Financial Representative State Farm Agent Team Member
Finance representative job in Rochester, MI
Job DescriptionBenefits:
Life Insurance
Bonus based on performance
Company parties
Health insurance
Paid time off
Profit sharing
Training & development
ROLE DESCRIPTION:
As a sales team member with Julie Tourangeau State Farm Agent, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of financial products reinforces your sales-minded and consultative approach to educating customers on their financial options. Your analytical precision makes you an invaluable resource to customers and a competitive addition to a successful agency.
RESPONSIBILITIES:
Use a customer-focused, needs-based review process to educate customers about insurance options.
Work with the agent to establish and meet marketing goals
Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.
QUALIFICATIONS:
Bachelor's degree in finance, economics, accounting, or a related field preferred.
Must be able to obtain relevant financial service licenses.
Proven experience working as a financial services representative.
Sound knowledge of financial legislation.
Proficiency in Microsoft Office applications.
Strong mathematical skills.
Excellent analytical, organizational, and problem-solving skills.
Effective communication skills.
Exceptional customer service skills.
Successful track record of meeting sales goals/quotas preferred
BENEFITS:
Salary plus commission/bonus
Paid time off (vacation and personal/sick days)
Health benefits
Profit sharing
Growth potential/Opportunity for advancement within my office
Financial Counseling Representative I - Onsite
Finance representative job in Detroit, MI
This is an onsite role. Please see the address below for this PRN role: Henry Ford St. John Hospital & Medical Center 22101 Moross Detroit MI, 48236 R1 is the leading provider of technology-driven solutions that transform the patient experience and financial performance of hospitals, health systems, and medical groups. We are the one company that combines the deep expertise of a global workforce of revenue cycle professionals with the industry's most advanced technology platform, encompassing sophisticated analytics, AI, intelligent automation, and workflow orchestration.
As our Financial Counseling Representative I, you will help counsel uninsured and/or under-insured patients to attempt to obtain a paying funding source. Every day you will educate patients on their responsibilities and potential options while also accurately and compassionately explaining to the patient their financial obligations during the financial counseling session. To thrive in this role, you must have strong customer service skills, great attention to detail and the ability to multi-task and navigate between multiple systems simultaneously.
Here is what you will experience working as a Financial Counseling Representative I:
* Provide compassionate customer service to uninsured and underinsured patients, ensuring a positive financial experience.
* Conduct financial screenings, explain costs, and benefit, and recommend payment options or financial assistance.
* Help patients and families complete Medicaid and assistance applications, including gathering required documents.
* Work with Case Management, Clinical staff, and outside agencies to determine eligibility, secure coverage, and advocate for patients.
* Track authorizations and eligibility for services, alert appropriate staff to potential delays, and perform other assigned duties.
Required Skills:
* High School Diploma or GED, preferred.
* 0-1 years of hospital experience
For this US-based position, the base pay range is $15.35 - $22.48 per hour . Individual pay is determined by role, level, location, job-related skills, experience, and relevant education or training.
The healthcare system is always evolving - and it's up to us to use our shared expertise to find new solutions that can keep up. On our growing team you'll find the opportunity to constantly learn, collaborate across groups and explore new paths for your career.
Our associates are given the chance to contribute, think boldly and create meaningful work that makes a difference in the communities we serve around the world. We go beyond expectations in everything we do. Not only does that drive customer success and improve patient care, but that same enthusiasm is applied to giving back to the community and taking care of our team - including offering a competitive benefits package.
R1 RCM Inc. ("the Company") is dedicated to the fundamentals of equal employment opportunity. The Company's employment practices , including those regarding recruitment, hiring, assignment, promotion, compensation, benefits, training, discipline, and termination shall not be based on any person's age, color, national origin, citizenship status, physical or mental disability, medical condition, race, religion, creed, gender, sex, sexual orientation, gender identity and/or expression, genetic information, marital status, status with regard to public assistance, veteran status or any other characteristic protected by federal, state or local law. Furthermore, the Company is dedicated to providing a workplace free from harassment based on any of the foregoing protected categories.
If you have a disability and require a reasonable accommodation to complete any part of the job application process, please contact us at ************ for assistance.
CA PRIVACY NOTICE: California resident job applicants can learn more about their privacy rights California Consent
To learn more, visit: R1RCM.com
Visit us on Facebook
Auto-ApplyFinancial Advisor - Retirement Planner
Finance representative job in Troy, MI
Golden Reserve is looking for an experienced financial retirement planner. We know the challenges you face to make it in the financial industry. Particularly, if you don't inherit a book of business, or your parents weren't a member of the right country club. We know about the empty promises you've probably heard to get you in the door but very little support and guidance once you get started.
Golden Reserve built our company on trying to not just change the financial industry for retirees - but also for the people we hire. We provide you with ALL of your leads from our TV & Radio Shows
(********************************************************** Seminars and Digital channels.
Our services model combines our internal attorneys, CPAs and you, all under one roof. And its working, Golden Reserve is one of the fastest growing companies across the Midwest, with 40+ offices in 9 states, and regularly recognized as one of the most innovative companies in the country.
We provide:
Salary
:
Retirement Planner (2-4 years of client selling experience) - $125,000, increasing to $175,000 in Year 2
Senior Retirement Planner (5+ years of client selling experience) - $150,000, increasing to $200,000 in Year 2
Salaries are ongoing and do not cease. Salaries include uncapped production, and bonus compensation
Prospects
- you do NOT need to build or bring your own book of business; we provide you with ALL your pre-qualified leads
Benefits
- Generous PTO policy, Health Insurance, Dental Insurance, 401(k), & Life Insurance
We expect:
·
Conversion
: we deliver the leads - we expect you to win and convert them into clients
·
Service
: provide excellent customer service to your existing clients
·
Commitment
: we must earn your trust, but we expect every new team member to be committed to our new way of approaching financial services and our sales systems and training
If you want to help us change the world of finance and are looking for a highly challenging and rewarding career, please fill out our application and send over your resume. BUT BEFORE YOU APPLY - this is NOT a typical financial services position - so if you want to learn more, check out: A Day in the Life of a Retirement Planner. And don't take our word for it, listen to our team share how Golden Reserve Changed their life, Retirement Planner Testimonials.
Click to see our Radio, TV & YouTube shows (********************************************** and our CEO's Amazon bestselling book that defines our company's culture and mission - Fire Your Financial Advisor (**********************************
You can also learn more at **********************
Requirements
We require:
Three (3) years+ of new client meeting experience
State Life and Health Insurance Licenses
FINRA Series 65 registration, or equivalent
GRIT - we built this company brick by brick with a blue-collar mindset where accountability, ownership, problem-solving, and toughness still matter
Salary Description Starting at $150,000 base per yr plus incentives
Financial Advisor
Finance representative job in Brighton, MI
Exempt - Grade Level 8 Equal Employment Opportunity Corporate Values & Mission "Provide superior service, quality advice, and show utmost respect to everyone we meet." The function of the Financial Advisor is to provide World Class Customer Service by handling transactions accurately and efficiently, be a team player and methodical business builder, and to serve the unique needs of individuals and families.
