Wealth Advisory Expert

VIMA LLC ProfileVIMA LLC is a fee-only IRA firm committed to delivering exceptional financial services to high-net-worth individuals and their families.Estimated SalaryThe estimated annual salary for this role is between $150,000 and $200,000, with potential payouts ranging from 75% to 100% on fees and annuities.Job SummaryThis Investment Advisory Expert...

About VIMA LLCVIMA LLC is a fee-only IRA firm dedicated to providing comprehensive financial services to high-net-worth individuals and their families.Salary RangeThe estimated annual salary for this role is between $150,000 and $200,000, with potential payouts ranging from 75% to 100% on fees and annuities.Job DescriptionThis Investment Advisory Expert will...

Job OverviewWe are a Top 60 CPA firm in the nation, consistently named among the 50 best-managed firms in the nation and recommended by 98% of our clients. Our ideal candidate has 1 year of public accounting experience in business and individual tax preparation, compilations, reviews, and accounting.About the RoleWe are hiring a Tax Associate to work in our...

About the RoleWe are seeking a highly experienced Senior Tax Manager to join our team at a top-rated public accounting firm. This is an exceptional opportunity for a tax professional to contribute their expertise and drive success in our growing financial advisory services division.The successful candidate will have a solid foundation in tax review,...

Job OverviewVIMA LLC is a fee-only IRA firm located in Troy, MI.CompensationThe estimated salary for this position ranges from $150,000 to $200,000 annually, with a potential payout of 75-100% on fees and annuities.Key ResponsibilitiesThis role involves developing and managing relationships with high-net-worth individuals, their families, and foundations. As...

About Sentinel GroupSentinel Group is committed to delivering exceptional results for our clients. With a team of dedicated professionals, we provide comprehensive benefits solutions tailored to meet the unique needs of our clients. Whether it's through retirement plans, group health insurance, or financial planning, we're dedicated to helping our clients...

About the RoleMainstay Capital Management, LLC is a leading Registered Investment Advisor seeking an experienced Financial Advisor to join our Troy, MI office and Grand Blanc, MI office teams.This is an exceptional opportunity to leverage your expertise in finance and investment to help clients achieve their long-term goals. You'll work closely with our team...

Role OverviewWe are seeking an experienced Automotive Industry Expert to join our team as a Client Director. In this role, you will be responsible for leading multiple OEM clients in the domestic and import markets.You will be the subject matter expert on all things automotive sales, pricing, incentives, and residual values. Your expertise will be...

Job Overview:">Sentinel Group is a leading provider of employee benefits and financial services. We are committed to making a difference in the lives of our clients and employees. Our ultimate goal is to help companies and their employees prepare for their future health, wealth, and retirement needs.">This role offers an exciting opportunity for a skilled...

Company OverviewWe are a leading $150 million certified public accounting and advisory firm headquartered in Troy, Michigan with offices across the nation. Founded in 1932, we are recognized as an Inside Public Accounting Top 100 public accounting firm.We consistently rank among the 50 best-managed firms in the nation and are recommended by 98% of our...

Key ResponsibilitiesAs a Summer Intern in our Transaction Advisory Services group, your key responsibilities will include:Working collaboratively with our accounting, tax, finance, and investment banking experts on pre- and post-transaction due diligence projectsParticipating in day-to-day execution, interacting with senior team members, client management...

About the City of TroyTroy Public Library is the vibrant hub of a dynamic and diverse community. As a major cultural institution, we serve over 700,000 visitors annually, providing educational resources to an engaged community.We are seeking a skilled Youth Services Coordinator to join our team in creating a positive experience for all Troy families. This...

At BDA, we pride ourselves on having the best people in the industry. Our team members come from top companies like Amazon, Microsoft, and Nordstrom, bringing with them a wealth of experience and entrepreneurial spirit. As a Client Services Coordinator, you will play a key role in driving BDA value and meeting customer needs.About the RoleThe Client Services...

About Sentinel GroupSentinel Group proudly serves nearly 5,000 clients throughout the U.S. For 35+ years, we've remained devoted to making a difference in the lives of our people, our clients and our community. With a 9-year average associate tenure among our 265 professionals, our team's commitment to excellent service has positioned Sentinel as the only...

