Financial Planning

About UsAt 5H2 Hub International Midwest Limited, we are a team of entrepreneurs who believe in empowering our clients and employees. We protect businesses and individuals in our local communities by evaluating their risks and developing tailored solutions. We empower our employees with resources in technology and industry expertise, while maintaining a...

Company OverviewMilestone Bank is a comprehensive financing institution that specializes in SBA 7(a) loans, equipment financing, and capital loans. We provide a diverse array of financing solutions, including standard leases and small business loans throughout the United States.Founded in 2005, Milestone Bank has evolved from LCA Bank Corporation, which was...

ROLE OVERVIEWPurple Squirrel Advisors is in search of a meticulous and experienced Financial Planning & Analysis Specialist to become an integral part of our finance and accounting division. This position will report directly to the Finance & HR Director and will be pivotal in conducting financial assessments, forecasting future financial performance, and...

Position Overview: Financial Planning Support SpecialistMKD Wealth, LLC, a privately owned Wealth Management firm, is in search of a dedicated Financial Planning Support Specialist to assist our advisors and clients effectively. The ideal candidate will excel in managing multiple projects and ensuring timely completion.Key Responsibilities:Develop retirement...

About the RoleWe are seeking a highly accomplished Financial Planner to join our team at Sentinel Group. As a key member of our financial planning team, you will play a critical role in developing new business and providing fiduciary guidance to our private client group.Key Responsibilities:Engage and educate our retirement plan participants on the benefits...

Company OverviewMilestone Bank is a comprehensive financing institution that specializes in SBA 7(a) loans, equipment financing, and capital loans. We provide a diverse array of financing solutions, from standard leases to small business loans throughout the United States.Founded in 2005, Milestone Bank (formerly LCA Bank) has evolved to enhance its funding...

About Us:LR Management Inc is a dedicated team of skilled, motivated, and results-oriented professionals who take great pride in their daily contributions. We specialize in the management of multifamily housing communities, emphasizing value creation, exceptional customer service, and exceeding financial goals.The Opportunity:We are in search of a seasoned...

Job OverviewCompany Overview:ITW (NYSE: ITW) stands as a prominent global leader in multi-industrial manufacturing, achieving revenues of $14.1 billion in 2019. With a decentralized and entrepreneurial culture, ITW boasts approximately 45,000 dedicated professionals worldwide, driving innovation and customer-focused solutions across its seven...

Hall Financial Mortgage Loan Consultant As a licensed Mortgage Loan Consultant, you have the opportunity to utilize your expertise and drive your career forward with Hall Financial. Here, you will harness the potential of your NMLS license to achieve new heights in the mortgage industry. If you are eager to excel, we are here to support you. Our...

Join Hall Financial as a Loan Officer As a dedicated professional in the mortgage industry, you have achieved the status of a licensed Loan Officer. Now, it's time to harness that accomplishment at Hall Financial. Here, you will have the autonomy to fully utilize your NMLS license. If you are driven to reach new heights in your career, we are here to support...

FINANCIAL ANALYSTREQUIRES EXPERIENCE IN MANUFACTURING SECTORHYBRID WORK ARRANGEMENT (3 DAYS IN OFFICE / 2 DAYS REMOTE)DYNAMIC AND VARIED TASKSLOCATION: TROY, MICHIGAN (NORTH SIDE)ATTRACTIVE SALARY PACKAGE AND BONUS (DEPENDING ON EXPERIENCE) + COMPREHENSIVE BENEFITS INCLUDING 401K WITH COMPANY MATCHDIRECT REPORTING TO THE GROUP'S TOP-RANKED CFOSUPPORTIVE,...

Accounting ProfessionalKopchick and Company, P.C. is seeking a highly skilled and experienced accounting professional to join our team as a Senior Tax Accountant. As a key member of our accounting department, you will be responsible for providing exceptional tax preparation and accounting services to our clients.Key Responsibilities:Prepare accurate and...

Job DescriptionAbout LR ManagementLR Management is a dynamic and forward-thinking property management company that prides itself on its exceptional team of talented, driven, and goal-focused individuals. We take immense pride in professionally managing multifamily housing communities, with a relentless focus on creating value, delivering excellent customer...

Job SummaryAs a Financial Representative at Western & Southern Life, you will play a crucial role in meeting the financial needs of our middle-income clients. Your primary responsibility will be to educate clients, analyze their needs, and recommend tailored solutions to ensure their financial security and wealth creation.Key ResponsibilitiesMarket Analysis...

Job SummaryThe City of Troy Michigan is seeking a highly skilled and detail-oriented Account Clerk II to join our team. As an Account Clerk II, you will provide administrative support to the department and deliver exceptional customer service to the public.Key ResponsibilitiesProcess and maintain accurate records of property deeds, exemptions, and...

Job Description**Job Summary**Sandvik is seeking an experienced Accounting Manager to lead our financial operations team. As a key member of our organization, you will be responsible for overseeing all aspects of financial operations, including general accounting, budgeting, forecasting, and corporate reporting.Key ResponsibilitiesFinancial Planning and...

Client Relations Specialist / Loan Processing ExpertAn exceptional opportunity awaits you at Hall Financial as a Client Relations Specialist. We are in search of a motivated individual who exemplifies our core values of C.O.D.E. (Camaraderie, Optimism, Drive, and Evolution).In this role, you will facilitate efficient loan processing while delivering...

About 5H2 Hub International Midwest LimitedBecome a part of the dynamic team at 5H2 Hub International, where our entrepreneurial spirit drives us to safeguard businesses and individuals within our communities. We specialize in customized solutions to assess and mitigate risks, combining a global reach with a personalized local approach. As a leading...

About the CompanyBecome a part of HUB International, a collective of innovative professionals committed to safeguarding businesses and individuals within our communities. We deliver customized solutions to assess and mitigate risks, all while maintaining a global reach with a local touch. As the 5th largest global insurance and employee benefits broker, we...

Client Relations Specialist / Loan Processing ExpertAn exceptional opportunity awaits at Hall Financial within the Operations Team for a Client Relations Specialist. We are in search of a motivated individual who exemplifies our core values of C.O.D.E. (Camaraderie, Optimism, Drive, and Evolution).As a Client Relations Specialist, your role will be pivotal...