Financial Advisor
Not Disclosed•Full-TimeOn-site
location_onProspect Place, Emmett Charter Township, Calhoun County, Michigan, 49014, United States
About the Opportunity
Kellogg Community Credit Union invites you to join our team as a Financial Advisor. In this role, you will serve as a vital "needs-based" resource, helping customers navigate our investment services and securities-related products. You will act as a bridge between our financial institutions and our members, ensuring that every interaction aligns with our company philosophy and regulatory standards.
The Role in Action
As a Financial Advisor, your day will involve managing customer relationships and handling all investment-related transactions with minimal supervision. You will facilitate the sales process by accepting and placing securities orders, while also establishing brokerage accounts and managing necessary documentation. Beyond transactional duties, you will coordinate marketing campaigns, seminars, and branch training initiatives to support our total marketing concept.
You will also handle complex operational tasks such as cashiering checks and stock certificates, processing journals between accounts, and setting up systematic investment and withdrawal plans. A key part of your success will be maintaining clear communication with the corporate office to resolve issues and ensuring all paperwork is completed accurately and on time.
Location
This position offers flexibility, with the ability to be based in either Battle Creek or Kalamazoo, Michigan, while serving our entire footprint.
Equal Opportunity Employer
Kellogg Community Credit Union is an equal opportunity employer committed to building a diverse and inclusive workforce.
Work location
Work model: On-site
Prospect Place, Emmett Charter Township, Calhoun County, Michigan, 49014, United States
Emmett Charter Township, Michigan
Key Responsibilities
- check_circleMarket and explain investment services to customers at branch offices
- check_circleTransmit orders on behalf of customers and relay investment advice
- check_circleFacilitate the sales process by accepting and placing securities orders
- check_circleDevelop and direct branch training and referral campaigns
- check_circleFollow up on all outstanding paperwork and process journals between accounts
- check_circleManage communications with the corporate office to resolve problems
- check_circleSet up mutual fund periodic investment plans and systematic withdrawal plans
- check_circleCoordinate and manage seminars, marketing campaigns, and sales literature
- check_circleProcess cashiering tasks including booking checks and stock certificates
- check_circleManage customer relationships and handle investment-related transactions
- check_circleServe as a needs-based resource for securities-related products and services
- check_circleMeet, qualify, and open new accounts for customers
Requirements
- verifiedCollege degree or equivalent business experience
- verifiedSeries 7 and 63 securities licenses
- verifiedState Insurance License
- verifiedClean U-4
- verifiedCustomer relations/sales experience
- verifiedActual business experience
Similar Job Opportunities
Skills, education and keywords
Skills: Series 7, Series 63, State Insurance License, Bank Secrecy Act, Anti-Money Laundering.
Education: College degree or equivalent business experience is required.
Frequently asked questions about Financial Advisor at Kellogg Community Credit Union
What does a Financial Advisor at Kellogg Community Credit Union do?expand_more
Day-to-day, the Financial Advisor at Kellogg Community Credit Union will market and explain investment services to customers at branch offices; transmit orders on behalf of customers and relay investment advice; facilitate the sales process by accepting and placing securities orders; and develop and direct branch training and referral campaigns.
What are the requirements for this Financial Advisor role?expand_more
To qualify for the Financial Advisor at Kellogg Community Credit Union position, applicants should have: College degree or equivalent business experience; Series 7 and 63 securities licenses; State Insurance License; Clean U-4; Customer relations/sales experience; and Actual business experience.
Where is the Financial Advisor role at Kellogg Community Credit Union located?expand_more
Financial Advisor at Kellogg Community Credit Union is based in Prospect Place, Emmett Charter Township, Calhoun County, Michigan, 49014, United States. This is a on-site role.
Is this Financial Advisor job remote, hybrid, or on-site?expand_more
Kellogg Community Credit Union has listed this Financial Advisor role as on-site.
How much experience is required for this Financial Advisor role?expand_more
Financial Advisor at Kellogg Community Credit Union typically requires 2+ years of relevant experience at the mid level level.
What skills do you need for the Financial Advisor role at Kellogg Community Credit Union?expand_more
Key skills for Financial Advisor at Kellogg Community Credit Union include Series 7; Series 63; State Insurance License; Bank Secrecy Act; and Anti-Money Laundering.
What education is required for Financial Advisor at Kellogg Community Credit Union?expand_more
Educational requirements for this role: College degree or equivalent business experience is required.
What category does the Financial Advisor role belong to?expand_more
Financial Advisor at Kellogg Community Credit Union is part of the sales job category on Recrutus.
About Kellogg Community Credit Union
Kellogg Community Credit Union operates as a full-service financial institution based in Battle Creek, Michigan. Established in 1941, the organization serves individuals who live, work, worship, or attend school within the Greater Southwest Michigan region. The company maintains a physical footprint comprising 13 branches located across Battle Creek, Kalamazoo, Portage, Three Rivers, Marshall, and Grand Rapids. Additionally, the network includes more than 200 surcharge-free ATMs to support local accessibility.
With total assets exceeding $795 million, the credit union currently supports a membership base of over 47,000 individuals. The institution has demonstrated consistent growth and operational performance over its eight decades of existence. Recent metrics indicate a service satisfaction rating of 96%, reflecting a focus on member experience and community engagement.
The organization's mission centers on providing financial opportunity, choice, and lifelong value to its members and the broader community. As a long-standing entity in the financial services industry, Kellogg Community Credit Union continues to prioritize sustainable growth and community leadership in the Midwest.
Browse more roles: All Kellogg Community Credit Union jobs, sales jobs on Recrutus.