He/she must have exceptional understanding and investment expertise in the full range of wealth management and related products, services, and processes. He/she must be able to operate in an autonomous and entrepreneurial work environment.
Reports to: Financial Advisor Team Lead
Essential Duties & Responsibilities
* Partner closely with Retail Bank Branch Managers and staff and with other business units, department managers and staff by providing education about the benefits of the investment program to ensure multiple quality referrals.
* Assist existing clients in the areas of investment management, retirement planning, risk management, income strategies and financial planning. Provide advice to help clients achieve their financial goals and objectives. Review clients' accounts and plans regularly to determine whether life changes, economic changes, or financial performance indicate a need for plan reassessment.
* Perform and follow the Bank's policies, procedures, and service standards.
* Meet established sales/revenue goals. Collaborating with Commercial Lending and Retail Bank Officers, professional contacts (ie., Attorney and CPAs) to generate additional relationships.
* Build and maintain client base, keep current client plans up-to-date and recruit new clients on an ongoing basis to expand AUM.
* Interview clients to determine their current income, expenses, insurance coverage, tax status, financial objectives, risk tolerance, and other information needed to develop a financial plan.
* Analyze financial information obtained from clients to determine strategies for meeting clients' financial objectives.
* Prepare and interpret for clients' information such as investment performance reports, financial document summaries, insurance reviews, retirement projections, and cash flow projections.
* Recommend suitable investments, insurance and banking services that are congruent with the financial strategies created.
* New business development and marketing - develops leads and referrals from current clients, outside contacts and internal team members.
* Participate in sales meetings with prospective and existing clients.
* Client service duties - including, but not limited to extensive communication with clients and their advisors regarding investment performance, economic and market trends.
* Be familiar with and comply with the provisions of the Bank Secrecy Act and USA PATRIOT Act as they relate to the functions of this position. Complete all required reports related to those acts and report any observed violations or potential violations of those acts to a supervisor or other appropriate bank officer.
* Be familiar, and comply with, all federal and state banking regulations as applicable.
* Actively participate in education opportunities in the areas of sales, marketing, economics, financial strategy, and insurance, investments, banking, and personal development as required by FINRA, Our Broker, and Insurance Regulations.
* Additional responsibilities as assigned.
Qualifications
To perform this job successfully, an Individual in this position must be able to perform each of the above essential duties satisfactorily and exhibit the values of the Company. In addition, the requirements listed below are representative of the knowledge, skill and/or ability required.
Experience and/or Education
Bachelor's Degree and/or five or more years of Industry experience
Series 7
Series 65 or 66
Life/Accident & Health Insurance License
Core Competencies
In addition to the Essential Duties & Responsibilities, individuals in this position are expected to exhibit the following:
Oral Communication - Speak clearly and persuasively in positive or negative situations; listen and receive clarification; respond well to questions; demonstrate group presentation skills; participate in meetings.
Technical Skills - Assess your strengths and weaknesses; pursue training and development opportunities; strive to continuously build knowledge and skills; share expertise with others.
Quality - Demonstrate accuracy and thoroughness; monitor work to ensure quality.
Quantity - Meet productivity standards; complete work in a timely manner; strive to increase productivity; work quickly and accurately.
Adaptability - Adapt to changes in the work environment; manage competing demands; able to deal with frequent change, delays, or unexpected events.
Attendance/Punctuality - Follows schedule consistently in a timely manner; limits absenteeism; ensures work responsibilities are covered when absent; arrives at meetings and appointments on time.
Flexibility - able to provide flexibility and adapt to changing schedules.
Dependability - Follow instructions; respond to management direction; take responsibility for own actions; keep commitments; commit reaching goals; complete tasks on time or notifies appropriate person with an alternate plan.
Initiative - Undertake self-development activities; take independent actions and calculated risks; look for and take advantage of opportunities to help customers and ChoiceOne Bank; ask for and offer help when needed.
Physical Demands & Work Environment
Ability to work in an office environment which may include many hours of computer and telephone usage. In addition, this position requires many hours of "outside" or non-office activities that will place the employee in a variety of private and public environments. This position is remote-eligible on a hybrid basis. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
This position description is not to be construed as an exhaustive statement of duties, responsibilities, or requirements. Employees may be required to perform any other job-related instructions as requested by their supervisor, subject to reasonable accommodations.
Detroit - Accounting and Finance Professionals - Senior Associates, Associate Managers & Managers
Finance representative job in Detroit, MI
The best and the brightest always have choices in the accounting & finance industries.
We want you to view your time with Siegfried as an investment in your future that pays dividends along the way. The longer you stay with Siegfried the wider breadth of accounting & finance opportunities and experiences you will gain.
No two paths at Siegfried look the same.
Apply now to start working with many of the nation's largest corporations on their most important financial and accounting projects of critical strategic significance. Invest your time in tackling unique, challenging, and one-of-a-kind projects inside the walls of Fortune 1000 and other large companies. Initial Public Offering (IPO) readiness, mergers and acquisitions, carve-outs…we have it all and more.
Our Firm is interested in hiring accounting and finance professionals - Certified Public Accountants, Accounting Managers, Financial Reporting Managers, Senior Accountants, Audit Managers, Audit Seniors, etc. - who are looking to broaden their skill sets and gain valuable experiences to help enhance their marketability and advance their careers.
Take advantage of Siegfried's lucrative incentive plans and competitive base salary, which are part of our Total Compensation Philosophy. Additionally, we offer comprehensive benefit plans, including healthcare/dental/vision, paid vacation/sick time, paid holidays, 401k, profit sharing, allowance for professional development, and more!
Professional Attributes
High energy and enthusiasm, with a strong commitment to exceeding client expectations.
Flexibility and openness to work on a variety of assignments, industries, and roles.
Ability to learn quickly, make an immediate impact, and provide value-added service to our clients.
Strong communication & interpersonal skills, displaying the ability to connect and build relationships with clients, Firm leadership, & peers.
Confidence in professional aptitude and ability to effectively convey skills, knowledge, and qualifications to clients.
Team player with a strong desire to be an active, long-term participant in the growth of the local office and Firm overall.
Entrepreneurial spirit and belief in the opportunities that Siegfried offers.
Interest and passion to get involved in other professional experiences such as Business Development and Recruiting.
