Top 28 Financial advisor Jobs in Sturgis, Mi

Financial Advisor
Consumers Credit Union —Coldwater, MI
- Full-time
- Finance
- Bachelor's degree
- Experience equivalent to degree accepted
Private Client Banker
KeyBank National Association —Angola, IN
- $25.00 - $38.46 an hour
- 8 hour shift
- Word processing
- No high school diploma
- Mid-level
10d
Workplace Planning Consultant
Empower —United States
- $55,300 - $76,075 a year
- Remote
- Microsoft Excel
- Bachelor's degree
- US work authorization
- Paid parental leave
- Paid holidays
Wealth Services Specialist- Veteran Focus
The Miliare Group —United States
- $25,000 - $50,000 a year
- Part-time
- Remote
- Background check
- Military
- US work authorization
- Parental leave
- Flexible schedule
Quick Apply
Benefits Planner
Empower —United States
- $87,400 - $123,400 a year
- Remote
- Mid-level
- 3 years
- Finance
- Paid parental leave
- Paid holidays
1d
Healthcare RN/NP Financial Professional
SGK Resources, LLC —United States
- $76,683.85 - $92,350.44 a year
- Contract
- Remote
- Background check
- RN License
- Mid-level
- Flexible schedule
Quick Apply
5d
Regional Vice President of Sales (Lower Midwest)
Fisher Investments —United States
- From $175,000 a year
- 5 years
- Office
- Senior level
- Health insurance
- Dental insurance
Empower Financial Planner
Empower —United States
- $87,400 - $123,400 a year
- Remote
- Mid-level
- Bachelor's degree
- US work authorization
- Paid parental leave
- Paid holidays

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Private Client Banker
KeyBank National Association —Angola, IN
Ability to routinely and frequently operate a motor vehicle with a valid driver's license. We take pride in serving our clients and making them feel that no…
$25.00 - $38.46 an hour
10d

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Registered Investment Advisor
WealthBridge Financial Group —Columbus, OH
You will utilize advanced financial tools and analytics to assess client needs and develop effective action plans. Strong analytical and problem-solving skills.
$150,000 - $200,000 a year
Quick Apply
4d
Strategic Wealth Advisor
WealthBridge Financial Group —Westerville, OH
You will utilize advanced financial tools and analytics to assess client needs and develop effective action plans. Strong analytical and problem-solving skills.
$100,000 - $150,000 a year
Quick Apply
4d

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financial advisor jobs near sturgis, mi

Financial Advisor

Consumers Credit Union -
Coldwater, MI

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Job Details

Full-time

Qualifications

Life Insurance License
Series 66
Life insurance knowledge
Series 7
Financial product expertise
Life insurance sales
Experience practicing in the securities industry

Full Job Description

Financial Advisor

We are looking to hire a passionate Financial Advisor for our Galesburg, Marshall, Battle Creek and Coldwater retail locations. As a Financial Advisor, you will 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.

What you'll be doing:

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.

What you'll bring to the table:

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.

**Representatives are employed by Consumers Credit Union and registered through CFS (Member FINRA/SIPC). To learn more about CUSO Financial Services, LP visit www.cusonet.com.

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.

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Refine Your Search

financial advisor jobs in sturgis, mi

Financial Advisor

Private Client Banker

Workplace Planning Consultant

Wealth Services Specialist- Veteran Focus

Benefits Planner

Healthcare RN/NP Financial Professional

Regional Vice President of Sales (Lower Midwest)

Empower Financial Planner

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