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A highly successful, leading edge, and fun private wealth advisory practice is seeking a Client Service Associate to join our team in Grand Rapids, MI. If you love people, thrive on bringing order from chaos, and want a higher meaning and satisfaction from your career, this is the opportunity for you! We are a 131 year old company that still thinks like a startup. We're l
Posted 9 days ago
The Client Services Associate (NR) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to, word processing, preparing mailings, filing, answering the phone, obtaining approvals for FA(s) communications and advertisements, provid
Posted 22 days ago
Emergent Marketing Agency
- Portland, IA / Portland, MI / Egg Harbor City, NJ
We are a high powered insurance team with explosive growth. We are looking for licensed life insurance agents to join us. Even if you’re not licensed, our fast track program will guide you through getting licensed in as little as a few weeks. We will also sponsor your pre licensing classes for those who are a good fit. Hybrid Sales Platform – Face to Face or V
Posted 16 days ago
Emergent Marketing Agency
- Springfield, MI / Corning, WI / Buffalo, MN
We are a high powered insurance team with explosive growth. We are looking for licensed life insurance agents to join us. Even if you’re not licensed, our fast track program will guide you through getting licensed in as little as a few weeks. We will also sponsor your pre licensing classes for those who are a good fit. Hybrid Sales Platform – Face to Face or V
Posted 16 days ago
We are a high powered insurance team with explosive growth. We are looking for licensed life insurance agents to join us. Even if you’re not licensed, our fast track program will guide you through getting licensed in as little as a few weeks. We will also sponsor your pre licensing classes for those who are a good fit. Hybrid Sales Platform – Face to Face or V
Posted 16 days ago
The Client Services Associate (NR) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to, word processing, preparing mailings, filing, answering the phone, obtaining approvals for FA(s) communications and advertisements, provid
Posted 1 month ago
Cinnaire
- Grand Rapids, MI / Lansing, MI / Detroit, MI
The Associate Equity Analyst provides financial data entry for Cinnaire's underwriting of real estate equity investments, and affordable and market rate housing. The Associate Equity Analyst prepares financial proformas of the proposed investment and assists the Equity Analysts throughout the underwriting process. Essential Duties and Responsibilities Prepares and updates
Posted 1 month ago
Fifth Third Bank
- Charlotte, NC / Cincinnati, OH / Louisville, KY / 12 more...
Prospect and Client Discovery Plays a major role in the sales process in acquiring significant (generally > $10 million investable) relationships by partnering with the WMA and collaborating with specialists in delivering Fifth Third's discovery experience to clients and prospects. Primary focus is understanding and memorializing the entirety of the client's/prospect's cu
Posted 23 days ago
RENK America is looking for a Director of Financial Planning and Analysis (FP&A) with the experience, drive and passion needed to lead the department. The role willl be instrumental to the business success as we continue grow our international footprint, and expand into new defense markets. Working with the CFO, VP's, and Department Directors, this role will help support t
Posted 26 days ago
Pursue communication with defaulted customers utilizing manual or automated dialing to obtain payment commitments designed to find a mutually beneficial resolution for delinquency Assist in identifying, negotiating. and pursuing the appropriate loss mitigation option to best maximize customer satisfaction and investor return by offering alternative financial solutions Pro
Posted 15 days ago
Pursue communication with defaulted customers utilizing manual or automated dialing to obtain payment commitments designed to find a mutually beneficial resolution for delinquency Assist in identifying, negotiating. and pursuing the appropriate loss mitigation option to best maximize customer satisfaction and investor return by offering alternative financial solutions Pro
Posted 15 days ago
Pursue communication with defaulted customers utilizing manual or automated dialing to obtain payment commitments designed to find a mutually beneficial resolution for delinquency Assist in identifying, negotiating. and pursuing the appropriate loss mitigation option to best maximize customer satisfaction and investor return by offering alternative financial solutions Pro
Posted 15 days ago
Senior Investment Strategist, Vice President, Wealth Management Senior Investment Strategist role will be responsible for structuring the portfolios of high net worth clients utilizing an open architecture platform for both trust and investment agency accounts, and for maintaining meaningful client contact. The successful applicant will thrive in team based fiduciary envi
Posted 13 days ago
Emergent Marketing Agency
- Adelanto, CA / Hesperia, CA / Hesperia, MI
We are a high powered insurance team with explosive growth. We are looking for licensed life insurance agents to join us. Even if you’re not licensed, our fast track program will guide you through getting licensed in as little as a few weeks. We will also sponsor your pre licensing classes for those who are a good fit. Hybrid Sales Platform – Face to Face or V
Posted 16 days ago
Leads the preparation, research and analysis of financial and utilization information to support the General Finance Department goals and objectives. Oversees the extraction of financial data from various accounting and information systems to perform statistical, cost and financial analysis for the preparation of management reports. Serves as a liaison between employees a
Posted 21 days ago
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