Financial Planning Specialist
4 days ago
This is an exciting opportunity to join our team as a Wealth Advisor. The successful candidate will be responsible for delivering exceptional client service and providing comprehensive financial planning and investment advice.
Key qualifications include:
- A 4-year degree in finance, economics, business, or a related field.
- A minimum of 3 years of experience in financial planning or wealth management.
- A Certified Financial Planner Professional (CFP) designation.
We offer a competitive compensation package including:
- A salary of $125,000 - $155,000 per year.
- A comprehensive benefits package, including health insurance and a 401(k) plan.
- Opportunities for professional development and growth.
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Financial Planning Specialist
2 days ago
Grand Rapids, Michigan, United States Principal Full timeJob OverviewWe are seeking a highly motivated and skilled Financial Planning Specialist to join our team. This individual will play a key role in helping clients achieve their financial objectives by providing personalized wealth management solutions.The ideal candidate will have a strong understanding of financial products, services, and industry trends....
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Financial Planning Specialist
2 weeks ago
Grand Rapids, Michigan, United States Arrow Staffing Full timeCompany Overview">Arrow Staffing is a leading staffing agency that has been connecting people to new opportunities since 1972. We partner with top companies in various industries to provide our associates with career growth and development.">About the Role">We are currently hiring for a Financial Planning Specialist position with a growing furniture...
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Financial Planning and Analysis Specialist
2 days ago
Grand Rapids, Michigan, United States LHH Recruitment Solutions Full timeJob DescriptionWe are seeking a detail-oriented Financial Planning and Analysis Specialist to join our team at LHH Recruitment Solutions.Salary: $62,500 - $72,500 per yearAbout the RoleThis role offers the opportunity to grow and take on increasing responsibilities within our accounting department. Key responsibilities include managing accounts payable...
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Financial Operations Specialist
4 weeks ago
Grand Rapids, Michigan, United States Creative Financial Staffing Full timeCompany OverviewCreative Financial Staffing is seeking an experienced Financial Operations Specialist to join our team in Grand Rapids, MI. This role will play a critical part in ensuring the smooth operation of our financial processes.Salary and BenefitsThe salary for this position is up to $17 per hour, offering a competitive compensation package that...
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Lead Financial Operations Specialist
4 weeks ago
Grand Rapids, Michigan, United States Creative Financial Staffing Full timeJob Title: Lead Financial Operations SpecialistWe are seeking a highly skilled Lead Financial Operations Specialist to join our team at Creative Financial Staffing.About the Role:The successful candidate will play a key role in managing the day-to-day financial operations of the company, with a focus on Accounts Payable (AP), General Ledger, and Treasury...
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Financial Controller
4 weeks ago
Grand Rapids, Michigan, United States Creative Financial Staffing Full timeJob SummaryWe are seeking an experienced Financial Controller - Accounts Payable Specialist to join our team. The ideal candidate will have a strong background in financial management, specifically in accounts payable.About the RoleThis is a full-time position that involves managing all aspects of accounts payable, including vendor communications, bill...
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Financial Protection Specialist
4 days ago
Grand Rapids, Michigan, United States One Stop Inc. Full timeJob Title: Financial Protection SpecialistJob SummaryWe are currently seeking a Financial Protection Specialist to protect the company's assets while balancing the financial needs of our customers.Company OverviewOne Stop Inc. is a leading wholesale distributor of imprintable sportswear to the screenprint, embroidery, and promotional products industries. We...
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Financial Growth Specialist
1 day ago
Grand Rapids, Michigan, United States Principal Full timeUnlock Your PotentialAs a Financial Growth Specialist with Principal, you will help clients unlock greater possibilities in their careers by providing them with personalized financial plans and expert advice. Your key responsibilities will include conducting comprehensive financial reviews, analyzing market trends, and cultivating strong client relationships...
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Financial Operations Coordinator
4 weeks ago
Grand Rapids, Michigan, United States Creative Financial Staffing Full timeCompany OverviewCreative Financial Staffing is partnering with a well-established client in Kentwood, Michigan, to fill the role of Accounts Payable Specialist. This is a fully onsite position that offers an exciting opportunity to contribute to a dynamic finance department.Key ResponsibilitiesProcess high volumes of invoices accurately and...
