NewExperienced Financial Advisor PrincipalExperienced Financial AdvisorGrand Rapids, MIAt Principal, you'll have access to innovative retirement, employee benefits, and wealth management solutions designed to help small and mid-sized businesses attract, retain, and support their employees while helping business owners achieve their long-term financial goals. Through Principal's technology-enabled platform, business development resources, and experienced leadership team, you'll spend less time on administrative tasks and prospecting challenges and more time focused on serving clients and expanding your impact.
NewInterim CFO Vaco LLCInterim CFOGrand Rapids, MI$70–$90 / hourDetermining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to: the individual’s skill sets, experience and training; licensure and certification requirements; office location and other geographic considerations; other business and organizational needs. Determining compensation for this role (and others) at Vaco/Highspring depends upon a wide array of factors including but not limited to the individual’s skill sets, experience and training, licensure and certifications, office location and other geographic considerations, as well as other business and organizational needs.
Restaurant Zone Manager Raising Cane'sRestaurant Zone ManagerGrandville, MI$18–$18.50 / hourIt also includes both inside and outside work in varied temperatures, working with and around food products, common allergens, industrial equipment, commercial cleaning products that require the use of personal protective equipment and physical activities necessary to complete the responsibilities of the job. The physical work environment includes working in a fast-paced kitchen environment (which requires extended periods of physical exertion, such as walking, standing, lifting and bending) and interacting with customers.
NewFinancial Advisor Northwestern MutualFinancial AdvisorGrand Rapids, Michigan$61,000–$250,000 / yearFull timeNorthwestern 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. 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.
Associate Financial Advisor Edward D Jones & Co LPAssociate Financial AdvisorGrand Rapids, MIAs an associate financial advisor at Edward Jones, you'll work with the broader practice team - collaborating with one or more financial advisors and client support teammates - to deliver personalized financial strategies and exceptional client service. Full-time Associates receive the following benefits: Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage.
Financial Advisor Edward D Jones & Co LPFinancial AdvisorGrand Rapids, MI$45,000–$100,000 / yearBenefits: Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage. Compensation: We know that building a business takes time, so we've built a new financial advisor compensation program that supports and rewards you as you learn the skills, systems and business practices you need to succeed in our client-first business model.
Financial Advisor - Grand Rapids, MI And Surrounding Area Thrivent Financial for LutheransFinancial Advisor - Grand Rapids, MI And Surrounding AreaGrand Rapids, MIThrivent is a diversified financial services organization that, with its subsidiary and affiliate companies, serves more than 2.4 million clients, offering advice, insurance, investments, banking and generosity products and programs. Thrivent carries ratings from independent rating agencies which demonstrate the strength and stability of the organization, including an A++ rating from AM Best; an Aa2 rating from Moody's Investors Service; and an AA+ rating from S&P Global Ratings.
NewFinancial Advisor CFSFinancial AdvisorGrand Rapids, MIThe ideal candidate is a consultative wealth management professional who is passionate about building long-term client relationships, providing personalized advice, and collaborating with internal and external professionals to develop sophisticated financial strategies. We are seeking an experienced Financial Advisor to serve as the primary relationship manager and trusted advisor for an established portfolio of high-net-worth clients.
HFA Financial Advisor Senior- Branch Huntington Bancshares IncHFA Financial Advisor Senior- BranchByron Center, MISummary: The HHFA Financial Advisor Senior - Branch partner closely with branch staff to uncover client needs and offer most appropriate financial solutions for their short-term and long-term goals. Coach branch staff regularly in every location to better profile customers to identify short-term and long-term goals and provide appropriate solutions as needed.
Financial Advisor Hantz GroupFinancial AdvisorGrandville, MIAs a Financial Advisor, you will work alongside experts in investment management, mortgage financing, debt strategies, estate planning, property and casualty insurance, life insurance and retirement to provide holistic and complete advisory to our clients. The Holistic Approach to Financial Planning Hantz Group recognizes that each area of one’s financial situation impacts the other and that is why we offer a holistic approach to our client’s financial planning.
Investment Executive (Financial Advisor) Holland, MI Fifth Third BancorpInvestment Executive (Financial Advisor) Holland, MIHolland, MIConduct solo and joint appointments with bankers and assist themin efficiently identifying potential clients and providing solutions that align with client needs, financial goals and objectives. GENERAL FUNCTION: Accountable for overall production, coaching, training, and developing a team of licensed retail bankers.
HFA Financial Advisor Senior- Branch Huntington National BankHFA Financial Advisor Senior- BranchByron Center, MichiganThe HHFA Financial Advisor Senior - Branch partner closely with branch staff to uncover client needs and offer most appropriate financial solutions for their short-term and long-term goals. Coach branch staff regularly in every location to better profile customers to identify short-term and long-term goals and provide appropriate solutions as needed.
