Current jobs related to Client Financial Advisor - Detroit Michigan - Michigan First Credit Union

  • Financial Services Coordinator

    1 month ago

    Kalamazoo, Michigan, United States Kestra Financial Independent Advisor Full time

    Client Service AssociateAt Kestra Financial Independent Advisor, we are seeking a highly motivated and detail-oriented Client Service Associate to join our team. This role is critical to providing exceptional client experiences and requires excellent communication, organizational, and time management skills.Key Responsibilities:Support Lead Advisors in...

  • Financial Advisor

    2 weeks ago

    Michigan Center, Michigan, United States Thrivent Financial Full time

    About the RoleAs a Thrivent Financial advisor, you will have the opportunity to build a successful career in financial services while making a positive impact in your community. You will work with clients to understand their financial goals and develop personalized plans to help them achieve financial clarity and stability.Key ResponsibilitiesBuild and...

  • Voya Detroit Financial Advisor

    1 month ago

    Detroit, United States Voya Financial Advisors Inc Full time

    Voya Financial Advisors®, Inc., a leading independent broker-dealer in the defined contribution & defined benefit business, is currently seeking a Financial Professional to join our team in the greater Detroit area to work plan sponsor relationships. This position will be responsible for 403(b)/457 enrollment, retirement and investment strategies, and...

  • Voya Financial Advisor Position

    4 weeks ago

    Detroit, Michigan, United States Voya Financial Advisors Inc Full time

    Financial Professional OpportunityVoya Financial Advisors, Inc. is seeking a skilled Financial Professional to join our team in the greater Detroit area. As a Financial Professional, you will be responsible for working with plan sponsor relationships, providing retirement and investment strategies, and conducting participant education and seminars.Key...

  • Voya Financial Advisor

    3 days ago

    Detroit, Michigan, United States Voya Financial Advisors Inc Full time

    Financial Professional Opportunity at Voya Financial Advisors IncWe are seeking a skilled Financial Professional to join our team at Voya Financial Advisors Inc in the greater Detroit area. As a Financial Professional, you will be responsible for working with plan sponsor relationships, providing retirement and investment strategies, and conducting...

  • Financial Advisor

    1 week ago

    Detroit, United States Thrivent Full time

    Thrivent Financial AdvisorMeaningful work. Rewarding career.Make an impact providing holistic purpose-based financial advice to clients, helping them achieve their goals. You’ll enjoy the satisfaction of making a difference in the lives of the people you serve while also having control over the income you earn, as you’ll be paid through commissions and...

  • Financial Advisor

    1 month ago

    Detroit, United States Thrivent Full time

    Thrivent Financial AdvisorMeaningful work. Rewarding career.Make an impact providing holistic purpose-based financial advice to clients, helping them achieve their goals. You’ll enjoy the satisfaction of making a difference in the lives of the people you serve while also having control over the income you earn, as you’ll be paid through commissions and...

  • Financial Advisor

    1 month ago

    Detroit, United States Thrivent Full time

    Thrivent Financial AdvisorMeaningful work. Rewarding career.Make an impact providing holistic purpose-based financial advice to clients, helping them achieve their goals. You’ll enjoy the satisfaction of making a difference in the lives of the people you serve while also having control over the income you earn, as you’ll be paid through commissions and...

  • Financial Advisor

    1 week ago

    detroit, United States Thrivent Full time

    Thrivent Financial AdvisorMeaningful work. Rewarding career.Make an impact providing holistic purpose-based financial advice to clients, helping them achieve their goals. You’ll enjoy the satisfaction of making a difference in the lives of the people you serve while also having control over the income you earn, as you’ll be paid through commissions and...

  • Financial Advisor

    1 month ago

    Detroit, Michigan, United States Thrivent Full time

    About the RoleWe are seeking a skilled and motivated Financial Advisor to join our team at Thrivent. As a Financial Advisor, you will play a critical role in helping our clients achieve their financial goals and live more generous lives.Key ResponsibilitiesProvide personalized financial advice and guidance to clients, helping them navigate complex financial...

  • Financial Advisor

    1 month ago

    Michigan, United States ECG Resources, Inc. Full time

    Unlock Your Potential as a Relationship Manager/Wealth AdvisorAre you ready to take your career to the next level in a collaborative and client-centric environment? ECG Resources, Inc. is seeking a seasoned Relationship Manager/Wealth Advisor to join our elite Single-Family Office in Michigan.About the Role:As a Relationship Manager/Wealth Advisor, you will...

  • Financial Advisor

    2 weeks ago

    Detroit, Michigan, United States Fidelity Investments Full time

    About the RoleWe are seeking a skilled Financial Consultant to join our team at Fidelity Investments. As a Financial Consultant, you will engage with clients to provide personalized financial planning and investment guidance, helping them achieve their long-term goals.Key ResponsibilitiesBuild and maintain strong relationships with clients to understand...

  • Financial Services Professional

    4 weeks ago

    Detroit, Michigan, United States Insight Financial Planning Full time

    Job SummaryWe are seeking a highly skilled Financial Advisor to join our team at Insight Financial Planning. As a Financial Advisor, you will be responsible for cultivating relationships with new and existing clients, providing ongoing advice and service, and supporting tenured Financial Advisors in servicing existing clients.Key ResponsibilitiesAdvising...

