Finance planner jobs in Royal Oak, MI - 299 jobs

The Financial Analyst II role involves compiling, reviewing, analyzing, and evaluating complex financial data; preparing reports and responding to inquiries; and recommending appropriate action to resolve financial problems while serving as a business advisor for the leadership team of the designated business unit(s) within the organization that the role supports. The Financial Analyst II will generally work under moderate supervision, with considerable latitude for the use of initiative and independent judgment. This position is located in Livonia, MI. As the Financial Analyst II, you will: Work closely with business unit leadership to define and track key performance indicators Contribute to the analysis of income statements, report actual results, prepare quarterly forecasts, annual budgets and five-year projections of the business unit(s). Analyze monthly financial results (budget and forecast) and prepare and present monthly presentations to the leadership team. With guidance, perform in-depth analyses of all cost elements with the objective of identifying cost reduction opportunities. Present finalized financial results to executive leadership. Prepare business case and financial modeling (with oversight) to support new capital purchases and new business initiatives. To be considered as a Financial Analyst II, you will need: Bachelor's degree in Accounting or Finance. Minimum 3 years of full-time professional level financial analysis experience. Experience compiling and presenting financial presentations and analysis for senior management. Strong analytical and problem-solving skills to put together reports, communicate and interpret the results for others. Detail-oriented with a continuous improvement mindset. Demonstrated ability to work in a fast-paced environment and handle multiple assignments with a high level of quality. Strong communication skills with an ability to work with cross-functional staff and all levels of staff Strong computer skills including Microsoft Office Suite A successful candidate may also have: Minimum 4 years of financial analysis, planning or related experience. Experience in the manufacturing industry. Strong proficiency in Microsoft Excel. Experience with OneStream or other financial forecasting/reporting software. Our full-time benefits include medical, dental, vision, life insurance, earned sick time, STD, LTD, 401K, tuition reimbursement, employee referral program, paid vacation, and paid holidays. Roush is an EO employer - Veterans/Disabled and other protected categories.

**Discover a New Career Path in Wealth Management** Are you an experienced professional ready for a fresh challenge or seeking new opportunities in a growing field? If you're looking to pivot from your current industry into a rewarding and impactful career, Equitable Advisors invites you to explore the world of wealth management. We value transferable skills such as client relationship management, strategic thinking, and a passion for helping others achieve their goals. Whether you're navigating a career shift or seeking greater fulfillment, this role is ideal for individuals eager to transition their careers and leverage existing skills to establish a successful practice in financial services. Key Responsibilities • Build and manage relationships with clients to understand their financial goals and needs • Educate clients on financial products and services • Collaborate with senior advisors to deliver financial solutions • Stay current on market trends, financial regulations, and product offerings • Participate in ongoing training and certification programs Who Should Apply We're seeking driven individuals with strong client-facing skills, business acumen, and a passion for helping others achieve their goals. We have seen successful transitions from diverse professional backgrounds including: • Real Estate Professionals, skilled in client engagement, negotiation, and asset evaluation • Legal Professionals, experienced in compliance, trust management, and client advocacy • Business Owners, adept at strategic planning, financial oversight, and entrepreneurial thinking • Banking Professionals, experienced in financial analysis, risk management, and delivering tailored solutions to meet client needs • Account Managers, proficient in relationship building, client retention strategies, and driving long-term customer satisfaction Qualifications • Bachelor's degree or equivalent skills • Strong interpersonal and communication skills • Proven ability to build trust and long-term relationships • Self-motivated with a growth mindset and entrepreneurial spirit • Willingness to pursue required industry certifications (State Life & Health, FINRA Series 7 and 66) What We Offer • Structured training and mentorship • Competitive compensation with performance-based incentives • Benefits package including health and 401(k) retirement plan • Pathway to professional certifications and career advancement • Supportive, collaborative team environment • Opportunity to make a meaningful impact in clients' lives Ready to Make the Leap? If you're ready to bring your expertise into a new field and help others achieve financial clarity and confidence, we'd love to hear from you. Take the first step toward a dynamic and rewarding career. Join Equitable Advisors and turn your professional experience into a foundation for success in financial services. Equitable Advisors, LLC, member FINRA, SIPC, (Equitable Financial Advisors in MI and TN) and affiliate, Equitable Network, LLC, (Equitable Network Insurance Agency of California, LLC; Equitable Network Insurance Agency of Utah, LLC; Equitable Network of Puerto Rico, Inc.) Equitable Advisors, LLC (Equitable Financial Advisors in MI & TN) is an equal opportunity employer. M/F/D/V. GE- 8488828.1(10/25)(Exp.10/29)

Discover a New Career Path in Wealth Management Are you an experienced professional ready for a fresh challenge or seeking new opportunities in a growing field? If you're looking to pivot from your current industry into a rewarding and impactful career, Equitable Advisors invites you to explore the world of wealth management. We value transferable skills such as client relationship management, strategic thinking, and a passion for helping others achieve their goals. Whether you're navigating a career shift or seeking greater fulfillment, this role is ideal for individuals eager to transition their careers and leverage existing skills to establish a successful practice in financial services. Key Responsibilities * Build and manage relationships with clients to understand their financial goals and needs * Educate clients on financial products and services * Collaborate with senior advisors to deliver financial solutions * Stay current on market trends, financial regulations, and product offerings * Participate in ongoing training and certification programs Who Should Apply We're seeking driven individuals with strong client-facing skills, business acumen, and a passion for helping others achieve their goals. We have seen successful transitions from diverse professional backgrounds including: * Real Estate Professionals, skilled in client engagement, negotiation, and asset evaluation * Legal Professionals, experienced in compliance, trust management, and client advocacy * Business Owners, adept at strategic planning, financial oversight, and entrepreneurial thinking * Banking Professionals, experienced in financial analysis, risk management, and delivering tailored solutions to meet client needs * Account Managers, proficient in relationship building, client retention strategies, and driving long-term customer satisfaction Qualifications * Bachelor's degree or equivalent skills * Strong interpersonal and communication skills * Proven ability to build trust and long-term relationships * Self-motivated with a growth mindset and entrepreneurial spirit * Willingness to pursue required industry certifications (State Life & Health, FINRA Series 7 and 66) What We Offer * Structured training and mentorship * Competitive compensation with performance-based incentives * Benefits package including health and 401(k) retirement plan * Pathway to professional certifications and career advancement * Supportive, collaborative team environment * Opportunity to make a meaningful impact in clients' lives Ready to Make the Leap? If you're ready to bring your expertise into a new field and help others achieve financial clarity and confidence, we'd love to hear from you. Take the first step toward a dynamic and rewarding career. Join Equitable Advisors and turn your professional experience into a foundation for success in financial services. Equitable Advisors, LLC, member FINRA, SIPC, (Equitable Financial Advisors in MI and TN) and affiliate, Equitable Network, LLC, (Equitable Network Insurance Agency of California, LLC; Equitable Network Insurance Agency of Utah, LLC; Equitable Network of Puerto Rico, Inc.) Equitable Advisors, LLC (Equitable Financial Advisors in MI & TN) is an equal opportunity employer. M/F/D/V. GE- 8488828.1(10/25)(Exp.10/29)

