Finance Advisor Jobs in Saint Clair Shores, MI

About the Company Take your career to the next level at Prudential Advisors! Change your life by helping others change theirs! We have an opening for a highly motivated analytical individual to join us in our Troy firm. In general, the entrepreneurial individual who successfully qualifies and is selected for this career opportunity will work within a team of Financial Advisors whose goal is to successfully help their clients achieve financial goals. About the Role The Financial Professional is a key member of our team. After achieving the licenses and registrations necessary to become a Financial Professional in our Career Development Program (“CDP”), your typical day may include: Developing relationships with clients (both existing and prospective) Gathering client information and using that information to build robust financial plans Helping clients prepare for their retirement Preparing and reviewing investment portfolio recommendations Responsibilities Because of our comprehensive training and development program, no prior knowledge of the financial services industry is required, but prior exposure to the industry and the career is a plus. Are a self-starter Have an entrepreneurial mindset Are a customer service champion Are an engaging and compelling communicator and negotiator Are a problem solver Are a Life-long student seeking continued education and professional development Are a critical thinker Have prior sales experience and/or enjoy networking and seeking new clients Have a college degree or equivalent work/life experience with a minimum of a high school diploma or GED equivalent Required Skills The path to becoming a Financial Professional begins with the Pre-Contract CDP Affiliate phase, during which you will study towards obtaining the required FINRA and resident state licenses, with the cost of fees and exam study materials from approved vendors covered by the Company. Preferred Skills Upon successful completion of the Pre-Contract Affiliate phase, should you receive and accept an offer to commence part-time employment as a CDP Contract Associate, compensation is initially expected to be $15/hour (or your city/state's applicable minimum wage if higher than $15/hr). After successful completion of the CDP Contract Associate phase, you may receive an offer to become a full-time Financial Professional Associate (FPA), which is paid solely on a commission and bonus basis. FPAs regularly earn average compensation ranging from $50,000 - $75,000 in commissions and bonuses in their first full year. In addition, subject to the terms and conditions of the applicable plans then in effect, eligible FPAs may enroll in a 401(k) plan, as well as participate in Company-sponsored medical, dental, vision, and basic life insurance plans for the FPA and the FPA's eligible dependents and may be eligible for paid leave. Pay range and compensation package Prudential Advisors is a brand name of The Prudential Insurance Company of America and its subsidiaries. Prudential is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, genetics, disability, age, veteran status, or any other characteristic protected by applicable law. EEO IS THE LAW. The Prudential Insurance Company of America, Newark, NJ, and its affiliates. Prudential is an Employer that participates in E-Verify.

Pence Financial Group is a firm dedicated to providing quality comprehensive financial management to individual investors. Because of this, we offer our clients a much broader and more sophisticated range of integrated strategies. As a Firm, the Pence family of companies is the recipient of numerous industry awards and recognition. Success thus far has resulted in managing $2+ Billion of client assets with big growth goals for the future! As a result, Pence Financial Group is looking to expand their team of advisors. This is a development program for those in the early part of their career in the financial services industry. While in the development phase, the candidate will spend time in one of our local offices learning the systems, trained, and being mentored by an experienced Advisor. The Advisor Development Program culminates with being assigned as the lead advisor in one of our new offices. In each stage of the process, this is an in-person, in office role. When you become a Financial Advisor on the Pence Financial Group team, your focus will be to provide the ultimate in client service resulting in retaining any firm clients that may be assigned and adding new clients to the firm. The best part is you won't have to do this alone. You will have ongoing access to systems, training, mentorship, and an investment team that will enable you to confidently focus on your number one objective; acquiring and retaining clients. All investment portfolios are managed by our investment team so that you can concentrate on building the client relationship. Responsibilities Learn the systems and processes for efficient client service Prepare/process back office paperwork as needed Prepare financial analysis/plans for prospects and clients Commit to a collaborative approach as you consistently act with integrity and professionalism Expand and deepen your own knowledge base and practices in the financial field Attend firm client events Input and complete tasks in company provided CRM (SalesForce) Understand/explain account and investment details, including performance, to clients Requirements Minimum of 1-year of experience in the financial services industry Positive, can-do attitude matched with hard work SIE, Series 7 Top-Off, Series 66, and Life & Health licenses Experience in high touch customer service Organization skills to manage multiple projects simultaneously Excellent communication skills Customer Record Management (CRM) system experience (SalesForce preferred) Experience communicating individually and/or to small groups in a professional manner Consultative sales experience College degree Desire to obtain a CFP Designation Military experience a plus To succeed in this job, you need to have: A servant's heart - always putting others first Excellent written and verbal communication skills Professional demeanor, punctuality and “earn it” work ethic Relentless follow-up and strive for satisfaction Outstanding organizational and time management skills Ability to proactively assess situations and work/think independently Prioritization skills, flexibility to handle last minute items with poise Compensation: Base salary ($40,000 - $70,000 per year) + Bonuses + a comprehensive benefits package including 401(k), health insurance and more

