UNKNOWN

FEED

Key responsibilities include supporting specific credit transactions such as product fit, application submission, and monitoring loan fulfillment, understanding the customers credit and treasury needs, and recommending solutions which lead to deeper relationships and increased client satisfaction. Supports credit transactions by deepening client relationships and serving as the main point of contact for the Small Business Bankers (SBB), field sales, fulfillment team, and the client throughout the process to deliver an exceptional client experience.

Bank of America

Business Banking Solutions Advisor

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The USA Financial subsidiaries have cohesively knitted-together a dually registered Independent Broker Dealer and SEC Registered Investment Advisor, an Insurance Marketing Organization (IMO / FMO to access top carriers, products & insurance distribution), Formulas - a SEC Registered Investment Advisor (RIA AUM to provide turnkey formulaic money management), USA Financial Exchange a SEC Registered Investment Advisor (a TAMP platform with over $1B in assets), and Financial HQ for Marketing & Technology Solutions. Successfully recruit right fit top-performing advisors to a Discovery Day Experience, where leadership, and a Senior Business Development Consultant will assist in finalizing the recruitment and transition.

<p>For more than four decades, AmeriLife has been dedicated to senior Americans and the challenges of helping seniors meet important health and life insurance needs.
AmeriLife is one of the nation's largest privately-held senior life and health insurance marketing organizations. And we're expanding rapidly in order to meet the growing needs of seniors. This means that when you join the AmeriLife team, you're working with an industry leader, and that adds up to greater success and career satisfaction for you. </p>

AmeriLife

Business Development Recruitment Consultant

Recognized by Barron's as a top RIA firm for eight years in a row (awarded each September (2018-2025) based on prior 12-month data through June 30)1, we support more than 1.27 million clients across 140+ offices nationwide and manage over $324 billion in assets 2. That's why we are committed to managing our clients' investments by truly understanding them as people first and then delivering advice, strategies and solutions to help them feel confident about the plans they are making, whether for today, tomorrow, or in the great unknown future.

Financial Engines

Client Service Associate

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YEAR

Director, Financial Planning (Portage, MI)

Together with its subsidiaries, New York Life provides a range of products, including life insurance, annuities, long-term care insurance, disability income insurance, and investment products such as mutual funds(1) through our broker-dealer, NYLIFE Securities LLC (member of FINRA and SIPC), a Licensed Insurance Agency, ensuring that the solutions you develop with your clients can help them and their families achieve their financial goals. Agents receive payments equal to the positive balance on the Agent's Ledger after the credits and debits are applied, except that financial professionals operating under an Introductory (PTAS) Contract who fail to sell enough to trigger a fulltime agents contract will be paid first year commissions on any sales made in a lump sum at the end of their PTAS Contract period.

There are few Fortune 100 companies as renowned as we are for our diverse culture, training, and career opportunities. So it should not be surprising that when you work at New York Life—whether as an agent or one of our valued corporate employees—you’re backed by unyielding support, development, and resources. Start here to discover the right career track for you.

New York Life Insurance Company

New York Life Financial Professional-Hybrid

Edelman Financial Engines LLC

Director, Financial Planning Portage, MI

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You will also assist the Wealth Advisors in establishing relationships with clients and be responsible for maintaining client contact, servicing client needs and troubleshooting problems, while training to become a Wealth Advisor. In this role, you will be responsible for performing administrative and financial planning functions associated with servicing high net worth clients while working in a team environment.

Curi Capital

Wealth Management Associate

Recognized by Barron’s as a top RIA firm for eight years in a row (awarded each September (2018-2025) based on prior 12-month data through June 30) 1 , we support more than 1.27 million clients across 140+ offices nationwide and manage over $324 billion in assets 2 . That’s why we are committed to managing our clients’ investments by truly understanding them as people first and then delivering advice, strategies and solutions to help them feel confident about the plans they are making, whether for today, tomorrow, or in the great unknown future.

Edelman Financial Engines

We are seeking a high energy professional who possesses a strong passion for taxes, someone who loves diving into tax code, finding strategic savings opportunities, and explaining those strategies clearly to clients. In this client-facing role, you wont just be looking backward at tax season in the rear view mirror; you will design and execute proactive, multi-year tax strategies in lockstep with our financial advisors.

Verde Capital Management

CPA / Enrolled Agent

Sikich CPA LLC is a licensed CPA firm that provides audit and attest services to its clients, and Sikich LLC and its subsidiaries provide tax and business advisory services to its clients. Through a dedicated focus on key business priorities and intentionally creating a rewarding employee experience, Sikich has developed into a highly regarded provider of professional services and a sought-after employer of choice.

Sikich LLP

Business Development Manager - Detroit Region

Experience with Black Diamond, Salesforce, or similar portfolio management and CRM platforms Experience scripting or coding (Python, SQL, etc.) or using AI tools for data work Experience in wealth management or another regulated environment Experience with endpoint management, user provisioning, or vendor coordination Passionate about emerging technologies and AI applications in financial services, with a track record or personal drive for continuously learning and integrating modern tech tools into daily workflows. Run and maintain recurring and ad hoc reports in systems including Black Diamond (portfolio management and reporting) and Salesforce (CRM) Manage data in situ: cleanup, reconciliation, bulk updates, and quality checks Run and maintain custom automations that process, transform, or move data, and help improve or extend them over time Monitor and enforce cybersecurity best practices (multi-factor authentication, endpoint security, phishing awareness, and password management).

