Financial Advisor

Job overview

The Financial Advisor role is listed in Lansing, MI. Compensation is not specified. Adventure Credit Union is a member-owned cooperative serving more than 40,000 members across West Michigan; the posting also describes an opportunity associated with its investment program in Grand Rapids, MI. The advisor serves existing clients and develops new relationships through the credit union’s referral system and branch territories. The role helps members and clients pursue financial goals using investment services and solutions tailored to their needs.

What you'll do

• Service an existing book of business
• build a client base through the credit union’s referral system and client base
• support clients’ financial goals
• develop client solutions using available third-party investment products and LPL tools and services.

What we're looking for

Skills & competencies

financial advisor

lansing mi

adventure credit union

investment program

lpl financial

client relationships

investment sales

series 7

series 66

insurance license

financial services

Work arrangement

• Weekend coverage required

Benefits & perks

• Access to proprietary technology, customized services, an open-architecture platform with third-party investment products, and firm resources and expertise.

Why this role

Requires Series 7 and 66 (or 63/65), an insurance license, and at least three years of investment sales experience. The posting identifies Grand Rapids, MI for the investment-program opportunity while the listing location is Lansing, MI.

About the employer

Adventure Credit Union is hiring for this role. Industry: Credit Unions. Sector: 52.