Top 1322 Sr. sap fico analyst, finance solutions Jobs in Pontiac, Mi

Financial Advisor
First Merchants Bank —Bloomfield Hills, MI
- Mid-level
- Finance
- High school diploma or GED
- Paid parental leave
- Paid holidays
Quick Apply
Director of New Ventures and Service Business Incubation
Alps Alpine North America, Inc. —Auburn Hills, MI
- Full-time
- 5 years
- Bachelor's degree
- Travel
- Health savings account
- AD&D insurance
Quick Apply
Netsuite System Administrator - Financial Data Analyst
Futuramic Tool & Engineering —Warren, MI
- Overtime
- Computer literacy
- Mid-level
- Office
- Health insurance
- Dental insurance
Quick Apply
Accounting Analyst
MSGCU —Clinton Township, MI
- From $62,500 a year
- Mid-level
- Office
- 3 years
- Health savings account
- Paid holidays
Mortgage Consultant (Mortgage Loan Officer)
MSGCU —Canton, MI
- $19.25 an hour
- Microsoft Excel
- Microsoft Outlook
- Marketing
- Health savings account
- Paid holidays
Mortgage Consultant (Mortgage Loan Officer)
MSGCU —Royal Oak, MI
- $19.25 an hour
- Microsoft Excel
- Microsoft Outlook
- Marketing
- Health savings account
- Paid holidays
Digital Payments Lead
Diversified Members Credit Union —Detroit, MI
- $25 - $32 an hour
- Extended hours
- Hybrid work
- Background check
- Management
- English
- Health insurance
- Dental insurance
Quick Apply
3d
Construction Project Accountant
AUCH Construction —Pontiac, MI
- Full-time
- Mid-level
- Office
- 3 years
- Profit sharing
- Paid training
Quick Apply
Accountant
Financial One Accounting Inc. —Plymouth, MI
- Full-time
- Customer service
- Mid-level
- Office
Quick Apply
Entry Level Mortgage Sales
Dynagen Lending, LLC —Southfield, MI
- Full-time
- Office
- Communication skills
- Entry level
- Dental insurance
- Vision insurance
Quick Apply
Regional Director Finance NA Operations
Yanfeng Automotive —Novi, MI
- Full-time
- ERP systems
- 11+ years
- Finance
14d
Material Sales Director
Teijin Automotive Technologies —Auburn Hills, MI
- $160,000 - $200,000 a year
- Contract
- Engineering
- Mentoring
- Contracts
3d
Director, Advanced Tooling, Advanced Manufacturing & Automation
Teijin Automotive Technologies —Auburn Hills, MI
- Mentoring
- Experience equivalent to degree accepted
- Senior level
14d
Director of Operations
Advanced Rehab Management Services —Grand Blanc, MI
- $80,000 - $90,000 a year
- Full-time
- 7 years
- Office
- Finance
- Health insurance
- Dental insurance
Quick Apply
3d
BI Manager
Teijin Automotive Technologies —Auburn Hills, MI
- $100,000 - $130,000 a year
- Senior level
Accounting Transformation Manager
UHY LLP —Southfield, MI
- Full-time
- CPA
- ERP systems
- Mid-level
Quick Apply
Cost Estimator
US Farathane —Auburn Hills, MI
- Full-time
- Background check
- Microsoft Outlook
- Mid-level
- Health savings account
- AD&D insurance
Quick Apply
20h
Supervisor, Account - Freemont CA
Yanfeng Automotive —Novi, MI
- Full-time
- Sales
- 5 years
- Finance
- Paid holidays
- Disability insurance
10d
Lump Sum Bidding Estimator
AUCH Construction —Pontiac, MI
- Full-time
- Construction site
- Data analysis skills
- Mid-level
- Health savings account
- AD&D insurance
Quick Apply
OneStream Developer / Hybrid in Metro Detroit
Motion Recruitment —Southfield, MI
- Full-time
- Office
- US work authorization
- Senior level
- Health insurance
- Dental insurance
13d

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sr. sap fico analyst, finance solutions jobs near pontiac, mi

Financial Advisor

First Merchants Bank -
Bloomfield Hills, MI

Quick Apply

Job Details

Benefits

Paid parental leave
Paid holidays
Health insurance
Dental insurance
401(k)
Flexible spending account
Tuition reimbursement
Parental leave
Vision insurance

Qualifications

High school diploma or GED
Series 7
Driver's License
Experience practicing in the securities industry

Full Job Description

First Merchants Bank is seeking a Financial Advisor to join our team! This position will facilitate the sales and service of securities, annuities, registered investment advisory products and life insurance to qualified clients. Expand client relationships by emphasizing the origination of new business, expanding current business and providing excellent product delivery and service. Recommendations made are consistent with the company’s mission statement utilizing an explicit standard of care focusing on the clients best interests.

