Top 163 Finance Jobs in Lansing Mi

Financial Planner
Tri-Star Trust Bank —Lansing, MI
- Full-time
- Background check
- Research
- Mid-level
- Health savings account
- Health insurance
Quick Apply
4d
CFO
Robert Half —Lansing, MI
- $180,000 - $230,000 a year
- CPA
- Office
- Finance
- Disability insurance
- Dental insurance
Quick Apply
Controller
Robert Half —Lansing, MI
- $130,000 - $170,000 a year
- Call employer
- Office
- Finance
- Bachelor's degree
- Disability insurance
- Dental insurance
Quick Apply
Financial Services Professional - Hybrid Remote (MI)
Bankers Life —Lansing, MI
- $50,000 - $80,000 a year
- Full-time
- Hybrid work
- Office
- Communication skills
- Entry level
Quick Apply
Controller
Robert Half —Lansing, MI
- $50 - $70 an hour
- Temporary
- Office
- Residential
- US work authorization
- Disability insurance
- Dental insurance
Quick Apply
Financial Analyst 9-P11
State of Michigan —Lansing, MI
- $53,768.00 - $84,260.80 a year
- Full-time
- Office
- Children
- In-person
- Paid parental leave
- Health savings account
8d
State Division Administrator 17 - State Budget Office
State of Michigan —Lansing, MI
- $56.58 - $76.92 an hour
- Online Application
- Hybrid work
- Office
- Analysis skills
- Bachelor's degree
- Paid parental leave
- Health savings account
4d
Analyst I, Finance
LG Energy Solution Michigan, Inc. —Lansing, MI
- Full-time
- English
- Mid-level
- Office
Quick Apply
Equity Research Analyst
Waggoner Financial —Lansing, MI
- $70,000 - $100,000 a year
- Full-time
- Mid-level
- Finance
- Analysis skills
- Disability insurance
- Health insurance
Quick Apply
Entry Level Wealth Associate
Maner Costerisan —Lansing, MI
- $65,000 - $75,000 a year
- Computer literacy
- Writing skills
- Office
- Profit sharing
- Disability insurance
Quick Apply
5d
Senior Analyst, FP&A
CVS Health —Lansing, MI
- $46,988 - $122,400 a year
- Full-time
- Mid-level
- Office
- 3 years
- Health insurance
- Dental insurance
Project Cost Controls Analyst (Remote)
SOLV Energy, LLC —Lansing, MI
- $77,866 - $97,333 a year
- Full-time
- Remote
- Engineering
- Finance
- SQL
- Paid holidays
- Disability insurance
Quick Apply
Financial Services Representative
First National Bank of America —East Lansing, MI
- Office
- US work authorization
- Communication skills
- Health savings account
- Health insurance
Quick Apply
Wealth Management Associate
Waggoner Financial —Lansing, MI
- $55,000 - $80,000 a year
- Full-time
- Mid-level
- Office
- Finance
- Disability insurance
- Health insurance
Quick Apply
Senior Financial Analyst - REMOTE
Ryder System —Lansing, MI
- $85,000 - $92,000 a year
- Full-time
- Remote
- Microsoft Word
- Microsoft Access
- Mid-level
- Disability insurance
- Health insurance
Associate Banker, 30 Hours, Lansing, MI Area - Multiple Locations
JPMorganChase —Lansing, MI
- Part-time
- High school diploma or GED
- Leadership
- Entry level
- Health insurance
- Tuition reimbursement
8d
Financial Services Specialist - Downtown Lansing Branch
MSU Federal Credit Union —Lansing, MI
- From $20 an hour
- Full-time
- High school
- Mid-level
- Office
- Paid parental leave
- Paid holidays
Quick Apply
Departmental Manager-3, Financial Reporting & Analysis Unit
State of Michigan —Lansing, MI
- $35.28 - $52.61 an hour
- Online Application
- Hybrid work
- Management
- Mid-level
- Office
- Paid parental leave
- Health savings account
6d
Senior Budget Analyst
Ingham County —Mason, MI
- $83,209.40 a year
- Full-time
- 6 years
- Computer literacy
- HIPAA
Partnership Risk Management Analyst
Dart Bank —Mason, MI
- Full-time
- Hybrid work
- Writing skills
- Mid-level
- High school diploma or GED
- Profit sharing
- Health insurance

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finance jobs near lansing mi

Financial Planner

Tri-Star Trust Bank
Lansing, MI

Quick Apply

Job Details

Full-time
4 days ago

Benefits

Health savings account
Health insurance
Dental insurance
401(k)
Flexible spending account
Paid time off
Parental leave
Employee assistance program
Vision insurance
401(k) matching
Employee discount
Professional development assistance
Life insurance
Referral program
Retirement plan

Qualifications

Financial planning software
CFP
Interpersonal skills
Research
Bachelor's degree
Attention to detail
Organizational skills
Face-to-face client meetings
Financial services
Productivity software
Video conferences (communication methods)

Full Job Description

People are our business. Our clients’ families and futures are the focus of all our personalized wealth management solutions at Tri-Star. We believe everyone deserves to move their financial life forward, make well-informed decisions, and fulfill their financial vision.

