- Plante Moran (East Lansing, MI)
- Estate Planning Senior Advisor or Manager + Location: United States, Michigan, East Lansing + Location: United States, Michigan, Grand Rapids Make your ... but not be limited to: + Review of client estate planning documents + Preparation of client...individuals + This position may be filled as a Senior Advisor or Manager depending on applicable… more
- Atria Wealth Solutions (Lansing, MI)
- …to maintain a ratio consistent with goals. + Assists members in retirement and estate planning , funding for college, general investment options and loan and ... of its relationship with CUSO Financial Services, LP (CFS) is seeking a Financial Advisor to provide investment services to its members in the Lansing, MI area.… more