Full-time Description Financial Advisor Exempt - Grade Level 8 Equal Employment Opportunity Corporate Values & Mission “Provide superior service, quality advice, and show utmost respect to everyone we meet.” General Summary The function of the Financial Advisor is to provide World Class Customer Service by handling transactions accurately and efficiently, be a team player and methodical business builder, and to serve the unique needs of individuals and families. He/she must have exceptional understanding and investment expertise in the full range of wealth management and related products, services, and processes. He/she must be able to operate in an autonomous and entrepreneurial work environment. Reports to: Financial Advisor Team Lead Essential Duties & Responsibilities Partner closely with Retail Bank Branch Managers and staff and with other business units, department managers and staff by providing education about the benefits of the investment program to ensure multiple quality referrals. Assist existing clients in the areas of investment management, retirement planning, risk management, income strategies and financial planning. Provide advice to help clients achieve their financial goals and objectives. Review clients' accounts and plans regularly to determine whether life changes, economic changes, or financial performance indicate a need for plan reassessment. Perform and follow the Bank's policies, procedures, and service standards. Meet established sales/revenue goals. Collaborating with Commercial Lending and Retail Bank Officers, professional contacts (ie., Attorney and CPAs) to generate additional relationships. Build and maintain client base, keep current client plans up-to-date and recruit new clients on an ongoing basis to expand AUM. Interview clients to determine their current income, expenses, insurance coverage, tax status, financial objectives, risk tolerance, and other information needed to develop a financial plan. Analyze financial information obtained from clients to determine strategies for meeting clients' financial objectives. Prepare and interpret for clients' information such as investment performance reports, financial document summaries, insurance reviews, retirement projections, and cash flow projections. Recommend suitable investments, insurance and banking services that are congruent with the financial strategies created. New business development and marketing - develops leads and referrals from current clients, outside contacts and internal team members. Participate in sales meetings with prospective and existing clients. Client service duties - including, but not limited to extensive communication with clients and their advisors regarding investment performance, economic and market trends. Be familiar with and comply with the provisions of the Bank Secrecy Act and USA PATRIOT Act as they relate to the functions of this position. Complete all required reports related to those acts and report any observed violations or potential violations of those acts to a supervisor or other appropriate bank officer. Be familiar, and comply with, all federal and state banking regulations as applicable. Actively participate in education opportunities in the areas of sales, marketing, economics, financial strategy, and insurance, investments, banking, and personal development as required by FINRA, Our Broker, and Insurance Regulations. Additional responsibilities as assigned. Qualifications To perform this job successfully, an Individual in this position must be able to perform each of the above essential duties satisfactorily and exhibit the values of the Company. In addition, the requirements listed below are representative of the knowledge, skill and/or ability required. Experience and/or Education Bachelor's Degree and/or five or more years of Industry experience Series 7 Series 65 or 66 Life/Accident & Health Insurance License Core Competencies In addition to the Essential Duties & Responsibilities, individuals in this position are expected to exhibit the following: Oral Communication - Speak clearly and persuasively in positive or negative situations; listen and receive clarification; respond well to questions; demonstrate group presentation skills; participate in meetings. Technical Skills - Assess your strengths and weaknesses; pursue training and development opportunities; strive to continuously build knowledge and skills; share expertise with others. Quality - Demonstrate accuracy and thoroughness; monitor work to ensure quality. Quantity - Meet productivity standards; complete work in a timely manner; strive to increase productivity; work quickly and accurately. Adaptability - Adapt to changes in the work environment; manage competing demands; able to deal with frequent change, delays, or unexpected events. Attendance/Punctuality - Follows schedule consistently in a timely manner; limits absenteeism; ensures work responsibilities are covered when absent; arrives at meetings and appointments on time. Flexibility - able to provide flexibility and adapt to changing schedules. Dependability - Follow instructions; respond to management direction; take responsibility for own actions; keep commitments; commit reaching goals; complete tasks on time or notifies appropriate person with an alternate plan. Initiative - Undertake self-development activities; take independent actions and calculated risks; look for and take advantage of opportunities to help customers and ChoiceOne Bank; ask for and offer help when needed. Physical Demands & Work Environment Ability to work in an office environment which may include many hours of computer and telephone usage. In addition, this position requires many hours of “outside” or non-office activities that will place the employee in a variety of private and public environments. This position is remote-eligible on a hybrid basis. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. This position description is not to be construed as an exhaustive statement of duties, responsibilities, or requirements. Employees may be required to perform any other job-related instructions as requested by their supervisor, subject to reasonable accommodations.

