SB Financial Services Manager jobs in Grand Rapids, MI

SB Financial Services Manager manages and directs small business financial service activities. Develops sales and servicing plans to enhance client relations and portfolio growth. Being an SB Financial Services Manager requires a bachelor's degree. Typically reports to a top management. The SB Financial Services Manager typically manages through subordinate managers and professionals in larger groups of moderate complexity. Provides input to strategic decisions that affect the functional area of responsibility. May give input into developing the budget. To be an SB Financial Services Manager typically requires 3+ years of managerial experience. Capable of resolving escalated issues arising from operations and requiring coordination with other departments. (Copyright 2024 Salary.com)

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Advisor Services
  • USA Financial
  • Ada, MI FULL_TIME
  • Advisor Services Associate
    Department: USA Financial Operations/New Business
    Location: Remote (CO,IN,KS,MI) and/or in-office: Ada, MI 49301
    Regular Hours: Monday - Friday; 8:00 am - 5:00 pm
    Status: Full-Time, Permanent, Salary-Exempt

    Position Overview:
    The USA Financial subsidiaries have cohesively knitted-together a dually registered Independent Broker Dealer and SEC Registered Investment Advisor, an Insurance Marketing Organization (IMO / FMO to access top carriers, products & insurance distribution), Formulas - a 2nd SEC Registered Investment Advisor (RIA AUM to provide turnkey formulaic money management), USA Financial Exchange – a 3rd SEC Registered Investment Advisor (a TAMP platform with over $1B in assets), and Financial HQ for Marketing & Technology Solutions.

    The ideal candidate will have financial services experience:
    • High degree of follow-through;
    • Strong analytical skills with the ability to identify a problem and develop solutions;
    • Excellent organizational skills;
    • A high degree of initiative and ability to work within tight deadlines;
    • Experience trading on industry platforms or custodians preferred;
    • Experience working in a broker-dealer and RIA environment preferred;
    • Securities Licenses preferred (6/7, 65/66, and 24)(If 24 licensed, supervisory review experience pathway available).

    At USA Financial, we are always searching for extraordinary people to join our team who are self-motivated, enthusiastic team players. If you are willing to work hard and learn our proven system, there is no limit to what the future will hold for you at USA Financial. USA Financial employees are aggressive, energetic problem solvers who work well in a high energy atmosphere. If this sounds like you, we welcome you to apply today to become a successful member of USA Financial Team.

    Financial services licenses, as well as experience and understanding of insurance and investment products are a plus, but not required; we are always willing to hire the “right person” over related experience.

    This position reports to the Chief Operations Officer. Please note that this is may not a fully remote position: if hired, you would be expected to work from USA Financial's Ada, Michigan home office at some frequency (based on eligibility requirements).

    What USA Financial Team offers:
    • Health/Medical Care
    • Life Insurance
    • Short-Term & Long-Term Disability
    • 401(k) Retirement Savings with company match
    • Paid Time Off
    • Paid Holidays (13/year)
    • Remote Work Arrangements (policy requirements/eligibility apply)
    • Exciting and Rewarding Work Environment
    • Also available: Voluntary Dental & Voluntary Vision
    Interested in joining USA Financial?
    Tour our website to see if we are the right fit for you!

    As an equal employment opportunity employer, we will recruit, employ, train, compensate, and promote employees without discrimination on the basis of race (including traits commonly or historically associated with race, which include, but are not limited to hair texture or protective hairstyles such as braids, locks, and headwraps), color, religion, national origin, ancestry, sex, sexual orientation, gender identity or expression, pregnancy/childbirth/related medical conditions, age, marital status, citizenship status, veteran status, disability, genetic information, height, weight, or any other classification or characteristic protected by applicable law.
  • 1 Month Ago

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Financial Services Representative
  • Michigan First Credit Union
  • Wyoming, MI FULL_TIME
  • Location : Address: 355 54th St SW Location : City: Wyoming Location : Postal Code: 49548 Responsibilities: Location This branch is a Retail In-Store branch. These branches are located in Walmart, Mei...
  • 2 Days Ago

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Financial Services Coordinator
  • Grand Rapids Public School District
  • Grand Rapids, MI FULL_TIME
  • To perform this job successfully, an individual must be able to perform the essential job functions satisfactorily. Reasonable accommodations may be made to enable individuals with disabilities to per...
  • 11 Days Ago

