Current jobs related to Senior Financial Consultant - Ann Arbor, Michigan - Principal

  • Senior Financial Consultant

    3 weeks ago

    Ann Arbor, Michigan, United States Principal Co Full time

    Unlock Your Financial PotentialAs a seasoned financial professional, you have a unique opportunity to take your practice to the next level with Principal Co. Our comprehensive grid and transitional allowance offer the freedom to grow your business in a way that suits your needs.Key ResponsibilitiesConduct in-depth financial assessments with clients to...

  • Senior Financial Accountant

    4 weeks ago

    Ann Arbor, Michigan, United States Extang Corporation Full time

    Job SummaryThe Senior Financial Accountant will play a key role in supporting Extang Corporation by preparing financial statements and reconciling them timely and accurately in the monthly closing process in accordance with company accounting policies and GAAP. This role performs SOX controls in compliance with company policy and supports the annual...

  • Chief Financial Officer

    4 weeks ago

    Ann Arbor, Michigan, United States A3 - Association for Advancing Automation Full time

    Director of FinanceThe Director of Finance will play a pivotal role in driving the financial success of A3 - Association for Advancing Automation. This key position will oversee all aspects of financial operations, ensuring the organization's financial health and stability.Key Responsibilities:Establish and manage budgets across departments to align with...

  • Senior Financial Analyst

    4 weeks ago

    Ann Arbor, Michigan, United States Marquette Management Full time

    Accounting Expertise SoughtMarquette Management, Inc., a leading property management company, is seeking a skilled accountant to join its team in Ann Arbor, MI. The ideal candidate will possess strong financial skills, including A/R, A/P, Bank Recs, and F/S prep. Self-motivation, organization, and attention to detail are essential for success in this role....

  • Senior Financial Analyst

    3 weeks ago

    Ann Arbor, Michigan, United States Bank of Ann Arbor Full time

    Job DescriptionAs a Credit Analyst I at Bank of Ann Arbor, you will be responsible for conducting thorough financial analyses of existing and potential borrowers. You will work closely with Loan Officers to process requests for financing, including renewals and modifications of new and existing loans. Your duties will include preparing timely and insightful...

  • Physical Therapist

    3 weeks ago

    Ann Arbor, Michigan, United States EHM Senior Solutions Full time

    About the Role:We are seeking a skilled Physical Therapist to join our team at EHM Senior Solutions. As a Physical Therapist, you will play a vital role in providing high-quality care to our clients in the comfort of their own homes.Key Responsibilities:Review requests for physical therapy and physicians' ordersInterview clients to determine the type of...

  • Sales Director

    3 weeks ago

    Ann Arbor, Michigan, United States Brookdale Senior Living Full time

    About the Sales Manager PositionAs a Sales Manager at Brookdale Senior Living, you will be a key player in helping older adults navigate the sales journey from interest to move-in. You will be a guide for families and older adults, working with local professionals and volunteers to generate professional referral leads.ResponsibilitiesPartner with leadership...

  • Financial Operations Manager

    4 weeks ago

    Ann Arbor, Michigan, United States Crown Electrokinetics (Nasdaq: CRKN) Full time

    Job Title: Financial Operations ManagerReports to: CFO/COOLocation: RemoteEmployment Type: Full-timeThe Company: Crown Electrokinetics (Nasdaq: CRKN)Crown Electrokinetics is a diversified public growth company committed to innovation, quality, and sustainability. Our company consists of three divisions: Film, Fiber Optics, and Water Improvement. We are...

  • Senior UX Engineer

    4 weeks ago

    Ann Arbor, Michigan, United States Thomson Reuters Holdings Inc Full time

    Role Summary:As a Senior UX Engineer, you will be responsible for leading the design and development of complex technical projects and initiatives with significant risk. You will oversee critically important projects and investments, exercising autonomy in decision making and driving long-term technical vision and strategy.You will design technical solutions...

  • Senior Tax Specialist

    4 weeks ago

    Ann Arbor, Michigan, United States Hantz Group Full time

    Job Title: Senior Tax SpecialistJob Summary: We are seeking a highly skilled Senior Tax Specialist to join our team at Hantz Group. As a Senior Tax Specialist, you will work closely with our financial advisors to develop financial strategies and reduce individual clients' tax liability.Key Responsibilities:* Analyze tax liability and prepare tax projections*...

  • Senior Architect Project Manager

    3 weeks ago

    Ann Arbor, Michigan, United States Quinn Evans Full time

    Job Title: Senior Architect Project ManagerJob Description:We are seeking a highly skilled Senior Architect Project Manager to join our team at Quinn Evans. As a key member of our project management team, you will be responsible for leading a variety of projects across cultural, learning, and heritage practice areas. Your excellent communication, design,...

  • Tax Senior Accountant

    3 weeks ago

    Ann Arbor, Michigan, United States UHY LLP Full time

    Job Summary:We are seeking a highly skilled Tax Senior Accountant to join our team at UHY LLP. As a Tax Senior Accountant, you will play a key role in helping prepare and review financial information for clients, including business and individual tax returns.Key Responsibilities:Prepare and review tax returns for partnerships, corporations, and...

