Wealth Advisor: Retirement & Investment Planning

Consumers Credit Union; Michigan; On-site; USD 60,000 - 90,000; Full time

Job summary

Consumers Credit Union is seeking a dedicated Financial Advisor for its Lakeshore market. You will analyze and guide members and businesses on investment options aligned with short- and long-term goals, prepare comprehensive financial plans, and help grow the investment services program while maintaining high-quality member service.

Requirements include a Bachelor’s in Business or Insurance, 5 years in personal investments, and licenses (Series 7, Series 66, Life/Health/Accident) with state

Qualifications

• Bachelor's degree in Business or Insurance or equivalent experience.
• 5 years proven experience delivering personal investment products and services.
• Licenses: Series 7, Series 66, Life/Accident/Health licenses and state securities licenses.

Responsibilities

• Provide analysis and guidance to members/businesses for investment decisions.
• Achieve individual sales goals and cross-sell CU products and services.
• Maintain compliance and licensing records as required by law.
• Host seminars and attend events to generate referrals and informs members.

Skills

Series 7

Series 66

Life Insurance

Financial guidance

Education

Bachelor's degree in Business or Insurance

5 years personal investment experience

Licenses: Series 7, Series 66, Life/Health/Accident

Job description

Consumers Credit Union is seeking a dedicated Financial Advisor for its Lakeshore market. You will analyze and guide members and businesses on investment options aligned with short- and long-term goals, prepare comprehensive financial plans, and help grow the investment services program while maintaining high-quality member service.

Requirements include a Bachelor’s in Business or Insurance, 5 years in personal investments, and licenses (Series 7, Series 66, Life/Health/Accident) with state