Senior Client Advisor

Unlock Your Potential as a Senior Trust AdvisorWe're seeking a seasoned professional to join our team as a Senior Trust Advisor. In this role, you'll serve as a trusted advisor to clients with complex financial needs, providing expert guidance on trust administration, estate planning, and wealth management.Key Responsibilities:Develop and maintain close...

Transforming Wealth ManagementFifth Third Bank is seeking a seasoned professional to join our team as a Senior Trust Advisor. This role requires a deep understanding of trust administration, estate planning strategies, and income and estate tax matters. As a trusted advisor, you will develop close relationships with clients and their families, anticipating...

Job SummaryHantz Group, a leading financial services company, seeks a highly skilled Senior Tax Strategist to join its team of experts. As a key member of our tax planning department, you will work closely with financial advisors to develop and implement tax strategies that minimize clients' tax liabilities.Key Responsibilities:Conduct in-depth tax analysis...

Job SummaryComfort Keepers is seeking a compassionate and dedicated Senior Caregiver to provide personalized care to elderly clients in their homes. As a member of our team, you will have the opportunity to make a meaningful difference in the lives of our clients and their families.Key ResponsibilitiesProvide one-on-one care to clients, assisting with daily...

Job OverviewAt Independent Bank, we're committed to fostering a culture that encourages professional growth and celebrates individual differences. As a Senior Licensed Sales Assistant, you'll play a vital role in managing our client service center and providing advisor sales and operational assistance for our IB Wealth Management team.Key...

Job DescriptionHantz Group is a Michigan-based financial services company that provides comprehensive financial solutions to individuals and businesses. As a Financial Advisor, you will work with a team of experts to help clients achieve their financial goals.Key Responsibilities:Develop and maintain a client base by providing exceptional customer service...

Job SummaryHantz Group, a Michigan-based financial company, seeks a highly motivated Tax Planning Specialist to join its team. As a key member of the financial services team, you will work closely with clients to develop and implement tax strategies that minimize their tax liability.The ideal candidate will possess a strong understanding of tax laws and...

Job Title: Senior EstimatorAbout the Role:We are seeking a highly skilled Senior Estimator to join our team at gpac. As a Senior Estimator, you will be responsible for performing accurate labor and material takeoffs, understanding pricing policies, and ensuring correct pricing and competitive margins on bids.Key Responsibilities:Accurate Estimation: Perform...

We are a national CPA firm with a strong reputation for excellence, consistently ranked as one of the top 100 firms in the country. We are seeking a highly skilled Audit Manager/Senior Manager to join our team in Traverse City or Ann Arbor, MI.Key Responsibilities:Lead and manage audit teams to ensure high-quality resultsDevelop and implement audit...

Job Title: Financial Planning AssistantAbout the Role:At Hantz Group, we are seeking a highly organized and detail-oriented Financial Planning Assistant to join our team. As a Financial Planning Assistant, you will play a critical role in supporting our Financial Advisors and other specialists in delivering exceptional client service.Key Responsibilities:*...

A Client Service Representative at Stifel Financial assists Financial Advisors with client account opening and maintenance. Key responsibilities include performing clerical functions related to client accounts and ongoing account services. Key qualities we're looking for in a candidate include strong organizational skills and attention to detail.Key...

Job DescriptionHantz Group, a leading financial services company, is seeking a highly skilled Advanced Tax Planner to join our team. As a key member of our tax planning department, you will work closely with financial advisors to develop comprehensive tax strategies that minimize clients' tax liabilities.Key Responsibilities:Analyze tax liabilities and...

Job Title: Luxury Client Experience DirectorReports to: Store DirectorDivision: RetailOVERVIEWThe Luxury Client Experience Director is responsible for overseeing the client experience initiatives and execution at the location. This person is an experiential leader whose primary focus, in partnership with management and the Client Advisor team, is to elevate...

About this role:Wells Fargo is seeking a Senior Financial Manager to lead our Wealth Management team. As a key member of our organization, you will be responsible for managing a team of financial advisors and developing strategies to drive business growth.Key Responsibilities: Manage and develop a team of financial advisors to achieve business objectives...

Job Title: Senior Sales EngineerBritten, Inc. is a veteran-owned creative production house dedicated to delivering innovative signage, displays, and event branding solutions that make our customers stand out in a crowd. For 35+ years, we've leveraged our state-of-the-art design, printing, fabrication, and manufacturing capabilities to propel high-impact...

Job OverviewSmallwood & Company CPA PLLC is seeking a highly motivated and detail-oriented Client Accounting Associate to join our team. As a key member of our accounting department, you will be responsible for providing exceptional bookkeeping services to our clients.Key Responsibilities:Perform bookkeeping services for clients, including reconciliations,...

Make a Difference in the Lives of Area SeniorsAre you looking for a job that is both fulfilling and flexible? Comfort Keepers is seeking kind-hearted, reliable individuals who want to make a difference in the lives of area seniors. We are hiring part and full-time positions in various locations for the following shifts based on your availability:Shift...

Job SummaryHantz Group is a Michigan-based financial company that provides comprehensive financial services to individuals and businesses. We are seeking a highly motivated Tax Planning Specialist to join our team.Key ResponsibilitiesAnalyze tax liability and develop strategies to minimize tax burdenPrepare tax projections and returns for clientsCollaborate...

Business Development OpportunityGreenleaf Trust is seeking a skilled Business Development Officer to originate new business and promote the company's visibility in the community.Key Responsibilities:Source new business by building relationships with prospects, referral sources, and centers of influence.Represent Greenleaf Trust at community events, financial...

Job Summary:Hantz Group is a Michigan-based financial company that provides tax planning and strategy services to individuals and businesses. We are seeking a highly motivated and detail-oriented Tax Planning Specialist to join our team.Key Responsibilities:Analyze tax liability and develop strategies to minimize tax burdenPrepare tax projections and returns...