Financial Advisor
Finance representative job in Portage, MI
Job DescriptionFinancial Advisor - Direct Hire RoleSalary: $90-$120,000+Benefits: Health insurance, retirement, Holiday and PTOPurpose: We are seeking a hard-working, self-motivated individual to join our team at Mixed. Our goal is to foster a collaborative and diverse workforce where dedication and initiative drive excellence in achieving our organizational objectives
Responsibilities:
Assist clients in setting specific financial goals such as retirement planning, saving for education, purchasing a home, or achieving investment growth.
Advisors also provide investment advice, recommending suitable strategies based on clients' risk tolerance, time horizon, and financial objectives.
They oversee portfolio management by regularly monitoring and adjusting investments to align with clients' goals and market conditions. Additionally, financial advisors handle risk management by evaluating and mitigating financial risks through strategies like insurance planning and diversification.
They offer guidance on tax planning, advising clients on methods to minimize tax liabilities and enhance tax efficiency within their overall financial plans.
Advisors also assist clients with estate planning, ensuring assets are distributed according to their wishes through mechanisms such as wills and trusts.
Requirements
Bachelor's Degree in finance, economics, accounting or business administration
Series 7 and Series 66 (or Series 63 and Series 65)
Book of business available to transfer
Financial Wellness Representative - 100% Commission | Grand Rapids, MI (TSG-20251201-052)
Finance representative job in Grand Rapids, MI
Job DescriptionAbout The Strickland Group: The Strickland Group is a family-driven, vision-first financial services agency helping families protect and build wealth through life insurance and retirement solutions. This is a 100% commission, remote role with flexible hours, mentorship, and a clear path to agency ownership. You'll meet with warm leads, uncover needs, present options, and help clients put protection in place. Training is provided; no experience required, but strong work ethic, coachability, and a desire to grow are musts.
Associate Financial Professional (Kalamazoo, MI)
Finance representative job in Kalamazoo, MI
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 - Grand Rapids, MI
Finance representative job 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.
Financial Advisor
Finance representative job in Portage, MI
About the Company OsborneKlein, an Ameriprise private wealth advisory practice, is seeking experienced Financial Advisors with a demonstrated history of growing their business through mastering referrals and other lead generating tactics. To be considered for this position, you must have an existing Book of Business, with annual GDC in excess of $200k.
OsborneKlein is skilled in the art and science of finance. We understand the intricacies of planning - from insurances and investments, to tax planning, retirement and estate planning, with a focus on wealth accumulation and preservation. OsborneKlein is one of the top Ameriprise franchises in the country. To learn more about who we are, please visit our website.
Position requires:
A motivated individual to work as a Financial Advisor with a primary focus on marketing to acquire new financial planning clients.
Responsibilities:
Develop a marketing strategy, with actionable tactics, to generate and qualify new leads
Demonstrate an entrepreneurial spirit and a desire to succeed in a goal-oriented environment; focused on exceeding goals
Build/maintain Strategic Alliances and a robust network of Centers of Influence to provide personalized service to clients and referrals for opportunities
Participate in seminars and client appreciation events
Handle unsolicited calls from prospects to schedule appointments
Follow the OsborneKlein client service model
Understand and utilize client management system
Utilize and understand unique tools and processes available
Schedule and conduct financial planning and advice meetings with clients and client prospects; providing comprehensive financial planning/advice and asset management services
Service existing clients of other advisors, as may be needed
Build deep, meaningful relationships with clients and execute a service model to provide solutions that support their financial goals
Manage and resolve complex client service issues
Review and interpret financial statements
Read, analyze, and interpret general business periodicals and professional journals
Demonstrate excellent verbal and written communication skills
Work within OsborneKlein's systems and guidelines
Assist in various projects including portfolio reviews and preparing financial projections
Participate in all aspects of preparing for client meeting activities including; data gathering, preparing agendas, assisting with client paperwork and asset allocations
Be responsible for post-meeting activities including meeting summaries, financial situation analysis, coordination of plan implementation with outside professionals
Perform other tasks as assigned by the Chief Operating Officer or Franchise Advisor
