Finance Consultant Jobs in Holland, MI

Investment Banking Associate - Mergers and Acquisitions Team (Industry Generalist) FINNEA Group is a preeminent investment banking and financial advisory firm specializing in mergers and acquisitions ("M&A"), financial planning & analysis (“FP&A”), restructuring, and capital-raising activities for both private and public clients across a broad range of industries. Principally focused on the middle market, FINNEA Group is based in the Midwest and seeks to hire a talented, ambitious, and entrepreneurial Associate for the investment banking M&A team in its Grand Rapids, Michigan office. Responsibilities Participate in all stages of the M&A and capital raising processes Develop strategies to position clients in the market and achieve optimized outcomes optimally Construct fully integrated, detailed financial models Conduct industry research in support of client engagements and business development activities Perform relative and intrinsic valuation analyses Develop detailed, ad-hoc analyses from large, complex financial and operational datasets Support clients in solving critical business issues by providing extensive data analysis, process improvement efficiencies, and thoughtful presentations that clearly communicate results Prepare marketing materials for M&A transactions, including teasers, information memoranda, and management presentations, among others Skill Requirements Predisposition to think strategically and critically about mergers and acquisitions Objective, fact-based approach to problem-solving Analytically oriented with significant financial modeling experience and superior attention to detail Ability to learn quickly and multitask with minimal supervision in a fast-paced, self-motivating environment Strong organizational skills Exceptional written and verbal communication skills Desire to pursue a long-term career in investment banking Works collaboratively in a team setting and helps propagate a collegial firm culture Advanced proficiency with Microsoft Excel, PowerPoint, and Word Qualifications Undergraduate degree required; preferably in Finance, Accounting or Economics with a strong academic track record Professional experience in investment banking a plus At least 2 years of relevant professional experience - financial services/consulting/Big 4 accounting or similar

Charter Capital Partners is a premier investment banking firm headquartered in Grand Rapids, Michigan. We offer a comprehensive range of investment banking and private capital investing advisory services, including buy‐side and sell‐ side M&A, succession planning, business valuation, and capital raise. Charter is a close‐knit team that is strongly focused on results. We offer a warm and welcoming work environment, combined with an emphasis on productivity and efficiency. Overview The Associate supports M&A client engagement projects and private investment activities, playing an integral role in all aspects of deal execution to deliver high quality advice to our clients. Working directly with senior deal leads as second lead on investment banking transactions, the Associate is an active contributor during every phase of the deal process. The role involves a high degree of exposure to clients and business owners and requires strong project management skills backed by a foundation of advance quantitative skills in order to successfully close transactions. Participation in networking activities to generate new client engagements and representing Charter through community involvement and industry organizations are key aspects of the position. Roles and Responsibilities Coordinate the development of valuations, offering memorandums, marketing plans, strategic and financial buyer/seller contact and qualification, due diligence, client communications, and other necessary and appropriate project requirements. Perform industry research on a regular basis in order to stay abreast of market activity. Work with senior deal team members to define engagement scope, engagement strategy, and execution plan. Supervise and coordinate the activities of Charter analysts and interns. Assist with professional development of junior staff through mentoring and practice development efforts. Develop new business opportunities and work toward a quantified sales goal designated by Managing Directors. Proactively build and maintain relationship with clients, industry professionals, and prospective clients to enhance visibility of the firm. Desired Skills and Credentials Education Requirements: Bachelor's degree with major in Finance, Accounting, or Economics. Experience: Three to five years of work experience in mergers and acquisitions or other financial advisory services; investment banking experience is preferred. Business Development Skills: Candidate must be willing to devote time to developing current and future prospects, not only for M&A opportunities, but also to support all of the firm's business lines. Interpersonal Skills: Strong written and verbal communication skills are essential. Demonstrated leadership ability, attention to detail, and a commitment to excellence are greatly valued. Analytical Skills: Candidate must be highly proficient in analyzing financial statements and business models. Candidate must be able to review pertinent research on market trends, competitor products, and customer profiles in order to develop and support an investment thesis for a specific industry sector or market. Technical Skills: Candidate is expected to be proficient in Microsoft Office and leverage all of Charter's subscriptions and open‐source utilities in order to produce relevant market research. Time Management Skills: Candidate is expected to work on multiple engagements simultaneously, therefore time management and prioritization are necessities in order to thrive in this role. Securities Licensure: Series 63 and 79 licenses are a plus, but not required. Applicants are requested to email a cover letter and resume to ********************************** or use the apply button.

Blackford Capital is a Grand Rapids, Michigan-based private equity investment firm that acquires, manages and builds value in lower middle market manufacturing, distribution and consumer product companies. Founded in 2010, Blackford Capital has established a history of value creation for our investors and management teams. About the Role The purpose of the job is to contribute to the evaluation and execution of investment opportunities by supporting the Deal team in conducting due diligence, financial modeling, and market research to identify and assess potential investment prospects. Essential Job Responsibilities Develop and maintain relationships with industry professionals to support deal sourcing efforts. Contribute to the preparation of accurate and relevant information to be shared with the IC, such as, financial evaluation of investment opportunities, material is created in accordance with the required information and is as accurate as possible, assist in following up on questions / requests after each IC meeting, maintain documentation of decisions and requests by IC members. Assist in developing and maintaining financial models to evaluate potential investment opportunities, including financial projections, cash flow analysis, and sensitivity assessments. Collaborate with the VP and Associate in conducting due diligence on target companies, analyzing their financial statements, industry dynamics, competitive landscape, and relevant market trends. Ensure all follow ups from lenders and LPs are answered in a quick and precise manner, maintain updates on financing processes (mainly debt side), work with the VP to lead lender discussions, and conduct and provide ad-hoc analysis as required. Ensure all closing documents are secured and stored in our repository, work with the management teams to manage post-closing initiatives and work as the liaison between the management team and BFC, work with the management teams to conduct weekly progress meetings, board meetings and other activities for value creation. Qualifications Bachelor's Degree Required Experience 1 - 3 years' experience in Private Equity, investment banking or M&A, exposure to manufacturing industry preferred Preferred Skills Highly analytical; extensive financial modeling skills and experience in Excel Previous successful transaction experience on either the buy or sell side Knowledge of business growth strategy and the risk/return characteristics of private equity investment opportunities Previous M&A transaction experience on either the buy or sell side Extremely organized Strong interpersonal and communication skills Clear, concise writing skills Self-directed, self-motivated, hard-working, strong initiative Ability to be adaptable in a fast-paced, ambiguous working environment Willingness to work long hours when required Pay range and compensation package Competitive compensation based on experience 401k plan with employer match Extensive PTO Program Parking provided Employer provided health, dental, and vision insurance with 90% employer covered premium Equal Opportunity Statement Blackford Capital is an Equal Opportunity Employer and considers applicants for all positions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, genetic information, veteran status, or any other characteristics protected by law.

