80 financial planner jobs found

A career at Auto-Owners is challenging and rewarding.  Our group of caring associates create financial security by helping individuals and businesses make a new start when a loss occurs. Job Description We offer a merit-based work-from-home program based on job responsibilities. After initial training in-person, this specific role could have the flexibility to work from home up to 3 days per week. Auto-Owners Insurance, a top-rated Insurance Carrier, is seeking an entry level motivated Space Planner professional to join our team.  The position requires the following, but is not limited to: Responsible for creating space plan options Coordinating implementation of approved plans Maintaining a library of current space plan layouts utilizing AutoCAD computer software Periodically review furniture systems from selected vendors to remain current in knowledge of available systems Willing to travel to branches upon request   Desired Skills & Experience...

Description Summary: The Wealth Planner will be responsible for delivering planning to clients with a net worth of $1-10M. This role is responsible for delivering high-quality financial planning services, conducting in-depth discovery conversations, and partnering with both clients and wealth advisors to design and implement comprehensive wealth strategies. Duties And Responsibilities Lead financial planning engagements for clients with a net worth of $1-10M. Conduct thorough discovery conversations to identify client goals, values, and financial objectives. Develop, present, and review customized financial plans, incorporating retirement, tax, estate, investment, and risk management strategies. Collaborate closely with internal wealth advisors to support client relationship management and plan implementation. Provide mentorship, training, and guidance to wealth advisors on financial...

Position Title Technology Project Manager   Location Troy, MI 48098   Job Summary The Technology Project Manager position is responsible for managing small to moderate sized projects. This position has overall responsibility for developing a project plan that is delivered within the agreed upon tolerances of time and budget. This position will continuously work in partnership with different business and technical stakeholders and will provide tactical management and project administration to the project team. This position is responsible for the coordination of leading multi-disciplinary project teams to deliver technology projects of varying size and complexity, focusing specifically on software implementation or enhancement projects.   Job Responsibilities: JOB RESPONSIBILITIES Reviews project proposals or plans to determine time frame, funding limitations, procedures for accomplishing projects, staffing requirements and allotment of available departmental...

Position Title Branch Banking Client Consultant I-Float   Location Marquette, MI 49855   Job Summary Branch Banking Client Consultant I-Float travels between assigned branches in order to provide customers with high quality, prompt, and professional financial services. Responsible for interacting with clients and providing exceptional service by greeting them as they enter one of our branches and providing them with the services needed to meet their financial goals. This role will process financial transactions in an accurate, efficient, and friendly manner while maintaining operational standards, and assist the team in meeting branch goals.   Job Responsibilities: JOB   RESPONSIBILITIES     Sales Performance:   Support team efforts to achieve growth targets in financial performance (outstanding deposits, outstanding loans, non-interest income) and primary client acquisition. Actively   seek   and deliver the right client introductions to the...

Position Title Branch Banking Client Consultant I   Location Detroit, MI 48201   Job Summary The Branch Banking Client Consultant I delivers front-line client service and transactional support by welcoming clients, identifying their needs, and performing teller functions and financial transactions in an accurate, efficient, and friendly manner to support their financial goals. This role contributes to branch success by maintaining operational accuracy and risk standards, while also supporting sales performance through introductions, client education, and collaboration with branch teammates. This role exists to create a positive and trusted branch experience where clients feel supported, informed, and connected to the right financial solutions while their everyday banking needs are handled accurately and efficiently. The role also exists to support branch growth and service goals by balancing teller transaction execution, client engagement, timely problem resolution, and...

Position Title Branch Banking Client Consultant II   Location Okemos, MI 48864   Job Summary Branch Banking Client Consultant II provides best in class experience by resolving concerns and providing various product details that focus on meeting the financial needs of our clients. Focuses on client management, client retention, and introductions to key bank partners (Mortgage, Business Banking) to ensure our clients have access to experts who can help them achieve their financial goals. This position will have greater lending and basic investment interactions and will participate in more complex banking conversations with clients.   Job Responsibilities: JOB   RESPONSIBILITIES     Sales Performance : Support team efforts to achieve growth targets in financial performance (outstanding deposits, outstanding loans, non-interest income) and primary client acquisition. Actively   seek   and deliver the right client introductions to the right team...

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. Our Grand Rapids team is seeking a Personal Lines Client Account Manager. This role services an assigned book of business by working with those clients to identify exposures, provide the best insurance solutions available, and serve as their insurance advisor. Analyze and answer requests by telephone, email or in person from policyholders and/or carriers for information concerning insurance policies by performing the following duties. How You Will Contribute: Write all new business policies Maintain and service all renewal policies Assist insureds with all service needs (ie questions, changes, cancellations, etc) Identify competitive carriers for remarketing existing business to help with account retention. Account round existing clients, and cross sell other departments within the organization. Ensure all quotes are accurate...

