FREE ACCESS
5,000–10,000 jobs/day
See all jobs on JobTailor
Search thousands of fresh jobs every day.
Discover
- Fresh listings
- Fast filters
- No subscription required
Create a free account and start exploring right away.
Financial Advisor
LMCUFinancial Advisor delivering planning, investment, and insurance solutions for Lake Michigan Credit Union members. Building branch relationships and growing advisory business across Southeast Michigan.
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in comprehensive financial planning, investment strategies, and risk management while building strong client relationships and achieving sales goals. Proficient in utilizing financial planning software and maintaining compliance with industry regulations.
Highest-signal resume keywords
Financial PlanningInvestment RecommendationsClient Relationship DevelopmentFINRA Series 7 LicenseLife and Health Insurance Licenses
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Financial PlanningInvestment StrategiesPortfolio ManagementRisk AssessmentSales Activities ManagementFinancial AnalysisRegulatory ComplianceWealth ManagementInsurance SolutionsFinancial Markets Knowledge
Soft Skills
Relationship BuildingConsultative Sales SkillsCommunication AbilitiesProblem-Solving SkillsOrganizational Skills
Tools & Technologies
Financial Planning SoftwareCRM ToolsMicrosoft Office Suite
Certifications & Qualifications
FINRA Series 7 LicenseFINRA Series 63 LicenseSeries 65 or 66 LicenseLife and Health Insurance Licenses
Industry Keywords
Financial ServicesWealth ManagementInvestment ProductsRetirement PlanningBSA ComplianceUSA PATRIOT ActOFAC Compliance
About the role
Key responsibilities & impact- Provide comprehensive financial planning services to members and prospective members using a goals-based advisory approach
- Evaluate member financial situations, assets, liabilities, objectives, risk tolerance, and time horizons to develop personalized financial strategies
- Recommend investment and insurance solutions aligned with members' financial goals
- Conduct portfolio reviews and ongoing financial planning discussions
- Educate members on investment principles, retirement planning, wealth accumulation, risk management, and financial planning topics
- Build trusted relationships through proactive communication and exceptional service
- Achieve production goals and service objectives for assigned branches and book of business
- Develop relationships with current and prospective members through referrals, networking, and proactive outreach
- Partner with branch teams to identify financial planning opportunities
- Conduct financial planning seminars, workshops, and educational events
- Maintain member contact to identify emerging needs and additional advisory opportunities
- Manage sales activities, pipeline development, and follow-up efforts
- Represent LMCU within the communities and markets served
- Coach and train branch employees on identifying member needs and referral opportunities
- Support branch sales strategies, financial planning discussions, and member education initiatives
- Collaborate with Mortgage, Business Banking, Premier Banking, Consumer Lending, and other business lines
- Coordinate referrals and information sharing across the organization
- Follow broker/dealer, insurance company, and organizational policies and procedures
- Maintain compliance with laws, regulations, licensing requirements, BSA, USA PATRIOT Act, OFAC, and industry standards
- Support sound risk management practices
Requirements
What you’ll need- Three to five years of financial advisory, wealth management, investment, or related financial services experience required
- Demonstrated success developing client relationships and achieving sales and production goals
- Experience providing comprehensive financial planning, investment, and insurance recommendations preferred
- Bachelor's degree required or equivalent combination of education and relevant work experience
- Active FINRA Series 7 and Series 63 licenses required
- Series 65 or 66 license required
- Life and Health Insurance licenses required
- Strong understanding of financial planning, investment products, retirement planning, and insurance solutions
- Knowledge of financial markets, portfolio management principles, and risk assessment methodologies
- Proficiency with financial planning software, CRM tools, and Microsoft Office Suite
- Ability to analyze complex financial situations and provide appropriate recommendations
- Strong attention to detail and accurate documentation
- Exceptional relationship-building and consultative sales skills
- Excellent verbal, written, presentation, and interpersonal communication abilities
- Strong member service orientation
- Business development and networking capabilities
- Organizational, time management, and prioritization skills
- Problem-solving, analytical, and critical-thinking abilities
- Ability to work independently while collaborating with cross-functional teams
- Commitment to continuous learning and staying current on financial planning trends, investment products, and regulatory developments
- Ability to communicate complex financial concepts clearly
Benefits
Comp & perks- Weekly pay
- Retirement savings options
- Comprehensive medical coverage with prescription coverage
- Dental coverage
- Vision coverage
- HSA match
- Paid parental leave
- Tuition reimbursement
- Latest technology, training, and development
- Friendly, respectful, and inclusive work environment
- Employee activities
- Community involvement opportunities