Apply Here: ************************************************************************************** FINANCIAL ADVISOR As a Financial Advisor you will build long-lasting relationships, offer guidance, and provide solutions to help clients meet their financial goals and objectives. Financial Advisors are supported by training programs, mentoring and unlimited access to resources to assist their clients. They are supported by a network of specialists who together provide guidance on: Comprehensive Financial Planning - Personal Planning Analysis - Asset & Income Protection - Education Funding - Investment & Advisory Services - Trust Services - Estate Analysis - Retirement Solutions - Business Needs Analysis - Employee & Executive Benefits JOIN OUR CHAMPIONSHIP TEAM Our financial advisors have been helping clients achieve financial security goals for over 160 years. We are searching for special individuals to help us carry on that tradition. No financial experience required. This position is best suited for entrepreneurial individuals with a desire for ownership and growth. We will train, coach, mentor and develop the right candidate in our National Training Program and Financial Planning Academy. Here, you'll have access to award-winning training, technology, planning tools, and supportive mentors to help you deliver expert advice to your clients. We want people with different backgrounds and work experience, including but not limited to: Executive Leaders Community Influencers Prior Sales and/or Business Professionals Financial Management, Insurance, and/or Financial Services Professionals Former Athletes Individuals with Military Background Graduates with 4-Year Bachelor's Degree (preferred) We want people with a variety of skills and character traits, including but not limited to: Self-starter, driven, and highly motivated History of success Strong interpersonal and networking skills Desire to have a positive impact on local community WHY NORTHWESTERN MUTUAL: Fortune 500 rank: No. 111 (2023) Top 5 U.S. Independent Broker-Dealer Highest financial strength ratings awarded to any US life insurer by all four of the major rating agencies Industry leader in total dividend payout at $7.3 billion in 2023 97% of policy owners stay year after year Recognized by Forbes: Best Employers for Diversity (2023), Best-In-State Employers (2023), Best Insurance Companies (2023), Best Large Employers (2023) and Best Employers for Women (2023) 2024 Training APEX Award Winner Recognized by FORTUNE as one of the “World's Most Admired Companies” (2024) Pay: $80,000.00 - $150,000.00 per year

Are you looking to expand your career and to be part of a successful team? Are you driven, self-motivated, and customer focused? If you enjoy working closely with clients, developing long-term relationships, constantly challenging yourself, and providing superior customer service and expertise, when we would like to talk to you! Our established financial service firm, Drake & Associates, in Grand Rapids, MI is seeking to add a Financial Advisor to our Team! The Financial Advisor will have the opportunity to meet one-on-one with the company leads. Duties include: meeting with prospective families to share the value proposition of working with Drake and Associates, participation in public seminars and marketing efforts. Are you a hunter? Tired of prospecting? Join a firm where the families come to you! Key Traits: ● Strong initiative ● Positive attitude ● Ability to create connection with families ● Persistence ● An entrepreneurial perspective to build a client base ● Persuasive ability Minimum Requirements: ● College degree preferred ● 3+ years of financial services experience with an emphasis on sales ● Life and Health Licensed; Series 65, or 66 and 7. ● Strong organizational, prioritization, interpersonal, and management skills ● Strong mathematical and analytical skills ● Excellent communication skills; both verbal and written ● Proficient with Google Suite ● Experience with Salesforce preferred, but not required Position Responsibilities: ● Prepare, present, and implement customized financial plans ● Assist clients with annuities, life, and long-term care, and managing money ● Provide financial planning advice to include investment, insurance, and retirement ● Develop, manage, and retain strong client relationships Income $150,000 - $500,000 Money for Nothing Three weeks of paid time off each year Retirement We offer Traditional and Roth 401(k)s with our company contributing 3% regardless of team member contributions. Employees under 50 years of age can contribute $23,000 per year in addition to the 3% company contribution. Are you 50+ years of age? You can contribute $30,500 each year in addition to the 3% company contribution. We can also show you how to fund a Traditional IRA or Roth IRA at $7,000 per year if under 50 and $8,000 if 50+. We know a lot about money, it's what we do! Let's Stay Healthy Blue Cross Blue Shield group health insurance plan with a great provider network It's the same health insurance that Tony has for himself. We pay for part of health, dental, and life insurance. Paid time off to go to the doctor, dentist, etc. Hungry? Free coffee, tea, sodas, water, and hot cocoa - all on-site Want To Lend a Hand? We support local charities financially and with paid time off to volunteer Use The Force, Luke! Mentorship is part of the deal. We want to help you as a person, not just as an employee. We'll pay for you to obtain your life insurance license, health insurance license, and Series 65 securities registration. We'll even pay for your Certified Financial Planner designation. Want to get your CPA license? Let's do it. How Do I Get There? Waukesha location is just off the Guerke's Corner exit on I-94. Mequon location is right off I-43 on Mequon and Port Washington Rd Let's have fun! Quarterly team lunches and team-building events off-site Annual Team Holiday Party Paid-for Annual Trips Company hits our goals, let's all travel together! Presented by Advisor Employee Services Thank you for your interest in the Financial Advisor role. Advisor Employee Services, a consulting firm located in Lenexa, Kansas, represents the top 1% of financial advisors in all 50 states in their hiring needs. Please take a moment to explore our website and the services provided. We are not a staffing firm, but together have built a reputable and continuously expanding business model which allows us to pinpoint the exact personnel needs of these established financial advisors. If you feel that you have the skills it takes for the position responsibilities.

