Senior Financial Planner
4 weeks ago
Baystate Financial is a leading financial services company dedicated to helping clients achieve financial clarity and independence. With a strong focus on collaboration and personal development, we have been serving clients since 1901.
Job DescriptionAs a Senior Financial Advisor at Baystate Financial, you will be responsible for providing expert financial planning advice and investment recommendations to clients. You will work closely with clients and the Senior Advisor to help them achieve their financial goals and secure their financial future.
Responsibilities- Develop and implement comprehensive financial plans for clients
- Provide expert advice on finance, investments, and retirement planning strategies
- Work closely with clients to understand their financial goals and objectives
- Collaborate with the Senior Advisor to deliver exceptional client service
- Stay up-to-date with industry trends and best practices in financial planning and investments
- 2+ years of experience in financial planning or financial advisory
- Expertise in finance, investments, and retirement planning
- Strong analytical and problem-solving skills
- Excellent communication and interpersonal abilities
- Certifications such as CFP, CFA, or equivalent are a plus
- Bachelor's or Master's degree in Finance, Economics, Business, or related field
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Senior Financial Systems Analyst
4 weeks ago
Auburn Hills, Michigan, United States UHY LLP, Certified Public Accountants Full timeA leading financial services firm is seeking a highly skilled Senior Financial Systems Analyst to join their team. The ideal candidate will have extensive experience with OneStream or HFM, as well as a strong understanding of financial systems and technology solutions.The Senior Financial Systems Analyst will be responsible for managing the ongoing...
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Senior Financial Analyst
4 weeks ago
Auburn Hills, Michigan, United States HIROTEC AMERICA Full timeJob DescriptionHIROTEC America is a global industry leader with a strong presence in 8 countries. We are a company that values growth and advancement in every aspect of our business. If we can improve it, we will.We are seeking a Senior Accountant to join our team. Key Responsibilities:Calculate, post, and review financial data for use in maintaining...
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Senior Financial Compliance Specialist
3 weeks ago
Auburn Hills, Michigan, United States Carr Riggs and Ingram Full timeCarr Riggs and Ingram is a dynamic accounting firm that empowers professionals to pursue their passions and integrate their careers with their personal lives. We invite you to explore our opportunities and reinvent your career path with us.Company Overview:As a leading accounting firm, CRI unites your professional passions with your individual personal...
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Senior Financial Consultant
2 weeks ago
Auburn Hills, Michigan, United States Blue Ocean Wealth Solutions Full timeAt Blue Ocean Wealth Solutions, LLC, our mission is to help individuals achieve their financial goals through personalized advice and guidance. As a Financial Advisor, you will work closely with clients to understand their needs and provide tailored solutions for their financial portfolios.Key Responsibilities:Build strong relationships with clients by...
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Senior Financial Advisor
4 weeks ago
Bloomfield Hills, Michigan, United States First Merchant's Bank Full timeSenior Financial AdvisorFirst Merchants Bank is seeking a highly skilled Senior Financial Advisor to enhance the financial wellness of our diverse communities. As a key member of our team, you will facilitate the sale and service of securities, annuities, and registered investment advisory products to qualified clients.Key Responsibilities:Coordinate sales...
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Financial Planning Specialist
4 weeks ago
Rochester Hills, Michigan, United States TalentWealth Full timeFinancial Advisor OpportunityTalentWealth Recruiting is proud to partner with a successful independent wealth management team in Rochester Hills, MI to find a skilled Financial Advisor to join their practice.The ideal candidate will have a strong background in financial planning and wealth management, with excellent communication and interpersonal skills....
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Vice President of Operations and Risk Management
4 weeks ago
Auburn Hills, Michigan, United States CORNERSTONE COMMUNITY FINANCIAL CREDIT UNION Full timeJob SummaryCornerstone Community Financial Credit Union is seeking a seasoned professional to lead our operations and risk management efforts. As Vice President of Operations and Risk Management, you will be responsible for overseeing the development and implementation of operational and risk management strategies that align with the credit union's core...
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Rochester Hills, Michigan, United States Gates Corporation Full timeAbout the RoleWe are seeking a highly skilled Senior Manager of Consolidation and Financial Reporting to join our team at Gates Corporation. As a key member of our finance organization, you will be responsible for the preparation and review of our quarterly, annual, and other SEC filings, as well as researching technical US GAAP and IFRS issues.Key...
