• Financial Advisor

    Bloom Credit Union
    Job Description
    Job Summary:
    Bloom Credit Union servicing the greater Grand Rapids area in partnership with AB Campbell & Associates have an opening for a financial advisor to join their established marketing platform. A preferred candidate is proficient with Fee Based Advisory, Annuities (Fixed, EIA, VA), and Life Insurance. Experience conducting group presentations is especially preferred.
    The Credit Union provides office space, technical support, website & social media presence, a comprehensive retirement income platform, existing book of business, and competitive payouts. Additionally, our selected candidate will be introduced to our Unions, Retirees and Community relationships.
     
    If you are an energetic team player looking to join our successful well-established program with high earnings potential this opportunity is for you.
    Job Skills/Responsibilities:
    • Entrepreneur Mindset.
    • Experience with financial planning software, financial products, and markets.
    • Social Media experience – LinkedIn, Twitter, Facebook
    • Presentation Skills utilizing multimedia
    • Bilingual (Spanish) desired but not required
    • Teachable and willing to learn
    Education/Job Requirements:
    • College Degree preferred (but not required)
    • FINRA Series 7 or 6 and Series 63 & 65 or 66
    • Insurance Licensed
    • Experience preferred in a Bank or Credit Union
    Securities America, Inc., a Registered Broker/Dealer, Member FINRA/SIPC. Advisory services offered through Securities America Advisors, Inc., an SEC Registered Investment Advisor. Not NCUA Insured – No Credit Union Guarantees – May Lose Value – Not a Deposit – Not Insured by any Government Agency
     
    Contact Information
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