FINANCE DIRECTOR (On-Site Role) (The Finance Director will have a Controller and a finance team reporting to them). THE COMPANY Located in Grand Rapids, this division makes industrial B2B components and is part of an OEM business. THE POSITION The Finance Director reports to the CFO and manages two acquisitions that need to be fully integrated. Since this is a private equity backed environment, there is an emphasis on managing for cash with accurate cost and cash flow statements. Key responsibilities include: Integrate the ERP systems from both companies to fit seamlessly into the parent organization. Build a new financial team across both companies, developing and training the financial staff. Ensure timely and accurate monthly financial statements. Improve the standard budget cost system by updating and standardizing labor/overhead rates and reviewing purchase price variances of incoming materials. Perform annual standard cost roll. Perform monthly analysis of variances and initiate corrective action, if warranted. Collection and remitting monthly/quarterly sales taxes in 30+ states to corporate for consolidation and filing. Manage the annual year end audit including preparing PBC documents. Prepare the annual budget. Participate in the preparation for monthly business reviews to executive leadership. Comply with federal, state, and local legal requirements by studying existing and new legislation, anticipating future legislation, enforcing adherence to requirements, filing financial reports, and advising management on needed actions. THE INDIVIDUAL The ideal candidate has Controller experience in a manufacturing company with $75+ million in revenue. Experience in an entrepreneurial or mid-sized industrial B2B company is ideal. He/she will bring cost analysis, ERP integration, and team building to the organization, not simply report on the financial health of the company. This person will be comfortable working in a lean organization in a dynamic, competitive industry. It is essential that the successful candidate be a self-starting, self-managing individual who will fit well within the company's culture. Critical competencies for success include: ERP integration experience with two or more acquisitions is ideal. Must have proven experience with ERP system operation and implementation. Experience recruiting, developing and managing a strong finance team is critical. Strong standard cost accounting skills within a manufacturing environment. Strong control and analytical capabilities. A strong sense of asset and balance sheet management, and a proven grasp of operations, finance and accounting. Technically proficient, with a strong financial mind. Hands-on, comfortable working in a very small team and working independently. Has ideally excelled in a private equity-backed company, strong manager of cash. Foreign sourcing exposure, experience analyzing the cost impact of different freight and tariff variables related to strategic sourcing alternatives. Prior experience in acquisition/merger, joint venture and alliance activities is ideal. Ability to manage remote employees. CPA a plus. This position is ideally suited to an individual who has good analytical skills and stays focused on results - someone who enjoys problem solving, loves challenge, and is committed to continuous improvement. Candidates must reflect the following company-wide traits: Leadership abilities. The mental toughness to handle challenging opportunities and make difficult decisions. A leader and team player, who inspires others, communicates goals clearly and is willing to delegate authority and responsibility. Fair in his/her dealings with people. Committed to the company vision and experience. Integrity and honesty. Conducts himself/herself with the highest ethical and moral standards. Highly productive, loves to work at a rapid pace. Efficient; excellent time management skills. In it for the long haul; a builder. Creativity, openness, enthusiasm, humor, lots of great ideas. Independent problem solver. Organized, articulate. Calm, steady, long range thinker. Warm, kind, honest, a team builder. Loves challenges, continues self-improvement. There is no relocation assistance offered for this role.