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 Investment Associate in J.P. Morgan Wealth Management, you will be tasked with delivering exceptional client service, operational marketing, and administrative support to our Private Client Advisors. Your role will encompass the efficient management of operational requests such as account opening, money movement, and investment trades, with a strong emphasis on precision and promptness. You will play a crucial role in aiding Advisors in fostering and preserving client relationships, conducting account reviews, and advocating firm services to enhance client relationships. Your responsibilities will also involve active participation in Risk Management procedures, backing the operational processes of the business unit, and complying with regulatory requirements. You will be required to prioritize daily tasks, track progress, and consistently meet deadlines, while fostering and maintaining a positive team environment. Job responsibilities Support Advisors book of business including but not limited to facilitating accurately and timely operational requests such as account opening, money movement and investment trades Aid the Advisors by building and maintaining client relationships through processing requests, resolving issues, and providing up-to-date information and assisting the Advisors with ongoing wealth planning for clients and referral source management and new lead generation Assist in managing relationship and account reviews, promoting firm services to deepen client relationships; prepare timely and accurate performance reports Actively engage in Risk Management; including Know Your Customer procedures, Account Reviews and Inquires Support business unit operational procedures and compliance requirements (e.g. completion of required operational forms and documentation) Prioritize daily work, track progress for current work, and consistently meet deadlines Maintain and foster team culture Required qualifications, capabilities, and skills A valid and active Series 7 license is required or may be obtained within a 60 day condition of employment If you were registered after October 1, 2018 you must also have a valid and active Securities Industry Essential (SIE) exam A valid and active Series 66 (63/65), and Life and Health Insurance license must be obtained within 60 days of starting in the role as a condition of employment INVESTMENT AND INSURANCE PRODUCTS ARE: • NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.

At 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 Investment Associate in J.P. Morgan Wealth Management, you will provide client service, operational marketing and administrative support to Private Client Advisors within Wealth Management. **Job responsibilities** + Support Advisors book of business including but not limited to facilitating accurately and timely operational requests such as account opening, money movement and investment trades + Aid the Advisors by building and maintaining client relationships through processing requests, resolving issues, and providing up-to-date information and assisting the Advisors with ongoing wealth planning for clients and referral source management and new lead generation + Assist in managing relationship and account reviews, promoting firm services to deepen client relationships; prepare timely and accurate performance reports + Actively engage in Risk Management; including Know Your Customer procedures, Account Reviews and Inquires + Support business unit operational procedures and compliance requirements (e.g. completion of required operational forms and documentation) + Prioritize daily work, track progress for current work, and consistently meet deadlines + Maintain and foster team culture **Required qualifications, capabilities, and skills** + A valid and active Series 7 license is required or may be obtained within a 120 day condition of employment + If you were registered after October 1, 2018 you must also have a valid and active Securities Industry Essential (SIE) exam + A valid and active Series 66 (63/65), and Life and Health Insurance license must be obtained within 120 days of starting in the role as a condition of employment 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. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. Equal Opportunity Employer/Disability/Veterans

Job Description Blumark Financial Advisors is a boutique firm offering holistic solutions to help clients achieve their long-term financial goals. If you are growth-minded and eager to develop your career while delivering exceptional client service, we want you on our team. About the Role: As an Associate Financial Advisor, you will work within our practice to ensure clients receive the highest level of service. You'll collaborate with senior advisors and team members, focusing on financial planning, retirement strategies, and investment solutions. This is a full-time position with flexibility for in-office and hybrid work. Key Responsibilities: Engage with clients to ensure they feel valued and connected to our financial planning process. Participate in case studies to develop comprehensive financial planning advice. Assist advisors with maintaining financial plans using MoneyGuidePro and Wealth Studios. Help develop retirement and investment strategies tailored to client goals. Observe meetings between senior advisors and clients. Qualifications: Bachelor's degree in finance or related field (or equivalent experience). FINRA SIE, Series 7, and Series 66 licenses, Michigan Life, Accident and Health. Minimum 1 year in the financial services industry. Progress toward CFP or similar designation is a plus. Strong proficiency in MS Office Suite and CRM systems (Salesforce experience preferred). Excellent organizational skills and ability to manage multiple priorities. Strong communication skills, both written and verbal.

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.

Exempt - Grade Level 8 Equal Employment Opportunity Corporate Values & Mission “Provide superior service, quality advice, and show utmost respect to everyone we meet.” The function of the Financial Advisor is to provide World Class Customer Service by handling transactions accurately and efficiently, be a team player and methodical business builder, and to serve the unique needs of individuals and families. He/she must have exceptional understanding and investment expertise in the full range of wealth management and related products, services, and processes. He/she must be able to operate in an autonomous and entrepreneurial work environment. Reports to: Financial Advisor Team Lead Essential Duties & Responsibilities Partner closely with Retail Bank Branch Managers and staff and with other business units, department managers and staff by providing education about the benefits of the investment program to ensure multiple quality referrals. Assist existing clients in the areas of investment management, retirement planning, risk management, income strategies and financial planning. Provide advice to help clients achieve their financial goals and objectives. Review clients' accounts and plans regularly to determine whether life changes, economic changes, or financial performance indicate a need for plan reassessment. Perform and follow the Bank's policies, procedures, and service standards. Meet established sales/revenue goals. Collaborating with Commercial Lending and Retail Bank Officers, professional contacts (ie., Attorney and CPAs) to generate additional relationships. Build and maintain client base, keep current client plans up-to-date and recruit new clients on an ongoing basis to expand AUM. Interview clients to determine their current income, expenses, insurance coverage, tax status, financial objectives, risk tolerance, and other information needed to develop a financial plan. Analyze financial information obtained from clients to determine strategies for meeting clients' financial objectives. Prepare and interpret for clients' information such as investment performance reports, financial document summaries, insurance reviews, retirement projections, and cash flow projections. Recommend suitable investments, insurance and banking services that are congruent with the financial strategies created. New business development and marketing - develops leads and referrals from current clients, outside contacts and internal team members. Participate in sales meetings with prospective and existing clients. Client service duties - including, but not limited to extensive communication with clients and their advisors regarding investment performance, economic and market trends. Be familiar with and comply with the provisions of the Bank Secrecy Act and USA PATRIOT Act as they relate to the functions of this position. Complete all required reports related to those acts and report any observed violations or potential violations of those acts to a supervisor or other appropriate bank officer. Be familiar, and comply with, all federal and state banking regulations as applicable. Actively participate in education opportunities in the areas of sales, marketing, economics, financial strategy, and insurance, investments, banking, and personal development as required by FINRA, Our Broker, and Insurance Regulations. Additional responsibilities as assigned. Qualifications To perform this job successfully, an Individual in this position must be able to perform each of the above essential duties satisfactorily and exhibit the values of the Company. In addition, the requirements listed below are representative of the knowledge, skill and/or ability required. Experience and/or Education Bachelor's Degree and/or five or more years of Industry experience Series 7 Series 65 or 66 Life/Accident & Health Insurance License Core Competencies In addition to the Essential Duties & Responsibilities, individuals in this position are expected to exhibit the following: Oral Communication - Speak clearly and persuasively in positive or negative situations; listen and receive clarification; respond well to questions; demonstrate group presentation skills; participate in meetings. Technical Skills - Assess your strengths and weaknesses; pursue training and development opportunities; strive to continuously build knowledge and skills; share expertise with others. Quality - Demonstrate accuracy and thoroughness; monitor work to ensure quality. Quantity - Meet productivity standards; complete work in a timely manner; strive to increase productivity; work quickly and accurately. Adaptability - Adapt to changes in the work environment; manage competing demands; able to deal with frequent change, delays, or unexpected events. Attendance/Punctuality - Follows schedule consistently in a timely manner; limits absenteeism; ensures work responsibilities are covered when absent; arrives at meetings and appointments on time. Flexibility - able to provide flexibility and adapt to changing schedules. Dependability - Follow instructions; respond to management direction; take responsibility for own actions; keep commitments; commit reaching goals; complete tasks on time or notifies appropriate person with an alternate plan. Initiative - Undertake self-development activities; take independent actions and calculated risks; look for and take advantage of opportunities to help customers and ChoiceOne Bank; ask for and offer help when needed. Physical Demands & Work Environment Ability to work in an office environment which may include many hours of computer and telephone usage. In addition, this position requires many hours of “outside” or non-office activities that will place the employee in a variety of private and public environments. This position is remote-eligible on a hybrid basis. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. This position description is not to be construed as an exhaustive statement of duties, responsibilities, or requirements. Employees may be required to perform any other job-related instructions as requested by their supervisor, subject to reasonable accommodations.