Skills, Knowledge, and Qualifications
Undergraduate degree in accounting or finance
External auditors from large CPA firms with 2+ years of experience, including at least one busy season as a senior
Combo candidates with external audit and corporate accounting and/or finance experience at a large public corporation are also considered
CPA or progression towards, preferred
Corporate accounting and/or finance experience at a large public corporation is a plus but not required
Excellent analytical, technical, and auditing skills including proficiency in U.S. Generally Accepted Accounting Principles (GAAP) and Financial Accounting Services Board (FASB) rules and standards
Strong computer desktop skills required. Advanced Microsoft Excel skills (e.g., macros, pivot tables, etc.) desirable
Demonstrated career progression and job stability
Auto-ApplyEmerging Financial Planner - MICHIGAN (5068)
Finance representative job in Troy, MI
Discover a New Career Path in Wealth Management Are you an experienced professional ready for a fresh challenge or seeking new opportunities in a growing field? If you're looking to pivot from your current industry into a rewarding and impactful career, Equitable Advisors invites you to explore the world of wealth management.
We value transferable skills such as client relationship management, strategic thinking, and a passion for helping others achieve their goals. Whether you're navigating a career shift or seeking greater fulfillment, this role is ideal for individuals eager to transition their careers and leverage existing skills to establish a successful practice in financial services.
Key Responsibilities
* Build and manage relationships with clients to understand their financial goals and needs
* Educate clients on financial products and services
* Collaborate with senior advisors to deliver financial solutions
* Stay current on market trends, financial regulations, and product offerings
* Participate in ongoing training and certification programs
Who Should Apply
We're seeking driven individuals with strong client-facing skills, business acumen, and a passion for helping others achieve their goals. We have seen successful transitions from diverse professional backgrounds including:
* Real Estate Professionals, skilled in client engagement, negotiation, and asset evaluation
* Legal Professionals, experienced in compliance, trust management, and client advocacy
* Business Owners, adept at strategic planning, financial oversight, and entrepreneurial thinking
* Banking Professionals, experienced in financial analysis, risk management, and delivering tailored solutions to meet client needs
* Account Managers, proficient in relationship building, client retention strategies, and driving long-term customer satisfaction
Qualifications
* Bachelor's degree or equivalent skills
* Strong interpersonal and communication skills
* Proven ability to build trust and long-term relationships
* Self-motivated with a growth mindset and entrepreneurial spirit
* Willingness to pursue required industry certifications (State Life & Health, FINRA Series 7 and 66)
What We Offer
* Structured training and mentorship
* Competitive compensation with performance-based incentives
* Benefits package including health and 401(k) retirement plan
* Pathway to professional certifications and career advancement
* Supportive, collaborative team environment
* Opportunity to make a meaningful impact in clients' lives
Ready to Make the Leap?
If you're ready to bring your expertise into a new field and help others achieve financial clarity and confidence, we'd love to hear from you.
Take the first step toward a dynamic and rewarding career. Join Equitable Advisors and turn your professional experience into a foundation for success in financial services.
Equitable Advisors, LLC, member FINRA, SIPC, (Equitable Financial Advisors in MI and TN) and affiliate, Equitable Network, LLC, (Equitable Network Insurance Agency of California, LLC; Equitable Network Insurance Agency of Utah, LLC; Equitable Network of Puerto Rico, Inc.) Equitable Advisors, LLC (Equitable Financial Advisors in MI & TN) is an equal opportunity employer. M/F/D/V. GE- 8488828.1(10/25)(Exp.10/29)
Financial Advisor
Finance representative job in Brighton, MI
Exempt - Grade Level 8
Equal Employment Opportunity
Corporate Values & Mission
“Provide superior service, quality advice, and show utmost respect to everyone we meet.”
The function of the Financial Advisor is to provide World Class Customer Service by handling transactions accurately and efficiently, be a team player and methodical business builder, and to serve the unique needs of individuals and families.
He/she must have exceptional understanding and investment expertise in the full range of wealth management and related products, services, and processes. He/she must be able to operate in an autonomous and entrepreneurial work environment.
Reports to: Financial Advisor Team Lead
Essential Duties & Responsibilities
Partner closely with Retail Bank Branch Managers and staff and with other business units, department managers and staff by providing education about the benefits of the investment program to ensure multiple quality referrals.
Assist existing clients in the areas of investment management, retirement planning, risk management, income strategies and financial planning. Provide advice to help clients achieve their financial goals and objectives. Review clients' accounts and plans regularly to determine whether life changes, economic changes, or financial performance indicate a need for plan reassessment.
Perform and follow the Bank's policies, procedures, and service standards.
Meet established sales/revenue goals. Collaborating with Commercial Lending and Retail Bank Officers, professional contacts (ie., Attorney and CPAs) to generate additional relationships.
Build and maintain client base, keep current client plans up-to-date and recruit new clients on an ongoing basis to expand AUM.
Interview clients to determine their current income, expenses, insurance coverage, tax status, financial objectives, risk tolerance, and other information needed to develop a financial plan.
Analyze financial information obtained from clients to determine strategies for meeting clients' financial objectives.
Prepare and interpret for clients' information such as investment performance reports, financial document summaries, insurance reviews, retirement projections, and cash flow projections.
Recommend suitable investments, insurance and banking services that are congruent with the financial strategies created.
New business development and marketing - develops leads and referrals from current clients, outside contacts and internal team members.
Participate in sales meetings with prospective and existing clients.
Client service duties - including, but not limited to extensive communication with clients and their advisors regarding investment performance, economic and market trends.
Be familiar with and comply with the provisions of the Bank Secrecy Act and USA PATRIOT Act as they relate to the functions of this position. Complete all required reports related to those acts and report any observed violations or potential violations of those acts to a supervisor or other appropriate bank officer.
Be familiar, and comply with, all federal and state banking regulations as applicable.
Actively participate in education opportunities in the areas of sales, marketing, economics, financial strategy, and insurance, investments, banking, and personal development as required by FINRA, Our Broker, and Insurance Regulations.
Additional responsibilities as assigned.
Qualifications
To perform this job successfully, an Individual in this position must be able to perform each of the above essential duties satisfactorily and exhibit the values of the Company. In addition, the requirements listed below are representative of the knowledge, skill and/or ability required.
Experience and/or Education
Bachelor's Degree and/or five or more years of Industry experience
Series 7
Series 65 or 66
Life/Accident & Health Insurance License
Core Competencies
In addition to the Essential Duties & Responsibilities, individuals in this position are expected to exhibit the following:
Oral Communication - Speak clearly and persuasively in positive or negative situations; listen and receive clarification; respond well to questions; demonstrate group presentation skills; participate in meetings.
Technical Skills - Assess your strengths and weaknesses; pursue training and development opportunities; strive to continuously build knowledge and skills; share expertise with others.
Quality - Demonstrate accuracy and thoroughness; monitor work to ensure quality.
