Holistic Financial Planner & Relationship Builder

Lake Michigan Credit Union; Farmington Hills (MI); Híbrido; USD 90 000 - 130 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

Weekly pay

Health coverage: medical, dental, and视

HSA match

Paid parental leave

Tuition reimbursement

Resumo da oferta

Lake Michigan Credit Union is seeking a Financial Advisor to deliver comprehensive financial planning, investment, and insurance solutions to members. The role partners with branch teams to identify opportunities, grow relationships, and provide tailored strategies based on clients' goals, risk tolerance, and time horizon.

The ideal candidate brings 3–5 years in financial advisory, a strong client service mindset, and active FINRA licenses.

Qualificações

• 3–5 years of financial advisory or wealth management experience required.
• FINRA licenses: Series 7 and 63 required; Series 65 or 66 preferred.
• Life and Health Insurance licenses required.
• Bachelor's degree or equivalent education required.

Responsabilidades

• Provide comprehensive financial planning and advisory services to members and prospective members.
• Evaluate member financials, goals, risk tolerance, and time horizons to develop personalized strategies.
• Recommend investments and insurance solutions aligned with goals and circumstances.
• Conduct portfolio reviews and ongoing planning discussions with clients.
• Develop relationships via referrals, networking, and proactive outreach; support branch teams.

Conhecimentos

Financial Planning

Investment Products

Retirement Planning

Risk Assessment

CRM Tools

Microsoft Office

Client Relationships

Formação académica

Bachelor's degree or equivalent

Ferramentas

CRM Tools

Microsoft Office Suite

Descrição da oferta de emprego

Lake Michigan Credit Union is seeking a Financial Advisor to deliver comprehensive financial planning, investment, and insurance solutions to members. The role partners with branch teams to identify opportunities, grow relationships, and provide tailored strategies based on clients' goals, risk tolerance, and time horizon.

The ideal candidate brings 3–5 years in financial advisory, a strong client service mindset, and active FINRA licenses.