Adhere to rules and regulations as stated and required by OsborneKlein, Ameriprise Financial and FINRA
Required Qualifications
Legally authorized to work in the U.S. and does not now or in the future require sponsorship for visa status
Regulatory licensing
FINRA Series 7
State Securities (Series 63 or Series 66)
State IAR (Series 65 or Series 66)
State Life, Health Insurance and Variable Products lines
Three+ years of work experience with a proven track record of success
Showcase a background in building strong relationships and delivering superior client service
Ability to work independently and keep practice leadership aware of progress and challenges
Strong financial and analytic skills
Strong persuasive and interpersonal skills
Computer skills: Word, Excel, Outlook
Continuing education - lifelong learning is required
Preferred Qualifications
Bachelor's degree from four-year college or university; three+ years related experience and/or training; or equivalent combination of education and experience
Advanced degrees or designations in related disciplines
Have a network of personal and professional contacts within your local area that you may engage for referrals
Misc Necessary Job Competencies
High emotional competency
Excellent listening skills
High attention to details
Ability and willingness to learn and adapt
Comfortable communicating with clients in person, over the phone and virtually
Team player; able to contribute and work in a team environment
Disability Insurance
Health Insurance
Life Insurance
Paid Time Off
Professional Development Assistance
Vision Insurance
Additional Compensation:
Hiring bonus; depends on licensing status and current Book of Business
Job Type: Full-time
Pay: Compensation structure is based upon candidate's experience
Schedule: Day shift
At Ameriprise Financial, we're not just in the business of helping clients with their financial goals - we also help our advisors and employees reach their true potential by embracing an inclusive and collaborative culture. We celebrate the unique qualities and reward the contributions of our talented, passionate employees. If you're motivated and want to work for a strong, ethical company that cares about you and your community, take the next step with Ameriprise Financial.
This position is with an Ameriprise Financial Franchise owner.
Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, genetic information, age, sexual orientation, citizenship, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law.
Full-Time/Part-Time
Full time
Auto-ApplyPrivate Client Banker - Downtown Kalamazoo - Kalamazoo, MI - Michiana
Finance representative job in Kalamazoo, MI
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: **************************************************************************
Auto-ApplyUS Private Bank- Private Banker- 2026 ReEntry Program 2026
Finance representative job in Grand Rapids, MI
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
Auto-ApplyFinancial Advisor
Finance representative job in Marshall, MI
Engage Employment Solutions, LLC works on both side of the employment application. Filling important vacant positions for employers and career coaching job seekers in gaining job offers in their desired industry. With over 30 years of executive human resources leadership, We work with the best employers to find the best new employees. Engage Employment Solutions is not a staffing or temp. agency. We work directly with our different employers for direct hire positions.
Recruitment expertise in all levels of public sector positions, specialty retail, health care, behavioral health care, manufacturing and specialty IT positions.
EngageEmploymentSolution.com
FINANCIAL ADVISOR
Ready to take your career to new levels of purpose, pride and satisfaction? Looking for freedom to control your schedule and your income, while making a profound impact in the lives of your clients and your community? Already a Registered Financial / Investment Advisor?
If the answer is yes to any of these questions, then this opportunity is your answer.
About Us
VantagePointe Financial Group -
Our Firm was established in 1984. Our mission is to provide quality financial guidance, to build relationships of trust, and to develop innovative solutions that help our clients achieve their financial dreams and goals.
What makes us different?
It's our people.
We are comprised of a dedicated team of professionals with a wide range of backgrounds - in finance, insurance, investments, and risk management. Many of our professionals have designations including Chartered Life Underwriter (CLU), Chartered Financial Consultant (ChFC), and Certified Financial Planner™ (CFP ).
It's our process.
Each Financial Advisor is responsible for understanding his or her client's entire financial picture and for providing the appropriate resources to meet a variety of needs.
It's our goods and services.
We offer a full range of financial planning services and outstanding products from the most respected companies in the marketplace. And finally,
it's our calling to make a difference.
The truth is, it's all of these - backed by our commitment to maintain our relationship with our clients.