**Specialty/Competency:** SAP **Industry/Sector:** Not Applicable **Time Type:** Full time **Travel Requirements:** Up to 60% At PwC, our people in business application consulting specialise in consulting services for a variety of business applications, helping clients optimise operational efficiency. These individuals analyse client needs, implement software solutions, and provide training and support for seamless integration and utilisation of business applications, enabling clients to achieve their strategic objectives. Those in SAP finance at PwC will specialise in providing consulting services for SAP finance applications. You will analyse client requirements, implement software solutions, and offer training and support for seamless integration and utilisation of SAP finance applications. Working in this area, you will enable clients to optimise financial processes, improve financial reporting, and achieve their strategic objectives. Enhancing your leadership style, you motivate, develop and inspire others to deliver quality. You are responsible for coaching, leveraging team member's unique strengths, and managing performance to deliver on client expectations. With your growing knowledge of how business works, you play an important role in identifying opportunities that contribute to the success of our Firm. You are expected to lead with integrity and authenticity, articulating our purpose and values in a meaningful way. You embrace technology and innovation to enhance your delivery and encourage others to do the same. Examples of the skills, knowledge, and experiences you need to lead and deliver value at this level include but are not limited to: + Analyse and identify the linkages and interactions between the component parts of an entire system. + Take ownership of projects, ensuring their successful planning, budgeting, execution, and completion. + Partner with team leadership to ensure collective ownership of quality, timelines, and deliverables. + Develop skills outside your comfort zone, and encourage others to do the same. + Effectively mentor others. + Use the review of work as an opportunity to deepen the expertise of team members. + Address conflicts or issues, engaging in difficult conversations with clients, team members and other stakeholders, escalating where appropriate. + Uphold and reinforce professional and technical standards (e.g. refer to specific PwC tax and audit guidance), the Firm's code of conduct, and independence requirements. **Minimum Degree Required** Bachelor's Degree **Minimum Year(s) of Experience** 6 year(s) **Preferred Knowledge/Skills** Demonstrates extensive knowledge and/or proven record of success in consulting, designing, implementing and leading consulting engagements within the SAP Central Finance suite including: - Demonstrates extensive-level experience in implementing SAP Finance, S/4HANA and Central Finance; - Demonstrates extensive-level experience and a proven record of success leading a team in configuration and implementation of Financial Accounting, Managerial Accounting,Êand Central Finance;Ê - Demonstrates a proven record of success in designing and redesigning Enterprise Data Model especially in the context of preparing for a SAP Central Finance implementation; - Demonstrates extensive abilities and a proven record of success as a team leader of Corporate Finance Processes supported by Central Finance such as central payments, open item management, credit management, and shared services; - Demonstrates a proven record of success as a team leader driving work to establish business requirements are met; - Demonstrates proven thorough abilities to utilize effectively written, verbal, and presentation business communication skills when interacting with clients and firm staff and/or management in a professional services business environment, including articulating technical concepts to business stakeholders and driving development efforts with clients; - Demonstrates proven thorough abilities and success as a team leader by creating a positive environment, monitoring workloads of the team while meeting client expectations and respecting the work-life quality of team members, providing candid, meaningful feedback in a timely manner, and keeping leadership informed of progress and issues; - Demonstrates extensive-level experience in SAP Central Finance and S/4HANA with specific focus on SAP Finance/Controlling/Accounting; - Demonstrates a proven record of experience on how SLT works in multi ERPs source system, mapping through SLT and MDG and defining Central finance future architecture; - Demonstrates extensive-level experience in SAP S/4HANA with reference to Central Finance; - Demonstrates a proven record of success and eagerness to prototype, value case, and grow the practice in the latest S/4HANA Central Finance use cases; - Demonstrates proven success as a team leader as the point of contact with customers for troubleshooting, investigating, analyzing, solving software problems, mapping client business requirements, processes and objectives, and developing necessary product modifications to satisfy customerÕs needs; - Demonstrates proven ability to conduct complex and interactive solutioning workshops; and, - Demonstrates proven experience utilizing technical and industry knowledge to identify complex client issues and build long-term business relationships with key executives through engagement delivery, as well as networking in professional organizations. Learn more about how we work: ************************** PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: *********************************** All qualified applicants will receive consideration for employment at PwC without regard to race; creed; color; religion; national origin; sex; age; disability; sexual orientation; gender identity or expression; genetic predisposition or carrier status; veteran, marital, or citizenship status; or any other status protected by law. PwC is proud to be an affirmative action and equal opportunity employer. For positions based in San Francisco, consideration of qualified candidates with arrest and conviction records will be in a manner consistent with the San Francisco Fair Chance Ordinance. Applications will be accepted until the position is filled or the posting is removed, unless otherwise set forth on the following webpage. Please visit this link for information about anticipated application deadlines: *************************************** The salary range for this position is: $100,000 - $232,000, plus individuals may be eligible for an annual discretionary bonus. For roles that are based in Maryland, this is the listed salary range for this position. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation and more. To view our benefits at a glance, please visit the following link: ***********************************

