- Bank of America (Grand Rapids, MI)
- … Trainee: Cascade Financial Center Grand Rapids, Michigan **Job Description:** As an Advisor Development Program Financial Solutions Advisor ... Advisor Development Program - Financial Solutions Advisor… more
- Bank of America (Grand Rapids, MI)
- …to appropriate internal service providers based on client needs and asset thresholds **The Advisor Development Program (ADP) Journey:** During this stage of ... Investment and Life Priority (TM) solutions + Partners with Financial Advisor teams to build their network...reach wider audiences with greater appeal. + Ongoing professional development to deepen your skills and optimize your practice… more
- Edward Jones (Grand Rapids, MI)
- …- Get registered and licensed and learn how to be an associate financial advisor with the industry's top training program + A support network that extends ... the client team, working under the leadership of a financial advisor . You thrive in an inclusive...days + A culture of continuous improvement and professional development **You'll be competitively compensated ** + Edward Jones… more
- Trinity Health (Grand Rapids, MI)
- …Leadership Team, management, staff and external customers. Serves as a business consultant/ financial advisor to the organization / management team regarding ... the Senior Financial Analyst will do:** + Consultant / Business Advisor . Advises / educate operational management on sound financial business management… more
- Bank of America (Grand Rapids, MI)
- …supporting business objectives and contributing to market profitability by influencing Financial Advisor business practices to minimize regulatory, financial ... sales practice activities, and conduct of market personnel + Manages day-to-day Financial Advisor (FA) business needs, while ensuring adherence to the… more
- Edward Jones (Hudsonville, MI)
- …Office Support Professional role, you are a critical member of that team along with the financial advisor . You are the first voice a client hears when they call ... see them coming a mile away. You and your financial advisor are essential in working together...results. + We recognize individual efforts through a rewards program that promotes a long-term career, your financial… more
- Army National Guard Units (Wyoming, MI)
- …resilience and financial literacy through targeted life skills training, and the development of human resources program referral networks. 1. Serve as fully ... position is to provide support in the administration of Military & Family Readiness Program (SFRP) services for the Army National Guard within the State Family … more
- Fifth Third Bank, NA (Grand Rapids, MI)
- …and retention of bank customers, with specific focus on our Preferred Program customers and mass affluent prospects. Proactively contact and service customers in ... the prospective and existing client base, and engage partners to fulfill client financial needs. Utilize and promote the Retail Consultative Sales process, using the… more
- Deloitte (Grand Rapids, MI)
- …If not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) + Ability ... management clients. You will assist clients with effective analysis, solution development , and implementation of clients' tax objectives. You will manage the… more
- Deloitte (Grand Rapids, MI)
- …not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + ... management clients. You will assist clients with effective analysis, solution development , and implementation of clients' tax objectives. You will manage the… more
- Deloitte (Grand Rapids, MI)
- …If not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) + Ability ... + Providing leadership, counseling, and career guidance for the development and motivation of the engagement team. The Team...be eligible to participate in a discretionary annual incentive program , subject to the rules governing the program… more
- Deloitte (Grand Rapids, MI)
- …cross sell among various lines of service. + Acting as a trusted business advisor to clients on a variety of issues including federal tax planning, accounting for ... and existing clients. + Providing leadership, counseling, and career guidance for the development and motivation of the engagement team. The Team At Deloitte Tax… more
- Deloitte (Grand Rapids, MI)
- …If not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) + Ability ... controversy and risk management, specialized services including research and development , government incentives, and tax management consulting. Join us, and… more
- Deloitte (Grand Rapids, MI)
- …not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + ... controversy and risk management, specialized services including research and development , government incentives, and tax management consulting. Join us, and… more
- Trinity Health (Grand Haven, MI)
- …and updated. Communicates specific issues to Case Management Leaders, Medical Advisor and hospital leadership as appropriate, including discharge barriers and ... intervention and brief treatment counseling techniques if applicable. Maintains professional development and licensure. Incorporates age and development needs of… more
- FM (Grand Rapids, MI)
- …engineering and research, risk management advising, risk transfer capabilities, and superior financial strength. To do so, we rely on a dynamic, culturally diverse ... support of experienced mentors and a structured engineering training program . You will gradually begin assessing risks at larger...long-lasting relationships with clients and act as a trusted advisor and consultant within your field. Work from a… more