Why you should consider this opportunity? Check out what we can offer you:
· Starting Base Salary plus Commission Splits
· IRA and Health Benefits
· Office Space
· Marketing Materials
· Financial Planning Software
· Assistance with Compliance, New Business Coordinators, Processes/Systems and our Website
Job Description
The Financial Advisor position will be based out of our Marshall, Michigan office. This position helps clients reach their goals by developing and implementing financial plans to show clients where they are today, plan where they want to go tomorrow and provide the financial tools and support to help them get there. These tools may include the areas of retirement planning, insurance & investment services, estate planning, and education funding. The Financial Advisor has the flexibility to build their own practice while receiving support from our group's team of experts in the financial field.
Responsibilities include:
· Provides individualized needs analysis and prepares recommendations for customized financial solutions for potential clients.
· Profiles clients and delivers recommendations to ensure these needs are met
· Uses sales tools and modules to conduct the analysis; offers the best advice and products for client's understanding of solutions
· Delivers a diversified set of brokerage, investment and insurance with advice-based solutions with a financial planning mindset to meet the individual investment needs of current and potential clients.
· Increases assets under management by offering investment and insurance solutions to clients and leveraging business partnerships to increase referrals
· Provides financial planning services by advising the client on the advantages and disadvantages of different product decisions in alignment with the client's needs
· Meets or exceeds established sales goals for assigned market, while meeting individual client needs and complying with set policies and regulations
· Understands and adheres to the group's risk and regulatory standards, policies and controls.
Qualifications
Education, Experience and Licensing Requirements:
· Minimum 2 years of experience in the financial industry
· Must hold series 7, series 63 & 65 or 66 licenses and a book of business
· Previous trust/fiduciary product, financial planning, managed accounts or insurance experience preferred
· Excellent Sales and Customer Service Skills
· Analytical and reporting skills
· Attention to detail and possess good time management skills
Additional Information
This position will be working from the Marshall office and will include travel in a 20 to 30 mile radius.
Financial Solutions Advisor - Registration Candidate - Rivertown Corridor, MI
Finance representative job in Grandville, MI
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities, and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining your Securities Industry licenses, where you receive dedicated and personalized classes for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams. Once you obtain your licenses, you will be taught the foundational skills needed to be an advisor - from acquiring, building and managing client relationships to considering a client's complex financial picture and guiding them with advice and solutions to help them live their best financial lives, all while humanizing financial interactions. Once you have reached your key milestones, you will begin working in a financial center where you will help to deliver Bank of America's core banking, investment solutions and approach to client care. We will equip you with everything you need as you move through the stages of development.
Once you have demonstrated success as a licensed Financial Solutions Advisor Stage I, you will typically progress into the next role, Financial Solutions Advisor Stage II, where you will continue to practice the skills you've learned by growing and deepening relationships within a portfolio of clients. As a successful Financial Solutions Advisor Stage II, you will have the opportunity to advance in many roles within Bank of America and Merrill. The Academy will support you along the way with dedicated programs, tools, and resources throughout your career journey.
This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since your position requires SAFE Act registration, you will be required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in your immediate termination.
We'll help you
* Build a successful career at Bank of America through world-class training and on-boarding programs that set you up for success.
* Get training and one-on-one coaching from Academy managers who are invested in your success.
* Grow your business knowledge by using a defined consultative approach with clients to systematically identify client needs and appropriate solutions.
* Earn your Security Industry Essentials (SIE), Series 7 and Series 66 licenses (63 & 65 accepted, in lieu of 66) though structured lessons and dedicated study time. You must obtain your SIE within 30 days of being hired & your Series 7 & 66 within 120 Days - a requirement for the role.
* Build your network. Starting at a financial center, you'll interact with banking customers, small business owners and higher net worth clients alike. You'll be able to leverage our relationships with one out of two households in the U.S. to help eventually grow your business.
* Provide end-to-end comprehensive advice, deliver client reviews/presentations with confidence, and recommend strategies to help clients achieve their financial goals and life priorities.
* Collaborate with core banking and investment partners. Connect clients to the solutions we provide through Bank of America and Merrill to meet virtually all their financial needs.
Required Qualifications:
* Aptitude in obtaining required industry licenses.
* Must be self-disciplined in managing time and capacity.
* Experience in cultivating client relationships, accessing needs and recommending solutions.
* Success creating strong peer relationships through effective communication and collaboration.
