22 senior advisor jobs at 16 companies in Springfield, MI
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Senior Relationship/Trust Advisor, WM
Grand Rapids, Michigan, United States
OnsiteFull Time
Northern TrustNASDAQ: NTRS: Financial services for individuals, families, and global institutions.
12+ YOE12+ years relationship management experience in trust/estate administration; HNW/UHNW experience preferred; fiduciary, tax, legal, and investment knowledge; JD/CFP/CPWA desired; must be authorized to work in the U.S.
Corewell Health: Healthcare system providing medical care and health insurance services.
5+ YOEBachelor's degree and 5+ years finance/healthcare analytics experience supporting cost management, trend analysis, and value-based programs in an integrated system; strong influence and executive communication skills.
First Financial BankNASDAQ: FFBC: Provides retail and commercial banking and wealth management services.
10+ YOERequires 10 years of investment or portfolio management experience, client relationship management, investment and financial planning expertise, and strong communication skills. Bachelor's degree preferred; CFA or CFP strongly preferred.
LaFontaine Automotive Group: Family-owned automotive group providing vehicle sales and maintenance services.
High school diploma or GED, Ford product knowledge, Reynolds & Reynolds experience, computer proficiency, strong communication, customer focus, and fleet or commercial account experience.
Morgan StanleyNYSE: MS: Provides global financial services including investment banking and wealth management.
5+ YOEBachelor’s degree in business, finance, sales, marketing, or related field, or equivalent experience; strong communication, networking, organizational, listening, and problem-solving skills; U.S. work authorization required.
JPMorgan ChaseNYSE: JPM: Global financial services firm providing banking and investment solutions.
3+ YOE3+ years mortgage lending/sales experience, knowledge of FHA/VA/FNMA/FHLMC, strong communication and consultative skills, NMLS registration required, bachelor's degree or equivalent experience preferred.
Overland Park or Philadelphia or Hartford or Dallas or Richmond or Austin or Nashville or St. Louis or King of Prussia or Oklahoma City or Charlotte or Houston or Memphis or Manchester or Jacksonville or Herndon or Omaha or Charleston or Kansas City or Detroit or Portland or Raleigh or Louisville or Des Moines or Indianapolis or Atlanta or Tampa or Grand Rapids or Fayetteville or Phoenix or Orlando
RemoteFull Time
Optiv: Provides cybersecurity consulting, technology integration, and managed security services.
10+ YOEBachelor's degree or equivalent experience; 10+ years in information security; AI security expertise; cybersecurity certifications preferred; strong technical, sales, communication, and advisory skills; travel readiness required.
Fifth Third BankNASDAQ: FITB: Provides retail, commercial, and wealth management financial services.
8+ YOEBachelor's degree or equivalent experience; 8+ years of financial services sales/client service experience; strong communication, presentation, negotiation, analytical, and relationship-building skills. Required life and health licenses and NMLS registration.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, CRM, Nationwide Mortgage Licensing System (NMLS)
World Renew: Provides international disaster relief and community development services globally.
7+ YOEBachelor’s degree in gender studies, international development, social sciences, or related field; 7–10 years of gender equality programming experience; donor, monitoring, facilitation, safeguarding, and cross-cultural expertise.
Merrill Financial Solutions Advisor (Partially Licensed) - West Central Michigan Market
Grand Rapids, Michigan, United States
OnsiteFull Time
Bank of AmericaNYSE: BAC: Provides banking, investment, and financial risk management services.
2+ YOERequires FINRA SIE, 4+ years progressive professional or military experience, 2+ years in investments, and ability to obtain Series 7 and 66. Strong relationship, sales, communication, organization, and client advisory skills required.
Merrill Financial Solutions Advisor (Partially Licensed) - West Central Michigan Market
Grand Rapids or Michigan
OnsiteFull Time
Bank of AmericaNYSE: BAC: Provides global banking, investing, and financial risk management services.
2+ YOEFINRA SIE required; 4+ years progressive professional or military experience, including 2+ years in investments. Must obtain Series 7 and 66 licenses; strong relationship, communication, sales, and analytical skills required.
Senior Project Manager, Veridus Advisors MI (54539)
Byron Center, Michigan, United States
$91k-$106k/yrHybridFull Time
Veridus Group: Project management services for construction and community development.
7+ YOE7+ MgmtBachelor's degree in construction management, engineering, or related field required; 7–10 years of management or similar experience, leadership experience, and a valid driver's license required.
Atlanta or Baltimore or Boston or Charlotte or Chicago or Detroit or Grand Rapids or Hartford or Houston or Los Angeles or New York or Philadelphia or Raleigh or Washington
$208k-$340k/yrOnsiteFull Time
Slalom: Provides business and technology consulting and software engineering services.
Trusted advisor to CFOs on finance strategy, operating model design, and transformation; lead assessments, develop transformation roadmaps, support FP&A maturity, business cases, and finance technology selection/implementation.
Thrivent: Provides financial advice, insurance, and investments to member-owners.
5+ YOERequires 5+ years preferred in financial services talent attraction and hiring, advisor development and sales results, leadership and facilitation experience, FINRA and state insurance registrations, travel up to 50%, and a vehicle.
Thrivent: Member-owned fraternal benefit society offering financial and insurance services.
5+ YOERequires 5+ years preferred in financial services, advisor recruiting and development experience, strong sales results, leadership and presentation skills, securities registrations, insurance licenses, travel up to 50%, and a vehicle.
Salesforce, MoneyGuidePro, Thrivent Planning Platform, Thrivent Financial Advice Process
PNC Financial ServicesNYSE: PNC: Provides banking, lending, and investment services to customers.
8+ YOE5+ MgmtLeads market banking growth, develops business strategies, recruits and coaches advisors, manages risk/compliance, and maintains client relationships; typically requires a bachelor\u0002s degree, 8+ years industry experience and 5+ years management.
5+ YOEBachelor's degree or equivalent, 5+ years relevant experience, supervisory experience, Series 7 and state securities registration (S63 or S66) or ability to obtain within 150 days, strong communication, organizational and analytical skills, proficiency with standard business software.