Hours: 40 Pay Details: $68,640 - $102,960 USD TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs. As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role. Line of Business: Risk Management : Job Description Summary The Risk Portfolio Analyst III provides skilled analytical research, analysis, and project-oriented support. Analyzes the quality of key risk components of assigned retail credit portfolios. Provides analysis of portfolio risks and makes recommendations to Senior Management regarding the direction of future lending activities. Interacts with external accountants and regulators; the Federal Reserve, Office of Controller of Currency (OCC), and Office of the Superintendent of Financial Institutes (OSFI) and interacts with Risk and Analytical professionals at TDCT and TDBFG. In accordance with the governing principles outlined in the TD Enterprise Risk Appetite Statement and the framework documented in the Retail Credit Risk Management Mandate, the Risk Portfolio Analyst is responsible to effectively manage, monitor and control risk of the retail lending segments within TD Bank. Depth & Scope: * Performs functions noted for Risk Portfolio Analyst II * Manages complex analytical initiatives and interacts with TDCT Risk and Retail Lending lines of businesses * Works independently and interacts with internal/external accountants, auditors and bank regulators * Directs credit activities relating to risk exposure, credit policy, and credit underwriting changes to Senior Money-out Executives * Mentors junior level analysts * Oversees the retail credit portfolio analysis in support of financial, regulatory and risk management requirements * Provides guidance and assists staff with most complex aspects of work as necessary * Shares knowledge with others in the group * Contributes to and supports achievement of department/business unit goals * Acts as subject matter expert in assisting the Manager of Risk Analytics during the analysis for the US Allowance for Loan and Lease Losses (ALLL) for the Retail Credit Portfolios * Acts as a lead in other risk management related duties or special projects and performs additional duties as necessary * Exercises independent judgment by displaying and reaching conclusions on the most complex portfolio issues as well as assumes accountability for high quality recommendations regarding the credit portfolio * Supports results of analytical initiatives on portfolio modeling (including Basel), Stress Testing, migration analysis, and Allowance for Loan and Lease Losses (ALLL) * Develops analytical white papers for assigned portfolio considering current economic environments * Forecasts impact to assigned portfolio * Determines risk exposure, mitigation, and controls for new products, marketing campaigns, and expansion of existing programs * Establishes oversight of business lines compliance/risk controls and periodically evaluates risk mitigation efforts to make adjustments as risk/department influences change * Ensures TD Bank maintains successful audits and exams within all areas Education & Experience: * Bachelor's degree required, Graduate Degree preferred or progressive work experience in addition to experience below * 7 Years of related experience * Strong PC skills including proficiency in a variety of PC-based analytical and reporting software packages * In depth knowledge of portfolio analysis techniques and processes * Extensive analytical skills and practical knowledge of descriptive statistics * Excellent research skills required for industry analysis * Excellent written and verbal communication skills * Experienced in presenting to Senior Executives and Board of Directors Physical Requirements: Never: 0%; Occasional: 1-33%; Frequent: 34-66%; Continuous: 67-100% * Domestic Travel - Occasional * International Travel - Never * Performing sedentary work - Continuous * Performing multiple tasks - Continuous * Operating standard office equipment - Continuous * Responding quickly to sounds - Occasional * Sitting - Continuous * Standing - Occasional * Walking - Occasional * Moving safely in confined spaces - Occasional * Lifting/Carrying (under 25 lbs.) - Occasional * Lifting/Carrying (over 25 lbs.) - Never * Squatting - Occasional * Bending - Occasional * Kneeling - Never * Crawling - Never * Climbing - Never * Reaching overhead - Never * Reaching forward - Occasional * Pushing - Never * Pulling - Never * Twisting - Never * Concentrating for long periods of time - Continuous * Applying common sense to deal with problems involving standardized situations - Continuous * Reading, writing and comprehending instructions - Continuous * Adding, subtracting, multiplying and dividing - Continuous The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties and skills required. The listed or specified responsibilities & duties are considered essential functions for ADA purposes. Who We Are: TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues. TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you've got years of banking experience or are just starting your career in financial services, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we're here to support you towards your goals. As an organization, we keep growing - and so will you. Our Total Rewards Package Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical and mental well-being goals. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition. Learn more Additional Information: We're delighted that you're considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we're committed to providing the support our colleagues need to thrive both at work and at home. Colleague Development If you're interested in a specific career path or are looking to build certain skills, we want to help you succeed. You'll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD - and we're committed to helping you identify opportunities that support your goals. Training & Onboarding We will provide training and onboarding sessions to ensure that you've got everything you need to succeed in your new role. Interview Process We'll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call. Accommodation TD Bank is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, status as a protected veteran or any other characteristic protected under applicable federal, state, or local law. If you are an applicant with a disability and need accommodations to complete the application process, please email TD Bank US Workplace Accommodations Program at ***************. Include your full name, best way to reach you and the accommodation needed to assist you with the applicant process.

