- Achieves individual and office sales goals by team building with offices to help generate referrals.
- Motivates, educates, and coaches office teams and investment office champions to prospect for quality referrals.
- May involve cold calling on non-member individuals and businesses.
- Cross-sells credit union products and services and acts upon referral opportunities to maintain a ratio consistent with goals.
- Assists members in retirement and estate planning, funding for college, general investment options and loan and deposit needs.
- Demonstrates knowledge of all Consumers products and services.
- Successfully maintains: Series 7, Series 66, Life, Accident, and Health Insurance Licenses, and State specific securities and investment licenses.
- Contacts potential members by attending business and social events/meetings or by giving seminars.
- Maintains all files and records to comply with the law.
- Knowledgeable in the area of IRA and Trust accounts.
- Develops an understanding of Credit Union rules, regulations, philosophy, organization by-laws and operating procedures.
- Assist in any area as directed by your supervisor.
- Success requires a Bachelor's degree in Business or Finance (or equivalent work experience).
- 5 years proven experience in the delivery of personal investment products and services, with at least 1 year of experience in a financial institution.
- Successfully completes: Series 7, Series 66, Life, Accident, and Health Insurance Licenses, and State specific securities and investment licenses.
-
Financial Advisor
1 week ago
Atria Wealth Solutions Lansing, United StatesConsumers Credit Union, as part of its relationship with CUSO Financial Services, LP (CFS) is seeking a Financial Advisor to provide investment services to its members in the Lansing, MI area. · Consumers Credit Union is a full-service financial institution and a leader in digit ...
-
Emergent Holdings Lansing, United StatesJob Description · SUMMARY: · Acting as a senior analyst, and go-to person on the team, evaluates financial performance of the Enterprise and Business Segments and makes recommendations for financial performance improvements. Serves as a key leader on the team to develop, impleme ...
-
Financial Aid Advisor
4 weeks ago
Baker College Owosso, United StatesJob Description · The role of the Financial Aid Advisor is pivotal in supporting students and their families through the complex landscape of financial aid. This position is dedicated to delivering precise and prompt financial guidance, addressing queries related to financial ai ...
-
Senior Financial Analyst
4 weeks ago
UHY LLP Lansing, United StatesA great UHY client is seeking a · Senior Financial Analyst · to join their team. The ideal candidate will have budgeting/forecasting experience, consolidations experience (using Oracle or Hyperion preferred), and advanced Excel skills including modeling. · The · Senior Financ ...
-
Admissions Representative-Adult I
2 weeks ago
Davenport University Lansing, United StatesSUMMARY: This position will establish and maintain internal and external partnerships to generate Military, Adult, and Global student inquiries, and secure applications for admission. Utilizing an entrepreneurial spirit, Admission Representatives will develop an enrollment strate ...
-
Manager, FP&A-Title
2 weeks ago
ACRISURE Lansing, United States Full timeAbout Acrisure · Acrisure is a global Fintech leader that combines the best of humans and high tech to offer multiple financial products and services to millions of businesses and individual clients. We connect clients to solutions that help them protect and grow what matters, i ...
-
Senior Internal Auditor
4 weeks ago
Neogen Lansing, United StatesThe Internal Audit Department's mission is to enhance and protect Neogen's organizational value by providing risk-based and objective assurance, advice, and insight. We play an integral role in the assurance of accurate financial reporting, compliance with policies, procedures, a ...
-
Tax Senior Associate
4 weeks ago
Baker Tilly US, LLP Lansing, United StatesOverview · Baker Tilly US, LLP (Baker Tilly) is a leading advisory CPA firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers – New York, London, San Francisco, Los Angeles and ...
-
Senior Asoc Dean-Managers
3 weeks ago
InsideHigherEd East Lansing, United States Faculty Jobs , Executive Administration Jobs ,Job no: 914658 · Work type: Faculty/Academic Staff · Major Administrative Unit / College: College Of Communication Arts Sciences · Department: Communication Arts And Sciences Dean · Sub Area: FAS- Fac./Acad Staff · Salary: Salary Commensurate with Experience · Location: East Lan ...
-
Associate Wealth Advisor
1 week ago
The Judson Group Lansing, United StatesJudson Group has been retained by an RIA with over $600MM AUM in their search for an · Associate Wealth Advisor . This individual will support the firm's senior leadership by taking over existing client relationships and leading on new client relationships. They will be responsi ...
-
Associate Wealth Advisor
1 week ago
The Judson Group Lansing, United StatesJudson Group has been retained by an RIA with over $600MM AUM in their search for an · Associate Wealth Advisor . This individual will support the firms senior leadership by taking over existing client relationships and leading on new client relationships. They will be responsib ...
