Finance Consultant Jobs in Southfield, MI

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  • FINANCIAL PROFESSIONAL

    Prudential Financial 4.8company rating

    Finance Consultant Job 11 miles from Southfield

    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.
    $50k-75k yearly 23d ago
  • Wealth Advisor

    Planning Alternatives

    Finance Consultant Job 7 miles from Southfield

    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.
    $65k-126k yearly est. 29d ago
  • Financial Services Professional

    Bankers Life 4.5company rating

    Finance Consultant Job 21 miles from Southfield

    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: ********************************
    $51k-80k yearly est. 9d ago
  • Financial Advisor

    Northwestern Mutual 4.5company rating

    Finance Consultant Job 11 miles from Southfield

    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.
    $55k-95k yearly est. 16d ago
  • Financial Advisor

    Cruise Plannerss

    Finance Consultant Job 7 miles from Southfield

    Cruise planners are specialized services or tools designed to assist travelers in planning and booking every aspect of their cruise vacation. These planners can be either digital platforms or personalized services provided by travel agencies or cruise lines Role Description This is a full-time remote role for a Financial Advisor at Cruise Planners. The Financial Advisor will be responsible for financial planning, retirement planning, investment management, providing financial advice, and analyzing financial data. Qualifications Financial Planning and Finance skills Retirement Planning expertise Experience in Investments and Financial Advisory Strong analytical and problem-solving skills Excellent communication and interpersonal skills Ability to work independently and remotely Certifications such as CFP, CFA, or ChFC are a plus Bachelor's degree in Finance, Economics, or related field
    $46k-86k yearly est. 7d ago
  • Financial Planning Analyst

    Hoxton Circle

    Finance Consultant Job 11 miles from Southfield

    Exciting Career Opportunity: Senior Financial Planning & Analysis (FP&A) Professional to join a high-growth PE backed rocket ship. Are you ready to take your financial expertise to the next level? Join a leading consultancy firm specializing in the engineering and infrastructure markets, where your skills will play a pivotal role in shaping the financial landscape. Helping further build out the corporate FP&A functions and play a key role in the pre & post acquisitions relating to financial matters, diligence and integration. The role will be in office. Key Responsibilities: Collaborate closely with the CFO and Controller to craft monthly and quarterly financial reporting packages. Design and maintain a rigorous financial reporting calendar, ensuring all deadlines are seamlessly met. Spearhead the implementation of an automated financial reporting software tool. Generate in-depth reports and analyses on financial performance for top management and financial sponsors. Lead the preparation of forecasts and annual budgets, offering predictive financial insights. Analyze financial data to gauge performance, identifying trends, and providing valuable insights. Work alongside the Controller to fulfill third-party report requests, including those from auditors and taxing authorities. Maintain professional interactions with management and various business sectors. Contribute to the evaluation and integration of potential acquisition candidates. Undertake additional responsibilities to support the continuous evolution of the finance and accounting department. Qualifications: A minimum of 4 years of high-level & relevant experience. Bachelor's degree in finance, economics, or accounting. An MBA is highly preferred. Proven experience with automated financial software systems for reporting and data analysis. Working knowledge around a full P&L. Exceptional skills in Excel and a keen eye for detail. Familiarity with an ERP System and Microsoft Power BI is advantageous. Outstanding verbal and written communication abilities. Strong organizational skills are essential. A collaborative nature, capable of working effectively with key stakeholders and staff. Are you an excellent problem-solver with abilities and capacity to handle a variety of concrete variables in dynamic situations. This role offers an exceptional opportunity to be at the forefront of financial planning and analysis in a dynamic and evolving industry. If you are a detail-oriented, collaborative professional with a passion for finance and innovation, we would love to hear from you! Hoxton Circle is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.
    $67k-93k yearly est. 4d ago
  • Associate Financial Advisor

