Financial Services Specialist

2 weeks ago


Grand Rapids, Michigan, United States Lake Michigan Credit Union Full time
About the Role

We are seeking a skilled Financial Advisor to join our team at Lake Michigan Credit Union. As a Financial Advisor, you will be responsible for providing expert financial planning services to our members, helping them achieve their financial goals and objectives.

Key Responsibilities
  • Provide financial planning services to members, including counseling and guidance on non-depository financial products and services.
  • Develop and maintain a thorough knowledge of all products and services offered by the company, as well as those offered by competitors.
  • Assist in developing direct mail solicitations and promoting non-depository financial products.
  • Maintain accurate records and files, including client profiles and transaction records.
  • Conduct financial planning seminars and visit branches to meet with clients and train staff.
  • Maintain required individual insurance and securities licenses, including continuing education requirements.
Requirements
  • Three to five years of experience in a similar or related field, including preparatory experience.
  • Bachelor's degree in Business or a related field of study.
About Us

Lake Michigan Credit Union is a not-for-profit institution owned by its members, rather than corporate stockholders. We are accountable directly to our members, who share in our success and benefit from lower fees, better savings and checking interest rates, and lower-cost mortgages.

We are committed to providing exceptional service and value to our members, and we are seeking a talented and dedicated Financial Advisor to join our team.



  • Grand Rapids, Michigan, United States Mattson Financial Services Full time

    Job SummaryMattson Financial Services is seeking a highly organized and detail-oriented Financial Services Coordinator to join our team. As a key member of our client services team, you will be responsible for providing exceptional support to our advisors and clients.Key Responsibilities:Provide warm and welcoming greetings to clients and prospectsScreen and...


  • Grand Rapids, Michigan, United States Creative Financial Staffing Full time

    Accounting Specialist Job DescriptionCreative Financial Staffing is partnering with a growing West Michigan non-profit to hire an Accounting Specialist. This role is responsible for leading finance processes related to the organization's expenditures, including accounts payable, tracking and recognition of prepaid expenses, maintaining fixed asset and...


  • Grand Rapids, Michigan, United States Stonebridge Financial Partners LLC Full time

    Job Title: Client Services AssociateStonebridge Financial Partners, LLC is seeking a highly motivated and detail-oriented Client Services Associate to join our team. As a key member of our wealth management team, you will play a critical role in delivering exceptional client service and support.Responsibilities:Collaborate with Wealth Advisors to prepare for...


  • Grand Rapids, Michigan, United States Stonebridge Financial Partners LLC Full time

    Job Title: Client Services AssociateStonebridge Financial Partners, LLC is seeking a highly skilled and motivated Client Services Associate to join our team. As a key member of our wealth management team, you will play a critical role in delivering exceptional client service and support.Key Responsibilities:Collaborate with Wealth Advisors to prepare for...


  • Grand Rapids, Michigan, United States Stonebridge Financial Partners LLC Full time

    Client Service AssociateStonebridge Financial Partners, LLC is seeking a highly motivated and detail-oriented Client Service Associate to join our team. As a key member of our client service team, you will be responsible for ensuring a high level of client satisfaction and delivering exceptional service to our clients.Key Responsibilities:Collaborate with...


  • Grand Rapids, Michigan, United States OneMain Financial Full time

    Job SummaryWe are seeking a highly motivated and customer-focused Consumer Loan Sales Specialist to join our team at OneMain Financial. As a Consumer Loan Sales Specialist, you will be responsible for delivering exceptional customer service and providing financial solutions to our customers.Key ResponsibilitiesDevelop and maintain relationships with...


  • Grand Rapids, Michigan, United States InsideHigherEd Full time

    Financial Contingency SpecialistGRCC is seeking a skilled Financial Contingency Specialist to join our team. The ideal candidate will have a minimum of three years of experience in accounting or payroll positions, with strong office organizational skills and excellent customer service skills. The ability to work with software programs such as Word, Excel,...


  • Grand Rapids, Michigan, United States Lake Michigan Credit Union Full time

    About the RoleWe are seeking a skilled Financial Advisor to join our team at Lake Michigan Credit Union. As a Financial Advisor, you will be responsible for providing expert financial planning services to our members, helping them achieve their financial goals and objectives.Key ResponsibilitiesProvide financial planning services to members, including...