We continue to see tremendous growth in our client base and a rapidly growing demand for our services. Our firm provides comprehensive investment and financial planning services to high-net-worth individuals and families. We are seeking a detail-oriented Financial Planner to join our team.

Job Summary:

The Financial Planner serves as a trusted advisor responsible for delivering comprehensive, goal-based financial planning to individuals, families, and businesses. This role applies advanced analytical judgment, technical planning expertise, and client relationship management to develop tailored strategies that support long-term financial objectives and contribute to a differentiated client experience.

Responsibilities:

·Evaluate complex financial information for individuals, families, and businesses to develop comprehensive plans aligned with each client’s goals, priorities, risk profile, and broader financial circumstances.

·Gather, synthesize, and interpret client data to support high-quality financial planning recommendations and a disciplined planning process.

·Apply the CFP® financial planning framework to design, maintain, and refine comprehensive, goal-based financial plans.

·Advise clients on cash flow projections and planning strategies, including the development, communication, implementation, and ongoing monitoring of recommendations.

·Assess investment strategies, asset allocation considerations, and related planning recommendations in alignment with clients’ objectives, risk tolerance, liquidity needs, and long-term priorities.

·Conduct financial analysis and research to identify planning opportunities, address risks, and support informed decision-making.

·Stay current on industry trends, planning strategies, technology, and regulatory changes to support compliant, accurate, and relevant client advice.

·Build and maintain trusted client relationships through proactive, clear, and professional communication.

·Engage with clients on a timely basis for scheduled reviews, plan updates, and planning-related follow-up needs.

·Educate clients and Tri-Star team members on financial planning topics, recommendations, and client-specific strategies.

·Prepare written financial plans and present recommendations in a clear, concise, and compelling manner.

·Collaborate with other departments to introduce the financial planning process to prospects and support integrated client service.

·Communicate plans and strategies effectively through in-person meetings, video conferencing, phone calls, and other approved communication channels.

·Develop and maintain proficiency with financial planning software, client relationship systems, and supporting technology platforms.

·Other duties as assigned.

Required Skills/Abilities:

·Prior experience involving trusts in any field (accounting, legal, wealth management).

·Proficient in Microsoft Office Suite.

·Excellent verbal and written communication skills.

·Strong analytical skills.

·Excellent organizational skills.

·Able to perform successfully under time constraints.

Education and Experience:

·Bachelor’s degree.

·CFP® Certification

·3+ years' experience in the finance industry

·2+ years' experience in a client-facing role

·Familiar with financial planning software (eMoney preferred)

Why Tri-Star?

We invest in genuine relationships, both inside and outside our firm – you’ll quickly notice what makes our people special.
We act in good faith and hold ourselves to a higher fiduciary standard.
We adhere to a Higher Purpose that is a driving force in our culture: Building caring, genuine relationships that strengthen families and transform our communities.
Tri-Star has proudly given back an average of 10% of our earnings annually as grants/donations to the communities we serve.
We currently serve over 1,100 relationships and manage close to $4 billion in client assets while maintaining 99.5% client retention.
Please visit our website at www.tristartrust.com to learn more.

Job Type: Full-time

Benefits:

401(k)
401(k) matching
Dental insurance
Employee assistance program
Employee discount
Flexible spending account
Health insurance
Health savings account
Life insurance
Paid time off
Parental leave
Professional development assistance
Referral program
Retirement plan
Vision insurance

Application Question(s):

Are you willing to undergo a background check, in accordance with law/regulations?
Will you now or in the future require sponsorship for employment visa status (e.g. H-1B visa status)?

Education:

Bachelor's (Required)

Experience:

Financial services: 3 years (Preferred)

Work Location: In person

Quick Apply

Refine Your Search

finance jobs in lansing mi

Financial Planner

CFO

Controller

Financial Services Professional - Hybrid Remote (MI)

Controller

Financial Analyst 9-P11

State Division Administrator 17 - State Budget Office

Analyst I, Finance

Equity Research Analyst

Entry Level Wealth Associate

Senior Analyst, FP&A

Project Cost Controls Analyst (Remote)

Financial Services Representative

Wealth Management Associate

Senior Financial Analyst - REMOTE

Associate Banker, 30 Hours, Lansing, MI Area - Multiple Locations

Financial Services Specialist - Downtown Lansing Branch

Departmental Manager-3, Financial Reporting & Analysis Unit

Senior Budget Analyst

Partnership Risk Management Analyst

I want to receive the latest job alert for finance in lansing mi

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