    Michigan Financial Companies 4.2company rating

    Finance Consultant Job 15 miles from Southfield

    Michigan Financial Companies is an independent financial services firm based in Southfield, Michigan, with approximately 100 independent advisors across 30+ branch offices. We are looking for registered individuals who desire to be part of a team. We currently have a specific role with immediate availability on an advisory team based in Sterling Heights, MI. As an Associate Financial Advisor joining a team with an established advisor, you will take over part of a book of business and service clients with the same level of care and attention they have grown to expect from this team. Join our firm for access to first-class resources including training, marketing support, mentorship, financial planning support, technology and more! Our firm conducts business in an open architecture environment, allowing you to provide recommendations based on what is best for your client. This full-time position will be housed in our Sterling Heights, MI office. Objectives of this Role: Be an integral member of our firm, providing financial planning and investment advisory services to an individual client base of all ages and stages of wealth. Take primary responsibility for all aspects of the client relationship, working closely with clients to fully understand their financial situation. Work closely with your paired advisor and administrative team to provide advice to clients in a manner consistent with the team's approach. Monitor market performance to develop and deliver investment advice and strategies accordingly. Utilize our seven step Platinum Advisory Process to analyze options creating a financial roadmap and ensuring they are on track to achieving their goals; review client accounts regularly to ascertain if economic or life changes necessitate plan adjustments. Interpret and prepare income projections, financial summaries, and investment performance reports, and manage and update client portfolios accordingly. Skills and Qualifications: Bachelor's Degree in finance, economics or related field 5 years or more of experience in financial services Series 7 & 66 registered Personal integrity; ability to keep client and company confidences Self-motivated and driven to exceed expectations Enthusiasm to connect with your community and evolve connections into clients Desire to be part of a team Preferred Qualifications: CFP designation Experience with financial planning software Experience with a CRM Compensation: Base salary (based on experience) + commissions. Benefits including health, vision, dental, short-term disability, long-term disability, term life insurance and 401(k).
    $57k-104k yearly est. 22d ago
  • Financial Advisor

    Detroit Financial

    Finance Consultant Job 5 miles from Southfield

    You're a Closer. Now it's Time to Close on the Opportunity of a Lifetime. You've already proven you can close business. But what if every call you took was with a pre-qualified prospect, already interested, already booked, and already searching for help? What if you never had to cold call again-and could spend every hour doing what you do best: guiding clients, building wealth plans, and making the close? This is that role. You're not just looking for another advisory position. You're looking for the right one-where your skills are valued, your time is respected, and your compensation reflects your impact. At Detroit Financial, you'll work directly with federal employees nationwide, helping them navigate the most important financial decisions of their lives-retirement, income planning, and legacy building. No prospecting. No cold leads. No dead time. Just real appointments with real people who need your help-every single day. What You'll Be Doing: Leading virtual, one-on-one meetings with pre-set, retirement-focused federal employee clients. Building powerful, personalized retirement plans using AUM and fixed-indexed annuities. Educating clients on their federal benefits: TSP, pensions, and more-and helping them take action. Closing business with confidence. You're not here to service-you're here to lead. What You Bring: You hold a Life License and Series 65 (or equivalent). You're a closer, not a talker-someone who drives decisions and moves assets with trust and urgency. You've worked in financial or retirement planning and know how to run client meetings like a pro. You're motivated by growth, energized by opportunity, and ready to thrive in a high-volume environment. Bonus Points If: You've worked with federal employees or know the ins and outs of their retirement systems. You're confident in your ability to present virtually and drive results in every meeting. You've sold or advised on AUM and annuities-and know how to communicate their value clearly. This is not another average advisory role. It's a rare opportunity for a sales-minded financial professional to plug into a firm that delivers what others only promise: volume, velocity, and real impact. Appointments are set. The market is niche. The need is urgent. The potential is massive. Apply Now!
    $46k-86k yearly est. 3d ago
  • Financial Analyst

    Diversified Recruitment Services, LLC

    Finance Consultant Job 11 miles from Southfield

    Financial Analyst supporting the OEM business segment. This position will support the OEM business segment, providing financial modeling, reporting, analysis and proactive guidance for new and current business pricing and improvements, market intelligence, capital planning and business strategy. KEY TASKS Provide financial modeling and insight for the OEM business across new business quoting, market intelligence, product line profitability and business strategy and long-term business planning Will interact and serve as a nexus between Corporate Finance, OEM Sales and Engineering, and Program Management Centrally involved in quoting and pricing process from development and prototype phase through post-launch profitability reviews, including maintaining and improvement of the company OE quoting model/cost estimating model Assisting the Commercial team in translating quoted costs into Customer cost breakdowns Provide guidance and approval for all new business quote pricing Proactively address product line profitability improvement opportunities Data analytics management across multiple databases including S&P vehicle production & forecasts and company SKU-level profitability Product line cost and price change tracking and analysis to inform pricing decisions and ensure profitability targets Program and tooling capital investment oversight, approval and tracking Ensuring compliance with accounting and finance policies and procedures Establish and manage Sales & Engineering functional budgets/forecasts Lead financial analysis for actual, forecast and budget results, interacting across functions and reporting lines Special projects as required, especially market intelligence, business planning and strategy REQUIREMENTS Education: Bachelor's degree and relevant business experience required Years of Experience: 3-5 years Financial / Accounting / Business experience, preferably in an Automotive Tier 1 or OEM Superior candidates will have experience at an Automotive OEM or Tier-1 supplier in roles related to pricing analysis, strategy development, business planning, portfolio planning, procurement/supply chain, financial modeling, data analytics and insights, and/or cost estimating Other Requirements: Must have excellent interpersonal skills and ability to work within a team-oriented environment Advanced knowledge of Microsoft Office (i.e. Word, Excel, Access, PowerPoint) Financial modeling within Excel Travel to US manufacturing locations to develop intimate knowledge of production to actively assist in quoting process Excellent communications skills both written and verbal with ability to interface with all levels of management Ability to be proactive, work independently with direction Excellent organizational & analytical skills and ability to multi-task in a changing environment Timeliness in completing assignments with deadlines and due dates
    $50k-77k yearly est. 9d ago
  • Investment Associate