NewFinancial Advisor MassMutual Great LakesFinancial AdvisorGrand Rapids, MI$50,000–$75,000 / yearMassMutual Great Lakes is excited to welcome driven, entrepreneurial advisors and professionals who want to scale their practice to new heights or build a meaningful career in financial planning while owning their long-term success. At MassMutual Great Lakes, you’ll have full ownership of your clients and data, along with the flexibility to build, manage, and market your own brand - backed by the strength of a Fortune 100 firm and a highly collaborative local team.
Business Development Financial Modeling Advisor Corewell HealthBusiness Development Financial Modeling AdvisorGrand Rapids, MichiganThis role develops financial models to support partnerships, joint ventures, acquisitions and divestitures, as well as organic growth plans and develops and maintains a suite of quantitative models to provide system and market analysis to enable business, market, and strategy development. Identifies, recommends, develops and maintains relationships with potential and existing traditional and non-traditional economic and clinical partners to create new business ventures, services, extend geographic reach, open up new markets and grow market share.
Registered Operations Leader - Ameriprise Financial Advisors - Grand Rapids, MI Ameriprise FinancialRegistered Operations Leader - Ameriprise Financial Advisors - Grand Rapids, MIGrand Rapids, MILeverage your strong leadership skills by managing branch staff (including Registered Client Service Associates and non-registered Client Service Associates), working directly with employee advisors, and partnering with additional branch leaders. At Ameriprise Financial, we take pride in providing our clients with a personalized experience every step of the way; if you thrive in an environment where you can help others and create a positive impact on a client's overall experience, we invite you to take your career to the next level by applying to join our team today!
Financial Planning Assistant Hantz GroupFinancial Planning AssistantGrandville, MIFull timeThe role varies depending on the needs of the financial planning practice but often includes meeting prep, communicating with clients and our operations team to follow up on business flow. The Holistic Approach to Financial Planning Hantz Group recognizes that each area of one’s financial situation impacts the other and that is why we offer a holistic approach to our client’s financial planning.
Financial Assistant Wintrust Financial CorporationFinancial AssistantHolland, MIFull timeFacilitate new client onboarding process - open and maintain client accounts, manage account paperwork, track and record client correspondence, generate various performance and activity reports, along with other operational activities. Great Lakes Advisors LLC, and The Chicago Deferred Exchange Company LLC, we offer comprehensive wealth management solutions, including investment, trust, and asset management services.
NewAdmissions Advisor Baker CollegeAdmissions AdvisorMuskegon, MIFull timeThe full position description is available for your review online - Admissions Advisor ABOUT BAKER COLLEGE:Founded in 1911, Baker College is committed to embracing technology, sparking innovation, and fostering a supportive learning environment where students can get the real-world knowledge, skills, and experiences they need to pursue the life and career they want. As an Admissions Advisor at Baker College, you will provide comprehensive guidance and support to prospective and current students throughout the admissions and enrollment process, delivering student-centered outreach through a variety of recruitment channels to engage a diverse audience of learners and their families.
Finance Advisor Affordability Corewell HealthFinance Advisor AffordabilityGrand Rapids, MIFrom workshops that develop cultural intelligence, to our inclusion resource groups for people to find community and empowerment at work, we are dedicated to ongoing resources that advance our values of diversity, equity, and inclusion in all that we do. While focusing on Corewell Health Care Delivery and Corporate, this role works across the health system to deliver rigorous financial analysis, validate savings opportunities, and monitor performance against established targets.
NewBudgeting and Forecasting Advisor Corewell HealthBudgeting and Forecasting AdvisorGrand Rapids, MIWe require a drug-free workplace and require team members to comply with the MMR, Varicella, Tdap, and Influenza vaccine requirement if in an on-site or hybrid workplace category. This role serves as a recognized expert in financial planning and analysis, leading complex initiatives, driving enterprise-wide planning improvements, and influencing strategic decisions.
Senior Home Lending Advisor - Jenison MI JPMorgan Chase Bank, N.A.Senior Home Lending Advisor - Jenison MIJenison, MIFull timeJob Profile: Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending products to good use by serving as your customers' chief point of contact throughout the life of the loan while the Home Lending team supports you by sharing demonstrated knowledge in this area of specialization. Collaborates with your team to create an outstanding customer experience by utilizing centrally managed direct mail, media advertisements, cross-sell efforts, relocation programs, statement programs, Chase.com, electronic newsletters, outbound lead sourcing, and other marketing efforts.
