Finance representative jobs in Grand Rapids, MI

Financial Advisor Are you looking to expand your career and to be part of a successful team? Are you driven, self-motivated, and customer focused? If you enjoy working closely with clients, developing long-term relationships, constantly challenging yourself, and providing superior customer service and expertise, when we would like to talk to you! Our established financial service firm, Drake & Associates, in Grand Rapids, MI is seeking to add a Financial Advisor to our Team! The Financial Advisor will have the opportunity to meet one-on-one with the company leads. Duties include: meeting with prospective families to share the value proposition of working with Drake and Associates, participation in public seminars and marketing efforts. Are you a hunter? Tired of prospecting? Join a firm where the families come to you! Key Traits: ● Strong initiative ● Positive attitude ● Ability to create connection with families ● Persistence ● An entrepreneurial perspective to build a client base ● Persuasive ability Minimum Requirements: ● College degree preferred ● 3+ years of financial services experience with an emphasis on sales ● Life and Health Licensed; Series 65, or 66 and 7. ● Strong organizational, prioritization, interpersonal, and management skills ● Strong mathematical and analytical skills ● Excellent communication skills; both verbal and written ● Proficient with Google Suite ● Experience with Salesforce preferred, but not required Position Responsibilities: ● Prepare, present, and implement customized financial plans ● Assist clients with annuities, life, and long-term care, and managing money ● Provide financial planning advice to include investment, insurance, and retirement ● Develop, manage, and retain strong client relationships Income $150,000 - $300,000 Money for Nothing Three weeks of paid time off each year Retirement We offer Traditional and Roth 401(k)s with a company contribution of 3% regardless of team member contributions. We can also assist with funding a Traditional IRA or Roth IRA. We know a lot about money, it's what we do! Let's Stay Healthy Blue Cross Blue Shield group health insurance plan with a great provider network It's the same health insurance that Tony has for himself. We pay for part of health, dental, and life insurance. Paid time off to go to the doctor, dentist, etc. Hungry? Free coffee, tea, sodas, water, and hot cocoa - all on-site Want To Lend a Hand? We support local charities financially and with paid time off to volunteer Use The Force, Luke! Mentorship is part of the deal. We want to help you as a person, not just as an employee. We'll pay for you to obtain your life insurance license, health insurance license, and Series 65 securities registration. We'll even pay for your Certified Financial Planner designation. Want to get your CPA license? Let's do it. How Do I Get There? Waukesha location is just off the Guerke's Corner exit on I-94. Mequon location is right off I-43 on Mequon and Port Washington Rd Let's have fun! Quarterly team lunches and team-building events off-site Annual Team Holiday Party Paid-for Annual Trips Company hits our goals, let's all travel together! Presented by Advisor Employee Services Thank you for your interest in the Financial Advisor role. Advisor Employee Services, a consulting firm located in Lenexa, Kansas, represents the top 1% of financial advisors in all 50 states in their hiring needs. Please take a moment to explore our website and the services provided. We are not a staffing firm but together have built a reputable and continuously expanding business model which allows us to pinpoint the exact personnel needs of these established financial advisors. If you feel that you have the skills it takes for the position responsibilities.

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.

