Financial Services Specialist
3 weeks ago
Mainstay Capital Management is a leading independent, fee-only Registered Investment Advisor with over $4.0 billion under management.
Salary & BenefitsThe base salary for this role ranges from $60,000 to $120,000 per year, with additional annual bonuses ranging from $30,000 to $130,000.
A generous signing bonus of $20,000 is also offered.
Job DescriptionThis is a client relationship-focused position with no product sales or quotas to meet.
You will be responsible for managing existing client relationships and developing new ones, ensuring the firm meets clients' broad financial needs.
- Understand and communicate clients' goals.
- Simplify complex financial concepts for clients.
The ideal candidate has experience advising clients on retirement planning, asset allocation, estate planning, employee benefits, tax planning, and insurance.
Certified Financial Planners and Chartered Retirement Counselors are preferred.
We take care of our clients first, and referrals follow naturally.
We believe in taking exceptional care of our clients.
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Financial Services Manager
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Financial Services Professional
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Financial Services Specialist
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Financial Services Specialist
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Financial Services Coordinator
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Financial Documentation Specialist
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Financial Services Specialist
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Business Development Specialist
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Financial Reporting Specialist
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Financial Reporting Specialist
3 weeks ago
Troy, Michigan, United States Arati Patel & Associates, PLC Full timeJob DescriptionWe are seeking a highly skilled Financial Reporting Specialist to compile and analyze financial statements for clients, prepare and review business as well as individual tax forms, and provide software support.The ideal candidate will be responsible for:Preparing and examining accounting records, financial statements, taxes, and other...
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Financial Reporting Specialist
3 weeks ago
Troy, Michigan, United States Arati Patel & Associates, PLC Full timeJob SummaryWe are seeking an experienced Financial Reporting Specialist to join our team at Arati Patel & Associates, PLC. This role involves preparing and analyzing financial statements for clients, as well as providing support with tax forms and software.Responsibilities:Prepare and examine accounting records, financial statements, taxes, and other...
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Mortgage Financial Specialist
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Senior Financial Regulatory Reporting Specialist
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Financial Service Coordinator
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Troy, Michigan, United States Golden Reserve LLC Full timeAbout Golden Reserve LLCGolden Reserve LLC is a pioneering financial services company that redefines the concept of financial planning. Our unique approach has earned us recognition as one of the most innovative financial service companies in the country, with a presence in nearly 20 offices across Ohio.
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Financial Services Professional
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Troy, Michigan, United States Equitable Advisors LLC Full timeCompany Overview:At Equitable Advisors LLC, we believe in empowering individuals and businesses to achieve their financial goals. With a long-standing reputation for delivering exceptional financial services, we are committed to making a positive impact on the futures of those we serve.Our Mission:Our mission is to provide our clients with the confidence to...
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Financial Services Professional
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Financial Operations Specialist
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