GET MORE OUT OF YOUR CAREER Choose a career where changing someone else's life for the better is also life-changing for you - personally, professionally and financially. FINANCIAL PLANNING WITH NORTHWESTERN MUTUAL Are you looking for more fulfillment from your career? Are you starting to think about a job change? Our financial professionals help 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. Sounds exciting and scary all at the same time? Don't worry, we don't expect you to know everything on day one. That's why you'll receive in-depth training and partner with industry experts until you're ready to do it on your own. ______________________________________________________________________ THIS CAREER OFFERS YOU: Stipends for training and licensing to help you get started. The ability to positively impact someone else's life. Personalized mentoring and award-winning training programs. Backing by Northwestern Mutual, an industry leader with a proven track record of success. ______________________________________________________________________ CAN YOU SEE YOURSELF HELPING OTHERS REACH THEIR FINANCIAL GOALS? Many people (50 percent) find their calling in financial services after working in other industries. Wondering if you'd be a good fit? See how many of the characteristics below match up to you: You know how to connect with people, building personal, trusted relationships. Financial planning is interesting to you. You're a driven person who's committed to succeeding. You're ready to earn more for your hard work. You enjoy helping people make more informed, confident decisions. You're ready to live the life you want, both personally and professionally. ______________________________________________________________________ A CAREER WITH ENDLESS OPPORTUNITIES This career is primarily commission based but also includes stipends and bonuses. It allows you to control what you would want to earn at any given time in your career. What's the catch? The first years can be tough as you're learning the business. But the trade-off is that you get to define what success looks like. ______________________________________________________________________ INCOME GROWTH OPPORTUNITY: 1-4 year FRs Average - $113k Top 25% - $211k 5+ year FRs Average - $512k Top 25% - $1.2 million Beyond income, you'll also have access to a comprehensive benefits package: Comprehensive medical insurance Two pension plans Life and disability insurance Health care and dependent care reimbursement accounts Reimbursement for licensing and ongoing education ______________________________________________________________________ We want people with different backgrounds and work experience, including but not limited to: financial services, business development, hospitality, banking, sales, marketing, management, educators, athletics, legal, communications, real estate, entrepreneurs, military veterans, and community influencers. We hope you have a Bachelor of Arts or Science degree from a four-year college or university. It's also a plus if you have strong interpersonal skills, grit, motivation, and are a self-starter. *** Financial Representative | Financial Advisor | Wealth Management Advisor *** ______________________________________________________________________ About Northwestern Mutual: Northwestern Mutual has been helping families and businesses achieve financial security for 160 years. Through a distinctive, whole-picture planning approach including both insurance and investments, we empower people to be financially confident. We combine the expertise of our financial professionals with a personalized digital experience and leading-edge technology to best serve our clients. With $250.4 billion in assets, $28.2 billion in revenues, and more than $1.6 trillion worth of life insurance protection in force, Northwestern Mutual delivers financial security to more than 4.4 million people who rely on us for life, disability income and long-term care insurance, annuities, brokerage and advisory services, trust services, and discretionary portfolio management solutions. The company holds more than $100 billion of client assets as a part of its wealth management and investment services. Recent Awards and Accolades: -FORTUNE 90 (FORTUNE 500, 2021) -One of the “World's Most Admired” life insurance companies (FORTUNE Magazine, 2017) -Best Places to Work #67 (Glassdoor, 2018) -Highest Rated CEO's (Glassdoor, 2017) -50 Best Companies for Diversity (Black Enterprise Magazine, 2016) -50 Best Companies to Sell For (Selling Power Magazine, 2016) Education: Bachelor's (Required)

Financial Representative (Career Changers Encouraged To Apply) Financial Representatives at Northwestern Mutual help their clients live more and worry less through our personalized approach to financial planning. As a business owner, they spend their days acquiring clientele and finding financial solutions with help from our industry-leading training and development, mentorship, and products. Discover your earning potential, craft a workday around your life, and make an impact every day. Here, hard work pays off. Our award-winning training equips you with the knowledge, skill-building, and development strategies you need to be successful and confident in this career. With additional access to nationwide mentors and leaders, we will surround you with resources to support your financial expertise, including but not limited to: Planning Experience - Asset & Income Protection - Education Funding - Investment & Advisory Services - Trust Services - Retirement Solutions - Business Needs Analysis As a Northwestern Mutual Financial Representative: 1. Build-Work to build a clientele by growing trustworthy relationships with your network and develop knowledge of NM financial products and market trends. 2. Educate-Educate yourself beyond training through sponsored licensing, registration, and ongoing development. Use assistive software, reporting tools, and illustrations to teach clients about financial planning options. 3. Influence- Presenting clients with the opportunity to protect and prosper, you will drive clients to action through honest influence and recommendations. 4. Own-Take ownership of development and management of the business as you master your craft and build a team. Review and maintain client financial plans, continuing to provide optimum advice for your clients' needs. Compensation & Benefits You could be right for this opportunity if you have: Are you ready to build your best life and enhance the lives of your clients? Apply now! About Us For over 165 years, we have helped our clients spend their lives living through comprehensive and innovative financial planning. We combine the care and 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 are valued partners, and proud business owners. We are committed to a diverse, inclusive, and belonging environment where everyone's different viewpoints bring new successes! Seniority Level Mid-Senior level Industry Financial Services Employment Type Full-time Job Functions Finance Skills Financial Planning Financial Advisory Annuities Market Analysis Retirement Fostering inclusivity Skill Development Wealth Management Services Compensation English