Join Our Team as a Personal Advisor at Community Choice Credit Union! At Community Choice Credit Union, we believe in helping our neighbors achieve the life they desire. By living out our purpose and core values, we create meaningful connections with our members and provide outstanding service. If you're a dynamic and member-focused individual, we invite you to apply for the role of Personal Advisor and become part of a team that's committed, credible, charitable, and united. Compensation starting at $19.95 an hour! 📄 Formal Application: The formal application can be found attached to this posting. Please review and complete it to take the next step toward joining our team! What You'll Do as a Personal Advisor: Use a "member-centric" approach to uncover opportunities that save money, make money, or simplify banking for our members. Recommend resource departments, such as Business, Investment, or Mortgage Services, to meet members' financial needs. Resolve account-related issues by collecting and analyzing data, securing answers, and providing timely solutions. Accurately process member transactions, including cash, checks, and loans, while adhering to policies and standards. Open accounts, enroll members in services, and clearly explain terms and conditions. Process and close loan applications, ensuring documentation accuracy and compliance. Apply security, compliance, and fraud training to protect members and their information. Meet or exceed sales and service goals while contributing to the success of your team and the organization. What We're Looking For: Strong sales skills: ability to identify member needs, deliver effective presentations, and close opportunities. Exceptional member service skills: provide timely, courteous, and professional support to internal and external members. Adaptability: open to change, new responsibilities, and able to handle pressure effectively. Initiative: proactive in solving problems, seeking growth opportunities, and generating ideas. Alignment with our core values: credible, charitable, committed, and united. Qualifications: High school diploma or GED. Passion for helping others and improving their financial well-being. Strong communication, organizational, and multitasking skills. Why Join Us? A supportive and collaborative work environment focused on helping members and communities thrive. Opportunities for personal and professional growth. Be part of a purpose-driven organization that values integrity, innovation, and inclusion. Ready to Make a Difference? Apply today using the attached formal application and start your journey with Community Choice Credit Union. Together, we can help our neighbors achieve the lives they desire!

Job DescriptionBenefits: Bonus based on performance Company parties Dental insurance Flexible schedule Health insurance Opportunity for advancement Training & development Vision insurance At the Wiegert District of Northwestern Mutual, our mission is grounded in three core values: Act with HONOR be ethical, accountable, and respectful; Maximize OPPORTUNITY own your results, because each day counts; and Create IMPACT by positively influencing the lives of families, teammates, and our community. Located in the heart of Metro Detroit, our office is uniquely positioned to support professionals in one of the nations most essential and historically significant industries: automotive. From engineers and executives to skilled tradespeople, youll play a key role in helping those who power Michigans economy plan for lasting financial security. We offer a culture that values growth, connection, and purposewith team-building events, community involvement, and strong support systems. Through partnerships with organizations like Camp Casey and Alexs Lemonade Stand Foundation, were committed to making a difference both in and outside the office. If you're ready to grow your career in a people-focused, impact-driven environment, this is the place to do it. Our thriving office is located at: 101 W. Big Beaver Road, Suite 500, Troy, MI. Watch this short video to experience A Day in the Life of a Northwestern Mutual Advisor : **************************** A Glance at Northwestern Mutual (NM): Northwestern Mutual is a FORTUNE 500 company that provides a wide range of financial services to more than 5 million people. As a mutual company, we answer to our policyownersnot Wall Street. We began in Wisconsin in 1857, and today were one of Americas top companies - as was recognized by FORTUNE as one of the Worlds Most Admired life insurance companies in 2024 - with a unique culture deeply dedicated to helping people achieve financial security. Meet Some of Our Local Leaders, the Heartbeat of Our Business: Tek Wiegert Managing Director: How long with NM? Started as an intern in 2004 and joined full-time in 2005. Prior Experience? Joined Northwestern Mutual directly after college. Passionate About? Happily married with two children. Enjoys golf, skiing and snowboarding up north, and is an avid runner, participating in the Detroit Marathon annually. Coaches youth basketball and serves on the board of Camp Casey. Nick Hammer Growth and Development Director: How long with NM? Has been with Northwestern Mutual for 5 years. Prior Experience? Previously a high school math teacher for 3 years and worked in Corporate Finance at Ford Motor Company for 4 years. Holds an MBA from Michigan State University. Passionate About? Married to Kristen and a proud father of four boys. Enjoys golf, spending time outdoors, attending Lions and Tigers games, and traveling with his family. Dominic Mirabella Managing Partner: How long with NM? Has been with Northwestern Mutual since 2008. Prior Experience? A graduate of the U.S. Military Academy and a U.S. Army veteran. Earned an MBA from the University of Florida before joining Northwestern Mutual. Passionate About? Enjoys spending quality time with his wife and their two children. Actively involved in the community and serves on the board of Camp Casey. A passionate supporter of all Detroit sports teams. Jake Paulson Growth and Development Director: How long with NM? Has been with Northwestern Mutual for 5 years. Prior Experience? Played collegiate baseball at Oakland University and spent six years playing Minor League Baseball. Passionate About? Married with two young children. Enjoys hunting, fishing, and golfing in his free time. About the Financial Representative Role: As a Financial Representative at Northwestern Mutual, you will be part of a team that helps individuals and businesses achieve their financial goals through personalized insurance solutions and financial planning. Your role involves building long-term relationships with clients, understanding their unique needs, and providing tailored financial solutions. Key Responsibilities: Client Consultation: Engage with clients to understand their financial goals, aspirations, and concerns. Financial Planning: Develop comprehensive financial plans that include investments, insurance, and retirement. Insurance Solutions: Recommend and implement insurance strategies to protect clients' assets and income. Ongoing Support: Monitor clients' financial plans and provide regular updates, adjusting strategies as needed to meet changing circumstances. Networking: Build and maintain a network of clients through referrals, community involvement, and professional associations. Qualifications: Education: A bachelor's degree is preferred. Experience: Previous experience in financial services, insurance, or business development is beneficial but not required. Skills: Strong interpersonal and communication skills, analytical thinking, and the ability to build trust and rapport with clients. Licenses: If not already obtained, the position offers sponsorship and resources provided to obtain necessary licenses, such as Michigan LAH, SIE, Series 6, 7, 63, and CFP. Benefits: Professional Development: Access to ongoing training and development programs, including sponsorship for Licensing/Credentialing Income Potential: Competitive compensation structure including performance incentives, with no ceiling. Comprehensive Medical Coverage, including Group Life and Disability Insurance and Parental Benefits. Support and Mentorship: Comprehensive support from a dedicated planning team, marketing resources, and experienced mentors. Work-Life Balance: Flexibility to create a schedule that fits your lifestyle and goals. Retirement Benefits: Company-funded pension and contributions to PFGFour version of a profit-sharing retirement plan designed to support your long-term financial future. Impact: Make a lasting impact by guiding individuals and families in your community towards financial security and success. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Tek Wiegert is a Managing Director of NM and is not in legal partnership with NM, or its subsidiaries. Flexible work from home options available.

