officer or Franchise Advisor
Adhere to rules and regulations as stated and required by OsborneKlein, Ameriprise Financial and FINRA
Required Qualifications
Legally authorized to work in the U.S. and does not now or in the future require sponsorship for visa status
Regulatory licensing
FINRA Series 7
State Securities (Series 63 or Series 66)
State IAR (Series 65 or Series 66)
State Life, Health Insurance and Variable Products lines
Three+ years of work experience with a proven track record of success
Showcase a background in building strong relationships and delivering superior client service
Ability to work independently and keep practice leadership aware of progress and challenges
Strong financial and analytic skills
Strong persuasive and interpersonal skills
Computer skills: Word, Excel, Outlook
Continuing education - lifelong learning is required
Preferred Qualifications
Bachelor's degree from four-year college or university; three+ years related experience and/or training; or equivalent combination of education and experience
Advanced degrees or designations in related disciplines
Have a network of personal and professional contacts within your local area that you may engage for referrals
Misc Necessary Job Competencies
High emotional competency
Excellent listening skills
High attention to details
Ability and willingness to learn and adapt
Comfortable communicating with clients in person, over the phone and virtually
Team player; able to contribute and work in a team environment
Disability Insurance
Health Insurance
Life Insurance
Paid Time Off
Professional Development Assistance
Vision Insurance
Additional Compensation:
Hiring bonus; depends on licensing status and current Book of Business
Job Type: Full-time
Pay: Compensation structure is based upon candidate's experience
Schedule: Day shift
At Ameriprise Financial, we're not just in the business of helping clients with their financial goals - we also help our advisors and employees reach their true potential by embracing an inclusive and collaborative culture. We celebrate the unique qualities and reward the contributions of our talented, passionate employees. If you're motivated and want to work for a strong, ethical company that cares about you and your community, take the next step with Ameriprise Financial.
This position is with an Ameriprise Financial Franchise owner.
Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, genetic information, age, sexual orientation, citizenship, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law.
Full-Time/Part-Time
Full time
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-ApplyProgram Management Intern
Finance advisor job in Muskegon, MI
About the Organization RENK America is a leading supplier in the defense, marine and industry sector with superior mobility, propulsion and drive train solutions. Our tradition is centered on precision-engineered systems for maximum impact, efficiency and endurance. RENK's ambition is to support each and every one of its customers to exceed standards in harsh conditions and combat situations. RENK America employs over 500 employees at our US locations in Muskegon, Michigan, Cincinnati, Ohio, Camby, Indiana and Roseville, Michigan. RENK America is driven by this sense of pride and purpose in our country and our community.
Description
We are looking for a proactive and enthusiastic Program Management Intern to support our Program Management team for the 2026 summer. The Program Management Intern will be responsible for:
**Essential Functions:**
+ Perform exploratory data analysis (EDA) to identify patterns, trends, and outliers
+ Build dashboards and reports using tools like Excel, Power BI, or Tableau
+ Support in the creation of predictive or statistical models (optional/if applicable)
+ Work closely with analysts and business teams to understand data requirements
+ Document findings, processes, and create presentations for stakeholders
+ Contribute to data quality improvement efforts and maintain data integrity
Position Requirements
+ Currently pursuing a Bachelor's degree from an accredited university in Business, Computer Science, Data Science, ECON or related field.
+ Minimum 3.0 GPA
+ Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint)
+ Interest in project management methodologies and practices.
**Preferred Additional Skills:**
+ Familiar with SQL, Python or VB
Full-Time/Part-Time Seasonal
Exempt/Non-Exempt Non-Exempt
EOE Statement RENK America is proud to be an Affirmative Action/Equal Opportunity Employer. RENK America is committed to treating all employees and applicants for employment with respect and dignity and maintaining a workplace that is free from unlawful discrimination. All applicants will be considered for employment without regard to race, color, religion, age, national origin, ancestry, ethnicity, gender (including pregnancy, childbirth, breastfeeding or other related medical conditions), gender identity, gender expression, sexual orientation, marital status, veteran status, disability, genetic information, citizenship status, characteristic or membership in any other group protected by federal, state or local laws. RENK America maintains a drug-free workplace and performs pre-employment substance abuse testing and background checks, where permitted by law.
This position is currently accepting applications.
J.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-ApplyFinancial Consultant
Finance advisor job in Grand Rapids, MI
Job Description
Our mission is to provide financial security and peace of mind through our insurance, annuity, and investment solutions. We act with integrity and humanity in all our interactions with our policy owners, business partners, and one another. Grounded in both confidence and humility, we serve as stewards for the long term. We are here for good, reflecting both the permanence of New York Life and our commitment to do the right thing in business and society. Everything we do has one overriding purpose: to be there when our policy owners need us.
Join the New York Life team as a motivated financial service professional committed to bettering the lives of others. We want to grow your career by helping you make our many financial products and services available to clients who are looking for a sustainable approach to achieving a sound financial future.
Training, Support, and Professional Development: New York Life offers a comprehensive three-year training program, marketing support, as well as prospecting and technical assistance. Our programs give you the ability to work with highly successful, established agents and managers who assist you in developing a clientele. New York Life provides the resources and ongoing support you would expect from a Fortune 100 company.