Bankers Life , one of the most respected brands in the Financial Services industry, is seeking ambitious individuals to grow our team of Financial Professionals. We offer award-winning training, access to mentors, and a workday that can be built around your lifestyle. As a Financial Services Professional, you will: · Build a client base by growing relationships with your network and providing guidance · Gain expertise through sponsored coursework and proprietary agent development training · Guide clients through important financial decisions using the latest software and our expansive product portfolio · Pathways to develop your Financial Professional career including leadership, wealth management, and retirement planning What makes a great Financial Services Professional? · The ability to present complicated concepts effectively and maintain uncompromising principles, such as honesty and integrity · Self-motivation to connect with company provided sales leads and network with new clients · Strong relationship building, communication, and time-management skills · A competitive and entrepreneurial spirit to achieve success both for yourself and others What we offer: · Highly competitive commission structure designed to grow with you · Passive income opportunities and bonus programs · Fully paid insurance licensing, SIE, Series 6, Series 63, CFP · Award-winning training - Bankers Life has been named as a Training Apex Award Winner for the twelfth consecutive year · Flexible in-office schedules once you complete your agent training · Progressive advancement opportunities · Retirement savings program and more Bankers Life , a subsidiary of CNO Financial, is a Fortune 500 company with a strong commitment to diversity and inclusion. We value an inclusive and belonging environment where everyone's different viewpoints bring new successes! Please visit our career site to learn more about our mission: ********************************

Planning Alternatives is a fiduciary firm dedicated to providing comprehensive financial planning and asset management services to our clients. We believe that true wealth is not solely about financial success but about enriching lives and fulfilling personal goals. Our mission is to leave clients better off by offering the experience, strategies, and solutions needed to support their vision of wealth. With a focus on integrity, strong relationships, and client-centric solutions, we are building the future of wealth management. As we continue to grow, we are seeking a highly experienced Wealth Advisor to lead client relationships and contribute to the strategic growth of the firm. Position Overview: The Wealth Advisor will work closely with clients to understand their financial needs and develop customized financial strategies to help them achieve their goals. This role involves advising clients on key areas of financial planning such as investment management, insurance needs, cash flow, retirement planning, estate planning, and charitable giving. The Wealth Advisor will continuously manage client portfolios, review financial plans, and maintain strong, long-lasting relationships with clients. Most importantly, they will be responsible for driving the growth of assets under management (AUM). Key Responsibilities: Understand Clients' Financial Needs: Engage with clients to gather and analyze financial data, such as income, expenses, insurance, tax status, and risk tolerance, to develop personalized financial plans. Provide tailored financial advice to help clients meet their financial goals, whether it be retirement planning, investment growth, or estate planning. Provide Financial Advice & Ongoing Support: Address client questions and concerns about their financial status, offering professional advice to help them improve their financial outcomes. Develop strategies for investment planning, insurance coverage, and cash flow management that align with the clients' objectives. Manage & Review Financial Plans: Regularly monitor client accounts and portfolios to ensure alignment with life changes, market conditions, and financial goals. Adjust strategies as needed to respond to changes in the economic environment, client circumstances, or financial performance. Prepare & Present Financial Documents: Prepare and interpret financial documents, such as income projections, investment performance reports, and summaries, ensuring clients fully understand their financial situation. Conduct periodic reviews with clients to discuss their portfolio performance and make any necessary adjustments to their strategy. Client Relationship Management: Maintain continuous communication with clients to stay informed about their financial and personal circumstances, providing proactive and responsive advice as needed. Build and manage a strong client base, focusing on long-term relationships and business development through referrals and new clients. Team Collaboration: Collaborate with fellow Wealth Advisors and Associate Advisors and other team members to provide clients with comprehensive financial planning services. Contribute to the firm's overall service delivery by offering insights and subject matter expertise. Stay Informed on Industry Trends: Stay updated on changes in legislation, financial products, and industry trends that may impact client financial planning strategies. Utilize financial planning tools (e.g., eMoney) to support accurate plan development and client presentations. Qualifications: 3+ years of industry experience as a Financial Advisor. Proven ability to manage assets under management (AUM) of $1+ million per client. CFP designation. Bachelor's Degree in Business, Finance, or a related field from an accredited college or university. Strong knowledge of investment business and financial planning principles. Experience with financial planning software such as eMoney. Proficiency in Microsoft Word, Excel, Outlook, and PowerPoint. Excellent time-management, organizational, and communication skills. Benefits: Competitive salary with performance-based incentives. Comprehensive benefits package, including health insurance, retirement plans, and paid time off. Opportunities for professional development and career advancement within a dynamic and growing organization. Planning Alternatives is an equal opportunity employer committed to diversity and inclusion in the workplace. We encourage qualified individuals from all backgrounds to apply. Application Instructions: Application Instructions: To apply for the Wealth Advisor position, please submit your resume and cover letter detailing your qualifications and relevant experience to ************************ or on our website planningalt.com. We look forward to reviewing your application and considering you for this exciting opportunity to join our team.