* Demonstrates a results-driven mindset while prioritizing client's interest in a complex, fast-paced environment.
* Executes multiple tasks simultaneously.
* Learns and adapts to new technology or applications.
Desired Qualifications:
* Bachelor's degree and/or a minimum of one year of financial services industry or sales experience
* Currently holds FINRA Securities Industry Essentials (SIE)
Skills:
* Advisory
* Account Management
* Client Experience Branding
* Customer and Client Focus
* Oral Communications
* Issue Management
* Client Solutions Advisory
* Pipeline Management
* Active Listening
* Attention to Detail
* Risk Management
* Policies, Procedures, and Guidelines
* Client Management
* Causation Analysis
* Written Communications
Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
Schedule: Monday - Fridays and rotating Saturdays
Shift:
1st shift (United States of America)
Hours Per Week:
40
Financial Services Representative State Farm Agent Team Member
Finance representative job in Battle Creek, MI
Job DescriptionBenefits:
Hiring bonus
401(k) matching
Bonus based on performance
Competitive salary
Flexible schedule
Opportunity for advancement
Paid time off
Training & development
ABOUT OUR AGENCY:
Our Battle Creek office has been in operation since January 1, 2017, celebrating eight years of growth, while our Marshall office opened on July 1, 2024. Our team consists of 7 dedicated members in Battle Creek and 5 in Marshall, along with the agent. I am a proud graduate of Mattawan High School (2006), Ferris State University, and Grand Valley State University, where I earned a business degree in 2010.
Our office culture is the cornerstone of our success, with a dynamic and enjoyable work environment where we prioritize hiring individuals who bring positive energy and contribute to our team's collective greatness. We offer a competitive matching 401k, flexible hours and a hiring bonus as perks for our employees.
ROLE DESCRIPTION:
As a Financial Services Representative State Farm Agent Team Member with Chad Heeter - 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:
Must currently hold relevant financial service licenses (Life/Health, SIE, Series 6/63/65)
Sound knowledge of financial service products.
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
Resume Bank - For Future Opportunities
Finance representative job in Grand Rapids, MI
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!
Business Banker
Finance representative job in Elkhart, IN
Angott Search Group is partnering with a prominent regional bank, managing assets of over $8 billion, to find an experienced Business Banker for their Elkhart, Indiana location. This role is focused on growing and managing a commercial banking portfolio of $15-$25MM.
Key Responsibilities:
Grow and maintain business banking relationships through loans, deposits, and cross-selling bank products.
Develop new business opportunities by expanding the client base and promoting bank services.
Assess credit risks and recommend risk mitigation strategies.
Effectively manage and document client relationships and commitments.
Ensure compliance with bank policies, legal requirements, and complete necessary training.
Qualifications:
Minimum of 3 years in commercial banking as a credit analyst or underwriter (preferred).
Bachelor's degree in business, economics, or finance (preferred).
Proven relationship-building skills and strong communication abilities.
Proficiency in Microsoft Word and Excel; knowledge of treasury services products.
Customer-focused with the ability to multitask in a fast-paced environment.
Finance Intern - Summer 2026
Finance representative job in Elkhart, IN
Dexter is the premier manufacturer and supplier of axles, suspension, brakes, doors, venting products, trailer parts, accessories, and towing components serving the commercial trailer, RV, heavy-duty, marine, agriculture, and manufactured housing markets has an opportunity for a Finance Intern for Summer 2026 at our manufacturing facility located in either Elkhart, IN or Bristol, IN or Springfield, MO.
Headquartered in Elkhart, Indiana, Dexter has manufacturing and distribution locations throughout the U.S. and Canada. Employing state-of-the-art robotics, precision welding equipment, and automated machining processes, Dexter has achieved many years of success through a commitment to the principles of superior quality, continuous improvement, and unparalleled customer service.
For more information about our company, access Dexter's web site at ********************
JOB DESCRIPTION
The Finance Intern will assist in financial analysis, reporting, budgeting, forecasting and other various day to day accounting/controller functions. This role is a very fast paced environment covering multiple industries, products, processes, and production plants.
Potential locations for this internship include Elkhart, IN and Bristol, IN and Springfield, MO.