Quantity - Meet productivity standards; complete work in a timely manner; strive to increase productivity; work quickly and accurately.
Adaptability - Adapt to changes in the work environment; manage competing demands; able to deal with frequent change, delays, or unexpected events.
Attendance/Punctuality - Follows schedule consistently in a timely manner; limits absenteeism; ensures work responsibilities are covered when absent; arrives at meetings and appointments on time.
Flexibility - able to provide flexibility and adapt to changing schedules.
Dependability - Follow instructions; respond to management direction; take responsibility for own actions; keep commitments; commit reaching goals; complete tasks on time or notifies appropriate person with an alternate plan.
Initiative - Undertake self-development activities; take independent actions and calculated risks; look for and take advantage of opportunities to help customers and ChoiceOne Bank; ask for and offer help when needed.
Physical Demands & Work Environment
Ability to work in an office environment which may include many hours of computer and telephone usage. In addition, this position requires many hours of “outside” or non-office activities that will place the employee in a variety of private and public environments. This position is remote-eligible on a hybrid basis. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
This position description is not to be construed as an exhaustive statement of duties, responsibilities, or requirements. Employees may be required to perform any other job-related instructions as requested by their supervisor, subject to reasonable accommodations.
Financial Advisor
Finance representative job in Brighton, MI
Job Description: Financial Advisor - New Location - Brighton, MI
About Us Financial Services of America (FSA) specializes in helping individuals achieve their retirement dreams through comprehensive financial planning. We pride ourselves on integrity, client-first service, and providing tailored strategies that encompass tax planning, estate planning, insurance, and investments. Recognized as a
Top Workplace for 13 years by the Detroit Free Press
, we're committed to fostering a supportive and rewarding environment for both our clients and our team. With the launch of a new location, we're looking for a motivated Financial Advisor to join us and make a difference in the lives of our clients.
Position Overview
FSA is seeking an experienced and detail-oriented Financial Advisor to spearhead operations at our new location. This role is ideal for a self-starter who thrives in a dynamic environment and enjoys public speaking, as it involves hosting retirement dinner seminars to educate and engage potential clients. No cold calling is required - FSA provides all marketing and appointments set for you in your calendar, so you can focus on building relationships and creating impactful financial plans.
Key Responsibilities
Build and maintain strong, trusting relationships with clients to develop personalized financial plans.
Host and present at retirement dinner seminars, effectively communicating key financial concepts and engaging audiences.
Provide holistic financial advice, including strategies for tax efficiency, retirement income planning, and asset management.
Leverage company-provided leads to grow and manage a robust book of business.
Maintain meticulous records of client interactions, plans, and follow-ups.
Work independently to establish and grow FSA's presence in the new location while collaborating with the broader team to ensure consistency and alignment with company values.
Stay informed on industry regulations, market trends, and financial planning tools to deliver up-to-date advice to clients.
Qualifications
Bachelor's degree in Finance, Business, or a related field, preferred but not required.
Relevant certifications or licenses (Series 65/66, CFP, etc.) or a willingness to obtain them promptly.
Minimum of 3 years of financial advising experience.
Outstanding public speaking and presentation skills.
Highly detail-oriented with exceptional organizational and time-management abilities.
Self-motivated, proactive, and capable of working autonomously in a new market.
Strong interpersonal skills and ability to build rapport with a diverse client base.
Proficiency in financial planning software and tools.
What We Offer
No Cold Calling - FSA provides all marketing and appointments set for you in your calendar.
Group Healthcare Plan
401k
Competitive compensation, including a base salary ($78,000) and performance-based bonuses.
Comprehensive training and resources to support your success.
A client-centric approach that allows you to focus on delivering high-quality advice without the stress of prospecting.
Opportunities for career growth and professional development.
A collaborative and supportive company culture dedicated to excellence and integrity.
Auto-ApplyAssociate Financial Advisor
Finance representative job in Troy, MI
Blumark Financial Advisors is a boutique firm offering holistic solutions to help clients achieve their long-term financial goals. If you are growth-minded and eager to develop your career while delivering exceptional client service, we want you on our team.
About the Role: As an Associate Financial Advisor, you will work within our practice to ensure clients receive the highest level of service. You'll collaborate with senior advisors and team members, focusing on financial planning, retirement strategies, and investment solutions. This is a full-time position with flexibility for in-office and hybrid work.
Key Responsibilities:
Engage with clients to ensure they feel valued and connected to our financial planning process.
Participate in case studies to develop comprehensive financial planning advice.
Assist advisors with maintaining financial plans using MoneyGuidePro and Wealth Studios.
Help develop retirement and investment strategies tailored to client goals.
Observe meetings between senior advisors and clients.
Qualifications:
Bachelor's degree in finance or related field (or equivalent experience).
FINRA SIE, Series 7, and Series 66 licenses, Michigan Life, Accident and Health.
Minimum 1 year in the financial services industry.
Progress toward CFP or similar designation is a plus.
Strong proficiency in MS Office Suite and CRM systems (Salesforce experience preferred).
Excellent organizational skills and ability to manage multiple priorities.
Strong communication skills, both written and verbal.
Personal Advisor
Finance representative job in Farmington Hills, MI
Join Our Team as a Personal Advisor at Community Choice Credit Union!
At Community Choice Credit Union, we believe in helping our neighbors achieve the life they desire. By living out our purpose and core values, we create meaningful connections with our members and provide outstanding service. If you're a dynamic and member-focused individual, we invite you to apply for the role of Personal Advisor and become part of a team that's committed, credible, charitable, and united.
Compensation starting at $19.95 an hour!
📄 Formal Application:
The formal application can be found attached to this posting. Please review and complete it to take the next step toward joining our team!
What You'll Do as a Personal Advisor:
Use a "member-centric" approach to uncover opportunities that save money, make money, or simplify banking for our members.
Recommend resource departments, such as Business, Investment, or Mortgage Services, to meet members' financial needs.
Resolve account-related issues by collecting and analyzing data, securing answers, and providing timely solutions.
Accurately process member transactions, including cash, checks, and loans, while adhering to policies and standards.
Open accounts, enroll members in services, and clearly explain terms and conditions.
Process and close loan applications, ensuring documentation accuracy and compliance.
Apply security, compliance, and fraud training to protect members and their information.
Meet or exceed sales and service goals while contributing to the success of your team and the organization.
What We're Looking For:
Strong sales skills: ability to identify member needs, deliver effective presentations, and close opportunities.
Exceptional member service skills: provide timely, courteous, and professional support to internal and external members.
Adaptability: open to change, new responsibilities, and able to handle pressure effectively.
Initiative: proactive in solving problems, seeking growth opportunities, and generating ideas.
Alignment with our core values: credible, charitable, committed, and united.
