Financial Services Professional
4 weeks ago
Financial Advisor Role
We are seeking a skilled Financial Advisor to join our team at Consumers Credit Union. As a Financial Advisor, you will provide expert analysis and guidance to businesses and individuals to help them make informed investment decisions.
Key Responsibilities:
- Recommend financial options to members in accordance with their short and long-term goals.
- Prepare and deliver comprehensive financial advice, including portfolio reviews, asset accumulation strategies, and asset allocation strategies.
- Enhance and expand the overall penetration and participation levels of our investment services program.
- Achieve individual and office sales goals by team building with offices to generate referrals.
- Motivate, educate, and coach office teams and investment office champions to prospect for quality referrals.
Requirements:
- Success requires a Bachelor's degree in Business or Finance (or equivalent work experience).
- 5 years 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.
About Us:
CFS (Member FINRA/SIPC) is a broker-dealer and RIA with a stable track record of serving the investment needs of credit unions and their members. We deliver a clear path to the future of wealth management with the open-minded agility, senior-level access, and expert technology to help get you there.
-
Financial Services Professional
4 weeks ago
Kalamazoo, Michigan, United States Consumers Credit Union Full timeFinancial Advisor RoleWe are seeking a skilled Financial Advisor to provide expert analysis and guidance to businesses and individuals in our Kalamazoo market. As a Financial Advisor, you will be responsible for delivering comprehensive financial advice that may include portfolio reviews, asset accumulation strategies, analysis and assessments,...
-
Financial Services Representative
4 weeks ago
Kalamazoo, Michigan, United States Arbor Financial Credit Union Full timeJob Title: Personal Banker IIJob Type: Full-timeDescription: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....
-
Financial Services Development Professional
4 weeks ago
Kalamazoo, Michigan, United States Consumers Credit Union Full timeCompany Overview:At Consumers Credit Union, we strive to create a work environment where our team members feel valued, supported, and empowered to excel in their careers. Our commitment to equal employment opportunity ensures that everyone has a fair chance to grow and develop within our organization.Salary:Estimated salary for this role is around $45,000 to...
-
Financial Services Representative
4 weeks ago
Kalamazoo, Michigan, United States KALSEE Credit Union Full timeAt KALSEE Credit Union, we're seeking a highly skilled Financial Services Representative to join our team. As a key member of our team, you will be responsible for delivering exceptional service to our members by building relationships and empowering them to achieve financial wellness. Your expertise will help members make informed decisions about their...
-
Investment Services Professional
4 weeks ago
Kalamazoo, Michigan, United States Consumers Credit Union Full timeInvestment Services ProfessionalThe Consumers Credit Union team is seeking a highly motivated Investment Services Professional to enhance member relationships and advance their career in the field. As a key member of our team, you will provide exceptional service, maintain relationships with members, and communicate with team members on referrals. Your...
-
Customer Service Representative
4 weeks ago
Kalamazoo, Michigan, United States Sabrina Pritchett-Evans - State Farm Agent Full timeAre you a customer-focused individual with excellent communication skills? Do you enjoy working with the public and providing prompt, accurate, and friendly service? If so, we may have the perfect opportunity for you at Sabrina Pritchett-Evans - State Farm Agent.Responsibilities:Establish customer relationships and follow up with customers, as needed.Provide...
-
Architectural Engineer Position
4 weeks ago
Kalamazoo, Michigan, United States Bodwe Professional Services Group Full timeAbout Bodwé Professional Services GroupBodwé is the Professional Services Group of Mno-Bmadsen, the investment enterprise and a wholly owned instrumentality of the Pokagon Band of Potawatomi. We are architects, planners, consultants, designers, engineers, scientists, and federal contractors, committed to growing the economy and legacy of the Pokagon Band...
-
Financial Center Manager Associate
4 weeks ago
Kalamazoo, Michigan, United States Fifth Third Full timeUnlock Your Potential in BankingWe're seeking a talented Financial Center Manager Associate to join our team at Fifth Third Bank. As a key member of our leadership team, you'll play a critical role in driving business growth and delivering exceptional customer experiences.Key Responsibilities:Participate in a comprehensive onboarding program, including...
-
Senior Mechanical Engineer
4 weeks ago
Kalamazoo, Michigan, United States Bodwe Professional Services Group Full timeAbout Bodwé Professional Services GroupBodwé is the Professional Services Group of Mno-Bmadsen, the investment enterprise and a wholly owned instrumentality of the Pokagon Band of Potawatomi.We are architects, planners, consultants, designers, engineers, scientists, and federal contractors, committed to growing the economy and legacy of the Pokagon Band...