Job DescriptionBenefits: Bonus based on performance Company parties Health insurance Paid time off Profit sharing Training & development ROLE DESCRIPTION: As a sales team member with Julie Tourangeau State Farm Agent, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of financial products reinforces your sales-minded and consultative approach to educating customers on their financial options. Your analytical precision makes you an invaluable resource to customers and a competitive addition to a successful agency. RESPONSIBILITIES: Use a customer-focused, needs-based review process to educate customers about insurance options. Work with the agent to establish and meet marketing goals Develop leads, schedule appointments, identify customer needs, and market appropriate products and services. QUALIFICATIONS: Bachelor's degree in finance, economics, accounting, or a related field preferred. Must be able to obtain relevant financial service licenses. Proven experience working as a financial services representative. Sound knowledge of financial legislation. Proficiency in Microsoft Office applications. Strong mathematical skills. Excellent analytical, organizational, and problem-solving skills. Effective communication skills. Exceptional customer service skills. Successful track record of meeting sales goals/quotas preferred BENEFITS: Salary plus commission/bonus Paid time off (vacation and personal/sick days) Health benefits Profit sharing Growth potential/Opportunity for advancement within my office

This is an onsite role. Please see the address below for this PRN role: Henry Ford St. John Hospital & Medical Center 22101 Moross Detroit MI, 48236 R1 is the leading provider of technology-driven solutions that transform the patient experience and financial performance of hospitals, health systems, and medical groups. We are the one company that combines the deep expertise of a global workforce of revenue cycle professionals with the industry's most advanced technology platform, encompassing sophisticated analytics, AI, intelligent automation, and workflow orchestration. As our Financial Counseling Representative I, you will help counsel uninsured and/or under-insured patients to attempt to obtain a paying funding source. Every day you will educate patients on their responsibilities and potential options while also accurately and compassionately explaining to the patient their financial obligations during the financial counseling session. To thrive in this role, you must have strong customer service skills, great attention to detail and the ability to multi-task and navigate between multiple systems simultaneously. Here is what you will experience working as a Financial Counseling Representative I: * Provide compassionate customer service to uninsured and underinsured patients, ensuring a positive financial experience. * Conduct financial screenings, explain costs, and benefit, and recommend payment options or financial assistance. * Help patients and families complete Medicaid and assistance applications, including gathering required documents. * Work with Case Management, Clinical staff, and outside agencies to determine eligibility, secure coverage, and advocate for patients. * Track authorizations and eligibility for services, alert appropriate staff to potential delays, and perform other assigned duties. Required Skills: * High School Diploma or GED, preferred. * 0-1 years of hospital experience For this US-based position, the base pay range is $15.35 - $23.13 per hour . Individual pay is determined by role, level, location, job-related skills, experience, and relevant education or training. The healthcare system is always evolving - and it's up to us to use our shared expertise to find new solutions that can keep up. On our growing team you'll find the opportunity to constantly learn, collaborate across groups and explore new paths for your career. Our associates are given the chance to contribute, think boldly and create meaningful work that makes a difference in the communities we serve around the world. We go beyond expectations in everything we do. Not only does that drive customer success and improve patient care, but that same enthusiasm is applied to giving back to the community and taking care of our team - including offering a competitive benefits package. R1 RCM Inc. ("the Company") is dedicated to the fundamentals of equal employment opportunity. The Company's employment practices , including those regarding recruitment, hiring, assignment, promotion, compensation, benefits, training, discipline, and termination shall not be based on any person's age, color, national origin, citizenship status, physical or mental disability, medical condition, race, religion, creed, gender, sex, sexual orientation, gender identity and/or expression, genetic information, marital status, status with regard to public assistance, veteran status or any other characteristic protected by federal, state or local law. Furthermore, the Company is dedicated to providing a workplace free from harassment based on any of the foregoing protected categories. If you have a disability and require a reasonable accommodation to complete any part of the job application process, please contact us at ************ for assistance. CA PRIVACY NOTICE: California resident job applicants can learn more about their privacy rights California Consent To learn more, visit: R1RCM.com Visit us on Facebook

