Finance Planner Jobs in Washington, MI

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.

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: ********************************

GET MORE OUT OF YOUR CAREER Choose a career where changing someone else's life for the better is also life-changing for you - personally, professionally and financially. FINANCIAL PLANNING WITH NORTHWESTERN MUTUAL Are you looking for more fulfillment from your career? Are you starting to think about a job change? Now's the time to consider Northwestern Mutual. Our financial professionals help clients reach their goals by developing and implementing financial plans to show clients where they are today, plan where they want to go tomorrow and provide the financial tools and support to help them get there. Sounds exciting and scary all at the same time? Don't worry, we don't expect you to know everything on day one. That's why you'll receive in-depth training and partner with industry experts until you're ready to do it on your own. ______________________________________________________________________ THIS CAREER OFFERS YOU: Stipends for training and licensing to help you get started. The ability to positively impact someone else's life. Personalized mentoring and award-winning training programs. Backing by Northwestern Mutual, an industry leader with a proven track record of success. ______________________________________________________________________ CAN YOU SEE YOURSELF HELPING OTHERS REACH THEIR FINANCIAL GOALS? Many people (50 percent) find their calling in financial services after working in other industries. Wondering if you'd be a good fit? See how many of the characteristics below match up to you: You know how to connect with people, building personal, trusted relationships. Financial planning is interesting to you. You're a driven person who's committed to succeeding. You're ready to earn more for your hard work. You enjoy helping people make more informed, confident decisions. You're ready to live the life you want, both personally and professionally. ______________________________________________________________________ A CAREER WITH ENDLESS OPPORTUNITIES This career is primarily commission based but also includes stipends and bonuses. It allows you to control what you would want to earn at any given time in your career. What's the catch? The first years can be tough as you're learning the business. But the trade-off is that you get to define what success looks like. ______________________________________________________________________ INCOME GROWTH OPPORTUNITY: 1-4 year FRs Average - $92k Top 25% - $164,502k 5+ year FRs Average - $534k Top 25% - $1.2 million Beyond income, you'll also have access to a comprehensive benefits package: Comprehensive medical insurance Two pension plans Life and disability insurance Health care and dependent care reimbursement accounts Reimbursement for licensing and ongoing education ______________________________________________________________________ We want people with different backgrounds and work experience, including but not limited to: financial services, business development, hospitality, banking, sales, marketing, management, educators, athletics, legal, communications, real estate, entrepreneurs, military veterans, and community influencers. We hope you have a Bachelor of Arts or Science degree from a four-year college or university. It's also a plus if you have strong interpersonal skills, grit, motivation, and are a self-starter.

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

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).

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

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!

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.

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

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.

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

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.

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

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

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.

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).

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: ********************************

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

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