Do you have a desire to be part of a team of talented people who are driven by new challenges and want to grow in their careers? If you are highly motivated, have strong interpersonal skills, and want to make an impact, you may be an ideal candidate for a career at The Western and Southern Life Insurance Company (Western & Southern Life), a member of Western & Southern Financial Group, a Fortune 500 company. As a Financial Representative, you will work with current and prospective clients in your community to understand their financial needs and goals and recommend impactful solutions from a comprehensive line of products, including life insurance, so that they can protect what matters most. The Ideal Place for a Career As a full-time Financial Representative, you will also be eligible to participate in Western & Southern Life's benefit plans, subject to the terms of those plans. Our benefits plans include medical and dental insurance, as well as access to an Employee Assistance Program, a 401(k) plan with a company match, and a defined benefit pension plan (we are among just 15 of the top U.S. companies still offering a traditional Defined Benefit Plan). See the list below of other benefits that may be available to you in this role, per the terms of their respective plans, policies, and programs. A Successful Financial Representative Our field offices welcome candidates with diverse backgrounds, including financial services newcomers, military veterans, college graduates, and experienced financial representatives. Our most effective Financial Representatives are: Customer-focused Effective Communicators Natural Networkers Results-driven Resilient Collaborative If this sounds like you, we encourage you to explore the possibilities, and apply today! From Fortune ©2024 Fortune Media IP Limited. All rights reserved. Used under license. Fortune and Fortune 500 are registered trademarks of Fortune Media IP Limited and are used under license. Fortune and Fortune Media IP Limited are not affiliated with, and do not endorse the products or services of, The Western and Southern Life Insurance Company.

The Guardian Network is expanding our team and looking for a motivated individual to join us as a Financial Representative. The position offers unlimited growth potential in the financial services industry. As a Financial Representative you will work to help individuals and businesses within your community access financial products and services they need to protect their financial futures. You can make an impact on those around you, and over time, become well compensated. We believe that providing the best for clients requires us to support Financial Representatives with resources, training and an experienced team to collaborate with and assist you in taking your career to the next level. We take an uncommon approach to financial services, focusing on long‐term results and leveraging technology, exceptional relationship management and customized strategies for consumers and businesses. Other firms may only focus on the short term; we like to look at planning from a holistic perspective. We invest in your success. What you'll be doing Work with clients to understand their goals, concerns and current financial information. Analyze information to create a plan with appropriate strategies, products and services. Provide clients with information related to financial products and services on an ongoing basis. Develop and maintain a base of clients who value your input and guidance. Work with clients to keep their financial plans current and aligned with their goals. Requirements Must be a US citizen or permanent resident A four‐year college degree Preferred Qualities Self‐motivated individual with a dynamic, confident personality, a strong work ethic, high integrity and passion for succeeding Desire to help others achieve financial success through planning and protection Driven to win and seeking a high-income potential opportunity An interest in building markets through connections and experiences to cultivate long term relationships About Guardian A mutual insurer founded in 1860, The Guardian Life Insurance Company of America (Guardian) and its subsidiaries are committed to protecting individuals, business owners and their employees with life, disability income and dental insurance products, and offer funding vehicles for 401(k) plans, annuities and other financial products. Guardian operates one of the largest dental networks in the United States and protects more than eight million employees and their families at over 115,000 companies. The company has approximately 5,000 employees in the United States and a network of over 3,200 financial representatives in more than 80 agencies nationwide. For more information about Guardian, please visit ********************* About Park Avenue Securities LLC Choosing to succeed is an easy decision. Making it happen is a different story. Park Avenue Securities makes your job easier - when your job is getting new business, our job is helping you keep it. With Park Avenue Securities, you're able to offer your clients more financial options than ever before, giving you the unique opportunity of going after new business from your current relationships. You're also in a prime position to enter new markets you hadn't before considered. As the retail broker-dealer and investment advisory arm of Guardian, Park Avenue Securities provides you with the means to move your clients and your business forward. There's never been a better time to take the avenue towards your success.

Citizens only** Additional Qualifications Key personnel shall also meet the following qualifications: • Computer Skills: Applicant shall have the ability to use MS Word, MS Excel, MS Outlook, MS Access, and other databases as well as Adobe Acrobat Professional. Experience with Relativity is a plus. • Communication skills are extremely important. Applicant shall work and interact professionally and effectively with all levels of staff. • Ability to meet established deadlines and work as a team player in a professional office. • Skill in meeting and dealing with people in a courteous and tactful manner. • At least two years of litigation paralegal experience required; civil practice, including discovery support or financial collection experience is very helpful. • At least one year of experience in automated litigation support.