Honolulu, Hawaii;North Bethesda, Maryland; Los Angeles, California; New York, New York; Frisco, Texas; New York, New York; Farmington Hills, Michigan; Leawood, Kansas; Scottsdale, Arizona; Cincinnati, Ohio; Jacksonville, Florida; Raleigh, North Carolina; Bellevue, Washington; Salt Lake City, Utah; Wichita, Kansas; Pepper Pike, Ohio; Milwaukee, Wisconsin; El Paso, Texas; Atlanta, Georgia; Austin, Texas; Fort Worth, Texas; Worcester, Massachusetts; The Woodlands, Texas; Peoria, Illinois; Houston, Texas; Wellesley Hills, Massachusetts; Indianapolis, Indiana; Phoenix, Arizona; Houston, Texas; Wayzata, Minnesota; Carmel, California; Greensboro, North Carolina; Allentown, Pennsylvania; Columbus, Ohio; Little Rock, Arkansas; Dallas, Texas; Providence, Rhode Island; Wilmington, North Carolina; New York, New York; Albany, New York; Chicago, Illinois; Philadelphia, Pennsylvania; Garden City, New York; Melville, New York; Columbia, South Carolina; Dallas, Texas; Santa Clarita, California; San Jose, California; Pittsford, New York; Knoxville, Tennessee; Lisle, Illinois; Boston, Massachusetts; Oak Brook, Illinois; Albuquerque, New Mexico; San Antonio, Texas; Chattanooga, Tennessee; Mount Pleasant, South Carolina; Bridgewater, New Jersey; Mount Laurel, New Jersey; Paramus, New Jersey; Buffalo, New York; Norfolk, Virginia; Newport Beach, California; New Orleans, Louisiana; Northbrook, Illinois; Pasadena, California; Westlake Village, California; Boca Raton, Florida; Tulsa, Oklahoma; San Diego, California; Palm Beach Gardens, Florida; Miami, Florida; Birmingham, Alabama; Wayne, New Jersey; New York, New York; Sarasota, Florida; Tampa, Florida; Indian Wells, California; Vienna, Virginia; Lexington, Kentucky; Bakersfield, California; Savannah, Georgia; Louisville, Kentucky; Washington, District of Columbia; Short Hills, New Jersey; Wayne, Pennsylvania; Baltimore, Maryland; Los Angeles, California; Princeton, New Jersey; Pittsburgh, Pennsylvania; Fort Lauderdale, Florida; Seattle, Washington; San Francisco, California; Miami, Florida; Manchester, New Hampshire; Nashville, Tennessee; Orlando, Florida; Portland, Oregon; Palo Alto, California; Tucson, Arizona **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (********************************************************************************************************** **:** Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas, and experiences, helping to create a work community that is culture driven, resilient, results focused and effective **Job Description:** If you have at least 5+ years of experience as a Financial Advisor with a transportable practice, a strong performance in a team like environment, and a drive to achieve more for you and your clients, let's connect. Contact us to get more details about our Experienced Advisor Program, competitive compensation package, and how we can help you meet your career goals. Merrill Lynch Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Lynch Wealth Management is one of the largest businesses of its kind in the world specializing in planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's financial advisors help clients pursue the life they envision through a one-on-one or team-based relationship committed to their needs. We believe great teams are built on mutual trust, shared ownership and accountability. We act as one company and believe when we work together, we best meet the full needs of our customers and clients. Our trusted financial advisors are equipped to deliver the combined power of the Merrill investment platform and Bank of America banking capabilities. Key Responsibilities: + Deliver a full range of goals-based financial planning / wealth strategies including assessment of client needs + Maintain a robust knowledge of the firm's latest planning tools, techniques and strategies + Establish and maintain relationships with the management team and inform them of circumstances that require supervisory attention/review/approval per compliance guidelines and policies + Source prospective clients and capitalize on referrals + Deliver customized solutions and the full resources of Bank of America Merrill + Understand all aspects of an optimal practice and complete the training and development needed to continue a successful career as a Financial Advisor Required Skills: + FINRA Series 7 & 66 (63 & 65 accepted, in lieu of 66) registrations required with 5+ years' experience + Established and portable practice with a minimum of $1MM in production + Experience managing client portfolios and driving growth + Proven relationship building and business development skills Desired Skills: + Bachelor's degree or higher strongly preferred + Proven ability to partner and promote lead generation. + Experience balancing investment management, sales activities and new client development. + Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC). + Possess excellent communication skills, both written and verbal + Highly entrepreneurial **Shift:** 1st shift (United States of America) **Hours Per Week:** 40 Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates. View your **"Know your Rights (************************************************************************************** "** poster. **View the LA County Fair Chance Ordinance (************************************************************************************************** .** Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work. This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.

JobID: 210698695 JobSchedule: Full time JobShift: : 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 Investment Associate in J.P. Morgan Wealth Management, you will provide client service, operational marketing and administrative support to Private Client Advisors within Wealth Management. Job responsibilities * Support Advisors book of business including but not limited to facilitating accurately and timely operational requests such as account opening, money movement and investment trades * Aid the Advisors by building and maintaining client relationships through processing requests, resolving issues, and providing up-to-date information and assisting the Advisors with ongoing wealth planning for clients and referral source management and new lead generation * Assist in managing relationship and account reviews, promoting firm services to deepen client relationships; prepare timely and accurate performance reports * Actively engage in Risk Management; including Know Your Customer procedures, Account Reviews and Inquires * Support business unit operational procedures and compliance requirements (e.g. completion of required operational forms and documentation) * Prioritize daily work, track progress for current work, and consistently meet deadlines * Maintain and foster team culture Required qualifications, capabilities, and skills * A valid and active Series 7 license is required or may be obtained within a 120 day condition of employment * If you were registered after October 1, 2018 you must also have a valid and active Securities Industry Essential (SIE) exam * A valid and active Series 66 (63/65), and Life and Health Insurance license must be obtained within 120 days of starting in the role as a condition of employment 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.

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. Not sure if you're interested in the career yet? Connect with us for general consideration in Northwestern Mutual opportunities.

