Financial Wellbeing Advisor

Lake Trust Credit Union; Brighton (MI); On-site; USD 60,000 - 120,000; Full time

Benefits offered by this job

401K matching up to 5%

Financial wellbeing services

Reduced health insurance

Employee wellbeing services

DEI initiatives

Work-life balance

Job summary

Lake Trust Credit Union seeks a Financial Advisor to enhance member experience by recommending and selling suitable investments and insurance products aligned with members’ goals. You’ll maintain required licenses and ongoing training to excel as a Registered Representative/Advisor, fostering cross-department collaboration and delivering comprehensive financial guidance.

The role emphasizes financial wellbeing programs, teamwork, and proactive engagement with members to support wellbeing and

Qualifications

• Bachelor’s degree or equivalent work experience.
• Financial planning/financial services experience 1 year minimum.
• Securities/Insurance license a plus; CFP designation a plus.
• Proven superior interpersonal and communication skills.

Responsibilities

• Obtain/maintain licenses including Series 7 and Series 66; Life/Health Insurance license; attend conferences and meetings.
• Develop a positive, team-oriented environment and cross-functional relationships to provide life-stage financial services.
• Meet with members/clients to discuss investment needs (appointments may vary, including weekends/evenings).
• Perform duties of Financial Life Planning Sales Coordinator Assistant as required.
• Analyze data, evaluate products, and develop financial plans or illustrations; review multiple products for member needs.

Skills

Interpersonal skills

Communication skills

Financial services experience

Education

Bachelor’s degree

CFP designation

Securities/Insurance license

Job description

Lake Trust Credit Union seeks a Financial Advisor to enhance member experience by recommending and selling suitable investments and insurance products aligned with members’ goals. You’ll maintain required licenses and ongoing training to excel as a Registered Representative/Advisor, fostering cross-department collaboration and delivering comprehensive financial guidance.

The role emphasizes financial wellbeing programs, teamwork, and proactive engagement with members to support wellbeing and