Senior Relationship/Trust Advisor, WM Northern Trust CorpSenior Relationship/Trust Advisor, WMGrand Rapids, MIPartner assumes primary responsibility for overall client satisfaction by collaborating with other members of the service team and appropriate NT resources to ensure timely delivery of exceptional service, issue resolution, effective communication of client needs to others, and coordination with client's professional advisors to identify and implement advisory solutions. The Senior Relationship Advisor role manages complex wealth management high net worth (HNW) and ultra-high net worth (UHNW) client relationships and delivers high-quality fiduciary and administrative services.
Senior Home Lending Advisor - Jenison MI JPMorgan Chase & CoSenior Home Lending Advisor - Jenison MIJenison, MIJob Profile: Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending products to good use by serving as your customers' chief point of contact throughout the life of the loan while the Home Lending team supports you by sharing demonstrated knowledge in this area of specialization. Collaborates with your team to create an outstanding customer experience by utilizing centrally managed direct mail, media advertisements, cross-sell efforts, relocation programs, statement programs, Chase.com, electronic newsletters, outbound lead sourcing, and other marketing efforts.
Quick Lube Advisor Berger ChevroletQuick Lube AdvisorGrand Rapids, MichiganYou’ll help build customer trust through strong communication, knowledgeable support, and a commitment to delivering exceptional service while representing Berger Chevrolet’s dedication to quality, care, and customer satisfaction. Coordinate with technicians to ensure efficient and timely completion of services, communicating any specific customer requests or concerns effectively.
Partner Tax Preparation Advisor Senior Manager PricewaterhouseCoopers LLPPartner Tax Preparation Advisor Senior ManagerGrand Rapids, MI$91,000–$321,500 / yearAs a Senior Manager you are expected to lead large projects, innovate processes, and maintain operational excellence while interacting with clients at a senior level to drive project success. Examples of the skills, knowledge, and experiences you need to lead and deliver value at this level include but are not limited to: Craft and convey clear, impactful and engaging messages that tell a holistic story.
Automotive Service Advisor / Writer | Up to $120K u0026 Weekends Off | Holland CHRISTIAN BROTHERS AUTOMOTIVEAutomotive Service Advisor / Writer | Up to $120K u0026 Weekends Off | HollandHolland, MIJob Overview: As an Automotive Service Advisor/Writer with Christian Brothers Automotive, you are the trusted professional our guests rely on for assistance with their vehicles. Christian Brothers Automotive (CBA) began in 1982 with the simple premise of providing precision auto repair with transparency, integrity and a philosophy of people first.
Financial Services Tax - Real Estate Senior Manager PricewaterhouseCoopers LLPFinancial Services Tax - Real Estate Senior ManagerGrand Rapids, MI$124,000–$335,000 / yearOur team helps our Financial Services clients navigate the frequently changing and complex national and international tax environment related to stringent capital requirements, management of operational tax risks, and tax implications of investing in different jurisdictions. As part of the Real Estate team you are expected to provide exceptional technical knowledge and specialization and industry insights, coupled with the One Firm knowledge that brings everything PwC offers to solve our clients' needs.
Financial Services Tax - Real Estate Director PwCFinancial Services Tax - Real Estate DirectorGrand Rapids, MI$150,000–$438,000 / yearOur team helps our Financial Services clients navigate the frequently changing and complex national and international tax environment related to stringent capital requirements, management of operational tax risks, and tax implications of investing in different jurisdictions. PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy .
Guest Engagement & Experience Advisor (Seasonal) Frederik Meijer Gardens & Sculpture ParkGuest Engagement & Experience Advisor (Seasonal)Grand Rapids, MichiganThe position involves regular interaction with guests in busy public-facing areas and may include exposure to varying temperatures, moderate noise levels, and high guest volume. Schedule: Part-Time, Seasonal, Hourly Non-Exempt | Up to 40 hours per week/130 hours per month, may include evenings and weekends | Anticipated employment period is through February, based on operational needs.
Merchandise Financial Planner SpartanNashMerchandise Financial PlannerGrand Rapids, MichiganOur braggingly happy team members — ranging from bakery managers to order selectors; from IT developers to vice presidents of finance; from HR Business Partners to export specialists — create braggingly happy customers spanning national accounts, independent and chain grocers, e-commerce retailers, U.S. military commissaries and exchanges, and the Company’s own brick-and-mortar grocery stores, pharmacies and fuel centers. Lead weekly/monthly meetings with key partners to review forecasts, current sales and margin trends as well as proactively identifying risks and opportunities and seek out resolutions in a timely manner.