  • Strategic Business Development Director

    9 hours ago

    Ann Arbor, Michigan, United States Pyrovio Full time

    Overview: Pyrovio, a dynamic management consulting firm serving Fortune 500 companies, seeks a seasoned Senior Consulting Manager to lead high-impact consulting engagements and drive business growth in various sectors.About the Opportunity: As a Senior Consulting Manager at Pyrovio, you will collaborate with a talented team to deliver innovative solutions,...

  • Senior Director of Nursing Operations

    4 weeks ago

    Ann Arbor, Michigan, United States Clinical Management Consultants Full time

    Senior Director of Nursing OperationsClinical Management Consultants is seeking a seasoned nursing leader to oversee inpatient nursing services for our 300+ bed short-term acute care hospital. As Senior Director of Nursing Operations, you will lead a strong team of RN Managers, Charge Nurses, RNs, Techs, and ancillary staff across multiple nursing units.The...

  • Senior Business Intelligence Solutions Architect

    4 weeks ago

    Ann Arbor, Michigan, United States University of Michigan Full time

    Job SummaryThe University of Michigan is seeking a highly skilled Senior Business Intelligence Solutions Architect to join its Financial Systems team. As a key member of the team, you will be responsible for designing and administering enterprise-level reporting solutions, integrating cloud-hosted reporting applications, and data warehouses. Your primary...

  • Senior BI Solutions Architect

    3 weeks ago

    Ann Arbor, Michigan, United States University of Michigan Full time

    Job SummaryThe University of Michigan is seeking a highly skilled Senior BI Solutions Architect to join our team. As a key member of our Financial Systems team, you will be responsible for designing and administering enterprise-level reporting solutions that integrate our cloud-hosted reporting applications and data warehouses.ResponsibilitiesAdminister the...

  • Senior Mechanical Engineer

    3 weeks ago

    Ann Arbor, Michigan, United States Tetra Tech Full time

    ### Job SummaryAs a Senior Mechanical Engineer at Tetra Tech, you will play a key role in supporting clients with design and construction documentation for building mechanical systems in new and existing facilities. This position requires a strong background in mechanical design, with a focus on commercial, federal, and municipal projects.### Key...

  • Senior Operations Manager

    4 weeks ago

    Ann Arbor, Michigan, United States Sage Solutions Group Full time

    Job Title: Senior Operations ManagerJob Summary:We are seeking a highly skilled Senior Operations Manager to join our team at Sage Solutions Group. As a key member of our organization, you will be responsible for driving operational efficiency, improving the customer experience, and leading a team of direct reports.Key Responsibilities: Oversee and lead...

  • Senior Operations Manager

    4 weeks ago

    Ann Arbor, Michigan, United States Sage Solutions Group Full time

    Job Title: Senior Operations ManagerWe are seeking a highly skilled and experienced Senior Operations Manager to join our team at Sage Solutions Group. As a key member of our organization, you will be responsible for driving operational efficiency, improving the customer experience, and leading a high-performing team.Key Responsibilities:Oversee and lead...

  • Senior Allied Health Manager

    4 weeks ago

    Ann Arbor, Michigan, United States University of Michigan Full time

    Job SummaryWe are seeking a highly skilled and experienced Allied Health Senior Supervisor to lead our Hearing Technologies Program. The successful candidate will be responsible for managing the day-to-day operations of the program, including personnel and operations management, billing and insurance, financial management, and strategic development.Key...

Senior Financial Consultant

4 weeks ago

Ann Arbor, Michigan, United States Principal Full time
Unlock Your Financial Potential

Are you a seasoned financial professional looking to take your practice to the next level? Do you want to work with a company that offers the freedom to grow your business on your terms? Look no further than Principal, a leading provider of solutions for small and midsized businesses.

As a Licensed Financial Advisor with Principal, you'll have the opportunity to work with a nationwide affiliated group of financial professionals who share your passion for helping clients achieve their financial goals. With our support and resources, you'll be able to expand your practice and provide your clients with the best possible service.

Our compensation package is designed to reward your success, with a competitive grid and transitional allowance available. Plus, you'll have the autonomy to choose how you want to work with us, whether that's as an independent contractor or as part of a team.

So why wait? Join Principal today and start building the career you've always wanted.

Key Responsibilities:

  • Conduct comprehensive financial reviews with clients to assess their current financial situation and develop personalized financial plans.
  • Monitor and analyze financial market trends to provide clients with up-to-date investment advice and recommendations.
  • Execute trades on behalf of clients and ensure compliance with all regulatory requirements and company policies.
  • Cultivate and maintain strong client relationships through regular communication and providing exceptional customer service.
  • Continuously expand knowledge of financial products and services to better serve clients and stay competitive in the industry.

Requirements:

  • A passion for helping clients achieve their financial goals.
  • Minimum of five years of work experience with at least two years of experience with financial products, such as life insurance, disability insurance, annuities, mutual funds, 401k plans.
  • Life and health insurance licenses.
  • A willingness to obtain FINRA securities registration (Series 6 or 7; and Series 63 as required by state).
  • A background check that includes satisfactory regulatory, criminal, and financial standing.