Financial Services Professional

4 weeks ago


Kalamazoo, Michigan, United States Consumers Credit Union Full time

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.



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