Finance Advisor jobs at Financial Services of America

This job posting is anticipated to remain open for 30 days, from 17-Nov-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by your branch team, a home-office team and other regional financial advisors. You'll benefit from the experience that comes from 100 years of history. We're proud to have more offices in the U.S. and Canada than any other investment firm, serving over eight million clients. Our financial advisors are valued partners, and we credit much of our success to their unique experiences and professional backgrounds. We value an inclusive environment where everyone's different viewpoints help to achieve results. Financial advisors lead the branch team to serve clients and contribute to the firm's purpose. They deeply understand the client's goals and why they are important to accelerate trust and help them stay on track. Edward Jones helps you positively impact clients' lives and work together to achieve their long-term financial goals, enabling you to make a difference in your community. We'll give you the support you need. Our team will be there every step of the way, providing: Paid training - Get registered and licensed and learn how to be a financial advisor with the industry's top training program¹. Salary for the first five years as you begin to build your practice² A firm-provided branch office in the community Branch office support to help lighten the load so you can focus on your clients A support network that extends from your branch office to your region to the home office - You'll work independently, but will have a team of thousands backing you every step of the way. You can also expect... No ceiling to your earning potential and growth, and your compensation is tied to the effort you put in A compensation package that includes opportunities for commissions, profit sharing and incentive travel The flexibility that you need to balance your personal and professional lives - the best of both worlds A culture of continuous improvement and professional development Key Responsibilities Build relationships to create new clients via face-to-face and virtual sourcing strategies (residential, business, networking, introductions and referrals, social media, and speaking engagements). Deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help them achieve their goals. Oversee branch processes, roles, and responsibilities to ensure a high-quality, streamlined client experience consistent with firm policies and procedures, regulatory requirements, and ethical guidelines. Engage the branch team to create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results. Create a highly engaging environment in the branch of mutual trust, respect, feedback and accountability. ¹ For the 25th consecutive year, Edward Jones was named a top company for training. The firm ranked No. 17 on Training magazine's prestigious 2025 Training APEX awards listed by Training magazine. 2025 Training Magazine Training Apex Award, published February 2025, date as of September 2024, an application fee was required for consideration ² As your new asset compensation and commissions increase over the first five years, salary will decrease Benefits: Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage. Income continuation, basic life, and basic AD&D coverage are provided at no cost to financial advisors. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account and flexible spending account. Financial advisors enjoy flexibility in their schedule and, where required by applicable law, are eligible for paid sick leave and paid time off. Financial advisors may be eligible for bonuses; profit sharing; paid medical and parental leave for Financial Advisors that satisfy eligibility requirements; and participation in the firm's Travel Award Program. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to financial advisors, please visit our benefits page. Compensation: We know that building a business takes time, so we've built a new financial advisor compensation program that supports and rewards you as you learn the skills, systems and business practices you need to succeed in our client-first business model. The new financial advisor compensation program includes trainee pay, a supplemental salary for up to five years, commissions and compensation for new assets gathered for the first five years. For more information regarding compensation please click the link below. New Financial Advisors Compensation Supplemental Starting Salary Range $45,000 - $100,000 Read More About Job Overview Skills/Requirements Successful financial advisors demonstrate a unique combination of ambition, self-motivation, and commitment to establishing long-term client relationships. Financial advisors grow the business through identifying and creating new clients through initial discover of financial goals and deepening relationships with existing clients by reviewing investment strategies and implementation recommendations. Financial advisors earning potential is reflective of their performance. What characteristics would make you a successful financial advisor? An interest in financial services/markets and how they work Love of learning and challenges, including determination to succeed Skilled in long-term relationship building Comfortable in your ability to think critically Passion for new opportunities Can you see yourself... Learning to be a financial advisor through our comprehensive training program? Delivering personalized investment and financial solutions to your clients? Taking ownership of your business's growth and success? Meeting professional and personal objectives as they relate to building your practice? Working in and positively impacting your local community? Skills/Requirements Candidates should have at least one of the four