JobID: 210685776 JobSchedule: Full time JobShift: Base Pay/Salary: New York, NY $130,000 - $170,000; Chicago, IL $130,000- $170,000; Evanston, IL $130,000- $170,000 At JPMorganChase, we recognize that rewarding careers do not always follow a conventional path. We value the diversity, fresh perspective and wealth of experience that returning professionals can bring. The ReEntry program offers experienced professionals, who are currently on an extended career break of at least two years, the support and resources needed to relaunch their careers. The program spans over 30 locations worldwide. The ReEntry Program is a 15-week fellowship program, beginning April 20, 2026 and ending July 31, 2026 with the prospect of an offer for permanent employment with JPMorganChase at the end of the program. The permanent placements will be based on both business needs and candidate skill set. Please refer to our ReEntry Overview page for further information regarding the Program. Join a team delivering premiere service to high net worth clients through holistic financial advisement. We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P. Morgan's U.S. Private Bank. If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P. Morgan is the place for you. You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level. As a Private Banker, you are responsible for advising families on building, preserving and managing their wealth. You will use your knowledge of investments, financial planning, credit and banking to both advise current clients on all aspects of their balance sheet and generate new client acquisition. You will be part of a local team and supported by an institutional platform that has the resources, specialists and intellectual capital to help you advise clients on achieving their desired goals. Job Responsibilities * Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience * Generate business results and acquire new assets, both from existing client base and new client acquisition * Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs * Partner with internal specialists to provide interdisciplinary expertise to clients when needed * Connect your clients across all lines of business of J.P. Morgan Chase & Co. * Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals based planning approach Required Qualifications, Capabilities, Skills * Three plus years of previous work experience in Private Banking or Financial Services * Bachelor's Degree required; MBA, JD, CFA, or CFP preferred * Proven sales success and strong business acumen * Experience or demonstrated understanding of investments, wealth planning, credit and banking concepts * Focuses on the client experience and works tirelessly on the client's behalf Preferred Qualifications, Capabilities, Skills * Proactive, takes initiative, and uses critical thinking to solve problems * Strong community presence with an established network * Dynamic and credible professional who communicates with clarity and has exceptional presentation skills * Demonstrates strong organizational skills and applies a disciplined and organized approach throughout their business * Prior experience with and in-depth knowledge of the equity and fixed income markets and alternative investments, including Hedge Funds, Private Equity and Real Estate

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

Thank you for your interest in working with Eikenhout! We offer rewarding employment opportunities for talented individuals in the areas of material handling, delivery, finance, human resources, safety, inventory control and management. All of our jobs are in-person and we have locations in Grand Rapids, Saginaw, Traverse City, Mt Pleasant, Holland, Lansing, Petoskey, Kalamazoo, Muskegon & Gaylord. If you are interested in submitting your resume for any of these departments, please submit your resume and cover letter to this posting by clicking on "Apply for This Job". If there is a current posting that you are interested in, please submit your resume on that post instead of this one!