As a Finance Intern, you will be working on robust, hands-on projects. Potential projects may include, but not limited to:
* Sales forecasting and trends analysis.
* Contributing to the preparation/consolidation of monthly and quarterly reporting
* Facilitating improvement in historic data upkeep and the consistency/organization of reporting
* Assisting with budgeting and forecasting processes
* Supporting the finance team in day-to-day operations
Minimum Qualifications
To be successful in this role, you must possess the following:
* Strong computer skills
* Strong Excel and data analysis skills
* Administrative experience with great attention to detail
* Excellent sense of ethics and accountability
* Clear, professional written, verbal and interpersonal communication skills
* Strong organizational, time management and problem-solving skills
EDUCATION
You must be actively enrolled an accredited university working towards a bachelors or masters degree in Finance, Accounting, Economics or related area of study.
Apply now to join an industry leader and make a difference in what we do for the customers we serve!
Equal Opportunity Employer
Offers of employment are contingent upon successfully passing a background check and drug screen. Dexter Axle Company is an equal opportunity employer. Applicants are considered for positions without discrimination on the basis of race, color, creed, religion, national origin, gender, age, disability, veteran status, citizenship status or any other characteristic protected by federal, state or local law.
Work Authorization
Dexter will only employ those who are legally authorized to work in the United States or Canada. We do not provide sponsorship. Individuals with temporary visas such as E, F-1 (including those with OPT or CPT), H-1, H-2, L-1, B, J or TN, or who need sponsorship for work authorization now or in the future, are not eligible for hire.
NHBP Tribal Citizen Resume Bank
Finance representative job in Grand Rapids, MI
The NHBP Tribal Government is committed to employing NHBP Tribal Members whenever possible. This commitment is an essential part of sustaining the integrity of our Nation as a self-governing sovereign entity. The NHBP Citizen Resume Bank was created to support this goal by establishing a centralized skills bank that helps Human Resources match Tribal Members with opportunities across the Tribal Government. While submitting a resume does not guarantee selection or immediate placement, it does allow Human Resources to better understand the education, skills, experience, and career interests that exist within our Membership. This process enhances our ability to make informed recruitment decisions and strengthens our efforts to prioritize NHBP Tribal Member employment in accordance with our Tribal Code and Selection Policy. The Resume Bank also supports key objectives of the NHBP Strategic Plan by promoting workforce development, expanding internal mobility, and strengthening pathways to Tribal Member employment. By gaining greater insight into the strengths and aspirations of our Tribal citizens, Human Resources can more intentionally align talent with long-term organizational goals. As part of this initiative, Human Resources may work directly with candidates to identify any skill or experience gaps that could impact eligibility for certain roles. Through targeted support and guidance, we aim to promote workforce development, support internal mobility, and help Tribal Members prepare for future opportunities. In doing so, we continue building a workforce that reflects the values, strengths, and long-term vision of the NHBP Community.
College Financial Representative, Internship Program
Finance representative job in Grand Rapids, MI
College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from varying academic backgrounds and experiences, begin to build a financial planning practice while engaging local and nationwide experts, exclusive financial products, and the support of a Fortune 500 company. You will have the opportunity to build your confidence, develop a professional network, and help people achieve financial freedom. Here, hard work pays off!
Responsibilities
Our internship program mimics our full-time Financial Representative career, allowing you to:
Learn how to prospect and network to build your business and client base
Develop and execute on a business strategy
Call on potential clients and set meetings to understand their financial goals
Prepare plans and offer useful recommendations
Gain exposure to proprietary planning software platforms
Engage in weekly coaching, training, and development meetings
Receive Risk Product State Licensing: Life, Accident, and Health
Build life skills that create future career opportunities
As a Northwestern Mutual College Financial Representative, you can expect a flexible schedule to work around your life and your classes. With the option to participate in our internship program year-round, you can continue to grow your practice and obtain support for registrations and certifications such as the Series 6 & 63 or CFP . Get inspired at local and national recognition events, earn access to leadership programs, and collaborate with experts in our business. In fact, you'll find diverse resources across our culture to ensure that you experience personal and professional growth in this program. With interest, eligible students have an opportunity to interview for a full-time Financial Representative or Advisor role upon graduation.