NewChief Financial Officer Union Bank (Michigan)Chief Financial OfficerGrand Rapids, MIPrepare regulatory reports, all financial reports and consolidations, ALCO reports, various other reports for Board or Director's review, Annual Report and quarterly financial report to shareholders. Ensures accurate financial reporting, sound capital and liquidity management, regulatory compliance, and provides clear financial insight to support the bank's long-term stability and growth.
NewCollege Financial Representative, Internship Program Northwestern MutualCollege Financial Representative, Internship ProgramGrand Rapids, Michigan$500–$1,000 / yearInternOur college financial representatives, who come from varying academic backgrounds and experiences, begin to build a financial planning practice while engaging local and nationwide experts, exclusive financial products, and the support of a Fortune 500 company. Overview: College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up.
(USA) Tire and Battery Service Advisor Walmart Inc(USA) Tire and Battery Service AdvisorMuskegon, MI$19–$27 / hourLeverages technology to enhance operations and engagement by using digital tools and handheld devices to plan sales, improve the service experience, make real-time business decisions, stay informed about products and training, and encourage THE adoption of new tools among team members. Respect the Individual: Embraces differences in people, cultures, ideas, and experiences; creates a workplace where associates feel seen, supported and connected through a culture of belonging; creates opportunities for all associates to thrive and perform; helps to attract the best talent.
NewFinancial Institutions M&A/Securities Attorney (All Offices) Warner Norcross & Judd LLPFinancial Institutions M&A/Securities Attorney (All Offices)Grand Rapids, MIFull timeDiversity – A diverse group of 30 firm members serve on Warner’s DEI Action Committee and contribute over 2000 collective hours annually to drive diversity, equity and inclusion through initiatives such as firm-wide town hall meetings, employee resource groups and hiring processes. Warner is a full-service corporate law firm with 230+ attorneys practicing in nine offices throughout Michigan: Bloomfield Hills, Detroit, Grand Rapids, Holland, Kalamazoo, Lansing, Macomb, Midland and Muskegon.
Senior Manager - Healthcare CFO Services Team Rehmann LLCSenior Manager - Healthcare CFO Services TeamGrand Rapids, MIBecause our Healthcare Advisors are active members of leading healthcare associations and organizations, we are dedicated to understanding the day-to-day challenges of the industry and providing trustworthy advice and guidance that take the stress out of challenge and change. We are seeking an experienced advisor to join our Southeast Michigan Healthcare practice, where you will use your unique skills, talents, values and expertise in taxation, accounting and consulting to achieve great things.
Client Specialist Robert W Baird & Co IncClient SpecialistGrand Rapids, MIThe Impact You'll Make: Responsible for client onboarding coordination, which includes managing Financial Advisor(s) prospect pipeline, assisting with proposal generation, preparing new account paperwork, opening accounts, transitioning new assets to Baird and establishing an ongoing communication/client service plan. Your work will directly contribute to the success of Baird's Private Wealth Management business, where true wealth management means understanding each client's unique vision and tailoring solutions to help them succeed.
Client Service Associate Raymond James Financial IncClient Service AssociateGrand Rapids, MIThe ideal candidate will have effective communication skills across multiple platforms (phone, email, in-person, virtual), as well as the ability to organize, manage, and track multiple, detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced, task-oriented work environment. Celebrating more than 60 years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a dynamic Client Service Associate who is a motivated, detail oriented and creative problem solver to join our growing team.
Trust Manager - Michigan Plante & MoranTrust Manager - MichiganGrand Rapids, Michigan$115,500–$150,000 / yearYour work will include, but not be limited to: Administer irrevocable trusts, charitable trusts, agency accounts, ILITs, and estates; including asset oversight, fund disbursement and receipt, discretionary decisions, documentation, fiduciary duties, and client-specific planning and interpretation. Possess at least one advanced degree or professional designation (JD and/or Certified Trust and Financial Advisor (CTFA) designation is highly preferred; Certified Financial Planner (CFP®) or Certified Public Accounting (CPA) is preferred but not required).
Branch Office Administrator Edward D Jones & Co LPBranch Office AdministratorGrand Rapids, MIEdward Jones is based on a legacy of partnership and as a privately held firm we share the success with our associates through various discretionary and variable compensation programs, which includes bonus opportunities based on branch and firm profitability, along with individual performance. Full-time Associates receive the following benefits: Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage.
Part Time Branch Office Administrator Edward D Jones & Co LPPart Time Branch Office AdministratorMIPart-time associates who work an average of at least 30 hours a week over a 12-month measurement period are eligible for: Medical and prescription drug coverage, Health Savings Account and Flexible Spending Account, Voluntary Benefits (such as accident, hospital indemnity, and critical illness), Well-being programs (such as the Employee Assistance Program), and. Edward Jones is based on a legacy of partnership and as a privately held firm we share the success with our associates through various discretionary and variable compensation programs, which includes bonus opportunities based on branch and firm profitability, along with individual performance.