Qualifications:
High school diploma or GED.
Passion for helping others and improving their financial well-being.
Strong communication, organizational, and multitasking skills.
Why Join Us?
A supportive and collaborative work environment focused on helping members and communities thrive.
Opportunities for personal and professional growth.
Be part of a purpose-driven organization that values integrity, innovation, and inclusion.
Ready to Make a Difference?
Apply today using the attached formal application and start your journey with Community Choice Credit Union. Together, we can help our neighbors achieve the lives they desire!
Auto-ApplyFinancial Advisor
Finance representative job in Troy, MI
Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a financial representative focused on client-building and obtaining licenses. Our award-winning training programs equip you with the education, skill-building, and development strategies you need to be successful in building a financial planning practice that focuses on:
Planning Experience · Asset & Income Protection · Education Funding · Investment & Advisory Services · Trust Services · Retirement Solutions · Business Needs Analysis
Northwestern Mutual's proprietary planning software helps you educate your clients and deliver holistic financial plans-including investments for growth, insurance for protection, and annuities for guaranteed income in retirement-that helps you have a bigger impact on your clients and community. Becoming a business owner allows you to shape your workday around your life and achieve uncapped earning potential through a performance-based compensation structure.
We believe there's more than one way to start, build, and grow your practice. As an entrepreneur, you can build your business in a way that aligns with your long-term vision and goals like opening an office, joining a sophisticated team, or becoming an advanced advisor.
Responsibilities
As a financial advisor, you will:
Grow your client base by making new connections, maintaining a strong referral network, and providing a great client experience
Build personalized, holistic financial plans tailored to every client's unique needs
Manage your client's financial plans to help them achieve their goals
Grow relationships with clients to support them through every stage of life
Training, licensing & designations
Northwestern Mutual has been recognized for maintaining one of the best-trained sales forces in the country. We are committed to your continued training and development throughout your career. That starts with our award-winning curriculum designed to support your first three years in the business. In the program, you'll hear from industry experts, learn the art of client acquisition to drive longevity in the career, and have access to our national network of tenured financial advisors to learn the business through first-hand experience.
To become a financial advisor, you must obtain the following licenses: Life/Accident & Health Certifications, Securities Industry Essentials (SIE), and Series 6, 7, and 63. Northwestern Mutual provides pre-payment/reimbursement* for course tuition fees and books.
Compensation & Benefits
Performance-based earnings and revenue
1
:
A
verage advisor annual earnings of $61K-$119K (based on 2018-2023 company average for representatives in the first 3 years)
Top 25% advisor annual earnings of $137K-$250K (based on 2018-2023 company data for top quartile advisors in the first 3 years)
Additional income structure to support training and early development
Renewal income earned for continued client support and policy management
Bonus programs and expense allowances
Support for insurance licensing, Securities Industry Essentials , Series 6, Series 7, Series 63, and more
Certified Financial Planner licensing support
2
Fully company-funded retirement package and pension plan
Competitive and comprehensive medical, vision, and dental plans
Life Insurance and Disability Income Insurance
Parental benefits at every stage of family planning #LI-Onsite
Qualifications
You could be right for this opportunity if you have:
Bachelor's degree
Entrepreneurial ambitions to be a business owner
History of success in relationship-building or client-facing roles
Excellent time-management skills
Desire for continuous learning and collaboration
Proficient critical thinking skills
Strong communicator
Strong sense of motivation and drive
Legal authorization to work in the US without sponsorship
Our Financial Advisors are valued partners and proud business owners. As such, they are considered independent contractors
3
for income tax purposes, and a statutory employee for Federal Insurance Contributions Act (FICA) tax purposes.
Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC (NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company (NMWMC) (Investment Advisory Services), a federal savings bank. NM and its subsidiaries are in Milwaukee, WI.
*Individuals are required to have a minimum of three years of service at Northwestern Mutual to qualify for the designation pre-payment and reimbursement program.
1
No level of income is guaranteed. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances. Data uses average revenue from 2018-2023; included revenue was positive and not equal to 0 and earned by full time, active Financial Representatives producing for the entire year each of the years data was used. First year range is $271.73 - $2,923,976.22. Source: Northwestern Mutual, 2024
2
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP , CERTIFIED FINANCIAL PLANNER , and CFP (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
3
Northwestern Mutual Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of a contract to become a Northwestern Mutual Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval for contract will be withdrawn.
Posted Salary Range USD $61,000.00 - USD $250,000.00 /Yr.
Auto-ApplyFinancial Advisor - Wealth Management
Finance representative job in Detroit, MI
Financial Advisor Wealth Management
About LoVasco
LoVasco is on a mission to inspire, engage, and empower one million people to build healthier and wealthier lives.
Our core focus is to help organizations deliver world-class benefits and compensation to the employees they care about and steward individuals financial wellbeing in and out of the workplace.
LoVasco Consulting Group serves two key audiences:
B2B- Total Rewards Strategy & Support: HR and C-Suite professionals of middle market organizations looking to build a world-class total rewards strategy, aligning health and retirement benefits, compensation strategy, and overall employee wellbeing.
B2C- Financial Planning & Wealth Management: Individuals looking for concierge-level financial advice in the context of a deep relationship with their advisor.
The Opportunity
While LoVasco has had a long history of solving estate and business continuity planning issues and serving thousands of 401(k) participants, were expanding our Wealth Management team to offer a full suite of private wealth management services, including independent, unbiased advice to these individuals.
The Job
The Financial Advisor Wealth Management will serve as a trusted partner to high-net-worth individuals, helping them navigate their financial future with confidence. Youll build deep, long-term relationships with clients, crafting customized financial plans that encompass investment management, estate planning, retirement strategies, and wealth preservation. Beyond advising, youll play a key role in expanding our client basenetworking, uncovering new opportunities, and driving the growth of assets under management (AUM). This is an exciting opportunity for an entrepreneurial, relationship-driven professional who thrives on making meaningful connections and delivering concierge-level financial guidance.
Job Responsibilities
Build and Strengthen Client Relationships:
Become a trusted financial guide, helping clients navigate their financial futures with confidence.
Engage with high-net-worth individuals, understanding their goals, concerns, and aspirations.
Provide ongoing insights, updates, and strategic advice to ensure clients stay on track toward financial success.
Deliver exceptional, concierge-level serviceanticipating client needs and exceeding expectations.
Develop Tailored Financial Strategies:
Craft customized financial plans that align with clients wealth-building, retirement, and legacy goals.
Analyze financial data, uncover opportunities, and recommend strategic investment solutions.
Guide clients through complex wealth management decisions with clarity and confidence.
Be a Leader in Investment Management:
Oversee client portfolios with precisionbalancing risk, return, and long-term growth.
Research and evaluate new investment opportunities, ensuring the best strategies for each client.