  • Grand Rapids, Michigan, United States Compunnel, Inc. Full time

    Job DescriptionCompunnel Inc., a leading provider of Staffing, IT/Software, e-Learning/Training, Business Intelligence, and Cloud Solutions, is seeking a highly skilled Financial Operations Specialist to join their team.The ideal candidate will have a strong background in accounting and administrative management, with a minimum of 3-5 years of experience in...


  • Grand Rapids, Michigan, United States OneMain Financial Full time

    Empower Customers with Access to Affordable FinancingAt OneMain Financial, we're committed to providing customers with friendly, fast, and affordable financing solutions for life's expenses. As a Consumer Loan Sales Specialist, you'll play a vital role in empowering customers by listening to their needs and providing personalized financial solutions.Key...

  • Financial Manager

    3 weeks ago


    Grand Rapids, Michigan, United States Creative Financial Staffing Full time

    Accounting Manager PositionWe are seeking an experienced Accounting Manager to join our team at Creative Financial Staffing. As a key member of our financial team, you will play a pivotal role in driving financial success in a dynamic manufacturing company.Job Responsibilities:Financial Management: Oversee the financial operations of the company, including...


  • Grand Rapids, Michigan, United States Arrow Staffing Full time

    Financial Operations Specialist Needed in Walker MIArrow Staffing is seeking an experienced Financial Operations Specialist to join our client's team in Walker MI. As a key member of the financial team, you will play a crucial role in managing the financial health of the company and assisting with other office duties to ensure smooth operations.Key...


  • Grand Rapids, Michigan, United States Creative Financial Staffing Full time

    {"h1": "Accountant Position at Creative Financial Staffing", "p": "Creative Financial Staffing has partnered with a growing organization to fill an Accountant position. Our client is a comprehensive provider of mental health counseling, substance use treatment, and family services in West Michigan.", "ul": [{"li": "Robust health insurance options"}, {"li":...


  • Grand Rapids, Michigan, United States Creative Financial Staffing Full time

    Accounts Receivable Specialist Job DescriptionCreative Financial Staffing is seeking a detail-oriented Accounts Receivable Specialist to join their finance team. In this role, you will be responsible for managing and maintaining the accounts receivable process, ensuring timely collection of payments, and maintaining accurate financial records.Key...


  • Grand Rapids, Michigan, United States Creative Financial Staffing Full time

    Accounts Receivable SpecialistCreative Financial Staffing is seeking a detail-oriented Accounts Receivable Specialist to join their finance team. In this role, you will be responsible for managing and maintaining the accounts receivable process, ensuring timely collection of payments, and maintaining accurate financial records.Key Responsibilities:Process...


  • Grand Rapids, Michigan, United States Creative Financial Staffing Full time

    Accountant OpportunityCreative Financial Staffing has partnered with a reputable organization seeking an experienced Accountant to join their team. This mid-sized nonprofit is dedicated to providing comprehensive mental health counseling, substance use treatment, and family services in West Michigan.Why this organization?Competitive health insurance...


  • Grand Rapids, Michigan, United States Creative Financial Staffing Full time

    AP/AR Specialist Job DescriptionJob Title: Part-Time AP/AR SpecialistLocation: Grand Rapids, MISchedule: Monday - Friday, 8am-5pmAP/AR Specialist Compensation: $40,000 - $50,000Creative Financial Staffing has partnered with an investment company that values problem solvers and prioritizes its unique company culture. We're seeking a motivated Part-Time AP/AR...


  • Grand Rapids, Michigan, United States Creative Financial Staffing Full time

    Accountant OpportunityCreative Financial Staffing has partnered with a reputable organization seeking an experienced Accountant to join their team. This mid-sized nonprofit is dedicated to providing comprehensive mental health counseling, substance use treatment, and family services in West Michigan.Why this organization?Competitive health insurance...


  • Grand Rapids, Michigan, United States Compunnel, Inc. Full time

    Job DescriptionCompunnel Inc. is seeking a highly skilled Financial Operations Specialist to join our team. As a key member of our financial operations team, you will be responsible for providing accounting services to support ongoing activities, including budgeting, reporting, forecasting, and project cost accounting.The ideal candidate will have a strong...


  • Grand Rapids, Michigan, United States Creative Financial Staffing Full time

    Accounts Payable SpecialistWe are seeking an experienced Accounts Payable Specialist to manage and review our company's financial records. This role is ideal for someone with a strong attention to detail and excellent problem-solving skills.Key Responsibilities:Process and review financial transactions, ensuring accuracy and compliance with company...