Description: Becoming a Financial Advisor Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. As a financial advisor, you will:Grow your client base by making new connections, maintaining a strong referral network, and providing a great...

Description: Becoming a Financial Advisor Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. As a financial advisor, you will:Grow your client base by making new connections, maintaining a strong referral network, and providing a great...

GET MORE OUT OF YOUR CAREERChoose 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 MUTUALAre you looking for more fulfillment from your career? Are you starting to think about a job change?Our financial professionals help clients...

GET MORE OUT OF YOUR CAREERChoose 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 MUTUALAre you looking for more fulfillment from your career? Are you starting to think about a job change?Our financial professionals help clients...

Job DescriptionJob DescriptionThis is an exciting opportunity to join the Carrera Capital Advisors team. The Marketing Manager will be responsible for developing and executing comprehensive marketing strategies that drive brand awareness, lead generation, client experience and client engagement. This role involves collaboration with cross-functional teams,...

Location Note: This a hybrid role for our Troy, MI office. Role is expected to be in person for the first 90 days, then can move to a hybrid schedule. The Purpose of Your Role: The Financial Wellness Educator serves a critical role on the Institutional Retirement Plan Advisory team, developing and refining a broad knowledge of the financial planning process...

Location Note: This a hybrid role for our Troy, MI office. Role is expected to be in person for the first 90 days, then can move to a hybrid schedule. The Purpose of Your Role: The Financial Wellness Educator serves a critical role on the Institutional Retirement Plan Advisory team, developing and refining a broad knowledge of the financial planning process...

Job DescriptionJob DescriptionSenior Audit Manager Opportunity with Top-Rated Public Accounting Firm!This Jobot Job is hosted by: David DeCristofaroAre you a fit? Easy Apply now by clicking the "Apply Now" buttonand sending us your resume.Salary: $130,000 - $190,000 per yearA bit about us:We are Professional Advisory firm with decades of excellence in...

Our financial advisors at Northwestern Mutual 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. As you build your financial planning practice, you bring together the right insurance and...

Our financial advisors at Northwestern Mutual 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. As you build your financial planning practice, you bring together the right insurance and...

Job DescriptionJob DescriptionWe are expanding our services to include Wills, Trusts, and Estates Planning and are seeking a knowledgeable attorney for a part-time, counsel position.The ideal candidate will have experience with WealthCounsel and DecisionVault, and an LLM is preferred. This role offers the flexibility to provide expert legal counsel while...

Job DescriptionJob DescriptionSr. Tax Associate: Excellent Leadership, GREAT Work/Life Balance!!This Jobot Job is hosted by: Jessica HughesAre you a fit? Easy Apply now by clicking the "Apply Now" buttonand sending us your resume.Salary: $80,000 - $100,000 per yearA bit about us:At our core, our Assurance, Tax, and Business Valuation teams synergistically...

Description Restructuring Senior Associate, Alvarez & Marsal Detroit Office Alvarez & Marsal is a premier independent global professional services firm specializing in providing turnaround management, restructuring, performance improvement and corporate advisory services. Our talent drives our success, resulting in our Restructuring & Turnaround practice...

Job DescriptionJob DescriptionTitle:   Client Director - OEM Customer Success (Pricing and Incentives)Location:  Troy MI, Metro Detroit, Remote - USAReports to: Managing Director, Data & Analytics / OEM Customer Success J.D. Power is a global leader in consumer insights, advisory services and data and analytics. A pioneer in the use of big data,...

Description: About Manufacturing Business Group: The Manufacturing Business Group of Our Client is responsible for all the business services & solutions in Automotive, Industrial Machinery & Components, Chemical & Process and Aerospace & Defense industrial segments. It's a profit center with P&L responsibility across the IT & Consulting service lines offered...

Description: About Manufacturing Business Group: The Manufacturing Business Group of our Client is responsible for all the business services & solutions in Automotive, Industrial Machinery & Components, Chemical & Process and Aerospace & Defense industrial segments. It's a profit center with P&L responsibility across the IT & Consulting service lines offered...

Job DescriptionJob DescriptionLocation Note: This a remote role for candidates based in New York or New Jersey.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...

Job DescriptionJob DescriptionLocation 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...

Job DescriptionJob DescriptionLocation 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...

Job DescriptionJob DescriptionLocation Note: This a remote role for candidates based in New York or New Jersey.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...