Financial Advisor

Consumers Credit Union - Grand Rapids, MI

Full-time - Entry Level

Grand Rapids, MI

Credit Intermediation and Related Activities

About the position

The Financial Advisor at Consumers Credit Union is responsible for providing expert analysis and guidance to both businesses and individuals to facilitate informed investment decisions. This role involves recommending financial options aligned with clients' short and long-term goals, preparing comprehensive financial advice, and enhancing the investment services program while ensuring high-quality service to existing members and clients.

Responsibilities

• Achieves individual and office sales goals by collaborating with offices to generate referrals.
• May involve cold calling on non-member individuals and businesses.
• Cross-sells credit union products and services and acts upon referral opportunities to maintain a ratio consistent with goals.
• Assists members in retirement and estate planning, funding for college, general investment options, and loan and deposit needs.
• Demonstrates knowledge of all Consumers products and services.
• Maintains Series 7, Series 66, Life, Accident, and Health Insurance Licenses, and state-specific securities and investment licenses.
• Contacts potential members by attending business and social events/meetings or by giving seminars.
• Maintains all files and records to comply with the law.
• Knowledgeable in the area of IRA and Trust accounts.
• Develops an understanding of Credit Union rules, regulations, philosophy, organization by-laws, and operating procedures.
• Assists in any area as directed by the supervisor.

Requirements

• Bachelor's degree in Business or Insurance (or equivalent work experience).
• At least 1 year of experience with a financial institution.
• Successfully completes Series 7, Series 66, Life, Accident, and Health Insurance Licenses, and state-specific securities and investment licenses.