Leverage technology and data-driven insights to enhance investment decision-making.
Communicate market trends in a way thats engaging, digestible, and actionable for clients.
Expand Your Network & Drive Growth:
Take charge of business developmentnetworking, building relationships, and expanding your client base.
Cultivate connections with professionals, entrepreneurs, and community leaders.
Leverage social media, digital tools, and innovative marketing to attract and engage new clients.
Maintain Integrity & Excellence:
Uphold the highest standards of ethics, transparency, and client advocacy.
Ensure compliance with all financial regulations while delivering seamless, high-touch service.
Embrace a culture of continuous learning and professional growth.
About You
People who thrive in this position:
Possess an entrepreneurial spirit driven to grow professionally and personally
A connector of people enjoys engaging with people, cultivating positive relationships
Naturally curious interested in new ideas, absorbing information, curious about many topics
Loves organization and project management finds satisfaction in creating structure out of ambiguity
Values effective communication - believes that words matter and takes pride in written and verbal communication skills
Process-oriented and have knowledge of and/or the willingness to learn the Entrepreneurial Operating System (EOS) and David Allen's Getting Things Done (GTD) principles to manage long-term goals and daily projects/tasks
Thrives in an accountable environment Takes extreme ownership over results.
Education, Training, and Experience
Bachelor's Degree in Finance, Economics, or other related field
5+ years of job experience required, directly serving high-net-worth individual's financial and estate planning needs
Hold Certified Financial Planner CFP designation or progress towards completion
Required to hold or obtain licenses including Series 7 and Series 66, State of Michigan Life Insurance license
Previous experience with complex financial planning engagements, and a significant record of accomplishments
Expertise in financial planning software platforms, especially Right Capital
Benefits
Medical Insurance, including Health Savings Account options
Dental Insurance
Vision Insurance
401(k) plan and company match
Employer-paid life insurance
Employer-paid short-term and long-term disability insurance
Flexible spending account
Generous paid time off
Paid parental leave
Summer Friday hours
Professional development assistance
Volunteer days with local charity
Team building events and outings
Sabbatical opportunity
Financial Services Representative - State Farm Agent Team Member
Finance representative job in Farmington, MI
Responsive recruiter Benefits:
Flexible schedule
Opportunity for advancement
Training & development
About Us Our office is a dynamic, fast-paced environment where no two days are the same. Phones are constantly ringing, clients are stopping by, and our team thrives on collaboration and energy. With over 33 years of combined experience, our close-knit team of 7 in-office professionals (plus 1 part-time remote team member) works together to deliver exceptional results.
Why Join Us?
We are looking for individuals who thrive in a busy, collaborative environment and enjoy being part of a team that supports one another and celebrates success.
Position Overview: Are you a vibrant individual who thrives on providing exceptional customer experiences? Do you relish the opportunity to engage with the public and make a positive impact? If your answer is a resounding "yes," then embarking on a career journey with a State Farm independent contractor agent might just be the perfect fit for you! Our agents are dedicated to promoting State Farm's premier insurance and financial service products, offering you the chance to become an integral part of a trusted brand.
Responsibilities:
Forge enduring customer relationships and proactively follow up to ensure continued satisfaction.
Employ a customer-centric, needs-based approach to guide clients through comprehensive insurance options, empowering them to make informed decisions.
Drive business growth by generating leads, coordinating appointments, and effectively marketing tailored products and services to meet diverse customer needs.
As an Agent Team Member, you will receive...
401K
Hourly pay plus commission/bonus
Health benefit stipend ($350/month)
Paid time off (vacation and personal/sick days)
Flexible hours
Growth potential/Opportunity for advancement within my agency
$1000 signing bonus
Requirements:
Interest in marketing products and services based on customer needs
Excellent communication skills - written, verbal and listening
People-oriented
Detail oriented
Proactive in problem solving
Able to learn computer functions
Ability to work in a team environment
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.
This position is with a State Farm independent contractor agent, not with State Farm Insurance Companies. Employees of State Farm agents must be able to successfully complete any applicable licensing requirements and training programs. State Farm agents are independent contractors who hire their own employees. State Farm agents' employees are not employees of State Farm. Compensation: $35,000.00 - $75,000.00 per year
Ready to Launch Your Career?
If you want to work in an environment that is fun, challenging, and rewarding, then Joan Warner - State Farm Agent may be the right fit for you!
About Our Agency
We help customers with their insurance and financial services needs, including Auto Insurance, Home Insurance, Life Insurance, and Retirement Planning.
Our office is located in Farmington, MI.
Our agency has received awards including: Ambassador Travel, Legion of Honor, and Golden Triangle
We look forward to speaking with you!
State Farm agents are independent contractors who hire their own employees. State Farm agents' employees are not employees of State Farm. Agents are responsible for and make all employment decisions regarding their employees.
Auto-ApplyFinance Internship (Summer 2026)
Finance representative job in Plymouth, MI
MacLean-Fogg is a global manufacturing company with more than 100 years of innovation and excellence. Guided by our core values-Integrity, People, Customers, and Stewardship-we continue to build on a century-long legacy while driving the future of manufacturing. Our diverse businesses serve the automotive, industrial, and other critical industries, creating an environment where talent thrives, creativity flourishes, and collaboration drives success.
Location: Multiple U.S. Locations - View all locations Program Duration: Summer 2026 (10 Weeks) Pay Range: $18-$25 per hour (based on location, experience, and academic level)
Program Overview
Our Summer Internship Program offers real-world exposure to corporate finance and the opportunity to contribute to meaningful projects from day one. Over 10 weeks, you will gain:
Hands-on experience in financial analysis, reporting, and business operations.
Mentorship and guidance from experienced industry leaders.
A professional network across functions and facilities.
Career-ready technical and professional skills.
When applying, you will be prompted to select all MacLean-Fogg locations where you are interested in being considered.
What You'll Do
As a Finance Intern, you will:
Assist with financial planning, budgeting, and forecasting activities.
Support monthly and quarterly reporting by preparing data and analysis.
Conduct variance analysis to compare actuals against forecasts.
Partner with business units to understand financial drivers and performance.
Complete a capstone intern project and present results to leadership.
Qualifications
We're seeking motivated students who are ready to learn, grow, and contribute:
Currently pursuing a degree in Finance, Accounting, Economics, or Business Administration (or related field).
Minimum 3.0 cumulative GPA (on a 4.0 scale).
Proficiency in Microsoft Excel; familiarity with ERP or financial systems is a plus.
Strong analytical, problem-solving, and communication skills.
Collaborative mindset with a willingness to take initiative.
Ability to work on-site at one of our locations for the duration of the program.
Compensation & Benefits
Competitive hourly pay.
Skill development through hands-on learning.