Headquartered in Farmington Hills, Michigan, RHP Properties (************ is the nation's largest private owner and operator of manufactured home communities. With over 370 communities throughout 30 states, we continue to expand our footprint to provide accessible and affordable housing across the country. All of this would not be possible without the energy and drive of our talented team members! We invest in our employees, with regular training, opportunities for advancement, and team events to bring everyone together. We have an exciting opportunity available for an Acquisitions Analyst to join our team. This role is responsible for assisting the acquisitions department in the evaluation of real estate investments. As an Acquisitions Analyst, you will: Conduct comprehensive underwriting and due diligence procedures on prospective real estate acquisition opportunities. Prepare accurate financial models, projections, and analyses on prospective property acquisitions, including property operational underwriting and return on investment modeling. Present models of potential acquisitions to appropriate team members and partners in person or via conference call, effectively communicating all assumptions made and any changes to the model as the deal progresses. Utilize or enhance existing Excel acquisition-underwriting templates and maintain other financial and analytical model templates for use in analyzing prospective properties, as well as track and communicate all model template updates to appropriate team members. Review, analyze, and comprehend a variety of real estate documents, including rent rolls, budgets, operating statements, expense recovery reconciliations, loan agreements and other information used in the underwriting process. Prepare and present results of all work in a clear and concise manner, both verbally and in writing. Lead conference calls to discuss models, due diligence findings, and business plans. Communicate with brokers, sellers, lenders, and third parties as appropriate and needed to effectively understand and underwrite transactions. Manage the deal flow and ensure transaction deadlines are met. Track and maintain a pipeline of deals whether they are on the market, off the market, or have sold to another buyer. Maintain and organize the Acquisition team's property files in hard copy, on the network hard drive, and company Intranet. Other financial and accounting duties or supervision of duties as assigned. Job Requirements: A minimum of 2 years of financial analyst experience required Bachelors Degree in Finance, Accounting or Business required Ability to analyze financial results, display initiative and exhibit strong organizational skills Strong verbal and written communication skills High proficiency with Microsoft Excel mandatory including utilization of multi-tab underwriting model and the ability to modify the model to fit special circumstances Experience with financial modeling Detail-oriented and the ability to multitask and be a team player in a fast-paced environment. Must live in Michigan Compensation: This is a full-time opportunity with competitive compensation. Benefits include medical, dental and vision insurance; short-term and long-term disability; life insurance; paid time off and holidays; flexible spending; and 401k.

Primary Function: The Analyst will support decision making through the analysis of yield data and horticultural costing and provide findings and recommendations to management. The Analyst will ensure accepted and uniform analysis methods are applied and ensure that Key Metrics are developed for evaluation and later performance tracking. The Analyst will assist management in the evaluation of business performance and trend analysis and identify root cause factors and recommendations for improvement. The Analyst will provide support in these areas to all MPL owned farms. Values: To perform the job successfully, the incumbent's behavior must be consistent with the PRIDE values expected of all Mastronardi Produce employees be Passionate; have Respect; be Innovative; be Driven and strive for Excellence. Primary Responsibilities: • Responsible for analysis related to horticultural costs for all Greenhouses, all crops, and all varieties. • Will roll out support of annual planning and yield analysis throughout the year. • Responsible for Crop Row Allocation analysis. • Conduct #2 and trash analysis for each crop. • Responsible for supporting the annual budgeting process for their responsible areas of MPL Farms. • Responsible for packaging analytics & costing and the annual packaging budget for MPL Farms. • All Analysis will support the over-arching goal of margin per SKU and per m2. • Analyze financial data and extract and define relevant information; interpret data for determining past financial performance and/or to project future costs and benefits. • Support periodic forecast, budget planning, and close processes, and facilitate periodic reviews. • Determine costs of business activities and recommended budget adjustments or other cost improvement measures. • Perform scenario, simulation, and sensitivity analysis where required. • Design, improve, and maintain moderate to complex models for cost analysis. • Independently perform variance analysis summarizing key drivers, insights, and risks/ops into succinct high-level commentary. • Assist in building business cases to support and guide business decisions. • Maintain processes to ensure data quality and accuracy. • Assess data, process, and reporting needs, define requirements, support testing efforts and execute assigned implementation and support of corporate business systems. Education/Background Requirements: • Bachelor's degree in finance, Accounting, or related field required. • Three years of related analytical experience required. • CPA, CMA, CBA or related background preferred. Specific Knowledge, Skills and Abilities Required • Experienced in designing dynamic financial models in performing scenario analysis. • Advanced skills in Microsoft Excel and Access. • Communications, customer service, change management, and process improvement skills and experience. • Proficient in analysis of financial and operating information to facilitate decision making and recommending actions to improve performance. • Advanced MS Excel and Access capability, including experience in cleansing and manipulating large data sets for reporting and analysis. • Experience in VBA and SQL preferred. • Experience operating in a fast-paced environment. • Ability to work independently. • Ability to synthesize disparate information and deliver meaningful insights. • Must be flexible and willing to adapt to changing requirements and priorities. • Exceptional organizational skills and attention to detail. Working Conditions: • Typical office environment. • May periodically travel to visit company greenhouses in USA and Canada