qualifications bullets listed below: A bachelor's degree is strongly preferred or equivalent work-related experience within the securities/financial services industry Financial services and/or sales experience Financial services registration, licensing, or certification Professional and/or military career progression Licensing: SIE (which can be obtained without Firm sponsorship), Series 7 and Series 66 will be required; if not currently registered, registrations may be obtained at Edward Jones during the assigned paid study period. FINRA registrations required within three months. State insurance licenses will be required. As an associate, you are required to complete ongoing training offered by the firm and regulatory authorities (FINRA and SEC), as well as required CE training to ensure licenses remain in good standing. Read More About Skills/Requirements Awards & Accolades At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received. Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones Read More About Awards & Accolades About Us Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our Purpose, Inclusion and Citizenship Report. ¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating. Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law. #LI-USFATA

This job posting is anticipated to remain open for 30 days, from 02-Dec-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by your branch team, a home-office team and other regional financial advisors. You'll benefit from the experience that comes from 100 years of history. We're proud to have more offices in the U.S. and Canada than any other investment firm, serving over eight million clients. Our financial advisors are valued partners, and we credit much of our success to their unique experiences and professional backgrounds. We value an inclusive environment where everyone's different viewpoints help to achieve results. Financial advisors lead the branch team to serve clients and contribute to the firm's purpose. They deeply understand the client's goals and why they are important to accelerate trust and help them stay on track. Edward Jones helps you positively impact clients' lives and work together to achieve their long-term financial goals, enabling you to make a difference in your community. We'll give you the support you need. Our team will be there every step of the way, providing: Paid training - Get registered and licensed and learn how to be a financial advisor with the industry's top training program¹. Salary for the first five years as you begin to build your practice² A firm-provided branch office in the community Branch office support to help lighten the load so you can focus on your clients A support network that extends from your branch office to your region to the home office - You'll work independently, but will have a team of thousands backing you every step of the way. You can also expect... No ceiling to your earning potential and growth, and your compensation is tied to the effort you put in A compensation package that includes opportunities for commissions, profit sharing and incentive travel The flexibility that you need to balance your personal and professional lives - the best of both worlds A culture of continuous improvement and professional development Key Responsibilities Build relationships to create new clients via face-to-face and virtual sourcing strategies (residential, business, networking, introductions and referrals, social media, and speaking engagements). Deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help them achieve their goals. Oversee branch processes, roles, and responsibilities to ensure a high-quality, streamlined client experience consistent with firm policies and procedures, regulatory requirements, and ethical guidelines. Engage the branch team to create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results. Create a highly engaging environment in the branch of mutual trust, respect, feedback and accountability. ¹ For the 25th consecutive year, Edward Jones was named a top company for training. The firm ranked No. 17 on Training magazine's prestigious 2025 Training APEX awards listed by Training magazine. 2025 Training Magazine Training Apex Award, published February 2025, date as of September 2024, an application fee was required for consideration ² As your new asset compensation and commissions increase over the first five years, salary will decrease Benefits: Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage. Income continuation, basic life, and basic AD&D coverage are provided at no cost to financial advisors. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account and flexible spending account. Financial advisors enjoy flexibility in their schedule and, where required by applicable law, are eligible for paid sick leave and paid time off. Financial advisors may be eligible for bonuses; profit sharing; paid medical and parental leave for Financial Advisors that satisfy eligibility requirements; and participation in the firm's Travel Award Program. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to financial advisors, please visit our benefits page. Compensation: We know that building a business takes time, so we've built a new financial advisor compensation program that supports and rewards you as you learn the skills, systems and business practices you need to succeed in our client-first business model. The new financial advisor compensation program includes trainee pay, a supplemental salary for up to five years, commissions and compensation for new assets gathered for the first five years. For more information regarding compensation please click the link below. New Financial Advisors Compensation Supplemental Starting Salary Range $45,000 - $100,000 Read More About Job Overview Skills/Requirements Successful financial advisors demonstrate a unique combination of ambition, self-motivation, and commitment to establishing long-term client relationships. Financial advisors grow the business through identifying and creating new clients through initial discover of financial goals and deepening relationships with existing clients by reviewing investment strategies and implementation recommendations. Financial advisors earning potential is reflective of their performance. What characteristics would make you a successful financial advisor? An interest in financial services/markets and how they work Love of learning and challenges, including determination to succeed Skilled in long-term relationship building Comfortable in your ability to think critically Passion for new opportunities Can you see yourself... Learning to be a financial advisor through our comprehensive training program? Delivering personalized investment and financial solutions to your clients? Taking ownership of your business's growth and success? Meeting professional and personal objectives as they relate to building your practice? Working in and positively impacting your local community? Skills/Requirements Candidates should have at least one of the four qualifications bullets listed below: A bachelor's degree is strongly preferred or equivalent work-related experience within the securities/financial services industry Financial services and/or sales experience Financial services registration, licensing, or certification Professional and/or military career progression Licensing: SIE (which can be obtained without Firm sponsorship), Series 7 and Series 66 will be required; if not currently registered, registrations may be obtained at Edward Jones during the assigned paid study period. FINRA registrations required within three months. State insurance licenses will be required. As an associate, you are required to complete ongoing training offered by the firm and regulatory authorities (FINRA and SEC), as well as required CE training to ensure licenses remain in good standing. Read More About Skills/Requirements Awards & Accolades At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received. Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones Read More About Awards & Accolades About Us Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our Purpose, Inclusion and Citizenship Report. ¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating. Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law. #LI-USFATA

Financial Advisor Reports To: Financial Advisor General Purpose: Provide financial advice to clients and generate new business. Responsibilities: Generate new business opportunities for Isabella Wealth to meet established sales goals. Meet with clients to establish goals, analyze financial information, recommend financial plans, monitor outcomes and manage investments. Coordinate the clients' financial plan by working with the Isabella Wealth team, attorneys, accountant and others to accomplish the goals and objectives of the client. Identify centers of influence to build relationships and develop a network of potential referral sources. Cross sell bank products and services. Represent Isabella Bank in community events. Mentor bank employees to expand financial planning opportunities to bank customers. Other projects as assigned Qualifications: Education/Experience Bachelors' Degree preferably in Finance, Accounting, or Business Certified Financial Planner (CFP) or similar designation Minimum of five years' experience in financial services industry Three years of successful sales experience Series 7 & 66 securities licenses preferred Skills Ability to retain clients and develop new business Goal oriented and self-starter Demonstrates analytical and decision making skills Advanced proficiency in verbal and written communication skills Effectively work as a team member and independently Proficient computer skills Isabella Bank is an AA/EEO employer.

*INVESTMENT CONSULTANT - Remote based in TX* WHAT IS THE OPPORTUNITY? Expand and deepen the network of Independent Financial Advisors, CPA's & attorneys referring clients to Royal Bank of Canada (RBC) Rochdale and to communicate and meet high net worth investors who have expressed an interest in RBC Rochdale investment services. Develops "partnering" relationships with Independent Financial Advisor, accounting firms, and estate planning firms with the objective of providing the highest level of investment management services to their clients. Performance in the role is based on the acquisition of new assets under management. WHAT WILL YOU DO? * Develop and implement programs designed to increase the quality and quantity of Independent Financial Advisors, accounting and law firms referring clients to RBC Rochdale. * Ensure that Independent Financial Advisors are kept abreast of firm and industry developments. * Ensure that the transition from the sales process to portfolio management is smooth and accurate. * Facilitate the new accounts and account transfer process. * Handle Independent Financial Advisor and client communication. * Prepare client presentations. * Communicate regularly with centers of influence to ensure that products and services are meeting their needs, expectations and specifications. * Facilitate and conduct individual meetings and presentations in assigned territory. * Generate new assets to the firm using a highly professional consultative sales approach. WHAT DO YOU NEED TO SUCCEED? *Required Qualifications** * Bachelor's Degree * Minimum 5 years of financial experience preferably in Investment Management * 2 years of experience in the High Net Worth or Ultra High Net Market markets * 2 + years delivering formal client presentations * FINRA Series 7 and 63 or 66 licenses * Ability to travel 40-50% of the time *Additional