Senior Investment Advisor - Client Wealth & Strategy
CFA Institute
CFA Institute is located in Novi, Michigan, and is seeking an experienced investment professional to join their team. The role involves performing fundamental research and analysis of equity securities, making investment recommendations, and communicating strategies and risks to clients. The ideal candidate will have a degree in a related field, at least three years of investment management experience, and the ability to communicate ideas effectively. CFA Charter or notable progress toward it is also required. #J-18808-Ljbffr CFA Institute
$85k - $100k
Focus Partners Wealth is looking for an Associate Wealth Advisor to join their team in Southfield, Michigan. This... ...to maintain and enhance client relationships. Responsibilities... ...financial plans and implementing investment strategies. The ideal candidate will have...Suggested- ...MI is seeking a full-time Senior Wealth Management Advisor. This hybrid role... ...retirement planning, to clients. Candidates must possess... ...financial planning, proven investment management experience, and... ...develop tailored financial strategies, and conduct portfolio reviews...SeniorRemote jobFull time
- A leading financial services firm located in Novi, MI is searching for a Private Client Advisor to offer comprehensive financial planning and investment advice. The ideal candidate will have a minimum of 2 years of experience in financial advisory roles, with a strong focus...Suggested
- Join J.P. Morgan Chase as a Private Client Advisor in Novi, MI. You'll provide personalized financial planning and support to a variety of clients, enhancing their investment experience. We're looking for someone with at least 2 years in financial advising, strong relationship...Suggested
- Dormont Manufacturing Co is looking for a Senior Financial Analyst to join their team in Novi, Michigan. This role will involve developing pricing strategies, analyzing financial data, and collaborating cross-functionally to improve business performance. The ideal candidate...Senior
$85k - $100k
...Focus Partners Wealth is seeking an Associate Wealth Advisor to join our team! The Associate... ...based on each of our unique clients' goals and aspirations.... ...and implementing strategies in retirement, risk management... ...management, tax, estate, and investment planning. Primary...Local area$85k - $100k
...Summary Focus Partners Wealth is seeking an Associate Wealth Advisor to join our team! The... ...on each of our unique clients' goals and aspirations.... ...creating and implementing strategies in retirement, risk management... ..., tax, estate, and investment planning. Primary...Work at officeLocal area- ...full‑time hybrid role for a Senior Wealth Management Advisor, located in Livonia, MI, with... ...management services to clients, including financial planning, retirement planning, and investment management. The advisor will develop strategies to help clients achieve their...SeniorPermanent employmentFull timeContract workTemporary workRemote work
$85k - $100k
Focus Partners Wealth is seeking an Associate Wealth Advisor to join our planning‑centric team... ...to maintain and enhance client relationships through active... ...and implementing strategies in retirement, risk management... ..., tax, estate, and investment planning. Primary Responsibilities...Local area$85k - $100k
...Financial Partners is seeking an Associate Wealth Advisor to create personalized wealth advice and enhance client relationships. You will work closely with Wealth... ..., risk management, tax, estate, and investment strategies. The ideal candidate has a Bachelor’s degree...- ...Senior Client Service Manager At Gallagher, we help clients face risk with confidence because we believe that when businesses are protected... ...interaction adds value. This is your opportunity to shape strategy, mentor others, and make a lasting impact while advancing...SeniorFull timeLive outWork at officeLocal areaFlexible hoursShift work
- ...serve high net worth families nationwide. All of our investment professionals work together to solve clients' service requirements. We offer competitive... ...investment recommendations and participating in investment strategy discussions with the investment team....Work at officeRemote workWeekday work
- EY is looking for a senior consultant in life sciences to lead client engagements and provide strategic solutions in Southfield, Michigan. The role involves... ...clients on transformation and market access strategies. The ideal candidate will have a strong background in...SeniorFlexible hours
$1,000 per month
...supporting more advanced planning strategies for our clients. You’ll work closely with advisors and internal partners to... ...financial advisors or within an RIA/wealth management firm What We Offer... ...PTO) of up to 18 days, based on seniority Collaborative and supportive team...Temporary work- Investment Executive (Financial Advisor) - Westside Detroit Metro We connect great people to great opportunities... ...bankers. May handle large book of clients with more complex financial... ...sessions to train bankers on investment strategies and product solutions. Conduct solo...