Tommy's is looking for an Investment Associate to work within its newly launched business unit. Tommy's Express Capital was formed to accelerate growth for corporate and franchise partners. This role will play a critical role in helping to build this entity from the ground up and working at the intersection of finance/investments, fundraising, investor relations, growth strategy, real estate, and franchise development. What can Tommy's offer you? Base pay and eligibility for incentive pay Full insurance package including Health, Dental, Vision, Life, Disability, Employee Assistance 401k match and complimentary financial planning services Paid time off and paid holidays Opportunity for continued education and tuition assistance Valuable learning and development program Significant ability to grow internally for motivated and strong performing team members Fun, energetic, family-oriented work culture with an emphasis on team member morale Growing nationwide brand / presence Position Responsibilities: Financial Modeling and Analysis: Build and maintain complex financial models to analyze different business cases, investment structures, and investor returns Conduct industry, market, and company-specific research and analysis to support financial forecasts and strategic decision-making Prepare detailed financial projections and forecasts Document Preparation: Draft presentations, pitch decks, and investor communications Review and analyze legal documents, such as term sheets and agreements Fundraising Support: Identify, evaluate, prioritize prospective investors Help organize and coordinate fundraising events such as webinars, roadshows, and conferences Support logistics and coordination for investor meetings, ensuring materials are ready and presentations are tailored to specific investor needs Track and report on fundraising progress, providing updates on commitments and potential leads Investor Relations: Assist with maintaining and updating the investor database, tracking commitments, and managing investor correspondence Support in communications with prospective and existing investors responding to investor inquiries, and organizing follow-up meetings Help manage and track key performance indicators (KPIs) related to investor relations efforts Growth Strategy: Help identify, evaluate, and execute growth strategies (e.g., international growth efforts, strategic partnerships) Explore creative financing solutions for franchise partners Team Support: Work collaboratively with franchise development, real estate, data & analytics, and other team members across the organization Participate in brainstorming sessions and support with administrative and logistical tasks as needed Other duties as assigned; duties and responsibilities may change at any time with or without notice. Position Qualifications & Candidate Attributes: Bachelor's degree in Finance, Economics, Accounting, Business, or a related field. Strong academic performance with a deep understanding of financial concepts and modeling techniques. 1-4 years of relevant experience in investment banking, private equity, finance, consulting, or a related field. Internship experience in a top-tier investment bank/financial institution, management consulting, or corporate finance/strategy is preferred Proficient in financial modeling, spreadsheet management (Excel), and presentations (PowerPoint) Strong analytical and quantitative skills with a high degree of attention to detail Excellent communication skills, both written and verbal Ability to manage multiple tasks simultaneously Strong organizational skills Advanced proficiency in Microsoft Office Suite, particularly Excel and PowerPoint Strong work ethic, self-motivated, and driven to succeed Ability to work long hours and meet tight deadlines Team player with a collaborative mindset High level of professionalism, integrity, and attention to detail Work Environment and Physical Demands This job operates in a professional office environment. Open office hours are Monday through Friday from 8:00am - 5:00pm. This role will require longer hours and travel as needed to meet goals and objectives. To successfully perform the essential functions of this job, team member must be able to: Work and commute in all weather conditions Able to effectively communicate, listen, detect, converse with, discern, convey, express oneself and exchange information Able to walk, bend, twist, turn, stoop, climb steps, reach with hands, use hands to fingers Routinely use standard office equipment such as computers, phones, photocopiers, filing cabinets Work in a fast-paced environment where they will often be multitasking Move about inside the office to access standard office equipment Constantly operate a computer and other office productivity machinery such as keyboard, copy machine and printer Remain in a stationary position 50%+ of the time, alternating between sitting and standing Ability to move and lift up to 30 pounds Overview of Tommy's Family of Companies: Tommy's Express is a national franchise for outstanding car washes and car care services. Powered by industry leading technology and decades of experience and planning, Tommy's Express car washes deliver a cutting-edge car wash experience unlike anything you've encountered before. Our fully automatic washes feature advances including the easy-loading car wash dual belt conveyor, wide open car wash bay for natural lighting, advanced presoak and sealer services, and free high-power self-serve vacuums on site. Tommy's Express Operations consists of a number of corporately owned Tommy's Express car wash locations across the country. This is a quickly growing operation with intentions to open or acquire 3-5 new locations per year. Tommy Car Wash Systems (“TCWS”) is the power behind our Tommy's Express equipment. TCWS is a team of passionate car wash professionals working to create opportunities for our partners to become the best car wash operators they can be. We provide modular building designs, robust stainless-steel car wash equipment, an advanced Wash Club license plate reader system, the Tommy Transporter belt, high performance wash detergents, and an industry-leading franchise opportunity. At Tommy Car Wash Systems, we have a solution for almost any size operator. Our team has assisted in the development of hundreds of some of the most successful car washes around the world. Together, Tommy's Express and Tommy Car Wash Systems make up the Tommy's Corporate brand, headquartered in Holland, MI.

At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships. Job responsibilities Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management Demonstrate a deep understanding of financial markets and sound business judgement Exhibit unwavering integrity that points toward doing right by clients at every opportunity Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments Provide a holistic view of clients' needs and financial coaching beyond investments Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want Required qualifications, capabilities, and skills At least 2 years in a Financial Advisor role or equivalent financial services experience Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners Demonstrated ability and commitment to goals-based planning and advice A valid and active Series 7 A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment Preferred qualifications, capabilities, and skills Certified Financial Planning (CFP ) certification is preferred Bachelor's degree preferred INVESTMENT AND INSURANCE PRODUCTS ARE: • NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.

At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships. Job responsibilities Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management Demonstrate a deep understanding of financial markets and sound business judgement Exhibit unwavering integrity that points toward doing right by clients at every opportunity Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments Provide a holistic view of clients' needs and financial coaching beyond investments Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want Required qualifications, capabilities, and skills At least 2 years in a Financial Advisor role or equivalent financial services experience Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners Demonstrated ability and commitment to goals-based planning and advice A valid and active Series 7 A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment Preferred qualifications, capabilities, and skills Certified Financial Planning (CFP ) certification is preferred Bachelor's degree preferred INVESTMENT AND INSURANCE PRODUCTS ARE: • NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.

At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships. Job responsibilities Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management Demonstrate a deep understanding of financial markets and sound business judgement Exhibit unwavering integrity that points toward doing right by clients at every opportunity Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments Provide a holistic view of clients' needs and financial coaching beyond investments Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want Required qualifications, capabilities, and skills At least 2 years in a Financial Advisor role or equivalent financial services experience Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners Demonstrated ability and commitment to goals-based planning and advice A valid and active Series 7 A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment Preferred qualifications, capabilities, and skills Certified Financial Planning (CFP ) certification is preferred Bachelor's degree preferred INVESTMENT AND INSURANCE PRODUCTS ARE: • NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.

At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships. Job responsibilities Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management Demonstrate a deep understanding of financial markets and sound business judgement Exhibit unwavering integrity that points toward doing right by clients at every opportunity Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments Provide a holistic view of clients' needs and financial coaching beyond investments Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want Required qualifications, capabilities, and skills At least 2 years in a Financial Advisor role or equivalent financial services experience Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners Demonstrated ability and commitment to goals-based planning and advice A valid and active Series 7 A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment Preferred qualifications, capabilities, and skills Certified Financial Planning (CFP ) certification is preferred Bachelor's degree preferred INVESTMENT AND INSURANCE PRODUCTS ARE: • NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.