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

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

Location : Address 5859 28th St SE Location : City Grand Rapids Location : Postal Code 49546 Responsibilities Branch Hours Monday - Friday: 10:00 a.m. - 7:00 p.m Saturday: 10:00 a.m. - 3:00 p.m. Sunday: Closed. Financial Service Representative We are currently seeking a Financial Services Representative to join us. The person in this position will report to the Branch Manager. Job Description Can you start a conversation with anyone? Do you enjoy helping people find the right solution with a smile? If so, we've got the perfect position for you at one of our retail in-store locations. As a Retail In-Store Financial Service Representative at Michigan First Credit Union, you'll be challenged to deliver five-star service while building relationships with our members. We're a family here, so outstanding teamwork is a must. Our number one goal is to provide our members and potential new members with personalized solutions to their financial situations so they can walk out feeling happy, satisfied, and worry-free. What You'll Do: Deliver stellar service to credit union members and potential new members. No slackers here! Serve as a face for our brand. Happy, confident, positive - that's who we are. Provide solutions. We want the critical thinkers, the expert interviewers, the stellar listeners. You'll need to be able to provide unique and personalized financial solutions for our members and potential new members. This means helping them with their loan decisions, showing them how to save money, and figuring what accounts work best for them. Introduce potential new members to all the amazing perks of being a Michigan First Credit Union member. Follow through. If you can deliver on promises and make sure all details are covered, you'll LOVE it here at Michigan First! Qualifications What We're Looking For: Outgoing, personable candidates. You must truly love talking to people to work here. Professional experience, preferably 3+ years. Have you worked in financial sales or retail? Great! Have you worked in a relationship banker or personal banker role? Even better! Customer service, preferably 3+ years. We're a people's credit union, and our members deserve the best possible experience. You'll have to be able to learn our products and services thoroughly and quickly. That's what we're here for, after all! You'll need a high school diploma/GED, preferably an Associate's in business or a related field. A flexible schedule. Our in-store locations are open later and on Saturdays to better serve our members. We need team players! You must be able to assist at any of our in-store locations to meet business needs. Who We Are Michigan First Credit Union was founded more than 90 years ago by educators and delivers world-class service to more than 160,000+ members at our branches throughout the State of Michigan, and we're still growing! We offer financial solutions for every life stage and seek to positively transform our members' lives through personalized service that meets their unique needs. Simply put, Michigan First Credit Union's sole mission is to provide the highest quality member experience. Working here, you'll get to participate in a strong culture, centered around service, professionalism, and growth. Michigan First highlights: 500 team members 32 locations spanning the Lansing area, Grand Rapids and Metro Detroit Industry leader in community support and charitable giving through the Michigan First Foundation Member Services Call Center operates 24/7/365 Over $1.5 Billion in assets Awards Michigan First Credit Union has been the proud recipient of: 2024 Best & Brightest in the Nation 2024 Best & Brightest in Metro Detroit 2024 Best & Brightest in West Michigan 2024 Best Credit Unions to Work For 2024 Crain's Cool Places to Work 2024 Detroit Free Press Top Workplaces 2024 Michigan Veterans Affairs Agency - Certified Veteran Friendly Employer - Bronze Level 2021 Credit Union of the Year by NAFCU (National Association of Federally-Insured Credit Unions) Benefits and perks of joining our award-winning team include: Very competitive pay Low-cost medical, dental, and vision benefit options. Employer-paid life and disability insurance 401(k) - 100% match up to 5% deferral Tuition reimbursement for both Undergraduate and Graduate degree program Access to a complimentary concierge service that assists with nearly any item on your to-do list Free, state-of-the-art fitness center at our Lathrup Village headquarters with exercise equipment, showers and locker rooms Wellness initiatives and events throughout the year to help team members stay healthy Loan discounts for certain secured and unsecured loans and mortgages Opportunities for pay increases, incentives and profit-sharing, based on performance Onsite subsidized top notch Cafe 26 for team members' use Onsite bowling center Michigan First Credit Union is an Equal Opportunity Employer.

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

You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs. As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources. Job responsibilities Shares the value of Chase Private Client with clients that may be eligible Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week Adheres to policies, procedures, and regulatory banking requirements Required qualifications, capabilities, and skills Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships 1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role Compliance with Dodd Frank/Truth in Lending Act* High school degree, GED, or foreign equivalent Adherence to policies, procedures, and regulatory banking requirements Ability to work branch hours, including weekends and some evenings Preferred qualifications, capabilities, and skills Excellent communication skills College degree or military equivalent Experience cultivating relationships with affluent clients Strong team orientation with a commitment of long-term career with the firm Dodd Frank/Truth in Lending Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: **************************************************************************

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

Do you have aspirations to run your own business? If so, you may want to consider working in the office of Ben Vanbiesbrouck - State Farm Agent. As a member of our agency team, you have an opportunity to experience first-hand what it takes to be a State Farm Agent. You will build and develop customer relationships within the community to promote State Farm products including auto, home and life insurance. This position will allow you to experience working in an agent's office and to explore the opportunity to become a State Farm agent yourself. Responsibilities Develop leads, schedule appointments, identify customer needs, and market appropriate products and services. Work with the agent to establish and meet marketing goals. Use a customer-focused, needs-based review process to educate customers about insurance options. Adaption of skills necessary to operate a business. As an Agent Team Member, you will receive... Salary plus commission/bonus Valuable experience Growth potential/Opportunity for advancement in my agency Learning to market property/casualty, life, health and bank products Setting sales and growth goals Working closely with the agent to gain an understanding of the agents role and office logistics Learning how to network effectively If you are motivated to succeed and can see yourself in this role, please complete our application. We will follow up with you on the next steps in the interview process. State Farm agents are independent contractors who hire their own employees. State Farm agents employees are not employees of State Farm Insurance Companies. This position is with a State Farm independent contractor agent, not with State Farm Insurance Companies. State Farm agents control which licensing requirements and training programs are offered or must be successfully completed by their employees. By accepting employment with a State Farm agent and/or successfully completing any licensing or training programs required by a State Farm agent, you are not guaranteed, promised or given any form of selection preference, should you choose to leave the agents employment and pursue the opportunity of becoming an independent contractor agent for State Farm Insurance Companies. If you choose to pursue an agency opportunity, you will need to apply and go through the regular State Farm Insurance Companies agent selection process