Qualifications* * CFA - Chartered Financial Analyst (or in process of becoming CFA Charterholder) * Highly competitive and goal-oriented * A focus on sales and new business development * Masters Degree preferred * Working knowledge of portfolio management, including knowledge of investment techniques and asset allocation, investment research, capital market behaviors, and financial instruments generally acquired through years of investment and /or HNW related experience. * Experience in the High Net Worth or Ultra High Net Market markets * Working knowledge of financial planning, investment and/or HNW economic issues (aka "continual learner") and the ability to apply principal techniques of portfolio management, along with excellent communication skills to effectively interface with clients and investment colleagues. * Prior success in the HNW or UHNW market * Excellent communication skills * Self-motivated and self-disciplined * Strategic thinker, able to assess and recommend a course of action * Highest level of both personal and professional demeanor and ethical behavior *WHAT'S IN IT FOR YOU?* *Compensation*Starting base salary: $101,231 - $172,355 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions. *Benefits and Perks* At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including: * Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date * Generous 401(k) company matching contribution * Career Development through Tuition Reimbursement and other internal upskilling and training resources * Valued Time Away benefits including vacation, sick and volunteer time * Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs * Career Mobility support from a dedicated recruitment team * Colleague Resource Groups to support networking and community engagement Get a more detailed look at our ********************************* ABOUT US Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at ********************************** *INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT* City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law. It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. *Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled. Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job. \#LI-DN1 \#CA-DN1

*INVESTMENT CONSULTANT - Remote based in CO* WHAT IS THE OPPORTUNITY? Expand and deepen the network of Independent Financial Advisors, CPA's & attorneys referring clients to Royal Bank of Canada (RBC) Rochdale and to communicate and meet high net worth investors who have expressed an interest in RBC Rochdale investment services. Develops "partnering" relationships with Independent Financial Advisor, accounting firms, and estate planning firms with the objective of providing the highest level of investment management services to their clients. Performance in the role is based on the acquisition of new assets under management. WHAT WILL YOU DO? * Develop and implement programs designed to increase the quality and quantity of Independent Financial Advisors, accounting and law firms referring clients to RBC Rochdale. * Ensure that Independent Financial Advisors are kept abreast of firm and industry developments. * Ensure that the transition from the sales process to portfolio management is smooth and accurate. * Facilitate the new accounts and account transfer process. * Handle Independent Financial Advisor and client communication. * Prepare client presentations. * Communicate regularly with centers of influence to ensure that products and services are meeting their needs, expectations and specifications. * Facilitate and conduct individual meetings and presentations in assigned territory. * Generate new assets to the firm using a highly professional consultative sales approach. WHAT DO YOU NEED TO SUCCEED? *Required Qualifications** * Bachelor's Degree * Minimum 5 years of financial experience preferably in Investment Management * 2 years of experience in the High Net Worth or Ultra High Net Market markets * 2 + years delivering formal client presentations * FINRA Series 7 and 63 or 66 licenses * Ability to travel 40-50% of the time *Additional Qualifications* * CFA - Chartered Financial Analyst (or in process of becoming CFA Charterholder) * Highly competitive and goal-oriented * A focus on sales and new business development * Masters Degree preferred * Working knowledge of portfolio management, including knowledge of investment techniques and asset allocation, investment research, capital market behaviors, and financial instruments generally acquired through years of investment and /or HNW related experience. * Experience in the High Net Worth or Ultra High Net Market markets * Working knowledge of financial planning, investment and/or HNW economic issues (aka "continual learner") and the ability to apply principal techniques of portfolio management, along with excellent communication skills to effectively interface with clients and investment colleagues. * Prior success in the HNW or UHNW market * Excellent communication skills * Self-motivated and self-disciplined * Strategic thinker, able to assess and recommend a course of action * Highest level of both personal and professional demeanor and ethical behavior *WHAT'S IN IT FOR YOU?* *Compensation*Starting base salary: $101,231 - $172,355 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions. *Benefits and Perks* At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including: * Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date * Generous 401(k) company matching contribution * Career Development through Tuition Reimbursement and other internal upskilling and training resources * Valued Time Away benefits including vacation, sick and volunteer time * Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs * Career Mobility support from a dedicated recruitment team * Colleague Resource Groups to support networking and community engagement Get a more detailed look at our ********************************* ABOUT US Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at ********************************** *INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT* City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law. It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. *Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled. Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job. \#LI-DN1 \#CA-DN1