The Portfolio Analyst within our Strategic Portfolio and Business Development (SPBD) organization will play a crucial role in supporting the strategic growth and optimization of our pharmaceutical product portfolio. The successful candidate will be responsible for analyzing and evaluating existing and potential product opportunities, providing comprehensive reports and recommendations to Director Portfolio Management, and ensuring that our portfolio aligns with the company's long-term objectives. Job duties: Product Analysis: Conduct thorough analysis of potential product opportunities, including forecasting and financial modeling, market research, and due diligence. Portfolio Monitoring: Continuously monitor the performance of existing products, identifying trends, risks, and opportunities for improvement. Reporting: Prepare detailed reports and presentations for senior management, offering insights and recommendations based on the latest data and market developments. Strategic Planning: Collaborate with the SPBD organization to develop and implement strategic plans for portfolio growth and optimization. Risk Management: Assess and manage risks associated with product opportunities, ensuring alignment with the company's risk tolerance and investment criteria. Market Research: Stay abreast of market trends, industry developments, and competitor activities to inform product decisions and strategy. Liaise with other functions on topics such as new project kick-off meetings, R&D project feasibility and updates, legal assessment and updates, launch management, operations planning, and commercialization/competitive scenarios. Update portfolio information tools, reports and databases as new information becomes available. Required qualifications: Bachelor's degree in Pharmaceutical Sciences, Finance, Economics, Business Administration, Intellectual Property Management or a related field. Minimum of 2 years of experience in product ideation, market research, pipeline valuation within the US pharmaceutical industry with preference for generics (In lieu of industry experience, candidates with a background in pharmacy (Pharmacy Tech, MS Pharmacy or PharmD) may be considered if analytical and financial skills are present.) Strong analytical and quantitative skills, with the ability to interpret scientific and financial data. Proficient in Microsoft Office Suite (Word, Excel, PowerPoint) and other relevant software. Preferred qualifications: Master's degree Exposure to pharmaceutical datasets and analytics tools (e.g. IQVIA, Cortellis, Global Data, IPD Analytics, PriceRx, FDA websites) is highly preferred. Experience in generic pharmaceuticals industry Key competencies: Since its beginning, Padagis has been undergoing the process of identifying what we believe will lead to the success of our organization in a competitive landscape. To that end, we have developed a set of five “core” competencies. We strive to bring employees on board the journey with us who exemplify these key competencies: Service delivery - Understand who your internal and external customers are, identify their needs, and deliver value above their expectations… Active collaboration - Seek opportunities to work together across teams, function, business units, and geographies to seek success… Demonstrate agility - Proactively identify changes in our environment and act quickly, leading or embracing change… Think differently - Create, develop, and implement new ideas, products, services, or processes that involve introducing something new or significantly improving something that already exists… Excellent execution - Achieve outstanding results in all aspects of our organization, including our culture, leadership, strategy, and processes… About us: At Padagis our focus is on health care products that improve people's lives. We are a market-leading generic prescription pharmaceutical company that specializes in “extended topical” medications, like creams, foams, mousses, gels, liquids and inhalable products. It's a great time to join our team because we have a high growth trajectory with now more than 1,300 employees across six locations in the United States and Israel. We've already established a successful track record of launching first-to-file and first-to-market generic pharmaceutical products that have helped to make prescription products more affordable for patients and reduce costs for the healthcare system. Our team members work in a dynamic environment where opportunity is built on a foundation of honesty and transparency. Please consider joining our team where great things are happening and you can make a difference. What's Next: At Padagis a real recruiter AND the hiring manager will review your application, not just a bot. This means we pay special attention to each application submitted for the position. While it could take a couple of days for us to get back with you, please know that we appreciate you applying for the open position and ask that you monitor your email.

Hantz Group is a Michigan-based financial company that works with individuals and businesses to help them achieve their financial goals. We are a Family Office that manages over $11B+ of assets, has 20+ offices and over 600 employees. We offer a multitude of services tailored to each individual client. We deliver a team of professionals that are experts in their specific disciplines yet work in collaboration to coordinate superior outcomes for our clients. By taking our holistic approach, we strive to reduce stress and save time for our clients so that they can focus on what's most important for their families. Areas of Focus: Asset Management Financial Planning and Retirement Insurance Tax Strategy and Planning Cash Flow Analysis Debt Strategies Estate Planning Property and Casualty Insurance The Holistic Approach to Financial PlanningHantz Group recognizes that each area of one's financial situation impacts the other and that is why we offer a holistic approach to our client's financial planning. Financial Planning is the core of our holistic approach. Whether you are just starting your career or an experienced advisor, Hantz Group offers ongoing support for you to build your practice. As a Financial Advisor, you will work alongside experts in investment management, mortgage financing, debt strategies, estate planning, property and casualty insurance, life insurance and retirement to provide holistic and complete advisory to our clients. Essential Job Functions: Develop and Maintain Client Base Analyze Investment Opportunities and Client Needs, and Recommend Appropriate Strategies Market and Sell Appropriate Investment Products Prepare and Deliver Presentations to Clients and Prospective Clients Attend Meetings and Continuing Education Sessions Comply with All Industry Rules and Regulations All Other Task Assigned Education/Knowledge & Skills: Bachelor's Degree or Equivalent Experience Strong Written and Verbal Communication Skills Must be Highly Motivated Ability to Work Well Under Pressure with Multiple Priorities and Deadlines Possess Leadership Qualities and an Entrepreneurial Spirit Must Have a Strong Work Ethic Must be Able to Obtain Required Licenses* Benefits: Health/Dental/Vision Insurance, Paid Time Off, 401K, Vol LTD, Vol Life, Flexible Spending Eligibility Requirements Vary *Required Licenses- FINRA Securities Industry Essentials, FINRA Series 7, FINRA Series 66, State Life, Accident & Health, Variable Contracts, State Property & Casualty | HFSI will sponsor and pay for all required licensing on a loan basis. The Company does not discriminate in employment opportunities or practices on the basis of race, color, religion, sex, national origin, age, height, weight, disability, marital status, or any other characteristic protected by law. As a growing organization, Hantz Group has many opportunities within our multiple office throughout the state of Michigan and northern Ohio. We ask that interested individuals apply to only one position. Any other opportunities or positions can be discussed should we extend an invitation for an interview.