Old National Bank has been serving clients and communities since 1834. With over $70 billion in total assets, we are a regional powerhouse deeply rooted in the communities we serve. As a trusted partner, we thrive on helping our clients achieve their goals and dreams, and we are committed to social responsibility and investing in our communities through volunteering and charitable giving. We continually seek highly motivated and talented individuals as our people are critical to our success. In return, we offer competitive compensation with our salary and incentive program, in addition to medical, dental, and vision insurance. 401K, continuing education opportunities and an employee assistance program are also included in our benefit suite. Old National also offers a variety of Impact Network Groups led by team members who are passionate about driving engagement, creating awareness of diverse backgrounds and experiences, and building inclusion across the organization. We offer a unique opportunity to join a growing, community and client-focused company that is firmly rooted in its core values. Responsibilities The Relationship Banker develops and cultivates long-term client relationships by providing insight, advice, and personalized financial solutions for their clients. Relationship Bankers are responsible for retaining and deepening existing client relationships through cross-selling, establishing new banking relationships, referring clients to product partners (e.g., Mortgage, Investments, Small Business, Treasury Management, Merchant Services, Private Banking, Wealth Management, Commercial), educating clients on digital solutions, providing account servicing and maintenance, effectively resolving client servicing issues, and processing. Relationship Bankers are active in their communities through outreach efforts and through service with community organizations. This position is located in a bilingual area and Spanish is often used within the banking center and would be preferred. Salary Range The salary range for this position is $17.00/hr. - $27.50/hr.. The base salary indicated for this position reflects the compensation range applicable to all levels of the role across the United States. Actual salary offers within this range may vary based on a number of factors, including the specific responsibilities of the position, the candidate's relevant skills and professional experience, educational qualifications, and geographic location. Key Accountabilities Develop and grow client and prospective client relationships Consults with clients/prospective clients over the lifecycle of the relationship to uncover needs, educate, and advise on product and service alternatives that align with the client's financial objectives. Cross sells products and services and refers to business product partners to ensure client needs are met. Maintains contact with client base through periodic proactive touch points (on-boarding, service follow up, etc.) Achieve Sales and Service Targets Markets a full range of consumer and small business banking services to existing and prospective clients through proactive techniques such as lobby engagement, outbound telephone calls, marketing campaigns, or in-house events; may occasionally participate in outside sales calls. Maintains well-developed knowledge of all products and services and effectively applies that knowledge to understand and fulfill client needs. Proactively seeks coaching to develop service and sales skills; shares knowledge and best practices to enhance the team's skills and performance. Operations Oversight Proactively resolves moderate to complex customer maintenance and/or client service problems using available resources for problem resolution, including analysis and understanding of information received from other internal departments such as Loan Operations, Deposit Operations, Internal Bank Support, Reconcilement, Risk Management, etc. Maintains and demonstrates in-depth knowledge of the different banking channels and educates clients on emerging technology and digital solutions including mobile, online, and ATM offerings to enhance their service experience. Executes all sales, service, and banking transactions accurately and in compliance with bank policies, procedures, and regulatory requirements. Follows all fraud prevention procedures and attends training to stay up-to-date on evolving fraud tactics. Key Competencies for Position Culture Leadership: Communication - applies active listening skills and skillful use of questions to understand the client's situation, needs, and desired outcome(s); adapts communication style and approach to accommodate individual needs and preferences. Collaboration - seeks, develops, and maintains trusted relationships with others to achieve business goals/objectives; shares knowledge, information, ideas, and suggestions to accomplish mutual goals. Execution Leadership: Drive and Execution - Committed to achieving established goals, overcoming obstacles, and continuously learning; focuses on ways to succeed by