Job Description Join Our Team as a Personal Advisor at Community Choice Credit Union! At Community Choice Credit Union, we believe in helping our neighbors achieve the life they desire. By living out our purpose and core values, we create meaningful connections with our members and provide outstanding service. If you're a dynamic and member-focused individual, we invite you to apply for the role of Personal Advisor and become part of a team that's committed, credible, charitable, and united. Compensation starting at $19.95 an hour! ???? Formal Application: The formal application can be found attached to this posting. Please review and complete it to take the next step toward joining our team! What You'll Do as a Personal Advisor: Use a "member-centric" approach to uncover opportunities that save money, make money, or simplify banking for our members. Recommend resource departments, such as Business, Investment, or Mortgage Services, to meet members' financial needs. Resolve account-related issues by collecting and analyzing data, securing answers, and providing timely solutions. Accurately process member transactions, including cash, checks, and loans, while adhering to policies and standards. Open accounts, enroll members in services, and clearly explain terms and conditions. Process and close loan applications, ensuring documentation accuracy and compliance. Apply security, compliance, and fraud training to protect members and their information. Meet or exceed sales and service goals while contributing to the success of your team and the organization. What We're Looking For: Strong sales skills: ability to identify member needs, deliver effective presentations, and close opportunities. Exceptional member service skills: provide timely, courteous, and professional support to internal and external members. Adaptability: open to change, new responsibilities, and able to handle pressure effectively. Initiative: proactive in solving problems, seeking growth opportunities, and generating ideas. Alignment with our core values: credible, charitable, committed, and united. Qualifications: High school diploma or GED. Passion for helping others and improving their financial well-being. Strong communication, organizational, and multitasking skills. Why Join Us? A supportive and collaborative work environment focused on helping members and communities thrive. Opportunities for personal and professional growth. Be part of a purpose-driven organization that values integrity, innovation, and inclusion. Ready to Make a Difference? Apply today using the attached formal application and start your journey with Community Choice Credit Union. Together, we can help our neighbors achieve the lives they desire!

Job DescriptionBenefits: Bonus based on performance Company parties Dental insurance Flexible schedule Health insurance Opportunity for advancement Training & development Vision insurance At the Wiegert District of Northwestern Mutual, our mission is grounded in three core values: Act with HONOR be ethical, accountable, and respectful; Maximize OPPORTUNITY own your results, because each day counts; and Create IMPACT by positively influencing the lives of families, teammates, and our community. Located in the heart of Metro Detroit, our office is uniquely positioned to support professionals in one of the nations most essential and historically significant industries: automotive. From engineers and executives to skilled tradespeople, youll play a key role in helping those who power Michigans economy plan for lasting financial security. We offer a culture that values growth, connection, and purposewith team-building events, community involvement, and strong support systems. Through partnerships with organizations like Camp Casey and Alexs Lemonade Stand Foundation, were committed to making a difference both in and outside the office. If you're ready to grow your career in a people-focused, impact-driven environment, this is the place to do it. Our thriving office is located at: 101 W. Big Beaver Road, Suite 500, Troy, MI. Watch this short video to experience A Day in the Life of a Northwestern Mutual Advisor : **************************** A Glance at Northwestern Mutual (NM): Northwestern Mutual is a FORTUNE 500 company that provides a wide range of financial services to more than 5 million people. As a mutual company, we answer to our policyownersnot Wall Street. We began in Wisconsin in 1857, and today were one of Americas top companies - as was recognized by FORTUNE as one of the Worlds Most Admired life insurance companies in 2024 - with a unique culture deeply dedicated to helping people achieve financial security. Meet Some of Our Local Leaders, the Heartbeat of Our Business: Tek Wiegert Managing Director: How long with NM? Started as an intern in 2004 and joined full-time in 2005. Prior Experience? Joined Northwestern Mutual directly after college. Passionate About? Happily married with two children. Enjoys golf, skiing and snowboarding up north, and is an avid runner, participating in the Detroit Marathon annually. Coaches youth basketball and serves on the board of Camp Casey. Nick Hammer Growth and Development Director: How long with NM? Has been with Northwestern Mutual for 5 years. Prior Experience? Previously a high school math teacher for 3 years and worked in Corporate Finance at Ford Motor Company for 4 years. Holds an MBA from Michigan State University. Passionate About? Married to Kristen and a proud father of four boys. Enjoys golf, spending time outdoors, attending Lions and Tigers games, and traveling with his family. Dominic Mirabella Managing Partner: How long with NM? Has been with Northwestern Mutual since 2008. Prior Experience? A graduate of the U.S. Military Academy and a U.S. Army veteran. Earned an MBA from the University of Florida before joining Northwestern Mutual. Passionate About? Enjoys spending quality time with his wife and their two children. Actively involved in the community and serves on the board of Camp Casey. A passionate supporter of all Detroit sports teams. Jake Paulson Growth and Development Director: How long with NM? Has been with Northwestern Mutual for 5 years. Prior Experience? Played collegiate baseball at Oakland University and spent six years playing Minor League Baseball. Passionate About? Married with two young children. Enjoys hunting, fishing, and golfing in his free time. About the Financial Representative Role: As a Financial Representative at Northwestern Mutual, you will be part of a team that helps individuals and businesses achieve their financial goals through personalized insurance solutions and financial planning. Your role involves building long-term relationships with clients, understanding their unique needs, and providing tailored financial solutions. Key Responsibilities: Client Consultation: Engage with clients to understand their financial goals, aspirations, and concerns. Financial Planning: Develop comprehensive financial plans that include investments, insurance, and retirement. Insurance Solutions: Recommend and implement insurance strategies to protect clients' assets and income. Ongoing Support: Monitor clients' financial plans and provide regular updates, adjusting strategies as needed to meet changing circumstances. Networking: Build and maintain a network of clients through referrals, community involvement, and professional associations. Qualifications: Education: A bachelor's degree is preferred. Experience: Previous experience in financial services, insurance, or business development is beneficial but not required. Skills: Strong interpersonal and communication skills, analytical thinking, and the ability to build trust and rapport with clients. Licenses: If not already obtained, the position offers sponsorship and resources provided to obtain necessary licenses, such as Michigan LAH, SIE, Series 6, 7, 63, and CFP. Benefits: Professional Development: Access to ongoing training and development programs, including sponsorship for Licensing/Credentialing Income Potential: Competitive compensation structure including performance incentives, with no ceiling. Comprehensive Medical Coverage, including Group Life and Disability Insurance and Parental Benefits. Support and Mentorship: Comprehensive support from a dedicated planning team, marketing resources, and experienced mentors. Work-Life Balance: Flexibility to create a schedule that fits your lifestyle and goals. Retirement Benefits: Company-funded pension and contributions to PFGFour version of a profit-sharing retirement plan designed to support your long-term financial future. Impact: Make a lasting impact by guiding individuals and families in your community towards financial security and success. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Tek Wiegert is a Managing Director of NM and is not in legal partnership with NM, or its subsidiaries. Flexible work from home options available.