About New York Life: New York Life is among the strongest and most respected financial companies in the world. New York Life has received the highest financial strength ratings currently awarded to any U.S. life insurer by each of the four major rating companies: A.M. Best (A++), Standard & Poor's (AA+), Moody's Investors Service (Aaa), and Fitch (AAA)¹. For 65 consecutive years, we have led the Million Dollar Round Table with more members than any other insurance or financial institution in the world². New York Life has been recognized as one of the “World's Most Admired Companies” by Fortune Magazine for 2019.
Financial Service Professionals offer investment advisory services through Eagle Strategies LLC, a Registered Investment Adviser. Registered Representatives offer securities through NYLIFE Securities LLC (member FINRA/SIPC), A Licensed Insurance Agency - Equal Opportunity Employer M/F/D/V
1-Full-time agents and their dependents are immediately eligible for medical, dental, vision, long-term disability, and group term life insurance. New York Life reserves the right to amend or terminate any benefit plans, in whole or in part, at any time.
2- Source: Individual Third Party Ratings Reports as of 7/30/18.
3- MDRT (Million Dollar Round Table) is recognized throughout the industry as the standard of excellence in life insurance sales performance. SOURCE: MDRT as of 7/1/2019
4- Based on revenue as reported by “Fortune 500 ranked within Industries, Insurance: Life, Health (Mutual),” Fortune magazine, 6/1/19. For methodology, please see ******************************
Compensation:
$100,000 yearly potential
Responsibilities:
Employ a research-based approach to providing financial advice and strategies based on educational meetings and/or seminars centered on client risk tolerance and financial goals
Provide financial recommendations to clients for savings plans, life insurance policies, mutual fund investments, and other financial products
Collect and organize each client's financial information using a CRM to determine financial status, financial goals, cash flow, and financial expectations
Implement social media and other marketing tools to identify, seek, and generate prospects with whom you can foster strong, long-term relationships as a reliable financial service professional
Assess each client's potential life and financial needs to create an individualized financial plan that leverages the products and serves we offer
Qualifications:
Uncompromising integrity and the ability to effectively communicate complex programs and ideas is required
Relationship management skills are required
Must have the ability to successfully network and prospect for new clients
About Company
Our mission is to provide financial security and peace of mind through our insurance, annuity, and investment products and services. By continuing to be a mutual company, we are uniquely aligned with our customers. By maintaining superior financial strength, we protect their future. By acting with integrity and humanity, we can earn their trust and loyalty. Every decision we make and every action we take has one overriding purpose: To be here when our customers need us.
Benefits include retirement, life, medical, dental, vision, and defined benefit pension plans.
Canadian 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
Financial Analyst - Allegan Area
Finance advisor job in Allegan, MI
Job Description
Financial Analyst | Allegan, MI
Salary Range: $68,000 - $102,000 depending on experience
Are you a meticulous professional with a passion for financial analysis and supporting strategic decision-making? The Pivot Group is dedicated to fostering meaningful relationships and supporting career growth. We are collaborating with companies in Allegan seeking experienced Financial Analysts.
The Opportunity
We collaborate with manufacturing companies in the Allegan region seeking Financial Analysts. These employers partner with us because they want real insight into candidates-not just resumes. By joining our network, you gain access to roles worth considering.
Key Responsibilities
Analyze manufacturing costs, variances, and production overhead to identify cost reduction opportunities.
Develop and maintain financial models for budgeting, forecasting, and strategic planning related to production.
Prepare detailed financial reports, dashboards, and KPI analyses for plant operations and management.
Perform profitability analysis for products, production lines, and customer segments.
Evaluate capital expenditure requests, conducting ROI and payback period analyses for new equipment or facility upgrades.
Support month-end close activities, ensuring accurate inventory valuation and cost of goods sold.
Collaborate with operations teams to understand production drivers and implement financial controls.
Recommended Qualifications
Bachelor's degree in Finance, Accounting, Economics, or a related quantitative field.
2-4 years of experience in financial analysis, with a preference for manufacturing or industrial environments.
Strong understanding of cost accounting principles, inventory valuation, and production variance analysis.
Proficiency in financial modeling, budgeting, forecasting, and advanced Microsoft Excel.
Experience with ERP systems (e.g., SAP, Oracle) and business intelligence tools.
Demonstrated ability to analyze complex financial data and provide actionable insights.
Bonus Qualifications
Experience with major ERP/MRP systems (e.g., SAP, Oracle, Microsoft Dynamics)
Proficiency in data visualization tools (e.g., Power BI, Tableau)
Understanding of Lean manufacturing principles or Six Sigma methodologies
Experience with advanced manufacturing cost accounting and variance analysis
Job Titles That Should Apply
Financial Analyst, Finance Analyst, Investment Analyst, FP&A Analyst, Financial Planning & Analysis Analyst, Senior Financial Analyst, Junior Financial Analyst, Corporate Financial Analyst, Budget Analyst, Financial Modeler
Why Pivot Group
The Pivot Group was founded by manufacturing professionals who've been on both sides of the hiring process. Our clients are strategic-they partner with us because they want real insight into their roles and the people filling them, not a stack of resumes. We focus on match-driven placements built around what actually matters: Commute, Compensation, Culture, and Career trajectory.
If you're ready to take the next step in your career and connect with a firm that values fit over speed, we invite you to reach out. The Pivot Group offers resources to support your search-market insights, resume feedback, and interview preparation. As our partnerships grow, we'll reach out with opportunities aligned with your goals. Thank you for considering this approach to career advancement.
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
Job Description
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
Job Posted by ApplicantPro