Financial Advisor
Consumers Credit UnionMichigan, United States • Michigan, United States • Michigan, United States • Michigan, United States
Posted July 14, 2025
Full Time
About the Company
Consumers Credit Union, headquartered in Kalamazoo, Michigan, is a full-service financial institution specializing in digital banking, mortgages, and business lending. With over $2.2 billion in assets and serving more than 134,000 members across multiple locations, the credit union offers a wide range of services including checking, savings, credit cards, and investment options through its CO-OP Network ATMs. Consumers Credit Union is federally insured by NCUA and is committed to providing exceptional member service.
Job Description
Consumers Credit Union is seeking a passionate Financial Advisor to join their retail locations in Galesburg, Marshall, Battle Creek, and Coldwater, Michigan. The role involves providing investment guidance to clients, recommending financial options, and assisting with retirement planning. The successful candidate will contribute to overall sales and member growth.
Requirements
- Bachelor's degree in Business or Finance (or equivalent work experience)
- 5 years proven experience in delivering personal investment products and services
- Successfully completes Series 7, Series 66, Life, Accident, and Health Insurance Licenses, and State specific securities and investment licenses
- Knowledge of IRA and Trust accounts
- Familiarity with Credit Union rules and regulations