-
Regional Vice President, Referral
1 week ago
Mercer Advisors Lansing, United StatesRegional Vice President, Referral (Michigan) · Job Category · : · Sales · Requisition Number · : · REGIO001638 · Apply now · Posted : April 24, 2024 · Full-Time · Locations · Showing 1 location · Remote · Description · Mercer Advisors is a different kind of wealth m ...
-
Regional Vice President, Referral
1 week ago
Mercer Advisors Lansing, United StatesRegional Vice President, Referral (Michigan) · Job Category · : · Sales · Requisition Number · : · REGIO001638 · Apply now · Posted : April 24, 2024 · Full-Time · Locations · Showing 1 location · Remote · Description · Mercer Advisors is a different kind of wealth managem ...
-
DVP External Wholesaler WIFI
1 day ago
The Ladders Lansing, United StatesJob Description · The External Wholesaler, DVP will be responsible for selling Corebridge Financial Annuity products through a broker/dealer or other assigned distribution network. This role will be covering a territory consisting of Michigan and will be required to travel to th ...
-
Personal Financial Planner
3 weeks ago
New York Life Lansing, United StatesAre you a leader who has the following traits? · • Competitive · • Entrepreneurial · • Coachable · • Communicative · • Self-disciplined · • Authentic If the answer is yes, consider becoming an insurance agent to drive a positive impact in the lives of families every day. At ...
-
Senior HR Advisor
1 week ago
Ally Lansing, United States**General information** · **Ref #** 17578 · **Remote?** No · **Ally and Your Career** · Ally Financial only succeeds when its people do - and thats more than some clich people put on job postings. We live this stuff We see our people as, well, people - with interests, familie ...
-
Chief Financial Officer
1 week ago
Charles Stewart Mott Foundation Lansing, United StatesDate Posted · March 25, 2024 · Department · Administrative Group · About Charles Stewart Mott Foundation · The Charles Stewart Mott Foundation is a private charitable foundation based in Flint, Michigan, with $3.5 billion in assets. The Foundation's mission is to promote a jus ...
-
Bank of America Lansing, United StatesJob Description: · At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. ...
-
Admissions Representative-Adult I
1 week ago
Davenport University Lansing, United StatesTITLE OF POSITION:Admissions Representative I - Military/Adult/Global Populations · PAY CLASSIFICATION:E2600 - Professional Administrative I · STATUS:Full-time, Exempt · {{ }} · DEPARTMENT:Admissions · LOCATION:Lansing · REPORTS TO:Director - Admissions, Adult · PAY:$47,00 ...
-
Senior Consultant, Energy
6 days ago
Baker Tilly Lansing, United StatesBaker Tilly · Senior Consultant, Energy & Infrastructure · Lansing , · Michigan · Apply Now · Overview Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of ...
Financial Advisor - Lansing, United States - Atria Wealth Solutions
Description
Job Description
Job DescriptionConsumers Credit Union, as part of its relationship with CUSO Financial Services, LP (CFS) is seeking a Financial Advisor to provide investment services to its members in the Lansing, MI area.
Consumers Credit Union is a full-service financial institution and a leader in digital banking technology, mortgages, and business lending. Consumers has more than $2 billion in assets and is locally owned since 1951. Consumers serves more than 130,000 members through 27 Michigan offices located in Kalamazoo, Grand Rapids, Holland, South Haven, Battle Creek, and Coldwater with member access to 30,000+ free CO-OP Network ATMs nationwide. To learn more, visit
Position Summary
Provide analysis and guidance to businesses and individuals in order for them to make investment decisions; Recommends financial options to members in accordance with their short and long term goals; Prepares and delivers comprehensive financial advice that may include portfolio reviews, asset accumulation strategies, analysis and assessments, pre/post-retirement planning, and asset allocation strategies; Enhances and expands the overall penetration and participation levels of the current investment services program to ensure on-going quality service to existing members/clients.
Duties
Qualifications
EOE
**Representatives are employed by Consumers Credit Union and registered through CFS (Member FINRA/SIPC). To learn more about CUSO Financial Services, LP visit
CFS (Member FINRA/SIPC) is a broker-dealer and RIA with a stable track record of serving the investment needs of credit unions and their members. We deliver a clear path to the future of wealth management with the open-minded agility, senior-level access, and expert technology to help get you there. We are led by visionary financial services leaders who see farther. Ranked as one of the top broker-dealers in the industry, we work with many of the top financial institutions throughout the country.
Powered by JazzHR
5C3sR9eQyj