Senior Financial Analyst The Financial Analyst III role will be responsible for providing financial support, maintaining financial oversight, and making recommendations on financial issues to their assigned business unit(s) leaders. This role will act as the secondary/supporting financial partner for the assigned business unit(s) management team. Position Responsibilities: Review and Analysis of Monthly Results Coordinate and execute the review of monthly reporting and results process with assigned business unit(s). Provide analytical support and recommendations on key financial issue, which includes the research and explanation of variances to the plan in coordination with assigned business unit(s). MIS Issue Resolution Proactively resolve MIS issues impacting performance and review impact with business unit(s) and Divisional Financial Officers. Monthly / Annual Forecast Process Coordinate and execute the monthly / annual forecast analysis process with assigned business unit(s) including the development of targets and coordination with Division Finance Officers and management. Financial Analysis Support Provide financial support to business units. Maintain financial oversight and make recommendations on financial issues to assigned business unit (s). Act as primary financial partner for assigned business unit(s) and be an active participant at team meetings. Project Management Provide project financial support and analytics related to financial and other performance metrics to assigned business unit(s). Communications and Presentations Lead and/or present financial analysis and results to business unit(s). Position Qualifications Bachelor's degree from an accredited university 2 years of experience in financial analysis 2 years of experience using MIS OR financial reporting/systems tools such as Hyperion 2 years of experience in building financial models 2 years of experience with MS Office including intermediate proficiency in Excel (pivot tables, graphs, charts),Power BI 2 years of experience managing a small to medium projects 2 years of experience presenting data to management Work Best Category: Category C - Days in the office will either be designated days or will vary week to week from 2-5 days Hours: 8:00am - 5:00pm Monday - Friday Salary: To Be Determined Based on Individual Experience About Comerica We know our employees are critical to our overall success and we are dedicated to investing in their future. One of the ways we do this is to offer a comprehensive Total Rewards package designed to recognize and reward individual performance, as well support health, well-being, development and security for our colleagues and their family. Total Rewards consists of cash compensation, development and flexible benefit programs designed to meet individual needs today and in the future. Your salary will be commensurate with your work experience and our programs are reviewed regularly to ensure each remain competitive. We are proud to offer benefits such as health and welfare programs, strong retirement benefits, and generous paid time off programs. You and your eligible family members, including domestic partners and their children, can participate in medical, dental, and vision benefits, 401(k) and pension, income protection benefits such as life insurance, AD&D, and supplemental health programs to offset unexpected health care expenses. We also have a variety of time off programs for things like vacation, sick time, disability, and parental leave. Eligibility for some programs varies based on employment status and tenure. Upon offer, Comerica conducts a comprehensive background and fingerprint check. NMLS certification requirement: where applicable, a favorable background check screening, credit check, fingerprint check, and NMLS certification is required in accordance with the SAFE Act. Comerica Incorporated (NYSE: CMA) is a financial services company headquartered in Dallas, Texas, and strategically aligned into three major business segments; the Commercial Bank, the Retail Bank, and Wealth Management. Comerica's colleagues focus on relationships, and helping people and businesses be successful. In addition to Texas, Comerica Bank locations can be found in Arizona, California, Florida and Michigan, with select businesses operating in several other states, as well as in Canada and Mexico. Comerica is proud to be an Equal Opportunity Employer - veterans/individuals with disabilities, committed to workplace diversity.

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. 📄 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?

Launch Your Financial Career with Entech Staffing in Troy! Are you a detail-oriented, client-focused professional with a passion for the financial industry? Entech Staffing is seeking a dynamic and motivated Financial Advisor Assistant to join a thriving team in Troy! This is an exciting opportunity to provide crucial support to experienced Financial Advisors and contribute to the success of their client relationships. Why Join Us? Growth Opportunity: Gain invaluable experience in the securities industry and build a solid foundation for your financial career. Client-Centric Environment: Play a key role in delivering exceptional service and fostering strong client relationships. Collaborative Team: Work alongside experienced professionals in a supportive and engaging environment. Location, Location, Location: Thrive in the vibrant business community of Troy, Michigan. What You'll Do: Be the Client's First Impression: Efficiently schedule and confirm client appointments, ensuring a seamless experience. Master the Paperwork: Accurately prepare and process client documentation, maintaining meticulous attention to detail. Maintain Client Trust: Ensure the integrity of client records through diligent data entry and management. Communicate with Confidence: Manage client communications with professionalism and responsiveness. Deliver Exceptional Service: Provide proactive and personalized support to enhance the client experience. Facilitate Account Opening: Assist in the smooth and efficient opening of new client accounts. What We're Looking For: A proactive and highly organized individual with a strong work ethic. Excellent communication and interpersonal skills. A passion for providing exceptional client service. Proficiency in managing and maintaining accurate records. A keen eye for detail and a commitment to accuracy. Bonus Points: Active Series 7 license. Previous experience in the securities industry. Ready to take your career to the next level? If you're a motivated and client-focused individual with a desire to excel in the financial industry, we want to hear from you! Apply today and join our team at Entech Staffing in Troy! Salary $50K to $60K and could be a direct hire for the right candidate. #TLRPG

