Financial Services Professional

1 day ago


Kalamazoo, Michigan, United States Consumers Credit Union Full time
Financial Advisor Opportunity

We are seeking a highly motivated and experienced Financial Advisor to join our team at Consumers Credit Union. As a Financial Advisor, you will play a key role in providing expert financial guidance and advice to our members, helping them achieve their financial goals and objectives.

Key Responsibilities:
  • Provide comprehensive financial planning and analysis to members, including portfolio reviews, asset accumulation strategies, and retirement planning.
  • Develop and implement financial solutions to meet the unique needs of our members, including investment options, loan and deposit products, and credit union services.
  • Build and maintain strong relationships with members, understanding their financial goals and objectives, and providing personalized advice and guidance.
  • Stay up-to-date on industry trends and developments, and maintain knowledge of all Consumers Credit Union products and services.
  • Collaborate with other team members to achieve sales goals and expand the penetration and participation levels of our investment services program.
Requirements:
  • Bachelor's degree in Business or Finance (or equivalent work experience).
  • 5 years of proven experience in the delivery of personal investment products and services, with at least 1 year of experience in a financial institution.
  • Series 7, Series 66, Life, Accident, and Health Insurance Licenses, and State specific securities and investment licenses.

We offer a competitive compensation package, including a base salary, commissions, and benefits. If you are a motivated and experienced Financial Advisor looking for a new challenge, we encourage you to apply for this exciting opportunity.



  • Kalamazoo, 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...


  • Kalamazoo, Michigan, United States Atria Wealth Solutions Full time

    Job Title: Financial AdvisorJob Summary:As a Financial Advisor at Atria Wealth Solutions, you will provide expert guidance to individuals and businesses to help them achieve their financial goals. You will analyze financial situations, recommend investment options, and develop comprehensive financial plans to ensure long-term success.Key...


  • Kalamazoo, Michigan, United States Consumers Credit Union Full time

    Financial Advisor Job DescriptionWe are seeking a skilled Financial Advisor to join our team at Consumers Credit Union. As a Financial Advisor, you will play a crucial role in providing expert financial guidance to our members, helping them achieve their short and long-term financial goals.Key Responsibilities:Provide comprehensive financial analysis and...


  • Kalamazoo, Michigan, United States Atria Wealth Solutions Full time

    Job Title: Financial AdvisorAbout the Role:As a Financial Advisor at Atria Wealth Solutions, you will play a crucial role in providing investment services to our clients in the Kalamazoo, MI area. You will be responsible for analyzing and guiding businesses and individuals to make informed investment decisions, recommending financial options that align with...


  • Kalamazoo, Michigan, United States Arbor Financial Credit Union Full time

    Job Title: Personal Banker IIJob Summary:We are seeking a highly motivated and customer-focused Personal Banker II to join our team at Arbor Financial Credit Union. As a Personal Banker II, you will be responsible for providing exceptional service to our members, answering their questions, and directing them to the appropriate department. You will also be...


  • Kalamazoo, Michigan, United States Consumers Credit Union Full time

    Financial Advisor Job DescriptionWe are seeking a highly skilled Financial Advisor to join our team at Consumers Credit Union. As a Financial Advisor, you will play a critical role in providing expert financial guidance to our members, helping them achieve their short and long-term financial goals.Key Responsibilities:Provide comprehensive financial analysis...


  • Kalamazoo, Michigan, United States Arbor Financial Credit Union Full time

    Job Title: Travel Personal Banker IIJob Type: Full-timeDescription:Welcome members as they arrive to the credit union, answering questions and directing members to the appropriate department. Service member's financial needs and transaction requests as they relate to aspects of their accounts, including checking/savings accounts, loans, and account services....

  • Mortgage Loan Officer

    2 weeks ago


    Kalamazoo, Michigan, United States PNC Financial Services Group Full time

    Job SummaryPNC Financial Services Group is seeking a highly skilled Mortgage Loan Officer to join our team. As a Mortgage Loan Officer, you will be responsible for recommending loan solutions to clients, managing customer relationships, and collaborating with internal and external stakeholders to complete mortgage transactions.Key ResponsibilitiesLoan...