#LI-Onsite
Qualifications
Are you a fit for this internship?
Full-time student; juniors and seniors preferred
Entrepreneurial ambitions and curiosity for sales
Highly involved on campus (leader, athlete, campus orgs, student government, etc)
Excellent time-management skills
Interest in financial literacy and planning tools
Business savvy and desire to increase critical thinking abilities
Compensation & Benefits
Performance-based earnings and revenue
Learning and Development Incentives (up to $1000/month, not inclusive of earned commissions)
Productivity Bonuses
Support for insurance licensing (life, health, DI, LTC)
Support for SIE, Series 6, Series 63 registrations (eligibility required)
About Us
For over 165 years, we have helped our clients spend their lives living through comprehensive and innovative financial planning. We combine the expertise of our financial professionals with personalized digital experience and industry-leading products to give our clients the ability to successfully navigate their financial lives.
Our tailored approach includes multiple financial strategies-insurance, investments, and annuities-built to reinforce each other, keeping our clients consistently on track to meet goal after goal. We lead with unmatched financial strength and access to the best products and services for our clients.
Our Financial Representatives and College Financial Representatives are valued partners and proud business owners. As such, they are considered independent contractors
1
for income tax purposes, and a "statutory employee" for Federal Insurance Contributions Act (FICA) tax purposes.
As a company, we value an inclusive and belonging workplace where everyone's unique viewpoints bring new successes. We strive to create teams that reflect our customers and communities, fostering an environment where all employees are welcomed, valued, and heard.
Why join Northwestern Mutual
Fortune 500 company (2023)
Top 100 Internship Programs, Yello x WayUp (2022)
5.0+ million clients and growing
2
$257 billion retail investment client assets held or managed by Northwestern Mutual
3
Forbes' Best Employers for Diversity (2018-2021)
Unsurpassed financial strength
4
Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index (2015-2021)
1
Northwestern Mutual College Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of an intern contract to become a Northwestern Mutual College Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval to contract will be withdrawn.
2
As of June 30, 2023
3
Combined client assets of NMIS and NMWMC as of June 30, 2023
4
Among U.S. life insurers. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company, as of the most recent review and report by each rating agency. Ratings as of: 06/23 (Moody's Investors Service), 08/23 (A.M. Best Company), 08/23 (Fitch Ratings), 05/23 (S&P Global Ratings)
Salary Range USD $500.00 - USD $1,000.00 /Yr.
Auto-ApplyFinance Intern
Finance representative job in Grandville, MI
PADNOS offers internship programs for students to make an impact on sustainability, as well as continue learning and growing towards their career. We recognize the importance of education and ability to learn from our past, present and future. We provide challenging environments for interns to learn what we have worked so hard to achieve in the last century, as well as see the potential for a brighter future.
PADNOS is a full-service recycling company handling paper, plastic, metals and electronic recycling. We tailor recycling programs for consumer and industrial clients throughout the United States. PADNOS was founded over a century ago and continues to transform the recycling industry. The company has thrived as a family business through four generations and has grown to be a market leader and best in class innovator.
Finance Internship Summary:
The Finance Intern will be responsible for supporting the Finance Team with daily responsibilities. The position will focus on accounts payable invoice entry and statement review.
Utility billing allocations project
Unclaimed property resolution
Record credit card receivables and miscellaneous deposits
Work on balance sheet and banking reconciliations
Review accounts payable duplicate payments
Finance Internship Qualifications:
Pursuing a bachelor's degree preferably in Finance or Accounting
Proficient in Microsoft Office (Word, Excel, PowerPoint)
Demonstrated excellent professional verbal and written communication skills
Cage Banker- Grave Shift
Finance representative job in Wayland, MI
The Cage Banker is responsible for providing unsurpassed service to both external and internal guests while safeguarding the assets of Gun Lake Casino Resort. The Cage Banker performs exchanges of cash and cash equivalents including but not limited to cheque redemption, check cashing, EZ-Pay ticket redemption, Outlet Bank issuing/receiving, and credit card advances. The Cage Banker is responsible for logging specific transactions set forth by Title 31 regulations. The Cage Banker performs all duties and responsibilities in accordance with Gun Lake Casino Resort standards, policies, and procedures.