    Rekroot

    Finance Consultant Job In Southfield, MI

    We're seeking an Investment Operations Specialist to support the Head of Wealth Management and Investments. This role is ideal for someone with investment experience who thrives in a fast-paced environment and values structure, efficiency, and collaboration. Key Responsibilities Operational Support: Assist in managing daily investment operations, ensuring seamless processes and compliance. Product & Compliance: Become a subject matter expert on investment platforms and paperwork requirements, ensuring accuracy and efficiency. Advisor Support: Train and assist Registered Representatives with onboarding, transitions, and practice management. Relationship Management: Liaise with external vendors, wholesalers, and the broker-dealer to drive initiatives and support firm growth. Client Experience: Coordinate meetings, manage documentation, and enhance client interactions. Executive Support: Manage scheduling, communications, and meeting preparations for senior leadership. What We're Looking For Experience in investments, wealth management, or financial services. Strong organizational, communication, and relationship management skills. Ability to obtain FINRA Series 7 & 66 within 24 months. Proficiency in Microsoft Office and CRM systems. Detail-oriented, proactive, and able to multitask effectively. Why Apply? Competitive compensation and benefits package. Opportunity to work closely with leadership and make a direct impact. In-office role (5 days/week) in Southfield, MI with a dynamic and supportive team.
    $72k-124k yearly est. 4d ago
  • Financial Analyst

    Venteon 3.9company rating

    Finance Consultant Job 18 miles from Southfield

    About the Role: We are seeking an enthusiastic Financial Analyst to join one of our quickly growing divisions. You'll be assisting in financial modeling, budgeting, forecasting, and various other analytical projects. This is an excellent opportunity for recent graduates or early-career finance professionals looking to build their skills in a supportive, collaborative environment. Key Responsibilities: Assist in monthly financial reporting and analysis Support budgeting and forecasting processes Conduct variance analysis and identify trends Help prepare financial presentations for senior management Collaborate with cross-functional teams to gather data and insights Qualifications: Bachelor's degree in Finance, Accounting, or related field Entry-level or up to 1+ years of relevant financial analysis experience Strong proficiency in Excel Excellent analytical and problem-solving skills Effective communication and interpersonal abilities
    $46k-74k yearly est. 8d ago
  • Acquisition Analyst

    RHP Properties 4.3company rating

    Finance Consultant Job 5 miles from Southfield

    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.
    $58k-81k yearly est. 31d ago
  • Insurance and Risk Analyst

