What are the responsibilities and job description for the Financial Advisor position at LMCU?
Title: Financial Advisor
Primary Location: Lakeshore Area (Muskegon, Norton Shores, Ravenna, Allendale, Grand Haven)
Employee Status: Full-Time exempt
Estimated Hours/Week: 38
Remote: No
Travel Expected:
What You’ll Get: (note varied offerings based on role and hours)
LMCU is looking for a Financial Advisor that serves as a trusted partner to clients by providing comprehensive financial planning and guidance. This role is responsible for counseling clients and prospective clients on non-depository financial products and services, including investments and insurance solutions. The Financial Advisor maintains a thorough knowledge of all products and services offered by the company, while also staying informed about competitor offerings. This position plays a key role in strengthening client relationships, generating new business, and ensuring compliance with all applicable regulations and internal policies.
What you’ll do:
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.
You’ll be encouraged to innovate and excel and we're committed to your empowerment as an employee, providing ongoing training, development, support, and opportunities for you to achieve your career goals.
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: Lakeshore Area (Muskegon, Norton Shores, Ravenna, Allendale, Grand Haven)
Employee Status: Full-Time exempt
Estimated Hours/Week: 38
Remote: No
Travel Expected:
What You’ll Get: (note varied offerings based on role and hours)
- Weekly Pay
- Comprehensive Health & Wellness package including Medical (with prescription coverage), Dental, and vision
- Matching Health Savings Account Contributions, Dependent Care flexible spending account (FSA)
- Retirement options like 401 (k) with company match and pension.
- Paid time off: Vacation, Personal days, paid holidays, paid volunteer time, sick days, & flex time.
- Tuition reimbursement
- To see a full list of our benefit offerings – check out this helpful guide!
LMCU is looking for a Financial Advisor that serves as a trusted partner to clients by providing comprehensive financial planning and guidance. This role is responsible for counseling clients and prospective clients on non-depository financial products and services, including investments and insurance solutions. The Financial Advisor maintains a thorough knowledge of all products and services offered by the company, while also staying informed about competitor offerings. This position plays a key role in strengthening client relationships, generating new business, and ensuring compliance with all applicable regulations and internal policies.
What you’ll do:
- Promote and Deliver Financial Solutions: Promote, sell and service a full range of non-depository financial products; Provide personalized financial advice tailored to client needs, goals and risk tolerance.
- Client Documentation and Compliance: Follow broker/dealer and insurance company policies and procedures at all times; Maintain accurate blotter, advertising, client records and correspondence files; Complete detailed client profiles for all new clients, ensuring suitability and regulatory compliance
- Client Engagement and Education: Oversee daily account transactions and provide timely service to clients; Conduct financial planning seminars and presentations to educate clients and prospects; Visit branches regularly to meet with clients, provide consultations, and train branch staff on financial products and service.
- Five years to eight years of experience in business development, community outreach, or relationship management within a financial institution, preferred.
- Direct experience working in or partnering with credit unions, focusing on member acquisition, retention, and expansion of products and services.
- A bachelor’s degree in business administration, finance, marketing, or a related field of study.
- Proficiency in credit union core systems and CRM platforms (e.g., Symitar, Salesforce, etc).
- Experience leveraging data analytics tools to drive decisions and track performance.
- Experience managing pipelines, setting sales targets, and achieving measurable growth.
- Demonstrated success building partnerships with local businesses, Select Employer Groups (SEGs), and community organizations to drive membership growth.
- Experience leading financial education initiatives or community-focused programs to increase member loyalty and trust.
- Safely operate a vehicle in all types of weather conditions; valid driver’s license and clean driving record required.
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.
You’ll be encouraged to innovate and excel and we're committed to your empowerment as an employee, providing ongoing training, development, support, and opportunities for you to achieve your career goals.
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