Lake Michigan Credit Union
Wealth or Financial Advisor
Lake Michigan Credit Union, Naples, Florida, United States, 33939
Job Title: Wealth or Financial Advisor
Primary Location: Naples, FL
Employee Status: Full Time
Estimated Hours/Week: 38-40
About this Position:
The Financial Advisor is responsible for providing financial planning services and counseling clients about non-depository financial products/services.
What You'll be doing:
Promote, sell, and service non-depository financial products.Following broker/dealer and insurance company policies and procedures.Conduct financial planning seminars.Visit branches to meet clients and train branch staff.Maintain blotter, advertising, client, and correspondence files.What you'll bring:
A four year college degree.Three to five years of experience as a Financial Advisor.The following licenses: 7, 66, and Life & Health for Florida.
Who We Are:
We're proud of our past, thrilled with our present, and couldn't 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 don't exist at traditional banks.
It's about always doing what's 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.
Have additional questions about the role?
You may email us at:
Careers@lmcu.org
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:
(616) 242-9790
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 LMCU's online application.
LMCU is an Equal Opportunity Employer
Primary Location: Naples, FL
Employee Status: Full Time
Estimated Hours/Week: 38-40
About this Position:
The Financial Advisor is responsible for providing financial planning services and counseling clients about non-depository financial products/services.
What You'll be doing:
Promote, sell, and service non-depository financial products.Following broker/dealer and insurance company policies and procedures.Conduct financial planning seminars.Visit branches to meet clients and train branch staff.Maintain blotter, advertising, client, and correspondence files.What you'll bring:
A four year college degree.Three to five years of experience as a Financial Advisor.The following licenses: 7, 66, and Life & Health for Florida.
Who We Are:
We're proud of our past, thrilled with our present, and couldn't 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 don't exist at traditional banks.
It's about always doing what's 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.
Have additional questions about the role?
You may email us at:
Careers@lmcu.org
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:
(616) 242-9790
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 LMCU's online application.
LMCU is an Equal Opportunity Employer