    Lineage 4.2company rating

    Finance Consultant Job 10 miles from Southfield

    As a key member of the Global Insurance and Risk team, the Insurance and Risk Analyst is responsible for supporting the day to day insurance and related risk management activities on behalf of the organization. This also involves assisting the Insurance and Risk management team with assessing insurance needs, analyzing risk exposure, and making recommendations to safeguard the company against potential financial losses. Insurance Management: Assist with renewal process for all the company's insurance policies (e.g., property, casualty, workers compensation, environmental, director and officers, financial lines, warehouse legal liability, etc.) Manage and lead completion of insurance applications Facilitate and own certificates of insurance Lead and maintain an insurance database for all insurance documentation, including but not limited policies, invoices, and other relevant documents Coordinate timely payment of insurance costs with Accounts Payable Data Analysis and Reporting: Collect and analyze data related to risk, claims history and insurance premiums Own reporting process for insurance and claims Monthly and Quarterly Interface with General Accounting to ensure all insurance related transactions, including allocations and accruals, are recorded correctly Interface with Information Technology for ad hoc reporting Vendor Management: Interact daily and weekly with Insurance Brokers and other key third-party stakeholders M&A: Assist with due diligence and risk management for acquisitions Claims Management: Assist with the submission, tracking, and resolution of insurance claims. Lead the claim reporting process Risk Assessment: Support the Insurance and Risk management team with analyzing and managing total cost of risk Compliance: Assist the Insurance and Risk Management team and other key stakeholders to ensure compliance with all relevant regulations, industry standards and best practices in risk management and insurance Educational/Job Experience Requirements: Bachelor's Degree, preferred Accounting, Finance, or Risk Management One (1) to Three (3) years of experience in risk management Proficiency in Microsoft Office, including Word, Excel, and PowerPoint Strong analytical (quantitative as well as qualitative) skills including building models and data mining Excellent written and oral communication skills Possess Insurance Designations such as CPCU, ARM, or other equivalent licenses or a desire to obtain within 1 year General understanding of accounting and budgeting Skills and Abilities: Commitment to providing superior service to internal clients, quality work product and deliverables, and supporting an atmosphere of teamwork and continuous improvement Strong organizational skills Financial acumen Self-Motivated, process oriented and committed to meeting deadlines Ability to work with a wide range of people in a team setting Willingness to learn and become adept at the Company's accounting and budgeting systems Commitment to professional growth Why Lineage? This is an excellent position to begin your career path within Lineage! Success in this role enables greater responsibilities and promotions! A career at Lineage starts with learning about our business and how each team member plays a part each and every day to satisfy our customers' requirements. Beyond that, you'll help us grow and learn on our journey to be the very best employer in our industry. We'll ask you for your opinion and ensure we do our part to keep you developing and engaged as we grow our business. Working at Lineage is energizing and enjoyable. We value respect and care about our team members. Lineage is an Equal Employment Opportunity Employer and is committed to compliance with all federal, state, and local laws that prohibit workplace discrimination and unlawful harassment and retaliation. Lineage will not discriminate against any applicant on the basis of race, color, age, national origin, religion, physical or mental disability or any other protected status under federal, state and local law. Benefits Lineage provides safe, stable, reliable work environments, medical, dental, and basic life and disability insurance benefits, 401k retirement plan, paid time off, annual bonus eligibility, and a minimum of 7 holidays throughout the calendar year.
    $63k-88k yearly est. 22d ago
  • Treasury Analyst

    Project Worldwide 4.4company rating

    Finance Consultant Job 16 miles from Southfield

    Our Opportunity We are searching for a Treasury Analyst to join our team. This role will join our Treasury team that assists with daily treasury operations for Project. These operations include, but are not limited to: utilize online bank platforms to download account reports and enter global payments, update Excel spreadsheets to reconcile daily cash operations, ERP data entry for cash receipts, validate bank details as needed, and assist with special projects. The role works closely with the Cash Manager and Risk Manager to update daily banking, process payments, maintain Paymode-X portal, post cash, and assist the Accounting team weekly. Essential Responsibilities: Cash Management: Work closely with Cash Manager and Risk Manager on daily tasks Assist with monitoring daily cash management transactions Assist with preparation of daily cash reporting Assist with input of domestic and international wire/ACH payments Assist Treasury with special projects as required Risk Management: Work closely with Risk Manager to manage global risk management projects Assist with renewal data collection for various lines of insurance - data collection, analysis, applications, etc. Assist with insurance, premium analysis and payments Assist various internal departments with certificate of insurance requests for clients/events Other: Assist with validation of supplier bank details for electronic payment Assist with maintaining ACH payment portal for supplier onboarding Maintain existing Excel, Word, and Google Sheet documents Requirements: Bachelor's degree in business or finance preferred 2+ years of cash management experience in Treasury Experience in cash management, treasury, or related field required Strong attention to detail and organization Excellent verbal and written communication skills Strong analytical and problem solving skills Strong computer skills required in Excel Strong computer skills with emphasis in Google Sheets and Word preferred We participate in the federal E-Verify program to verify the employment eligibility of all newly hired employees.
    $73k-100k yearly est. 15d ago
  • Financial Analyst