About Us:
At Gun Lake Casino Resort, every Team Member is an ambassador, essential to the success of our company and our culture. We expect that all Team Members take personal ownership in ensuring that everything they do is in the best interest of Gun Lake Casino Resort and embody the core values of the Seven Grandfather Teachings:
Love : Love your brothers and sisters and share with them.
Truth : Be true in everything you do. Be true to yourself and to your fellow Humans.
Respect : You must give respect if you expect respect. Respect everyone, all persons, and all the things created.
Bravery : To do what is right, even in the most difficult of times.
Honesty : Be honest in every action and provide good feelings in your heart.
Wisdom : We cherish knowledge; wisdom is used for the good of the people.
Humility : Know that you are equal to everyone else, no better, no less.
In this Role:
Responsible for practicing, supporting, and always promoting Gun Lake Casino Resort's Four Diamond Standards.
Safeguard the assets of Gun Lake Casino Resort.
Follow all procedures and policies to ensure that cash handling is performed within accepted standards established by Management, Accounting, and regulatory requirements.
Attend to external and internal Guest needs and ensure overall guest satisfaction.
Issue credit to guests in accordance with established Gun Lake Casino Resort policy.
Responsible for the final balancing of funds and assets assigned during a shift.
Responsible for maintaining & balancing the main bank inventories accepting the drop, balancing the main bank, verifying all the cashier drawers, and balancing kiosks.
Responsible for maintaining and bleeding the ECD's (Electronic Cash Dispensers) on the frontline and providing doubles for the frontline.
Responsible for maintaining RBG's (Recyclers By Glory), assisting internal Guests with the RBG's (passwords, training on use). Issuing and accepting GSA banks, Table Fills and Credits, Kiosk Fills and Issues (hand pays, coin jams, dispense error, paper fills), and providing doubles to the front line.
Provide direction and service to our front-of-house cashier Team Members.
Responsible for ensuring that all tasks are completed as required as determined by the Cage stations assigned during a shift.
Accurately record transactions related to Title 31 compliance.
Other job-related duties as assigned.
Essential Qualifications:
Must be 21+ years of age.
Must possess a High School diploma or GED.
Ability to communicate effectively with Guests, Team Members, and Management in both written and verbal form.
Minimum three (3) years in the gaming industry dealing directly with Title 31 issues and suspicious activity reporting.
Proficiency in Microsoft 365 (Office) and Adobe products.
Must be able to obtain a Gun Lake Tribal Gaming License.
Physical Requirements:
Requires normal, corrective vision range, the ability to see color, and the ability to distinguish letters, numbers, and symbols.
Ability to read, write, and input data into the computer.
Must have the manual dexterity to operate job-related equipment.
Must have the ability to access all properties and areas.
Ability to sit at a computer for a long period of time.
Work Conditions:
Work is typically in an office environment or out on the casino floor. Work areas may be warm, cold, or noisy and may contain second-hand smoke. Tasks may be required to be performed from a sitting or non-sitting position in a confined area. Team Members may be required to stand, walk, lift, reach, push, pull, and grasp.
Disclaimer and Conditions of Employment:
The above statements are intended to describe the general nature and level of work being performed by persons assigned to this job. These statements are not intended to be construed as an exhaustive list of all responsibilities, duties and skills required.
All applicants must be able to demonstrate their US work authorization during the employment verification process. The pre-employment process also requires the ability to pass a criminal background investigation, and drug test.
Indian Preference:
The Match-E-Be-Nash-She-Wish Band of Pottawatomi Indians abides by Native American preference in its hiring and employment policies.
Gun Lake Tribal Gaming Authority reserves the right to make changes to the above job description as necessary.
Auto-ApplyAssociate Financial Professional (Kalamazoo, MI)
Finance representative job in Kalamazoo, MI
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
Private Client Banker- Forest Hills Cascade - Grand Rapids, MI
Finance representative job in Grand Rapids, MI
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: **************************************************************************
Auto-ApplyPrivate Client Banker- East Grand Rapids - East Grand Rapids, MI
Finance representative job in East Grand Rapids, MI
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: **************************************************************************
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