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Financial Services Representative
  • Michigan First
  • Grand Rapids, MI OTHER
  • Location : Address1815 Breton Rd. SE Location : CityGrand Rapids Location : Postal Code49506 Responsibilities JOB SUMMARY: Under supervision, and in accordance with existing procedures and systems, pr...
  • 14 Days Ago

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Financial Services Coordinator
  • Grand Rapids Public Schools
  • Grand Rapids, MI FULL_TIME
  • Job Description To perform this job successfully, an individual must be able to perform the essential job functions satisfactorily. Reasonable accommodations may be made to enable individuals with dis...
  • 1 Month Ago

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Financial Services Representative
  • Michigan First
  • Wyoming, MI OTHER
  • Location : Address355 54th St SW Location : CityWyoming Location : Postal Code49548 Responsibilities Location This branch is a Retail In-Store branch. These branches are located in Walmart, Meijer, an...
  • 2 Months Ago

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0 SB Financial Services Manager jobs found in Grand Rapids, MI area

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Internal Revenue Agent (Examiner) 12 MONTH ROSTER 'AMENDED'
  • Department Of The Treasury
  • Grand Rapids, MI
  • Duties WHAT IS THE SMALL BUSINESS/SELF EMPLOYED (SBSE) DIVISION? A description of the business units can be found at: ht...
  • 3/27/2024 12:00:00 AM

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Internal Revenue Agent (Special Enforcement Program - Examiner) 12 MONTH ROSTER (Amended)
  • Department Of The Treasury
  • Grand Rapids, MI
  • Duties WHAT IS THE SMALL BUSINESS/SELF EMPLOYED (SBSE) DIVISION? A description of the business units can be found at: ht...
  • 3/27/2024 12:00:00 AM

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Internal Revenue Agent (Examiner-Joint Committee Specialist) 12 MONTH ROSTER 'AMENDED'
  • Department Of The Treasury
  • Grand Rapids, MI
  • Duties WHAT IS THE LARGE BUSINESS & INTERNATIONAL (LB&I)DIVISION? A description of the business units can be found at: h...
  • 3/27/2024 12:00:00 AM

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Internal Revenue Agent (Examiner) - Direct Hire - Incentive eligible-AMENDED
  • Department Of The Treasury
  • Grand Rapids, MI
  • Duties WHAT ARE THE APPEALS (AP), LARGE BUSINESS AND INTERNATIONAL (LB&I), SMALL BUSINESS SELF-EMPLOYED (SB/SE) AND TAX ...
  • 3/27/2024 12:00:00 AM

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Internal Revenue Agent/ Senior Revenue Agent (Examiner)- (6 Month Roster) - Amended
  • Department Of The Treasury
  • Grand Rapids, MI
  • Duties WHAT IS THE LARGE BUSINESS AND INTERNATIONAL (LBI) DIVISION? A description of the business units can be found at:...
  • 3/27/2024 12:00:00 AM

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Supervisory Internal Revenue Agent (12 month roster) AMENDED
  • Department Of The Treasury
  • Grand Rapids, MI
  • Duties WHAT IS THE LBI - LARGE BUSINESS AND INTERNATIONAL DIVISION? A description of the business units can be found at:...
  • 3/27/2024 12:00:00 AM

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Vice President of Finance
  • RDV Corporation/RDV Staffing
  • Grand Rapids, MI
  • The Opportunity Responsible for leadership and oversight of the RDV Corporation Accounting & Finance functions with an e...
  • 3/25/2024 12:00:00 AM

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Family Office Accountant
  • 42 North Partners, LLC
  • Grand Rapids, MI
  • Job Description Job Description Family Office Accountant 42 North Partners (42NP) is a single-family office that support...
  • 3/24/2024 12:00:00 AM

Grand Rapids is the second-largest city in Michigan, and the largest city in West Michigan. It is on the Grand River about 30 miles (48 km) east of Lake Michigan. As of the 2010 census, the city population was 188,040. In 2010, the Grand Rapids metropolitan area had a population of 1,005,648, and the combined statistical area of Grand Rapids-Muskegon-Holland had a population of 1,321,557. Grand Rapids is the county seat of Kent County. A historic furniture-manufacturing center, Grand Rapids is home to five of the world's leading office furniture companies, and is nicknamed Furniture City. Its ...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for SB Financial Services Manager jobs
$163,635 to $222,907
Grand Rapids, Michigan area prices
were up 1.3% from a year ago

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