  • Kalamazoo, Michigan, United States PNC Financial Services Group Full time

    Customer Service Representative Role OverviewWe are seeking a skilled Customer Service Representative to join our team at PNC Financial Services Group. As a key member of our customer service team, you will be responsible for delivering exceptional customer experiences and resolving customer inquiries and issues in a timely and professional manner.Key...


  • Kalamazoo, Michigan, United States PNC Financial Services Group Full time

    Job DescriptionPNC Financial Services Group is seeking a highly skilled Customer Service Representative to join our team in Kalamazoo, MI. As a key member of our Video Banking Center, you will play a critical role in delivering exceptional customer experiences and supporting our strategic vision.Key Responsibilities:Provide top-notch customer service and...


  • Kalamazoo, Michigan, United States PNC Financial Services Group Full time

    Job DescriptionPNC Financial Services Group is seeking a highly skilled Customer Service Representative to join our team in Kalamazoo, MI. As a key member of our Video Banking Center, you will play a critical role in delivering exceptional customer experiences and supporting our strategic vision.Key Responsibilities:Provide top-notch customer service and...


  • Kalamazoo, Michigan, United States PNC Financial Services Group Full time

    Job DescriptionPNC Financial Services Group is seeking a highly skilled Customer Service Representative to join our team in Kalamazoo, MI. As a key member of our Video Banking Center, you will play a critical role in delivering exceptional customer experiences and supporting our strategic vision.Key Responsibilities:Provide top-notch customer service and...


  • Kalamazoo, Michigan, United States PNC Financial Services Group Full time

    Job DescriptionPNC Financial Services Group is seeking a highly skilled Customer Service Representative to join our team in Kalamazoo, MI. As a key member of our Video Banking Center, you will play a critical role in delivering exceptional customer experiences and supporting our strategic vision.Key Responsibilities:Provide top-notch customer service and...


  • Kalamazoo, Michigan, United States PNC Financial Services Group Full time

    **Customer Service Representative Role Overview**PNC Financial Services Group is seeking a skilled Customer Service Representative to join our team. As a Customer Service Representative, you will be responsible for delivering exceptional customer experiences through various channels, including phone, email, and chat.**Key Responsibilities:**Provide timely...


  • Kalamazoo, Michigan, United States PNC Financial Services Group Full time

    Job DescriptionPNC Financial Services Group is seeking a highly skilled Customer Service and Support Supervisor to join our team. As a key member of our Video Banking organization, you will be responsible for leading a team of customer service representatives and ensuring that our customers receive exceptional service.Key ResponsibilitiesLead a team of...


  • Kalamazoo, Michigan, United States PNC Financial Services Group Full time

    Job SummaryPNC Financial Services Group is seeking a highly skilled Customer Service and Support Supervisor to join our team. As a key member of our Video Banking organization, you will be responsible for leading a team of customer service representatives and ensuring that our customers receive exceptional service.Key ResponsibilitiesLead a team of customer...


  • Kalamazoo, Michigan, United States Kalsee Credit Union Full time

    Job SummaryKalsee Credit Union is seeking a highly skilled Member Experience Representative to join our team. As a key member of our team, you will be responsible for delivering exceptional service to our members, building relationships, and empowering them to achieve financial wellness.Key ResponsibilitiesMember Service: Provide knowledgeable and engaging...


  • Kalamazoo, Michigan, United States Kalsee Credit Union Full time

    Job SummaryKalsee Credit Union is seeking a highly skilled Member Experience Representative to join our team. As a key member of our team, you will be responsible for delivering exceptional service to our members, building relationships, and empowering them to achieve financial wellness.Key ResponsibilitiesMember Service: Provide outstanding service to...


  • Kalamazoo, Michigan, United States KALSEE Credit Union Full time

    {"title": "Member Experience Representative", "description": "Empowering Financial WellnessKALSEE Credit Union is seeking a highly skilled Member Experience Representative to join our team. As a key member of our team, you will be responsible for building relationships and cultivating financial wellness among our members. Your exceptional service skills and...


  • Kalamazoo, Michigan, United States Kalsee Credit Union Full time

    Job SummaryAs a Financial Services Representative at Kalsee Credit Union, you will play a vital role in delivering exceptional member service and exceeding expectations. Your primary responsibility will be to handle all member needs, ensuring a positive experience through proactive engagement and problem-solving skills.Key Responsibilities:Provide...