Company: Barton Malow Holdings Corporate Analyst Barton Malow is seeking a Corporate Analyst to join us at our Southfield, MI location. This position is responsible for auditing vendor payments and employee reimbursements for compliance with our contracts and internal policies. They are involved in vetting and setting up new suppliers and customers and for reporting to management items that impact our cash flow. KEY JOB RESPONSIBILITIES: Audits vendor invoices for contract compliance prior to releasing payment. Audits employee expense reports for compliance with our Travel and Expense policy. Identifies or sets up new vendors. Reports on compliance metrics and suggestions for areas for improvement. Provides information on current-day payments as well as anticipated payment for cash flow purposes. REQUIRED KNOWLEDGE, EDUCATION, EXPERIENCE, SKILLS, AND ABILITIES: Bachelor's degree, preferably in Accounting, Finance, or Business Management. Over 5 years of accounting experience, with a preference for roles involving Accounts Payable, Accounts Receivable, Treasury, reporting, and process improvements. Experience with an ERP system, ideally SAP. Other acceptable ERPs include PeopleSoft, Oracle, Epicor, and Microsoft Dynamics. Strong verbal and written communication skills. Demonstrated leadership in their work or volunteer history. Barton Malow is an equal opportunity employer and does not discriminate on the basis of race, color, national origin, sex, religion, age, disability, sexual orientation, gender identity, veteran status, height, weight or marital status.

Location Note: This a hybrid role for our Troy, MI office. The role is expected to be in person for the first 90 days, then can move to a hybrid schedule. The Purpose of Your Role: We are offering a highly accomplished financial planner professional an opportunity to develop new business and be a critical contributor on our financial planning team. Our financial planners have a proven track record of offering fiduciary guidance to our private client group. Their expertise supports all aspects of financial planning including investment strategy, insurance, aligning with our client's short and long term goals and helping them become financially fit. Filling this critical role is an integral part of Sentinel's growth plan and the successful candidate will have demonstrated that they are among a very small group of elite financial professionals in our industry. Our financial planning team works in a fiduciary capacity. We do more than provide investment expertise-we take the time to understand our client's financial goals and relate to their concerns. The right candidate has the ability to lead, train, and motivate their peers and clients. What you'll bring to Sentinel: Planning/Organizing - Prioritizes and plans work activities, uses time efficiently Professionalism - Approaches others in a tactful manner, reacts well under pressure, treats others respectfully, follows through on commitments Quality - Demonstrates accuracy and thoroughness Strong sense of urgency and accountability; results-oriented Team player; puts success of team ahead of self Knowledge and full understanding of mutual funds, retirement planning, retirement plans, healthcare planning, and has a genuine interest in continuing to learn about such matters, ability to communicate subject matter clearly and in simple terms Ability to work as part of a group or independently, patient, passion for both sales and service What you'll be responsible for: Engage and educate Sentinel's retirement plan participants so that they fully understand the retirement plan and make informed decisions for their situation. Assist participants in preparing for the financial aspects of retirement. Communicate the retirement plan offering via group meetings at the client company. Meet one on one with participants to answer any personal questions about the plan or possible other financial matters. Conduct webinars to communicate the plan, when appropriate. Build personal relationships with participants. Convey retirement planning subject matter in a simplified way. Through consultative selling techniques, drive revenue growth within assigned book of business. This would include life insurance, long term care and disability insurance. Support new sales and market development initiatives Exhibit understanding of key features and benefits of Sentinel's products and services Proactively keep Supervisor informed of key activities with assigned clients Office environment, up to 50% travel may be required. About you: We are looking for natural leaders who have outgoing personalities and are not afraid to meet, build, and network relationships. We are looking for innovative thinkers to drive our business forward-someone with an entrepreneurial spirit, customer focus, drive, determination, and the strength of character to challenge the status quo. Our industry is forever changing and we are looking for someone who is flexible and willing to embrace change. Preferred qualifications: Proficient in Microsoft Office applications ERISA and retirement plan knowledge (or interest in obtaining the necessary knowledge) Bachelor's degree FINRA Series 6 or 7, 63 and 65 or 66 Life Accident & Health licenses Nice to haves: 3+ years of experience CFP designation or interest in obtaining Familiarity with programs such as eMoney Advisor What you'll be part of: Joining our company means becoming part of something special. We're driven by a mission to excel in our industry and within our team, supported by people who truly care about our organization. Sentinel was recently recognized by The Boston Globe as a Top Place to Work in 2020 and 2023. In 2021, 2022, 2023 and 2024, Sentinel earned a Top Workplace USA Award from Energage. At Sentinel, we welcome people from diverse experiences, backgrounds, and perspectives - and we wouldn't have it any other way. So even if you don't meet every single requirement, please consider applying if you like what you see. Our priority is to find talented individuals who enrich our team culture, contribute with enthusiasm, and are passionate about what they do. Sentinel is an equal opportunity employer and welcomes everyone to our team. If you need reasonable adjustments at any point in the application or interview process, please let us know. Some of our Benefits: PTO (vacation, sick, personal time bank) FTO (Flexible time off for vacation, sick, and personal time) after 2 years of service 12 Paid Holidays (10 stated and 2 floating holidays) 2 Community Volunteer Days 5 Summer Half Days Medical, Dental, Vision Life Insurance LTD & STD Retirement Plan with 4% Employer Match Parental Leave See What We Stand For: **************************************************** Who we are: Sentinel Group proudly serves nearly 5,000 clients throughout the U.S. For 35+ years, we've remained devoted to positively impacting the lives of our people, our clients and our communities. With a 9-year average associate tenure among our 265 professionals, our team's commitment to excellent service has positioned Sentinel as the only provider who makes benefits EASY: easy for your people; easy for your business; and easy for you. Our ultimate goal is to help companies and their employees prepare for their future health, wealth and retirement needs. Whether it's through retirement plans, group health insurance, reimbursement accounts or financial planning, we engineer simple solutions and continuously strive to make them better. Our in-house experts - and their commitment to excellence - define who we are. Sentinel is also one of the largest employee benefits firms in Massachusetts (Boston Business Journal) and was named a 2022 Retirement Plan Adviser of the Year in the Mentorship category (PLANADVISER Magazine).