Senior Branch Office Administrator Edward D Jones & Co LPSenior Branch Office AdministratorDouglas, MIEdward Jones is based on a legacy of partnership and as a privately held firm we share the success with our associates through various discretionary and variable compensation programs, which includes bonus opportunities based on branch and firm profitability, along with individual performance. Full-time Associates receive the following benefits: Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage.
Firm Account and Engagement Finance Specialist Lead Deloitte Touche Tohmatsu LtdFirm Account and Engagement Finance Specialist LeadGrand Rapids, MI$84,300–$155,400 / yearAs a Senior Consultant, you will work closely with project leaders and engagement leadership to oversee financial management activities, lead a team of junior EFAs, and serve as a trusted advisor on complex engagements. The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs.
Tax Senior - Federal / Corporate Tax Deloitte Touche Tohmatsu LtdTax Senior - Federal / Corporate TaxGrand Rapids, MI$74,925–$134,250 / yearAs a Tax Senior Consultant within the Business Tax Services group, you will be a valuable member of tax engagement teams, providing and assisting with a variety of tax services that are relevant for public and private companies, including tax compliance, tax planning, tax controversy, and tax research. At Deloitte Tax LLP, our Business Tax Services team is a dynamic team with professionals of varying backgrounds and provides expertise to clients to gain a competitive advantage by integrating tax strategy into their business operations while working within the confines of their individual risk profiles.
Tax Manager - Federal / Corporate Tax Deloitte Touche Tohmatsu LtdTax Manager - Federal / Corporate TaxGrand Rapids, MI$100,350–$205,000 / yearAt Deloitte Tax LLP, our Business Tax Services team is a dynamic team with professionals of varying backgrounds and provides expertise to clients to gain a competitive advantage by integrating tax strategy into their business operations while working within the confines of their individual risk profiles. Our spectrum of business tax services is relevant for public and private companies and range from tax planning to tax compliance, controversy and risk management, specialized services including research and development, government incentives, and tax management consulting.
Registered Client Service Associate Raymond James Financial IncRegistered Client Service AssociateHolland, MIThe ideal candidate will have effective communication skills across multiple platforms (phone, email, in-person, virtual), as well as the ability to organize, manage, and track multiple, detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced, task-oriented work environment. s66 - Uniform Combined State Law Examination - Financial Industry Regulatory Authority (FINRA), s7 - General Securities Representative Examination - Financial Industry Regulatory Authority (FINRA), Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA).
Advanced Tax Planner Hantz GroupAdvanced Tax PlannerGrandville, MIOur philosophy at Hantz Group is that Tax Planning is a proactive process that requires monitoring our clients tax situation throughout the year to deliver tax projections before preparation of their final tax return. As an Advanced Tax Planning Specialist, you will work as part of a team with Financial Advisors to develop financial strategies and reduce individual client’s tax liability.
NewTrust Manager - Michigan Plante MoranTrust Manager - MichiganGrand Rapids, MI$115,500–$150,000 / yearYour work will include, but not be limited to: Administer irrevocable trusts, charitable trusts, agency accounts, ILITs, and estates; including asset oversight, fund disbursement and receipt, discretionary decisions, documentation, fiduciary duties, and client-specific planning and interpretation. Possess at least one advanced degree or professional designation (JD and/or Certified Trust and Financial Advisor (CTFA) designation is highly preferred; Certified Financial Planner (CFP) or Certified Public Accounting (CPA) is preferred but not required).
Wealth Management Client Associate Bank of AmericaWealth Management Client AssociateMuskegon, MichiganOur Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.
Trust Manager - Michigan Plante and Moran TrustTrust Manager - MichiganGrand Rapids, MI$115,500–$150,000 / yearYour work will include, but not be limited to: Administer irrevocable trusts, charitable trusts, agency accounts, ILITs, and estates; including asset oversight, fund disbursement and receipt, discretionary decisions, documentation, fiduciary duties, and client-specific planning and interpretation. Possess at least one advanced degree or professional designation (JD and/or Certified Trust and Financial Advisor (CTFA) designation is highly preferred; Certified Financial Planner (CFP) or Certified Public Accounting (CPA) is preferred but not required).
NewClient Service Associate NR Stifel Financial CorpClient Service Associate NRHolland, MIThe 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, provides overall customer service support to clients, may enter trades as directed by the FA(s). Stifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more.