    Saicon 3.9company rating

    Finance Consultant Job 11 miles from Southfield

    Job Title: Accountant/Financial Analyst Duration - 12 months Responsibilities: • Analyzing financial data using a work management system, ERP System and Asset Management System to understand charging. • Utilize Excel with intermediate to advanced features to analyze data. • Have an open attitude toward learning. Ask questions. • Good communication skills Minimum Education & Experience Requirements.: • Students welcome in the field of Accounting, Finance, Business. • Associate degree or bachelor's degree in business, accounting, finance, economics, or related field. • Proven experience in the financial industry. • Proficiency with spreadsheets, databases, and financial software applications. • Outstanding presentation, reporting, and communication skills. • Proficient in Word, Excel, Outlook, and PowerPoint.
    $55k-74k yearly est. 8d ago
  • Senior Investment Analyst

    Tandem Engineering

    Finance Consultant Job 11 miles from Southfield

    Primary responsibilities will include but are not limited to: Support in New Model Assembly Program Investment Administration, Project Management and Procurement of Tooling Equipment, and Faciilities including Field/Order/ MCN, Labor WBS, and Purchase Requestions/Releases preparation, report generation and invoice coordination Conduct analyst/reconcile supplier cost rollups, MEDDS, and PentaSAP data Create WBS in PentaSAP Generate Investment Status Iteam Progress and CWO status reports Interface with diverse cross section of personnel including Program Administrators, VLM's, ME Project Managers and Engineers, Finance Analysts, Purchasing Buyers, Accounting Analysts, Value Analysts and suppliers Work independently resolve financial issues, manage funds within level 4 WBS and conduct investment review on behalf of the Program Administrator Preparation of project correspondence and transmittals. Invoicing issue resolutions and maintain invoicing workflows Downloading and storing reports and recording minutes for investment meetings Special projects as assigned by Project Cost Specialist Maintaining the professional appearance of meeting spaces. Requirements Bachelor's Degree in Finance, Accounting, ICT, Engineering (or equivalent) 3-5 Years Experience in business, Analytics and presentations Experience in spreadsheets, databases or financial/accounting systems Preferences: Fluent in English and Spanish. Computer programming experience or aptitude (Excel VBA) Yearend accrual letter process Extreme attention to detail. Excellent proofreading and grammar. Ability to maintain confidentiality in all areas. Ability to prioritize effectively. Ability to accurately develop reports. Ability to maintain effective working relationships with teammates, clients, and vendors. Ability to listen and ascertain the needs of leaders, teammates, and clients, and proactively approach these needs to meet critical timelines. Ability to find and communicate accurate information. Highly motivated, with superb interpersonal and leadership skills Must be able to work under pressure with tight deadlines and fluctuating schedules and extreme multitasking Ability to work flexible hours as needed. Ability to sit, stand or walk for long periods of time
    $91k-153k yearly est. 20d ago
  • Financial Planner

    Sentinel Group 3.8company rating

    Finance Consultant Job 11 miles from Southfield

    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).
    $29k-48k yearly est. 60d+ ago
  • Financial Services Professional

    Bankers Life 4.5company rating

    Finance Consultant Job 7 miles from Southfield

    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: ********************************
    $51k-80k yearly est. 29d ago
  • Financial Advisor

    Northwestern Mutual 4.5company rating

    Finance Consultant Job 26 miles from Southfield

    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
    $54k-94k yearly est. 29d ago
  • Senior Financial Analyst

    Hoxton Circle

    Finance Consultant Job 11 miles from Southfield

    is on-site in Plymouth, MI 5 days a week. We're partnering with an established Environmental Services client in search of a Senior Financial Analyst - this is a newly created position! The company is seeking a Senior Financial Analyst to support the financial operations and ensure financial health, compliance, and strategic decision-making across one of their largest operating regions. You will report to the Regional Finance Manager, work on a team of 8 Finance & Accounting staff and you'll be responsible for Financial Planning & Analysis, Cost Management, Business Partnering, and Financial Reporting and Compliance. You must have the following experience to be seriously considered: Bachelor's degree in Finance or a related field 2-6 years of exerience with budgeting, forecasting, financial planning, and financial modeling Please apply if you meet these qualifications! We are 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, disability or veteran status.
    $72k-98k yearly est. 4d ago

Learn More About Finance Consultant Jobs

How much does a Finance Consultant earn in Southfield, MI?

The average finance consultant in Southfield, MI earns between $51,000 and $106,000 annually. This compares to the national average finance consultant range of $54,000 to $110,000.

Average Finance Consultant Salary In Southfield, MI

$74,000

What are the biggest employers of Finance Consultants in Southfield, MI?

The biggest employers of Finance Consultants in Southfield, MI are:
  1. Pwc
  2. KeyBank
  3. Slalom
  4. Melius Consulting
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