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Financial Services Representative
4 weeks ago
Grand Rapids, Michigan, United States Wintrust Financial Full timeAbout Wintrust FinancialWintrust is a leading financial holding company with approximately $62 billion in assets, traded on the NASDAQ Global Select Market. Our philosophy is guided by 'Different Approach, Better Results,' allowing us to offer sophisticated resources while providing a community banking experience to each customer.Compensation and BenefitsWe...
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Financial Transactions Specialist
4 weeks ago
Grand Rapids, Michigan, United States Service Express Full timeAbout the RoleWe are seeking a highly skilled Financial Transactions Specialist to join our team at Service Express. This individual will play a critical role in ensuring the accuracy and timeliness of customer payments, as well as providing support to the collections process.
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Financial Operations Specialist
4 weeks ago
Grand Rapids, Michigan, United States AHC Hospitality Full timeJob OverviewAHC Hospitality is a dynamic and growing company that represents a diverse array of hotels, restaurants, and resorts.We are seeking a highly skilled Financial Operations Specialist to join our team. This role will be responsible for closely monitoring and managing all food and beverage expenses within our Foxtail Coffee stores, ensuring optimal...
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Dedicated Administrative Support Specialist
4 weeks ago
Grand Rapids, Michigan, United States Creative Financial Staffing Full timeJob Description:We are seeking a highly organized and detail-oriented Administrative Support Specialist to join our team at Creative Financial Staffing.Key Responsibilities:Assist with fund development requests, ensuring timely and accurate submissions.Manage data flow in and out of the Boomerang database, providing actionable insights through...
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Financial Services Career Opportunity
3 days ago
Grand Rapids, Michigan, United States Spieldenner Financial Group Full timeAbout Spieldenner Financial GroupWe are part of the fastest-growing insurance organization in the country, dedicated to delivering exceptional mortgage protection solutions to individuals and families. Our team is passionate about making a positive impact on people's lives and helping them achieve financial security.Job Description:Schedule appointments with...
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Insurance and Financial Planning Professional
2 weeks ago
Grand Rapids, Michigan, United States New York Life and NYLIFE Securities Full timeAbout Us:New York Life Insurance Company is a Fortune 100 company dedicated to providing financial security and peace of mind through our insurance, annuity, and investment products and services.Why Join Our Team:As a member of our team, you will have the opportunity to make a positive impact on people's lives by helping them achieve their financial goals....
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Financial Reporting Specialist
2 weeks ago
Grand Rapids, Michigan, United States Rockford Construction Full timeJob OverviewRockford Construction is seeking a skilled Financial Reporting Specialist to join its team. The successful candidate will be responsible for preparing financial statements and handling accounting functions for assigned properties.The ideal candidate will have a strong background in accounting, with 3-5 years of experience in multiple entities....
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Financial Services Specialist
4 weeks ago
Grand Rapids, Michigan, United States One Stop Inc. Full timeAbout the PositionWe are seeking a detail-oriented Financial Services Specialist to support our team in Grand Rapids.Job SummaryThis role involves making initial collection calls on past due accounts and processing customer credit applications. The successful candidate will maintain accurate records and provide excellent customer service.Key...
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Accounting and Financial Operations Specialist
3 weeks ago
Grand Rapids, Michigan, United States LHH Recruitment Solutions Full timeWe are seeking a detail-oriented Accounting and Financial Operations Specialist to join LHH Recruitment Solutions.Salary Range: $18.00 to $22.00 per hourJob DescriptionThis role is perfect for recent graduates or individuals looking to start their career in accounting. The successful candidate will work closely with our finance team to ensure accurate...
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Production Planning Specialist
2 weeks ago
Grand Rapids, Michigan, United States tesa tape Full timeJob Overviewtased by experts in adhesive technology, we deliver innovative solutions for a wide range of industries. Our focus on sustainability helps us create products that make a positive impact on people's lives and the environment.We are looking for a seasoned Production Planning Specialist to join our team at our facility in Sparta, MI. As a key member...
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Financial Operations Specialist
4 weeks ago
Grand Rapids, Michigan, United States Arrow Staffing Full timeJob Summary:We are seeking an experienced Financial Operations Specialist to join our team in Walker, MI. As a key member of our financial department, you will be responsible for managing the financial health of the company and assisting with other office duties to ensure smooth operations.Key Responsibilities:Payroll Management:Process payroll accurately...