B2 - Band B MRP 2 The IRA/Investment Specialists' roll is to manage and maintain the Lake Trust IRA program as well as various specialty accounts. Also to advise and deepen members' relationship with Lake Trust by offering other products and services. Coordinate with Financial Life Planning regarding IRAs, certificates and other investments as appropriate. Assist in training & supporting Onstage staff with member needs concerning IRAs, CD's, trusts, representative payee, conservatorships, Powers of Attorney, estates and other specialty accounts. Work closely with our Compliance & Legal areas in keeping all deposit disclosures compliant. Responsibilities include reviewing, validating and submitting tax reporting forms to members and the IRS on all deposit accounts. What You'll Do * Validate and quality check IRA work that has been done by the On-Stage staff and give feedback as needed. * Phone support for Onstage staff on IRAs and specialty accounts (trust, conservator, rep payee, estate accounts). * Compile and conduct IRA Training updates for Onstage staff, as needed. Also conduct IRA training for new staff when requested by Learning & Development. * Attend IRA webinars/seminars to stay updated on any IRA compliance/rule changes. * Answer HelpDesk, phone calls and email requests submitted by staff. * Work closely with the IS area to coordinate tax reporting validation to members and the IRS. * Develop, update, maintain & communicate IRA procedures to Onstage staff and assure updates are made in Currents. * Assist members by phone. * Process any manual IRA required distributions which cannot be done electronically. Review RMD distributions and assure they are done in a timely manner and by IRS deadlines. Assure all tax reporting documents are sent to members and the IRS by defined dates. * Coordinate with Financial Life Planning to provide seamless services to our members. When possible attend seminars to provide an onsite credit union presence. * Assist and coordinate with Financial Life Planning in updating information for Onstage staff. * Coordinate with Member Service department staff to ensure appropriate coverage needs for department duties are maintained across split schedules; assist other department reps (including Mail Services and Treasury Support) and other department specialists as needed; perform other duties within the full Member Service Support business unit as assigned/requested (such as may arise in the Virtual Solutions & Records area.) * Support department and branch disaster recovery planning and procedures and assist with disaster recovery plan testing. * Serve on various teams (i.e. the MS Procedures Team & the Deceased Team) and participate in projects as assigned. * Perform other job duties within the Member Service area as may be assigned/requested. What You'll Bring * Requires a high school diploma or GED. * Requires two or more years of similar or related experience with a financial institution. * IRA and investment knowledge and experience preferred. * A strong working knowledge of Microsoft Outlook, Word, PowerPoint and Excel. * Strong time management skills. * Effective verbal and written communication skills. * Proven ability to support a strong member service focused and teamwork culture. What You'll Get We know that pay and benefits are important. And, we've really got that covered. But, we also know that those are not the only things that you need to decide if this is the place for you. Join our team of Lake Trusters and you'll enjoy: * Working with an energetic team focused on making our members wildly successful * An opportunity to work with others that have your back every step of the way * Opportunities to make a difference both inside and outside of our walls * Being treated like you are more than the work you do

Exempt - Grade Level 8 Equal Employment Opportunity Corporate Values & Mission "Provide superior service, quality advice, and show utmost respect to everyone we meet." The function of the Financial Advisor is to provide World Class Customer Service by handling transactions accurately and efficiently, be a team player and methodical business builder, and to serve the unique needs of individuals and families. He/she must have exceptional understanding and investment expertise in the full range of wealth management and related products, services, and processes. He/she must be able to operate in an autonomous and entrepreneurial work environment. Reports to: Financial Advisor Team Lead Essential Duties & Responsibilities * Partner closely with Retail Bank Branch Managers and staff and with other business units, department managers and staff by providing education about the benefits of the investment program to ensure multiple quality referrals. * Assist existing clients in the areas of investment management, retirement planning, risk management, income strategies and financial planning. Provide advice to help clients achieve their financial goals and objectives. Review clients' accounts and plans regularly to determine whether life changes, economic changes, or financial performance indicate a need for plan reassessment. * Perform and follow the Bank's policies, procedures, and service standards. * Meet established sales/revenue goals. Collaborating with Commercial Lending