Financial Advisor

Primary Location:Lakeshore Area (Muskegon Norton Shores Ravenna Allendale Grand Haven)

Employee Status: Full-Time exempt

Estimated Hours/Week:38

Remote:No

Travel Expected:

What Youll Get: (note varied offerings based on role and hours)

• Weekly Pay

• Comprehensive Health & Wellness package including Medical (with prescription coverage) Dental and vision

• Matching Health Savings Account Contributions Dependent Care flexible spending account (FSA)

• Retirement options like 401 (k) with company match and pension.

• Paid time off: Vacation Personal days paid holidays paid volunteer time sick days & flex time.

• Tuition reimbursement

• To see a full list of our benefit offerings check out this helpful guide!

About this position:

LMCU is looking for a Financial Advisor that serves as a trusted partner to clients by providing comprehensive financial planning and guidance. This role is responsible for counseling clients and prospective clients on non-depository financial products and services including investments and insurance solutions. The Financial Advisor maintains a thorough knowledge of all products and services offered by the company while also staying informed about competitor offerings. This position plays a key role in strengthening client relationships generating new business and ensuring compliance with all applicable regulations and internal policies.

What youll do:

• Promote and Deliver Financial Solutions: Promote sell and service a full range of non-depository financial products; Provide personalized financial advice tailored to client needs goals and risk tolerance.

• Client Documentation and Compliance: Follow broker/dealer and insurance company policies and procedures at all times; Maintain accurate blotter advertising client records and correspondence files; Complete detailed client profiles for all new clients ensuring suitability and regulatory compliance

• Client Engagement and Education: Oversee daily account transactions and provide timely service to clients; Conduct financial planning seminars and presentations to educate clients and prospects; Visit branches regularly to meet with clients provide consultations and train branch staff on financial products and service.

What Youll Bring: Youll like this position if you have...

• Five years to eight years of experience in business development community outreach or relationship management within a financial institution preferred.

• Direct experience working in or partnering with credit unions focusing on member acquisition retention and expansion of products and services.

• A bachelors degree in business administration finance marketing or a related field of study.

• Proficiency in credit union core systems and CRM platforms (e.g. Symitar Salesforce etc).

• Experience leveraging data analytics tools to drive decisions and track performance.

• Experience managing pipelines setting sales targets and achieving measurable growth.

• Demonstrated success building partnerships with local businesses Select Employer Groups (SEGs) and community organizations to drive membership growth.

• Experience leading financial education initiatives or community-focused programs to increase member loyalty and trust.

• Safely operate a vehicle in all types of weather conditions; valid drivers license and clean driving record required.

Who We Are:

Were proud of our past thrilled with our present and couldnt be more excited about our future! Lake Michigan Credit Union has grown to become one of the largest credit unions in the nation with our headquarters in West Michigan.

As a credit union LMCU is a not for profit institution owned by its members instead of corporate stock holders. We are accountable directly to our members and they directly share in our success benefitting by lower and fewer fees better savings and checking interest rates lower cost mortgages and a host of other advantages that simply dont exist at traditional banks.

Its about always doing whats best and right for our members - it guides everything we do.

From friendly knowledgeable and professional employees who greet you by name to offering stellar value at every turn LMCU works for its members.

Working with LMCU you can grow and advance in your career and work with talented teams that help you become better each and every day. As an employee you can have confidence in knowing your work is having an impact by supporting our mission of serving our members lifetime financial needs.

Youll be encouraged to innovate and excel and were committed to your empowerment as an employee providing ongoing training development support and opportunities for you to achieve your career goals.

Have additional questions about the role

You may email us at: .

If you lack access to the internet or internet connectivity or have a disability that hinders your ability to apply online please choose one of the following options to obtain assistance:

Call us at:

Mail your resume to: 5664 Prairie Creek Drive Caledonia MI 49316

Please Note: These options are reserved for use by individuals requesting an accommodation as a candidate. Information received via these options will be routed to our HR team who will provide appropriate assistance to facilitate the completion of LMCUs online application.