  • Financial Planning Specialist

    1 week ago

    Detroit, Michigan, United States Insight Financial Planning Full time

    Job OverviewInsight Financial Planning is seeking a skilled Financial Advisor to join our team. As a Financial Advisor, you will be responsible for cultivating relationships with new and existing clients, providing ongoing advice and service, and supporting tenured Financial Advisors in servicing existing clients.Key ResponsibilitiesDevelop and implement...

  • Financial Advisor

    1 month ago

    Michigan, United States Huntington National Bank Full time

    Job Summary:The National Advice Center (NAC) at Huntington Financial Advisory is seeking a Financial Advisor to join our team. As a Financial Advisor, you will be responsible for providing investment advice and financial planning to clients in a phone-based environment.Key Responsibilities:Provide personalized financial guidance to clients and analyze their...

  • Financial Professional

    1 week ago

    Detroit, Michigan, United States Voya Financial Advisors Inc Full time

    Financial Professional OpportunityVoya Financial Advisors, Inc. is seeking a skilled Financial Professional to join our team in the greater Detroit area. As a key member of our team, you will be responsible for building and maintaining relationships with plan sponsors, providing expert advice on retirement and investment strategies, and conducting seminars...

  • Huntington Financial Advisor

    3 days ago

    Michigan, United States Huntington National Bank Full time

    Job Summary:The National Advice Center at Huntington National Bank is seeking a Financial Advisor to join our team. As a Financial Advisor, you will be responsible for providing investment advice and financial planning to clients in a phone-based environment.Key Responsibilities:Provide personalized financial guidance to clients and analyze their financial...

  • Senior Financial Advisor

    4 weeks ago

    Detroit, United States First Merchants Bank Full time

    First Merchants Bank is seeking a Senior Financial Advisor to join our team. This position will facilitate the sale and service of securities, annuities, registered investment advisory products and life insurance to qualified clients. Expand client relationships by emphasizing the origination of new business, expanding current business and providing...

  • J.P. Morgan Wealth Management

    4 weeks ago

    Detroit, United States JPMorganChase Full time

    Job DescriptionJOB DESCRIPTION At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge...

  • Internal Advisor Consultant

    2 weeks ago

    Detroit, Michigan, United States The Hartford Full time

    About the RoleWe are seeking a highly motivated and experienced Internal Advisor Consultant to join our team at The Hartford. As a key member of our sales team, you will be responsible for building and maintaining strong relationships with financial professionals within a specific territory.Key Responsibilities:Proactively position and differentiate Hartford...

Client Financial Advisor

2 months ago

Detroit Michigan, United States Michigan First Credit Union Full time

Position Overview:

We are in search of a Client Financial Advisor to become a vital part of our team. This role is essential in fostering relationships with our clientele and ensuring their financial needs are met with excellence.


If you are passionate about enhancing customer satisfaction, enjoy a dynamic work environment, and excel in teamwork, this position is tailored for you.


As a Client Financial Advisor at Michigan First Credit Union, you will be tasked with delivering exceptional service while nurturing connections with our members.

Our culture emphasizes collaboration and support, making it crucial for team members to work harmoniously.

Our primary objective is to offer tailored financial solutions that leave our members feeling content and secure.


Key Responsibilities:
Provide outstanding service to credit union members. We value dedication and commitment.

Act as a representative of our brand. Positivity, confidence, and enthusiasm are key traits we seek.

Offer tailored solutions. We are looking for critical thinkers and attentive listeners who can deliver personalized financial advice.

This includes assisting members with loan options, advising on savings strategies, and identifying the most suitable accounts for their needs.

Ensure follow-through. If you can uphold commitments and manage details effectively, you will thrive in our environment.

Desired Qualifications:

Ideal Candidate Profile:
Outgoing and personable individuals. A genuine love for helping others is essential.

Professional experience, ideally 3+ years. Experience in financial sales or retail is advantageous. Previous roles as a relationship banker or personal banker are highly regarded.

Customer service experience, preferably 3+ years. Our members deserve the highest quality service.

You should be able to quickly and thoroughly learn our products and services.

Having a high school diploma/GED is required, with an Associate's degree in business or a related field being preferred.


About Us:


Michigan First Credit Union has been serving our community for over 90 years, providing exceptional service to more than 165,000 members across Michigan. We are committed to delivering financial solutions that cater to every life stage and aim to positively impact our members' lives through personalized service.

Our mission is to ensure the highest quality member experience. By joining our team, you will be part of a strong culture focused on service, professionalism, and growth.

Highlights of Michigan First:
500 dedicated team members

30 locations throughout Michigan

Recognized leader in community support and charitable initiatives

24/7/365 Member Services Call Center

Over $1.5 Billion in assets

Awards and Recognitions include:
Best & Brightest in the Nation

Best & Brightest in Metro Detroit

Best & Brightest in West Michigan

Best Credit Unions to Work For

Best Places to Work in Southeast Michigan

Top Workplaces by Detroit Free Press

Certified Veteran Friendly Employer - Bronze Level

Credit Union of the Year by NAFCU

Benefits of Joining Our Team:

Competitive compensation

Affordable medical, dental, and vision plans. Employer-paid life and disability insurance

401(k) with 100% match up to 5% deferral

Tuition reimbursement for undergraduate and graduate programs

Access to a complimentary concierge service for personal assistance

State-of-the-art fitness center at our headquarters

Wellness programs and events throughout the year

Loan discounts for secured and unsecured loans and mortgages

Opportunities for performance-based pay increases and profit-sharing

Onsite dining options for team members

Michigan First Credit Union is an Equal Opportunity Employer.