Essential Duties and Responsibilities:

Coordinate sales appointments, make presentations and complete all necessary paperwork on successful sales; including the deposits into the designated broker/dealer sweep account.

Initiate paperwork involving cancellations, surrenders and/or partial withdrawals.

Maintain effective relationships with financial institution branch personnel in assigned territory; includes facilitating meetings, answering questions and leading training efforts with branch personnel as needed.

Meet activity and production goas as established; includes develop within existing book of business.

Continuously work to establish and enhance existing customer and business referral relationships.

Provide a broad range of investment solutions and products to help meet customer goals and offer in-depth guidance through financial planning services.

Comply with all the rules, regulations and policies of the designated broker/dealer, all state and federal securities regulators and self-regulatory organizations.

Respond timely to client and prospect requests.

Assist in the development of an annual sales plan.

Collaborate with clients to review personal financial goals and provide consultation on investment portfolio.

Process security transactions through the designated broker/dealer as requested by clients.

Maintain proper documentation, paperwork and files as required. Comply with applicable laws and regulations and maintain various compliance files; including advertising, complaints and correspondences.

Participate in civic activities to promote growth and development in the community and a positive image for the bank.

Participate in special projects and perform other responsibilities as required.

To be successful in this position, we require the following:

High School diploma or equivalent (GED).
A minimum of three (3) years of securities sales, annuity sales or related experience.
Valid driver’s license.
Series 7, Series 63 and 65 or Series 66 licenses as well as an applicable state insurance license.

The following would be a plus:

Bachelor’s degree in finance, accounting or a related banking field.
Willingness to seek and obtain professional designations including but not limited to CFP, CFA, CIMA, AIF, CRC, or CWS.

First Merchants offers the following:

Base Pay PLUS Bonuses
Medical, Dental and Vision Insurance
401k
Health Savings and Flexible Spending Accounts
Vacation/Sick Time
Paid Holidays
Paid Parental Leave
Tuition Reimbursement
Additional Benefits

A little about us:

First Merchants is guided by a genuine philosophy of being a meaningful place to work and having a prosperous impact across all walks of life throughout the communities we serve, including consumers, businesses and other organizations. Our Vision, Mission and Team statement reflect and reinforce that authentic service philosophy.

Our Vision is:

To enhance the financial wellness of the diverse communities we serve.

Our Mission is:

To be the most responsive, knowledgeable, and high-performing financial organization for our clients, teammates, and shareholders.

Our Team:

"We are a collection of dynamic colleagues with diverse experiences and perspectives who share a passion for positively impacting lives. We are genuinely committed to attracting and engaging teammates of diverse backgrounds. We believe in the power of inclusion and belonging."

Apply today to begin your career with us!

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights (https://www.eeoc.gov/poster) notice from the Department of Labor.

Quick Apply

Refine Your Search

sr. sap fico analyst, finance solutions jobs in pontiac, mi

Financial Advisor

Director of New Ventures and Service Business Incubation

Netsuite System Administrator - Financial Data Analyst

Accounting Analyst

Mortgage Consultant (Mortgage Loan Officer)

Mortgage Consultant (Mortgage Loan Officer)

Digital Payments Lead

Construction Project Accountant

Accountant

Entry Level Mortgage Sales

Regional Director Finance NA Operations

Material Sales Director

Director, Advanced Tooling, Advanced Manufacturing & Automation

Director of Operations

BI Manager

Accounting Transformation Manager

Cost Estimator

Supervisor, Account - Freemont CA

Lump Sum Bidding Estimator

OneStream Developer / Hybrid in Metro Detroit

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