- ...A bit about us: We are seeking a Senior Tax Manager, you will work directly with clients and wealth management teams to review and implement tax strategies for clients that include a coordinated financial strategy that aligns with each client's goals and values....SeniorLocal area
- ...This full-time role offers the opportunity to work closely with clients, understanding their financial needs and providing impactful solutions. With a focus on customer service and results-driven strategies, you'll play a crucial role in helping individuals protect what...Full time
- ...advisory firm in Southfield, Michigan, seeks a Financial Advisor to join their team. The ideal candidate will develop and maintain a client base, analyze investment opportunities, and provide holistic strategies. Candidates should possess strong communication skills and...
- Fidelity Investments Inc. is seeking a Financial Consultant in Novi, Michigan, to deepen client relationships and create complex financial plans. In this role, you will engage face-to-face with customers, offering personalized planning and nurturing existing client relationships...
$120k - $140k
...Western Client Service Operations, Senior Manager Client Service Operations • Full-Time Leadership Role... ...Build capacity without proportional investment. Make deliberate choices about what... ...operations roadmap tied to company strategy ~ Excellent executive communication...SeniorFull timeInterim roleWork at officeWork from homeFlexible hours- ...Outsourced Accounting practice is seeking a Senior Manager with strong nonprofit accounting... ..., you’ll lead engagements, build trusted client relationships, and bring a curious,... ...consultative support on financial planning and strategy. Mentor and develop staff, fostering a...SeniorTemporary workLocal areaRemote workFlexible hours
$74.1k - $150.3k
Senior Client Success Manager WorkForce Software, an ADP company, is hiring a Senior Client Success Manager. The role focuses on driving... ...support expansion opportunities while strengthening retention strategies in partnership with Sales. Work closely with Product,...SeniorTemporary workWork at officeFlexible hours3 days per week$165k - $215k
...in consulting or HR business partnering. Responsibilities include leading cultural integration efforts and guiding senior executives in people strategies. The ideal candidate will have a strong understanding of employment law and display excellent analytical skills. Compensation...Senior- ...Health And Benefits Financial/Actuarial Senior Director As a Health and Benefits Financial... ...as the financial lead for large, complex client assignments. You'll leverage your... ...Develops and delivers the financial/actuarial strategy for a portfolio of Medium and/or Large...SeniorFull timeTemporary workWork at officeLocal areaRemote workVisa sponsorshipWork visaFlexible hours
$109.5k - $182.5k
Overview Senior Strategy & Analytics Advisor, C&CE - Evernorth - Remote role at The Cigna Group. The Customer & Client Experience (C&CE) team services Cigna customers across multiple lines of business and aims to deliver exceptional customer experiences while operating...SeniorRemote jobFull time3 days per week$152k - $210k
...experienced M&A Consultant based in Southfield, Michigan to provide M&A consulting services, manage integration projects, and lead client relationships. The ideal candidate will have 8-12 years of experience, with a minimum of six years specifically in M&A consulting....Senior- Credit Acceptance Corporation in Southfield, Michigan is seeking a Senior People Business Partner to drive organizational effectiveness and talent strategies. This role focuses on building people strategies while ensuring a Great Place to Work culture amid growth and change...SeniorRemote job
$120k - $145k
...initiatives that align with business objectives. This role involves advising the Executive Committee and driving workforce engagement strategies. The ideal candidate should have over 8 years of experience in HR business partnering, preferably with mortgage experience. This...Senior- ...the development and evaluation of short‑ and long‑term financing strategies, and the execution of financings through preparation of... ...filings, and strategic initiatives. Develops presentations for senior management, banks, rating agencies, and investors. Prepares and...SeniorTemporary workH1bVisa sponsorshipWork visa
- Gentherm in Novi, Michigan, is seeking a Senior HR Specialist for Benefits to oversee the administration of health, retirement, and executive compensation programs. This role will serve as a key contact for complex benefit inquiries and regulatory compliance. The ideal...Senior
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