Holistic Financial Advisor & Planning Specialist
Lake Michigan Credit Union
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Benefits offered by this job
Job summary
Lake Michigan Credit Union is seeking a Financial Advisor to provide comprehensive financial planning, investment, and insurance solutions to members in Grand Rapids, MI. This member-facing role focuses on building a book of business and delivering tailored strategies.
The ideal candidate has 3-5 years of advisory experience, FINRA licenses (Series 7, 63; 65/66), Life and Health licenses, and a passion for helping members reach their financial goals.
Job description
Lake Michigan Credit Union is seeking a Financial Advisor to provide comprehensive financial planning, investment, and insurance solutions to members in Grand Rapids, MI. This member-facing role focuses on building a book of business and delivering tailored strategies.
The ideal candidate has 3-5 years of advisory experience, FINRA licenses (Series 7, 63; 65/66), Life and Health licenses, and a passion for helping members reach their financial goals.
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