Structured mentorship and feedback.
Networking opportunities with peers and professionals.
Experience presenting to leadership at program completion.
Virtual Banker II- Detroit, MI
Finance representative job in Detroit, MI
JobID: 210587969 JobSchedule: Full time JobShift: : 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. You'll have the opportunity to build lasting relationships with our customers and employees, manage a diverse portfolio of client banking relationships, and contribute to our commitment to diversity and inclusion. This role offers a chance for career growth and the opportunity to make a significant impact in our company.
As a Virtual Banker II in Consumer Banking, you will contribute significantly to the success of the Virtual Bank helping clients by providing strong customer service, offering advice and sharing products and services to help them meet their financial needs while partnering with Specialists including Private Client Advisors, Private Client Bankers, Mortgage Bankers and Business Relationship Managers, to connect customers to experts who can help them with specialized financial needs. You will engage clients over the phone and video both inbound and outbound providing strong customer service, offering advice, sharing products and services to help them meet their financial needs by making them feel appreciated and being their advocate. You will also show initiative and proactively prevent problems for our clients while being able to maintain success in an ever-changing environment making 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.
Job Responsibilities
* Manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs
* Demonstrates success using a value-added, relationship-oriented approach to acquire and deepen client relationships
* Makes personal connections, engages and educates customers, asks open-ended questions and listens to establish trust and build lasting relationships
* Partners with Specialists including Private Client Advisors, Mortgage Bankers and Business Relationship Managers to connect customers to experts who can help them with specialized financial needs
Required Qualifications, Capabilities, and Skills
* 1+ year of Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating and maintaining customer relationships, and revenue generation
* High school degree, GED, or foreign equivalent
* Outstanding financial planning and use of financial planning tools while adhering to policies, procedures, and regulatory banking requirements
* Strong team orientation with a commitment of long-term career with the firm
* Excellent written and verbal communication skills
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-ApplyInsurance Planning Representative - 100% Commission | Livonia, MI (TSG-20251201-060)
Finance representative job in Livonia, 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.
Financial Services Representative - State Farm Agent Team Member
Finance representative job in Ann Arbor, MI
Job DescriptionBenefits:
401(k)
401(k) matching
Competitive salary
Opportunity for advancement
Paid time off
Signing bonus
ROLE DESCRIPTION: As a Financial Services Representative with Susan Kirk Rosales State Farm agency, 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:
Consult customers with financial planning and investment options.
Assist customers with portfolio management and asset allocation.
Conduct financial reviews and recommend appropriate products.
Maintain compliance with financial regulations.
QUALIFICATIONS:
3+ years of experience in financial services.
Analytical and communication skills.
FINRA Series 7 and 63 licenses preferred.
Merrill Experienced Financial Advisor
Finance representative job in Farmington Hills, MI
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.
At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas, and experiences, helping to create a work community that is culture driven, resilient, results focused and effective
Job Description:
If you have at least 5+ years of experience as a Financial Advisor with a transportable practice, a strong performance in a team like environment, and a drive to achieve more for you and your clients, let's connect. Contact us to get more details about our Experienced Advisor Program, competitive compensation package, and how we can help you meet your career goals.
Merrill Lynch Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Lynch Wealth Management is one of the largest businesses of its kind in the world specializing in planning for retirement, education, legacy, and other life goals through investment advice and guidance.
Merrill's financial advisors help clients pursue the life they envision through a one-on-one or team-based relationship committed to their needs. We believe great teams are built on mutual trust, shared ownership and accountability. We act as one company and believe when we work together, we best meet the full needs of our customers and clients. Our trusted financial advisors are equipped to deliver the combined power of the Merrill investment platform and Bank of America banking capabilities.
Key Responsibilities:
* Deliver a full range of goals-based financial planning / wealth strategies including assessment of client needs
* Maintain a robust knowledge of the firm's latest planning tools, techniques and strategies
* Establish and maintain relationships with the management team and inform them of circumstances that require supervisory attention/review/approval per compliance guidelines and policies
* Source prospective clients and capitalize on referrals
* Deliver customized solutions and the full resources of Bank of America Merrill
* Understand all aspects of an optimal practice and complete the training and development needed to continue a successful career as a Financial Advisor
Required Skills:
* FINRA Series 7 & 66 (63 & 65 accepted, in lieu of 66) registrations required with 5+ years' experience
* Established and portable practice with a minimum of $1MM in production
* Experience managing client portfolios and driving growth
* Proven relationship building and business development skills
Desired Skills:
* Bachelor's degree or higher strongly preferred
* Proven ability to partner and promote lead generation.
* Experience balancing investment management, sales activities and new client development.
* Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC).
* Possess excellent communication skills, both written and verbal
* Highly entrepreneurial
Shift:
1st shift (United States of America)
Hours Per Week:
40
Finance Intern (Year-Round)
Finance representative job in Highland Park, MI
Valeo is a tech global company, designing breakthrough solutions to reinvent the mobility. We are an automotive supplier partner to automakers and new mobility actors worldwide. Our vision? Invent a greener and more secured mobility, thanks to solutions focusing on intuitive driving and reducing CO2 emissions. We are leader on our businesses, and recognized as one of the largest global innovative companies.
Ready to tackle the challenges of the vehicle of the future? Join Valeo and revolutionize the conditions of the comfort and well-being of all passengers!
What you will win:
As part of a global community of talented people, you will grow and thrive working on advanced technologies for greener, safer and smarter mobility. Our company culture gives all our employees the opportunity every day to #Dare.Care.Share. You will receive a best in class, total compensation package that provides a comprehensive benefits program with real financial value
About the Role:
As a Finance Intern, you will work cross functionally with sales and purchasing to ensure timely and accurate system updates. You will maintain daily KPI (Key Performance Initiatives) reporting to senior management, while contributing to understand and validate the financial performance.
We are seeking a year-round intern available to start as soon as possible and work on either a part-time basis pending class schedule, or full-time basis.
Responsibilities Also Include:
* You will ensure reliability of financial statements
* You will be the controlling interface at your perimeter for Intra-group management requests
* You will be the management control support for the site
* You will participate to, understand and challenge monthly closing
* You will prepare the financial performance (weekly reporting), and KPI (Internal Control)
* You will achieve specific ad-hoc analysis
* You will achieve on-site management control reviews
* You will support the region by reconciling / controlling customer and supplier pricing
* You will manage Internal and external customer overdues
What You Should Have:
* You are currently pursuing a Finance, Accounting or Economics degree or equivalent OR a recent graduate
* You have strong communication and analytical skills.
Join us!
Thanks to its strategy focused on innovation, Valeo aims at reducing CO² emissions and developing intuitive driving to propose greener, safer, and smarter mobility.
The fantastic (r)evolution towards the vehicle of the future provides amazing career opportunities and challenging jobs!