changing strategies, increasing effort, using varying approaches; leverages opportunities to collaborate with others to achieve results; consistently achieves performance targets. Problem Resolution/Decision-Making - With minimal oversight, seeks to identify what caused an issue; incorporates input from multiple sources to ensure effective action and shared ownership; decisions are sound based on what was known at the time and based on a blend of analysis, wisdom, experience, and judgement. Client Leadership: Client Leadership - Puts the client at the forefront of everything they do; continually seeks first-hand client information and perspective and uses this insight to shape one's own behaviors and actions; examines implications of decisions and actions from the perspective of the client before acting. Key Measures of Success/Key Deliverables Executes strategies to improve client retention including cross-selling products and services, proactive personalized outreach, effective resolution of servicing issues, monitor and seek client feedback, etc. Contributes to the banking center's financial success by achieving targets for loan production, new account production, line of business referrals, and digital banking enrollment. Acquires new Community Bank relationships through cultivating a strong referral network and outreach efforts. Position Levels There are two levels of Relationship Banker, depending on banking experience including client service, deposit, and lending experience. Bankers must demonstrate completion of required training programs, licensing or specialized training, and acceptable performance to goals to be considered for further advancement. Licensing or registrations must be maintained current and in good standing in accordance with program guidelines. Positions may be based at a specific banking center or be a “Market” position that supports all banking centers in a defined market. Relationship Banker Demonstrates ability to handle all transactions, servicing needs and inquiries upon completion of required training. Must achieve account opening goals, partner referrals, lending and credit card goals along with completing quality Client Financial Profiles. Qualifications and Education Requirements High School diploma or GED Equivalent Minimum one year relationship-based client consultation and/or consultative sales experience (banking industry a plus) Eligible to register with the National Mortgage Licensing System and Registry (NMLS) or currently NMLS registered. Relationship Banker II Experienced bankers who have successfully completed the requirements of a Relationship Banker, including all new hire training and the Relationship Banker Learning Path within defined timeframes, or bankers with existing experience in a similar role at another financial institution, including NMLS registered. Demonstrates consultative sales skills and strong service levels to build and deepen client relationships. Consistently meets or exceeds account opening and lending goals, credit card goals, partner referrals, and quality Client Financial Profiles. May manage an assigned client portfolio to handle all consumer banking relationship needs. Encouraged to participate in their community through service in a Community Organization, Not-for-Profit volunteer, Business-Related Networking groups, or similar organizations. Completes Relationship Banker Development Program to demonstrate advanced proficiency in role. Qualifications and Education Requirements High School diploma or GED Equivalent Minimum one year relationship-based client consultation and/or consultative sales experience Minimum one year banking experience including deposit/transaction processing, account servicing, new account opening and consumer lending Currently registered with the National Mortgage Licensing System and Registry (NMLS) or previously registered and eligible to immediately re-register. Old National is proud to be an equal opportunity employer focused on fostering an inclusive workplace and committed to hiring a workforce comprised of diverse backgrounds, cultures and thinking styles. As such, all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, protected veteran status, status as a qualified individual with disability, sexual orientation, gender identity or any other characteristic protected by law. We do not accept resumes from external staffing agencies or independent recruiters for any of our openings unless we have an agreement signed by the Director of Talent Acquisition, SVP, to fill a specific position. Our culture is firmly rooted in our core values. We are optimistic. We are collaborative. We are inclusive. We are agile. We are ethical. We are Old National Bank. Join our team!

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

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.

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

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

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

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