Holistic Financial Advisor for Members
Lake Michigan Credit Union
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Job summary
Lake Michigan Credit Union is seeking a Financial Advisor in Grand Rapids, MI to provide comprehensive financial planning, investment and insurance solutions, building a trusted, member‑facing advisory practice. You will develop a personal book of business, partner with branch teams, and guide members through goals, risk tolerance and time horizons with tailored strategies.
The role emphasizes client relationship development, proactive communication, ongoing reviews, and adherence to fiduciary
Job description
Lake Michigan Credit Union is seeking a Financial Advisor in Grand Rapids, MI to provide comprehensive financial planning, investment and insurance solutions, building a trusted, member‑facing advisory practice. You will develop a personal book of business, partner with branch teams, and guide members through goals, risk tolerance and time horizons with tailored strategies.
The role emphasizes client relationship development, proactive communication, ongoing reviews, and adherence to fiduciary
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