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Senior Financial Administrator
3 weeks ago
Bloomfield Hills, Michigan, United States SKLD Full timeAt SKLD, we are seeking a highly skilled Senior Financial Administrator to join our team. As a key member of our business office, you will play a vital role in ensuring the smooth operation of our financial functions.**Job Summary:**The Senior Financial Administrator will be responsible for managing the daily accounting functions of the facility, including...
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Senior Software Engineer
3 weeks ago
Auburn Hills, Michigan, United States Genisys Credit Union Full timeAbout the RoleThe Senior Software Engineer will be responsible for designing and developing software solutions to support business processes. This includes architectural decisions related to integration points, both human and system. The ideal candidate will have 3-5 years of experience in software development and a strong understanding of SQL, Go, and...
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Senior Financial Advisor
3 weeks ago
Bloomfield Hills, Michigan, United States First Merchants Bank Full timeJob SummaryFirst Merchants Bank is seeking a Senior Financial Advisor to facilitate the sale and service of securities, annuities, and registered investment advisory products to qualified clients. The ideal candidate will have over seven years of securities sales, annuity sales, or related experience and hold relevant licenses such as Series 7, Series 63 &...
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Senior Software Engineering Lead
4 weeks ago
Auburn Hills, Michigan, United States Comerica Management Company Full timeAs a Senior Staff Engineer- Developer, you will lead large, complex development initiatives for financial software applications. Your responsibilities will include estimation, analysis, design, programming, installation and configuration, unit/integration testing, and code debugging.You will identify potential problems and design resolutions, perform and...
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Rochester Hills, Michigan, United States Gates Corporation Full timeAbout the RoleWe are seeking a highly skilled Senior Manager of Consolidation and Financial Reporting to join our team at Gates Corporation. As a key member of our finance organization, you will be responsible for leading the preparation and review of our quarterly, annual, and other SEC filings, as well as researching technical US GAAP and IFRS issues.Key...
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Senior Member Service Representative Floater
3 weeks ago
Auburn Hills, Michigan, United States InTouch CU Full timeJob SummaryWelcome to InTouch Credit Union, where we're seeking a highly skilled Senior Member Service Representative Floater to join our team. As a key member of our staff, you will provide exceptional customer service, promote our products and services, and contribute to the growth and success of our organization.Key ResponsibilitiesCustomer Service:...
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Senior Technical Lead
3 weeks ago
Auburn Hills, Michigan, United States Comerica Management Company Full timeAs a key member of the Comerica Management Company team, the Senior Staff Engineer- Developer will lead large, complex development initiatives for financial software applications. This includes estimation, analysis, design, programming, installation and configuration, unit/integration testing, and code debugging.Key responsibilities include identifying...
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Rochester Hills, Michigan, United States Gates Corporation Full timeAbout the RoleWe are seeking a highly skilled Senior Manager of Consolidation and Financial Reporting to join our team at Gates Corporation. As a key member of our finance organization, you will be responsible for the preparation and review of our quarterly, annual, and other SEC filings, as well as researching technical US GAAP and IFRS issues.Key...
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Senior Cyber Security Architect
3 weeks ago
Auburn Hills, Michigan, United States DMI Full timeAbout DMI:DMI is a leading global provider of digital services that bridge the gap between the public and private sectors. With a broad range of capabilities across IT managed services, cybersecurity, cloud migration, and application development, DMI provides on-site and remote support to clients in various sectors, including governments, healthcare,...
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Senior Cyber Security Architect
3 weeks ago
Auburn Hills, Michigan, United States DMI Full timeAbout DMIDMI is a leading global provider of digital services, working at the intersection of public and private sectors. With broad capabilities across IT managed services, cybersecurity, cloud migration, and application development, DMI provides on-site and remote support to clients within governments, healthcare, financial services, transportation,...
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Senior Cyber Security Architect
4 weeks ago
Auburn Hills, Michigan, United States DMI Full timeAbout DMIDMI is a leading global provider of digital services working at the intersection of public and private sectors.We provide on-site and remote support to clients within governments, healthcare, financial services, transportation, manufacturing, and other critical infrastructure sectors.Our team has grown to over 2,100+ employees globally and has been...
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Senior Accountant
4 weeks ago
Auburn Hills, Michigan, United States Hutchinson Full timeJob Summary: We are seeking a highly skilled Senior Accountant to join our team at Hutchinson. The successful candidate will be responsible for compiling and maintaining records of business transactions and office activities. Key Responsibilities:Invoicing and reconciliation of all OEM tooling and samplesMonthly reporting responsibilities including price...