• Wealth Advisor

    Job Locations US-MI-Kalamazoo
    ID
    2018-3766
    # of Openings
    1
    Type
    Full Time
    Category
    Investment
  • Overview

    Lake Michigan Credit Union established in 1933 is one of the largest financial institutions in Michigan and one of the largest credit unions in the nation! For several years running, LMCU has earned inclusion as one of the 101 Best and Brightest Companies to Work For in West Michigan, Metropolitan Detroit and nationally!

    This award is based on key metrics like communication, work-life balance, employee education, diversity, recognition, retention and many others. This award recognizes our efforts to build a strong, sustainable business presence without sacrificing employee benefits, growth or wellbeing.

    As an employee, you'll enjoy a stimulating, professional atmosphere, supported by the latest technology, training and development. You will be encouraged to refine your existing skills in an environment of empowerment, gain new experiences, and progress to the limits of your own motivation. Our comprehensive benefit package for full-time employees includes health, dental, vision and life insurance, tuition assistance, 401(k) and pension plan options for retirement savings, paid volunteer time and paid time off that allows you to balance work and home life.

    Position Overview:

    The Wealth Advisor is responsible for providing financial planning services and counseling clients about non-depository financial products/services.

    Responsibilities

    • Promotes, sells and services non-depository financial products.

    • Follows broker/dealer and insurance company policies and procedures.

    • Conducts financial planning seminars.

    • Visits branches to meet clients and train branch staff.

    • Maintains blotter, advertising, client, and correspondence files.

    Qualifications

    Preferred Education and Experience:

    • A four year college degree.
    • Five to eight years of similar or related experience, including preparatory experience.

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