Description: Becoming a Financial Advisor 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. 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 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. 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 revenue1: Average 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 support2 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 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 About Northwestern Mutual 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 a personalized digital experience and industry-leading products to give our clients the ability to successfully navigate their financial lives. Our tailored, integrated 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 Advisors are valued partners and proud business owners. As such, they are considered independent contractors3 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: Top 5 US Independent Broker-Dealers4 Unsurpassed financial strength with total company assets of $366 billion5 Recognized for6 Financial Soundness, Quality of Products/Services, Social Responsibility, and Quality of Management Fortune 500 company (June 2024) Forbes' Best Employers for Diversity (2023) Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index (2023) 2024 Training APEX Award winner 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. 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. 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. 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. Ranking for Northwestern Mutual Investment Services, LLC (NMIS) based on total 2023 AUM, which includes figures that combine NMIS brokerage account activity and AUM with account activity and AUM of investment advisory account of NMIS's affiliate Northwestern Mutual Wealth Management Company (NMWMC), which are held through NMIS. Source: InvestmentNews , April 2024. 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: 08/24 (Aaa, Moody's Investors Service), 08/23 (A++, A.M. Best Company), 07/24 (AAA, Fitch Ratings), 04/24 (AA+, S&P Global Ratings). Ratings are subject to change. Total company assets as of June 30, 2024. To determine the best-regarded companies in more than 50 industries, FORTUNE asked executives, directors, and analysts to rate enterprises in their own industry on nine criteria. Details at fortune.com.

Bankers Life , one of the most respected brands in the Financial Services industry, is seeking ambitious individuals to grow our team of Financial Professionals. We offer award-winning training, access to mentors, and a workday that can be built around your lifestyle. As a Financial Services Professional, you will: · Build a client base by growing relationships with your network and providing guidance · Gain expertise through sponsored coursework and proprietary agent development training · Guide clients through important financial decisions using the latest software and our expansive product portfolio · Pathways to develop your Financial Professional career including leadership, wealth management, and retirement planning What makes a great Financial Services Professional? · The ability to present complicated concepts effectively and maintain uncompromising principles, such as honesty and integrity · Self-motivation to connect with company provided sales leads and network with new clients · Strong relationship building, communication, and time-management skills · A competitive and entrepreneurial spirit to achieve success both for yourself and others What we offer: · Highly competitive commission structure designed to grow with you · Passive income opportunities and bonus programs · Fully paid insurance licensing, SIE, Series 6, Series 63, CFP · Award-winning training - Bankers Life has been named as a Training Apex Award Winner for the twelfth consecutive year · Flexible in-office schedules once you complete your agent training · Progressive advancement opportunities · Retirement savings program and more Bankers Life , a subsidiary of CNO Financial, is a Fortune 500 company with a strong commitment to diversity and inclusion. We value an inclusive and belonging environment where everyone's different viewpoints bring new successes! Please visit our career site to learn more about our mission: ********************************

Do you have a desire to be part of a team of talented people who are driven by new challenges and want to grow in their careers? If you are highly motivated, have strong interpersonal skills, and want to make an impact, you may be an ideal candidate for a career at The Western and Southern Life Insurance Company (Western & Southern Life), a member of Western & Southern Financial Group, a Fortune 500 company. As a Financial Representative, you will work with current and prospective clients in your community to understand their financial needs and goals and recommend impactful solutions from a comprehensive line of products, including life insurance, so that they can protect what matters most. The Ideal Place for a Career As a full-time Financial Representative, you will also be eligible to participate in Western & Southern Life's benefit plans, subject to the terms of those plans. Our benefits plans include medical and dental insurance, as well as access to an Employee Assistance Program, a 401(k) plan with a company match, and a defined benefit pension plan (we are among just 15 of the top U.S. companies still offering a traditional Defined Benefit Plan). See the list below of other benefits that may be available to you in this role, per the terms of their respective plans, policies, and programs. A Successful Financial Representative Our field offices welcome candidates with diverse backgrounds, including financial services newcomers, military veterans, college graduates, and experienced financial representatives. Our most effective Financial Representatives are: Customer-focused Effective Communicators Natural Networkers Results-driven Resilient Collaborative If this sounds like you, we encourage you to explore the possibilities, and apply today! From Fortune ©2024 Fortune Media IP Limited. All rights reserved. Used under license. Fortune and Fortune 500 are registered trademarks of Fortune Media IP Limited and are used under license. Fortune and Fortune Media IP Limited are not affiliated with, and do not endorse the products or services of, The Western and Southern Life Insurance Company.