The Investment Analyst is an integral part of a dedicated and highly skilled team, responsible for providing outstanding customized service to our clients. The Investment Analyst will develop their analytical acumen through rigorous investment diligence and research. The individual in this role will work collaboratively with other teams and third parties to assist in coordinating investment efforts while delivering an outstanding overall Client experience and outcome. Reporting Relationship: Chief Investment Officer DUTIES & RESPONSIBILITIES: Operations: • Ensure the accuracy of investment portfolio data, including performance metrics and market values, to support the oversight of a multi-asset class and multi-manager investment program. • Become an expert on the investment reporting system to ensure accurate and timely delivery of investment-related reports. • Manage daily operational processes, including coordination of all investment-related transactions. • Manage relationships with external service providers, including investment performance systems, custody banks, and fund administrators. • Work closely with Finance/Accounting on the monthly close and year-end audit processes related to investments. • Create and improve operational processes and procedures to ensure best practices and compliance with regulatory requirements, including Know Your Customer and Anti-Money Laundering. • Compile monthly and quarterly investment data to contribute to investment-focused performance and commentary. • Assist with completing and finalizing documentation for investment-related matters. Investments: • Monitor asset allocation, risk management, liquidity, and performance attribution. • Assist in the diligence of new investment opportunities across a range of asset classes (public equity, hedge funds, private equity, and fixed income). • Develop models, create reports, compile data, and perform in-depth investment performance analysis to assist in investment decisions; ensure data integrity. • Interface with third parties to compile required data and information and resolve diligence-related issues while mitigating risks. • Perform in-depth market and asset class analysis to adequately assess and support the underwriting of investment themes and individual managers. Other: • Effectively collaborate and communicate with others; attentively listen, ask questions, work well with others, and demonstrate a desire to be part of a team. • Exercise sound judgment and an appropriate sense of urgency. • Complete other projects and duties as assigned. REQUIREMENTS: • Bachelor's degree in finance or accounting is required. • At least three years of experience in finance and investments; exposure to risk management is desirable. • Exceptional quantitative background with experience in financial modeling, valuations, and financial analysis. • Advanced analytical and problem-solving skills. • High proficiency in Excel and investment-related software. • Advanced written and verbal communication skills, including effectively writing reports and information. • Ability to manage multiple projects simultaneously with efficiency; strong attention to detail while keeping the overall Clients' objectives in the forefront. • Strong interpersonal skills and the ability to build effective working relationships. • Naturally inquisitive; high degree of intellectual curiosity. ADDITIONAL REQUIREMENTS: • Occasional regional and national travel required. • Must maintain the highest standards of professional conduct, ethics, and integrity in all operations. • Uncompromised commitment to the highest level of confidentiality and sensitivity to privacy in all aspects of job responsibilities must be exercised at all times.

While we are not currently hiring for this position, we welcome the submission of resumes for future consideration. Please note that submitting a resume does not guarantee an interview or employment. We will keep your information on file and may reach out if a suitable opportunity becomes available. About Lakewood: Lakewood Construction is a premier design-build construction firm in West Michigan. With in-house teams of real estate experts, architects, designers, builders, steel crew and carpenters, we provide our clients with an unparalleled commitment to excellence. Our portfolio spans high-profile commercial, industrial, office, and municipal projects-we are passionate about making a true difference for the businesses and organizations in our community. We are proud of the culture and team environment here at Lakewood. From all different backgrounds and experiences, we are recognized as one of the Best and Brightest Companies to Work For in West Michigan and the US. We are honest, hardworking, and highly collaborative-we always have each other's backs. From clients to team members to subcontractors, we seek to be the best to work with and for. Summary of Position: The Carpenter will build, erect, install, and repair forms, structures, and other fixtures made from wood and other materials as needed to assist with various types of construction projects. Responsibilities: Measures, marks, and arranges materials to established layout based on blueprints or instructions from supervisors. Cuts and shapes structures, forms, or other fixtures from wood, plastic, fiberglass, or drywall. Uses various hand and power tools to securely build assigned projects. Joins materials with the most appropriate nail, screw, staple, or adhesive. Ensures the accuracy of work by checking completed projects with tools such as levels, surveying equipment, or framing squares; corrects problems as needed. Creates wooden forms for pouring concrete or for tunnels, bridges, or sewer construction projects. Erects and dismantles scaffolding. Installs windows and doors. Adheres to local building and safety codes and guidelines. Performs other related duties as assigned. Required Skills/Abilities: Ability to understand directions and read blueprints. Ability to solve mathematical problems quickly and accurately. Ability to properly care for and use tools of the trade. Thorough understanding of carpentry principles and methods. Works well as part of a team. Education and Experience: Successful completion of vocational school or technical college or apprenticeship program; OR at least three years of experience via on-the-job training required. Physical Requirements: Prolonged periods standing, climbing, bending, and kneeling. Must be able to lift up to 50 pounds at a time. Must be able to safely work with sharp tools or power equipment. Must be able to work in a variety of weather conditions and terrains. Must have manual dexterity, a good sense of balance, and excellent hand-eye coordination. Benefits: We love what we do, and we take care of our people. Some of the exceptional benefits we're proud to provide our team include: Comprehensive health and dental insurance Retirement savings plans with fully vested company contribution Contribution to employee Health Savings Account Company paid short-term and long-term disability coverage Flexible working environment Professional development and upward mobility opportunities Access to company resources Monthly company lunches and regular employee events

