Financial Advisor - Wealth Management

Full job description

Job Summary
As a valued member of our team, you will experience a workplace that is diverse, stimulating and rewarding. Our interactions with our members are based on respect and integrity, ensuring that Motor City Community Credit Union (MCCCU) is a great place to build your career. MCCCU is currently looking for energetic, career-oriented persons with exceptional interpersonal and communication skills to join our financial team in the capacity of:Financial Advisor - Wealth Management

Major Duties & Responsibilities

• In a financial advisory role, service and proactively develop relationships with new and existing members through a variety of channels (virtual, in person meetings, phone and correspondence).
• Execute an advice-based process by helping members identify financial goals and planning needs which are periodically reviewed and updated.
• Cultivate new business through consol...