Position Title Branch Banking Client Consultant II   Location Jackson, MI 49202   Job Summary Branch Banking Client Consultant II provides best in class experience by resolving concerns and providing various product details that focus on meeting the financial needs of our clients. Focuses on client management, client retention, and introductions to key bank partners (Mortgage, Business Banking) to ensure our clients have access to experts who can help them achieve their financial goals. This position will have greater lending and basic investment interactions and will participate in more complex banking conversations with clients.   Job Responsibilities: JOB   RESPONSIBILITIES     Sales Performance : Support team efforts to achieve growth targets in financial performance (outstanding deposits, outstanding loans, non-interest income) and primary client acquisition. Actively   seek   and deliver the right client introductions to the right team...

Position Title Branch Banking Client Consultant I (part time)   Location Livonia, MI 48152   Job Summary The Branch Banking Client Consultant I delivers front-line client service and transactional support by welcoming clients, identifying their needs, and performing teller functions and financial transactions in an accurate, efficient, and friendly manner to support their financial goals. This role contributes to branch success by maintaining operational accuracy and risk standards, while also supporting sales performance through introductions, client education, and collaboration with branch teammates. This role exists to create a positive and trusted branch experience where clients feel supported, informed, and connected to the right financial solutions while their everyday banking needs are handled accurately and efficiently. The role also exists to support branch growth and service goals by balancing teller transaction execution, client engagement, timely problem...

SUMMARY: This internship provides hands-on experience supporting project delivery, portfolio management, and operations administration in a dynamic business environment. The intern will assist with tracking project activity, maintaining portfolio information, preparing meeting materials, organizing documentation, and supporting administrative processes that help teams execute work efficiently. This role is ideal for a student who is detail-oriented, curious, organized, and interested in learning how cross-functional teams manage priorities, communicate progress, and support business operations.   JOB DESCRIPTION: Supports project managers and business partners with project coordination activities, including organizing project documentation, tracking action items, monitoring due dates, and preparing follow-up materials. Assists with maintaining project and portfolio information in company tools and reporting sources, ensuring data is accurate, current, and...

Position Title Branch Banking Client Consultant II   Location Shelby Township, MI 48315-2963   Job Summary Branch Banking Client Consultant II provides best in class experience by resolving concerns and providing various product details that focus on meeting the financial needs of our clients. Focuses on client management, client retention, and introductions to key bank partners (Mortgage, Business Banking) to ensure our clients have access to experts who can help them achieve their financial goals. This position will have greater lending and basic investment interactions and will participate in more complex banking conversations with clients.   Job Responsibilities: JOB   RESPONSIBILITIES     Sales Performance : Support team efforts to achieve growth targets in financial performance (outstanding deposits, outstanding loans, non-interest income) and primary client acquisition. Actively   seek   and deliver the right client introductions to the...

Position Title Branch Banking Client Consultant II   Location Grand Rapids, MI 49508   Job Summary Branch Banking Client Consultant II provides best in class experience by resolving concerns and providing various product details that focus on meeting the financial needs of our clients. Focuses on client management, client retention, and introductions to key bank partners (Mortgage, Business Banking) to ensure our clients have access to experts who can help them achieve their financial goals. This position will have greater lending and basic investment interactions and will participate in more complex banking conversations with clients.   Job Responsibilities: JOB   RESPONSIBILITIES     Sales Performance : Support team efforts to achieve growth targets in financial performance (outstanding deposits, outstanding loans, non-interest income) and primary client acquisition. Actively   seek   and deliver the right client introductions to the right team...

Position Title Branch Banking Client Consultant I (Part time)   Location Marquette, MI 49855   Job Summary The Branch Banking Client Consultant I delivers front-line client service and transactional support by welcoming clients, identifying their needs, and performing teller functions and financial transactions in an accurate, efficient, and friendly manner to support their financial goals. This role contributes to branch success by maintaining operational accuracy and risk standards, while also supporting sales performance through introductions, client education, and collaboration with branch teammates. This role exists to create a positive and trusted branch experience where clients feel supported, informed, and connected to the right financial solutions while their everyday banking needs are handled accurately and efficiently. The role also exists to support branch growth and service goals by balancing teller transaction execution, client engagement, timely problem...

Position Title Commercial Loan Operations Solutions Lead   Location Troy, MI 48098   Job Summary The Commercial Loan Operations Solutions Lead serves as the senior subject matter expert (SME) responsible for resolving complex operational issues, conducting root cause analysis, and driving continuous process improvement across Commercial Loan Operations. With deep expertise in commercial loan systems and applications, this role partners cross-functionally with operations, technology, data governance, risk and control partners, and leadership to develop sustainable solutions and champion operational excellence. The SME serves as the primary escalation resource, mentoring team members and promoting best practices in problem resolution and continuous improvement.   Job Responsibilities: Application and Project Oversight Demonstrates a complete understanding of the commercial loan (core) system and provides operational oversight of system performance and data integrity....