About This Role Our Investment Advisory firm (RIA) is internally driven to help individuals and families find peace and purpose for their money. We have a track record of exceeding client expectations and fostering relationships within our local communities. We are expanding our Advisory team in Traverse City and looking for Financial Advisors to be a part of our continued growth. Our Financial Advisors are valued partners who build relationships with families to help them achieve their long-term financial goals: retirement, building wealth, estate and tax planning, income strategies, and more. As a Financial Advisor, you'll be supported by our industry leading client services, marketing, and events teams. Our advisors educate over 400 households annually. Our educational and consultative approach allows our Advisors to focus on their advisory strengths while building strong relationships with our clients and our community. Our financial advisors do ZERO COLDCALLING or solicitation of friends and family. All leads and prospects are generated by the firm for the advisors. Opportunities include: Growth including uncapped earning potential and professional development opportunities Impact in the lives of your clients through comprehensive financial planning Support of our industry leading marketing, events, and client services teams Income potential directly correlated to your effort, ambition, and drive to help clients Culture built on exceptional training, support, and development Regular activities will include: Seek out and build a client base through educational seminars and workshops, referrals, etc. Onboard new clients through a thorough a fact-finding and needs analysis journey, getting to know their goals, priorities, and financial objectives as priority Develop and present unique and comprehensive wealth management strategies and income plans Review and monitor client's plans yearly, biannually and quarterly to make sure clients stay on track to meet goals and objectives Adhere to compliance policies and procedures Interface with an associate advisor / client servicing team, as needed, to ensure client are onboarded efficiently and client needs are resolved in a timely manner Our ideal candidate has: 3-5 years of experience in financial services NASAA registration with a Series 65 or equivalent Michigan Life License Clean background check and compliance record The right candidate's values will align with our core values. CORE VALUES Open, honest, positive, ethical Proud and loyal Client first Work works; get it done. Encourage the heart and show appreciation If you are a team player up for a challenge, we want to bring on confident individuals who thrive on solving family financial problems. The desired candidate MUST be comfortable communicating in both large and small group settings and willing to consider new or different products/investment strategies that are in the client's best interest. We are looking for someone with a warm and professional demeanor who excels in solving problems and following up appropriately. Salary Expectations - $150,000 - $500,000+

JobID: 210608509 JobSchedule: Full time JobShift: Day : At J.P Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships. Job responsibilities * Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity * Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management * Demonstrate a deep understanding of financial markets and sound business judgement * Exhibit unwavering integrity that points toward doing right by clients at every opportunity * Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments * Provide a holistic view of clients' needs and financial coaching beyond investments * Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want Required qualifications, capabilities, and skills * At least 2 years in a Financial Advisor role or equivalent financial services experience * Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners * Demonstrated ability and commitment to goals-based planning and advice * A valid and active Series 7 * A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment * A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment Preferred qualifications, capabilities, and skills * Certified Financial Planning (CFP) certification is preferred * Bachelor's degree preferred INVESTMENT AND INSURANCE PRODUCTS ARE: * NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.

Financial Advisor Are you looking to expand your career and to be part of a successful team? Are you driven, self-motivated, and customer focused? If you enjoy working closely with clients, developing long-term relationships, constantly challenging yourself, and providing superior customer service and expertise, when we would like to talk to you! Our established financial service firm, Drake & Associates, in Grand Rapids, MI is seeking to add a Financial Advisor to our Team! The Financial Advisor will have the opportunity to meet one-on-one with the company leads. Duties include: meeting with prospective families to share the value proposition of working with Drake and Associates, participation in public seminars and marketing efforts. Are you a hunter? Tired of prospecting? Join a firm where the families come to you! Key Traits: ● Strong initiative ● Positive attitude ● Ability to create connection with families ● Persistence ● An entrepreneurial perspective to build a client base ● Persuasive ability Minimum Requirements: ● College degree preferred ● 3+ years of financial services experience with an emphasis on sales ● Life and Health Licensed; Series 65, or 66 and 7. ● Strong organizational, prioritization, interpersonal, and management skills ● Strong mathematical and analytical skills ● Excellent communication skills; both verbal and written ● Proficient with Google Suite ● Experience with Salesforce preferred, but not required Position Responsibilities: ● Prepare, present, and implement customized financial plans ● Assist clients with annuities, life, and long-term care, and managing money ● Provide financial planning advice to include investment, insurance, and retirement ● Develop, manage, and retain strong client relationships Income $150,000 - $500,000 Money for Nothing Three weeks of paid time off each year Retirement We offer Traditional and Roth 401(k)s with a company contribution of 3% regardless of team member contributions. We can also assist with funding a Traditional IRA or Roth IRA. We know a lot about money, it's what we do! Let's Stay Healthy Blue Cross Blue Shield group health insurance plan with a great provider network It's the same health insurance that Tony has for himself. We pay for part of health, dental, and life insurance. Paid time off to go to the doctor, dentist, etc. Hungry? Free coffee, tea, sodas, water, and hot cocoa - all on-site Want To Lend a Hand? We support local charities financially and with paid time off to volunteer Use The Force, Luke! Mentorship is part of the deal. We want to help you as a person, not just as an employee. We'll pay for you to obtain your life insurance license, health insurance license, and Series 65 securities registration. We'll even pay for your Certified Financial Planner designation. Want to get your CPA license? Let's do it. How Do I Get There? Waukesha location is just off the Guerke's Corner exit on I-94. Mequon location is right off I-43 on Mequon and Port Washington Rd Let's have fun! Quarterly team lunches and team-building events off-site Annual Team Holiday Party Paid-for Annual Trips Company hits our goals, let's all travel together! Presented by Advisor Employee Services Thank you for your interest in the Financial Advisor role. Advisor Employee Services, a consulting firm located in Lenexa, Kansas, represents the top 1% of financial advisors in all 50 states in their hiring needs. Please take a moment to explore our website and the services provided. We are not a staffing firm but together have built a reputable and continuously expanding business model which allows us to pinpoint the exact personnel needs of these established financial advisors. If you feel that you have the skills it takes for the position responsibilities.