Systems & Data Analyst

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From working with individuals to plan for their futures to working with a company to design retirement plans to help employees achieve their retirement goals, we are on a mission to empower people to lead their best lives by helping them make informed financial decisions and are guided in our work by our core values: be real, be professional, do the right thing, and have fun. We are a recognized, growing leader and we pride ourselves in being a transparent, independent advisory firm where people feel comfortable working with us.

Midwest Capital Advisors

Retirement Plan Associate

Talent Acquisition

Individual pay is determined by work location and additional factors, including interviews and a review of education, experience, knowledge, skills, abilities of the applicant, equity with other team members, and alignment with market data. Working knowledge of Fidelity and/or Schwab custodial platforms, including ACAT and non-ACAT transfers and custodian paperwork.

Signal Advisors

Wealth Onboarding Specialist

Blending deep expertise and expansive resources with a boutique, client-first fiduciary philosophy, Focus helps individuals, families, and institutions navigate complex financial situations with highly personalized solutions tailored to their unique needs. Focus Partners uses research-backed investment strategies to create custom-built portfolios and delivers personalized wealth planning solutions to clients in all 50 states.

Focus Partners Wealth

Portfolio Trader

In addition to the preparation of fiduciary income tax returns (Forms 1041, 1099, and 5227), the individual prepares other complex ancillary client returns including charitable entity returns (Forms 990 & 990PF), individual returns(Forms1040,1099R,5498),partnership returns (Forms 1065 and 1120S), and gift and estate tax returns (Forms 709, 706 GS(T), and 706 GS(D)). The Wealth & Asset Management Senior Trust Tax Accountant II serves as a tax subject matter expert for Trust Officers and Trust Specialists, as well as Wealth Management Advisors to meet the information needs required to provide an excellent customer experience and to reduce risk and sustain the growth of the line of business.

Fifth Third Bank

Sr. Trust Tax Accountant II

Guggenheim Partners is a diversified financial services firm that delivers value to its clients through two primary businesses: Guggenheim Investments, a premier global asset manager and investment advisor, and Guggenheim Securities, a leading investment banking and capital markets business. We engage in a wide variety of structured funding transactions, including repo, securities lending, total return swaps and other custom arrangements, across equities and fixed income.

Guggenheim Partners

Operations Associate or Sr. Associate (Structured Funding) - Guggenheim Treasury Services

This role is ideal for someone who enjoys building client relationships, thrives in a fast paced environment, and takes pride in delivering exceptional service while supporting Financial Advisors and their clients. The Financial Services Client Service Associate serves as a key member of the team by providing administrative, operational, and client service support while ensuring an outstanding client experience.

Qualified Staffing

Registered Client Service Associate | Series 7 & 66 Required

HaleyMarketing

Assist qualified consumers to become the firm’s clients—you will be supported by an internal dedicated portfolio management and service team in-office, comprised of sales support, client service, and marketing team, which actively markets their services via direct mail, internet, television advertisements, and other mediums to receive pre-qualified responses from interested investors who want to discuss moving over their investment portfolios. Commission/variable pay-based position--$100,000 base salary to start with a gradual step-down decline to $0, plus uncapped commission that will increase substantially with commissions on any new sale for years to come; compensation includes a percentage of estimated first year’s management fees plus trailers for new business closed, with an average total compensation of $300,000 to $350,000, and top producers earning $1 million or more.

CNI Consulting

VP Private Client Group - Michigan

We promote giving, engage in collaborative leadership efforts, support nonprofit organizations through meaningful grants and local students through scholarships, and build endowments that make a lasting impact for generations to come. As a member of the Leadership Team, the Vice President contributes to organization-wide strategy, planning, decision-making, and culture while leading the Finance and Administration Department Key Responsibilities .

Yeo & Yeo HR Advisory Solutions

Vice President of Finance and Administration

Execute various administrative functions for the Financial Advisor(s) and Branch Management including, but not limited to, tracking referrals, coordinating, and executing marketing campaigns, establishing and maintaining files to meet the firm's regulatory requirements, and establishing and maintaining filing and record keeping necessary to support efforts to service and grow client relationships. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions.

<p>We believe in our vision and values just as strongly today as we did the first time we put them on paper more than 20 years ago. Staying true to them will guide us toward continued growth and success for decades to come. As you read more about our vision and values, you will learn about who we are, where we’re headed and how every Wells Fargo team member can help us get there.</p>

Investment Advisor Jobs in Michigan

Business Banking Solutions Advisor Bank of America

Business Development Recruitment Consultant AmeriLife

Client Service Associate Financial Engines

Director, Financial Planning (Portage, MI) Financial Engines

New York Life Financial Professional-Hybrid New York Life Insurance Company

Director, Financial Planning Portage, MI Edelman Financial Engines LLC

Wealth Management Associate Curi Capital

Client Service Associate Edelman Financial Engines

CPA / Enrolled Agent Verde Capital Management

Business Development Manager - Detroit Region Sikich LLP

Systems & Data Analyst Verde Capital Management

Retirement Plan Associate Midwest Capital Advisors

Wealth Onboarding Specialist Signal Advisors

Portfolio Trader Focus Partners Wealth

Sr. Trust Tax Accountant II Fifth Third Bank

Operations Associate or Sr. Associate (Structured Funding) - Guggenheim Treasury Services Guggenheim Partners

Registered Client Service Associate | Series 7 & 66 Required Qualified Staffing

VP Private Client Group - Michigan CNI Consulting

Vice President of Finance and Administration Yeo & Yeo HR Advisory Solutions

Senior Registered Client Associate Wells Fargo Bank

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