Diversity by nature
At Valeo, innovation is driven by the diversity, authenticity and energy of its talents. You are looking for new technological and human adventures? Join Valeo and its more than 100.000 employees across the globe! More information about valeo : *********************
Job:
Finance Trainee/Apprentice/VIE
Organization:
Site Financial Controller-C - J
Schedule:
Part time
Employee Status:
Trainee (Fixed Term) (Trainee)
Job Type:
Trainee / Internship
Job Posting Date:
2025-12-01
Join Us !
Being part of our team, you will join:
* one of the largest global innovative companies, with more than 20,000 engineers working in Research & Development
* a multi-cultural environment that values diversity and international collaboration
* more than 100,000 colleagues in 31 countries... which make a lot of opportunity for career growth
* a business highly committed to limiting the environmental impact if its activities and ranked by Corporate Knights as the number one company in the automotive sector in terms of sustainable development
More information on Valeo: *********************
Auto-ApplyFinance Intern (Summer 2026)
Finance representative job in Dundee, MI
Pay Type: Estimated Wage Range: $20.00 - $26.00/Hourly Amrize is building North America. From bridges and railways to data centers, schools, offices and homes, our solutions are inside the buildings and infrastructure that connect people and advance how we live. And we invite you to come and build with us.
As the partner of choice for professional builders, we offer advanced branded solutions from foundation to rooftop. Wherever our customers are, whatever their job, we're ready to deliver. Our 19,000 colleagues work across 1,000 sites supported by an unparalleled distribution network. Infrastructure, commercial and residential, new build, repair and refurbishment: We're in every construction market.
Amrize listed on the New York Stock Exchange and the SIX Swiss Exchange on June 23, 2025, following our spinoff as an independent company. Join us and build _your_ ambition.
Learn more at ********************** (******************************************
Description:
Join Amrize as a Finance Intern (Summer 2026) and help construct whats next. If you're ready to put your skills to work on projects that matter - and build a career with a company that's building North America - we want to hear from you!
Driven by our purpose: Building progress for people and the planet. We are transforming to become the leader in innovative and sustainable building solutions. Amrize offers an unparalleled range of innovative cement, aggregates, asphalt, concrete products and construction services that have been the foundation for infrastructure projects across the globe. To move the industry forward to a greener future we need people who are passionate about sustainability, are driven to shape and influence perception and keen to build, grow and thrive in our high-performance culture.
**ABOUT THE ROLE**
As we continue to look for more sustainable ways to build, we need world-class talent to join our team. We are seeking a Finance Intern for Summer 2026 who is passionate about sustainability, driven by curiosity and keen to grow, learn, develop and thrive in our high-performance culture. This opportunity will be a 10-week, paid internship beginning May 27th, 2026.
This internship will be based in Dundee, MI.
**WHAT YOU'LL BE DOING**
As a Finance Intern, you will work closely with our finance team, contributing to key projects and gaining exposure to various aspects of corporate finance, financial analysis, and budgeting.
+ Financial Analysis: Assist in analyzing financial statements, budgets, and forecasts to provide insights that support decision-making processes.
+ Budgeting and Forecasting: Contribute to the development of financial forecasts by analyzing historical data and market trends.
+ Cost Analysis and Control: Assist in tracking and reporting on cost performance, highlighting areas where efficiencies can be improved.
+ Accounts Management: Work with the finance team to ensure timely and accurate recording of financial transactions.
+ Compliance and Reporting: Support the preparation of documentation required for audits, regulatory filings, and financial disclosures.
+ Skill Application: Utilize a range of skills and knowledge in day-to-day operations, working collaboratively to achieve team and company goals
+ Executive Presentation: At the end of your internship, you'll present your learnings and contributions to our executive leadership team.
**WHAT WE ARE LOOKING FOR**
We are looking for enthusiastic students who meet the following criteria:
+ Currently enrolled in an undergraduate program majoring in Finance, Accounting, or similar field.
+ Strong academic performance.
+ Geographic flexibility to work at various sites.
+ Excellent communication skills, both oral and written.
+ High energy and a proactive approach to tackling new challenges.
+ A team player who can collaborate across different levels of the organization.
+ Willingness to spend significant time in the field, gaining hands-on experience and firsthand knowledge of our business operations.
**SCHEDULE AND ENVIRONMENT**
+ Work Schedule: This is an onsite role with a mandatory 40-hour work week, Monday through Friday, working an 8-hour shift each day.
+ Work Environment: You will be working in an office environment.
+ Transportation: You will be responsible for your own transportation to and from the worksite.
+ Travel Requirements: You may need to travel for site tours, shadowing experiences, or intern events throughout the duration of your internship.
**BENEFITS OF OUR INTERNSHIP**
+ Industry Experience: Gain practical experience within the building materials industry.
+ Professional Development: Benefit from mentorship and professional development training throughout the summer.
+ Dynamic Culture: Be part of a culture that values diversity, teamwork, work/life balance, and recognition.
+ Career Path: Explore potential opportunities for full-time employment after graduation with a fast-growing and successful company.
**Amrize is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.**
_We thank all applicants for their interest; however, only those selected for an interview will be contacted._
**BUILDING INCLUSIVE WORKSPACES**
At Amrize, there is endless opportunity for you to play your part. Whether you're in a technical, managerial, or frontline role, you can shape a career that works for you. We're seeking builders, creative thinkers and innovators. Come put your expertise to work while developing the knowledge and skills to drive your career forward. With us you'll have the chance to build your ambition!
Amrize North America Inc. takes pride in our hiring processes and our commitment that all qualified applicants will receive consideration for employment without regard to age, race, color, ethnicity, religion, creed, national origin, ancestry, gender, gender identity, gender expression, sex, sexual orientation, marital status, pregnancy, parental status, genetic information, citizenship, physical or mental disability, past, current, or prospective service in the uniformed services, or any other characteristic protected by applicable federal, state or local law. Amrize North America Inc, and its respective subsidiaries are Equal Opportunity Employers, deciding all employment on the basis of qualification, merit and business need. Amrize Canada Inc. is committed to the principles of employment equity and encourages the applications from women, visible minorities, and persons with disabilities.
In compliance with the ADA Amendments Act (ADAAA), if you have a disability and would like to request accommodation in order to apply for a position with us, please email recruiting-accommodations@amrize.com . This email address should only be used for accommodations and not general inquiries or resume submittals. In Ontario, our organization/business is committed to fulfilling our requirements under the Accessibility for Ontarians with Disabilities Act. Under the Act, accommodations are available on request for candidates taking part in all aspects of the selection process.
While we sincerely appreciate all applications, only candidates selected for an interview will be contacted.
**Nearest Major Market:** Monroe
**Nearest Secondary Market:** Detroit