-
IT Project Manager for Financial Integration
1 month ago
Kalamazoo, Michigan, United States NTT DATA Group Corporation Full timeJob Title: IT Project Manager for Financial IntegrationAbout the Role:NTT DATA is seeking a highly skilled IT Project Manager to lead financial integration projects for our global healthcare devices and life science clients. As a Senior IT Project Manager, you will be responsible for managing the initiation and execution of financial projects that require...
-
Financial Center Manager Associate
4 weeks ago
Kalamazoo, Michigan, United States Fifth Third Full timeTransform Your Career in BankingWe're seeking a talented Financial Center Manager Associate to join our team at Fifth Third Bank. As a key member of our organization, you'll participate in a comprehensive onboarding and education program, rotating through Operations, Sales & Service, Lending, Small Business, Preferred, and Sales & Operations Management. This...
-
Accounting and Financial Operations Coordinator
4 weeks ago
Kalamazoo, Michigan, United States Aldevra Full timeJob OverviewAldevra is seeking a highly skilled Accounting and Financial Operations Coordinator to join our team. As a key member of our Finance Department, you will be responsible for managing accounts payable and receivable, reconciling bank and credit card statements, and processing customer orders with accuracy and efficiency.Key Responsibilities:Manage...
-
Customer Service Representative
4 weeks ago
Kalamazoo, Michigan, United States KALSEE Credit Union Full timeAt KALSEE Credit Union, we're seeking a highly skilled Customer Service Representative to join our team. As a key member of our staff, you will be responsible for delivering exceptional service to our members, building relationships, and empowering them to achieve financial wellness.Key Responsibilities:Provide outstanding customer service by being...
-
Accounting and Financial Management Expert
4 weeks ago
Kalamazoo, Michigan, United States WMU Homer Stryker, M.D. School of Medicine Full timeOverview:Western Michigan University Homer Stryker, M.D. School of Medicine is seeking an accomplished Accounting and Financial Management Expert to join the finance department. The ideal candidate will be responsible for performing a variety of routine accounting duties, ensuring the accuracy and efficiency of financial transactions. Key responsibilities...
-
Insurance Customer Service Representative
4 weeks ago
Kalamazoo, Michigan, United States State Farm Insurance Full timeJob Summary: As a Customer Support Specialist at State Farm Insurance, you will play a vital role in assisting customers with their insurance needs. Your primary responsibilities will include providing accurate and timely information, processing policy changes and updates, and handling incoming calls and emails from customers regarding policy inquiries and...
-
Travel ICU Nurse
4 weeks ago
Kalamazoo, Michigan, United States PRN Healthcare Services Full timePRN Healthcare Services is seeking a skilled Travel ICU Nurse to join their team. This travel nursing job in ICU offers a unique opportunity to work in a dynamic and challenging environment.Job DetailsSpecialty: ICU - Intensive Care UnitJob Type: Travel NursingLocation: Kalamazoo, MichiganDuration: 13 weeksHours: 36 hours per weekShift: 12 hours, daysThis...
-
Customer Service Representative
4 weeks ago
Kalamazoo, Michigan, United States Sabrina Pritchett-Evans - State Farm Agent Full timeJob DescriptionAre you a customer-focused individual who enjoys working with the public? If so, we may have the perfect opportunity for you at Sabrina Pritchett-Evans - State Farm Agent. As a Customer Relations Representative, you will be responsible for establishing customer relationships and providing prompt, accurate, and friendly customer service. This...
-
Golf and Hospitality Professional
4 weeks ago
Kalamazoo, Michigan, United States Greenleaf Hospitality Group Full timeOverviewKalamazoo Country Club is a dynamic and fulfilling work environment, ideal for those passionate about hospitality and community service. We prioritize teamwork, professional growth, and high service standards, making it a rewarding place to build a career.We uphold core values such as integrity, guest focus, collaboration, curiosity, and celebration....
-
Marketing and Sales Professional
4 weeks ago
Kalamazoo, Michigan, United States Sinclair Broadcast Group Full timePOSITION SUMMARYWe are seeking a skilled Marketing and Sales Professional to drive growth of assigned accounts, uncover new opportunities, and nurture strong relationships with existing clients. This role requires a dedicated sales professional responsible for delivering weekly revenue forecasts within plus or minus 2% accuracy, utilizing in-house sales...
-
Marketing and Sales Professional
4 weeks ago
Kalamazoo, Michigan, United States Sinclair Broadcast Group Full timeJob SummaryWe are seeking a highly motivated and experienced Marketing and Sales Professional to join our team. As a key member of our sales team, you will be responsible for driving growth of assigned accounts, uncovering new opportunities, and nurturing strong relationships with existing clients.Key ResponsibilitiesDeliver weekly revenue forecasts within...