By joining Sedgwick, you'll be part of something truly meaningful. It’s what our 33,000 colleagues do every day for people around the world who are facing the unexpected. We invite you to grow your career with us, experience our caring culture, and enjoy work-life balance. Here, there’s no limit to what you can achieve. Newsweek Recognizes Sedgwick as America’s Greatest Workplaces National Top Companies Certified as a Great Place to Work® Fortune Best Workplaces in Financial Services & Insurance Care Team Representative Entry-level, Care Team Representative Our teams thrive together! We collaborate in person and embrace a flexible hybrid work style. To join us, you’ll need to live near one of our dynamic Centers of Excellence📍 Southfield, MI : 300 Galleria Officentre, Southfield MI 48034 ✨ What we offer: A stable, consistent work environment —both in-office and virtual A comprehensive training program to help you support employees and...

Job Description About Acrisure: A global fintech leader, Acrisure empowers millions of ambitious businesses and individuals with the right solutions to grow boldly forward. Bringing cutting-edge technology and top-tier human support together, we connect clients with customized solutions across a range of insurance, reinsurance, payroll, benefits, cybersecurity, mortgage services – and more.  In the last twelve years, Acrisure has grown in revenue from $38 million to almost $5 billion and employs over 19,000 colleagues in more than 20 countries. Acrisure was built on entrepreneurial spirit. Prioritizing leadership, accountability, and collaboration, we equip our teams to work at the highest levels possible. Job Summary: The Sr. Manager, Epic Platform Operations leads the four teams responsible for supporting, configuring, reporting on, and improving Applied Epic and its ancillary products across the organization. The role owns day to day platform health and the...

Position Title Branch Banking Client Consultant II - Licensed   Location Livonia, MI 48152   Job Summary Branch Banking Client Consultant II - Licensed provides best in class experience by resolving concerns and providing various product details that focus on meeting the financial needs of our clients. Focuses on client management, client retention, and introductions to key bank partners (Mortgage, Business Banking) to ensure our clients have access to experts who can help them achieve their financial goals. This position will have greater lending and basic investment interactions and will participate in more complex banking conversations with clients.   Job Responsibilities: JOB RESPONSIBILITIES Sales Performance: Support team efforts to achieve growth targets in financial performance (outstanding deposits, outstanding loans, non-interest income) and primary client acquisition. Actively seek and deliver the right client introductions to the right team member(s)...

Job Title: Financial Analyst - FP&A - Enterprise Reporting Department: Finance Location: Grand Rapids, MI About Acrisure    A global fintech leader, Acrisure empowers millions of ambitious businesses and individuals with the right solutions to grow boldly forward. Bringing   cutting-edge   technology and top-tier human support together, we connect clients with customized solutions across a range of insurance, reinsurance, payroll, benefits, cybersecurity, mortgage services – and more .       In the last twelve years, Acrisure has grown in revenue from $38 million to almost   $5 billion   and employs over 19,000 colleagues in more than 20 countries. Acrisure was built on entrepreneurial spirit. Prioritizing leadership, accountability, and collaboration, we equip our teams to work at the highest levels possible.   Scope and Responsibilities: Monitor, review, and report on trends and patterns of revenue, expenses and other...

A career at Auto-Owners is challenging and rewarding.  Our group of caring associates create financial security by helping individuals and businesses make a new start when a loss occurs. Job Description Auto-Owners Insurance, a top-rated insurance carrier, is seeking a motivated individual to join our team as a Claims Intern. The position requires the person to: Investigate and assemble facts, determine policy coverage, evaluate the amount of loss, analyze legal liability and pay or deny losses.  Become familiar with insurance coverage by studying insurance policies, endorsements and forms.  Work towards the resolution of claims, and may attend arbitrations, mediations, depositions, or trials as necessary. Ensure that claims payments are issued in a timely and accurate manner. Service the needs of agents, policyholders and others.  Handle investigations by phone, mail and on-site investigations. Desired Skills & Experience Students should be currently...

A career at Auto-Owners is challenging and rewarding.  Our group of caring associates create financial security by helping individuals and businesses make a new start when a loss occurs. Job Description Auto-Owners Insurance, a top-rated insurance carrier, is seeking a motivated individual to join our team as a claims intern for the summer. The position requires the person to: Investigate and assemble facts, determine policy coverage, evaluate the amount of loss, analyze legal liability and pay or deny losses.  Become familiar with insurance coverage by studying insurance policies, endorsements and forms.  Work towards the resolution of claims, and may attend arbitrations, mediations, depositions, or trials as necessary. Ensure that claims payments are issued in a timely and accurate manner. Service the needs of agents, policyholders and others.  Handle investigations by phone, mail and on-site investigations. Qualifications Students should be currently...