and Retail Bank Officers, professional contacts (ie., Attorney and CPAs) to generate additional relationships. * Build and maintain client base, keep current client plans up-to-date and recruit new clients on an ongoing basis to expand AUM. * Interview clients to determine their current income, expenses, insurance coverage, tax status, financial objectives, risk tolerance, and other information needed to develop a financial plan. * Analyze financial information obtained from clients to determine strategies for meeting clients' financial objectives. * Prepare and interpret for clients' information such as investment performance reports, financial document summaries, insurance reviews, retirement projections, and cash flow projections. * Recommend suitable investments, insurance and banking services that are congruent with the financial strategies created. * New business development and marketing - develops leads and referrals from current clients, outside contacts and internal team members. * Participate in sales meetings with prospective and existing clients. * Client service duties - including, but not limited to extensive communication with clients and their advisors regarding investment performance, economic and market trends. * Be familiar with and comply with the provisions of the Bank Secrecy Act and USA PATRIOT Act as they relate to the functions of this position. Complete all required reports related to those acts and report any observed violations or potential violations of those acts to a supervisor or other appropriate bank officer. * Be familiar, and comply with, all federal and state banking regulations as applicable. * Actively participate in education opportunities in the areas of sales, marketing, economics, financial strategy, and insurance, investments, banking, and personal development as required by FINRA, Our Broker, and Insurance Regulations. * Additional responsibilities as assigned. Qualifications To perform this job successfully, an Individual in this position must be able to perform each of the above essential duties satisfactorily and exhibit the values of the Company. In addition, the requirements listed below are representative of the knowledge, skill and/or ability required. Experience and/or Education Bachelor's Degree and/or five or more years of Industry experience Series 7 Series 65 or 66 Life/Accident & Health Insurance License Core Competencies In addition to the Essential Duties & Responsibilities, individuals in this position are expected to exhibit the following: Oral Communication - Speak clearly and persuasively in positive or negative situations; listen and receive clarification; respond well to questions; demonstrate group presentation skills; participate in meetings. Technical Skills - Assess your strengths and weaknesses; pursue training and development opportunities; strive to continuously build knowledge and skills; share expertise with others. Quality - Demonstrate accuracy and thoroughness; monitor work to ensure quality. Quantity - Meet productivity standards; complete work in a timely manner; strive to increase productivity; work quickly and accurately. Adaptability - Adapt to changes in the work environment; manage competing demands; able to deal with frequent change, delays, or unexpected events. Attendance/Punctuality - Follows schedule consistently in a timely manner; limits absenteeism; ensures work responsibilities are covered when absent; arrives at meetings and appointments on time. Flexibility - able to provide flexibility and adapt to changing schedules. Dependability - Follow instructions; respond to management direction; take responsibility for own actions; keep commitments; commit reaching goals; complete tasks on time or notifies appropriate person with an alternate plan. Initiative - Undertake self-development activities; take independent actions and calculated risks; look for and take advantage of opportunities to help customers and ChoiceOne Bank; ask for and offer help when needed. Physical Demands & Work Environment Ability to work in an office environment which may include many hours of computer and telephone usage. In addition, this position requires many hours of "outside" or non-office activities that will place the employee in a variety of private and public environments. This position is remote-eligible on a hybrid basis. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. This position description is not to be construed as an exhaustive statement of duties, responsibilities, or requirements. Employees may be required to perform any other job-related instructions as requested by their supervisor, subject to reasonable accommodations.

Job DescriptionDescription: Financial Advisor Exempt - Grade Level 8 Equal Employment Opportunity Corporate Values & Mission “Provide superior service, quality advice, and show utmost respect to everyone we meet.” General Summary The function of the Financial Advisor is to provide World Class Customer Service by handling transactions accurately and efficiently, be a team player and methodical business builder, and to serve the unique needs of individuals and families. He/she must have exceptional understanding and investment expertise in the full range of wealth management and related products, services, and processes. He/she must be able to operate in an autonomous and entrepreneurial work environment. Reports to: Financial Advisor Team Lead Essential Duties & Responsibilities Partner closely with Retail Bank Branch Managers and staff and with other business units, department managers and staff by providing education about the benefits of the investment program to ensure multiple quality referrals. Assist existing clients in the areas of investment management, retirement planning, risk management, income strategies and financial planning. Provide advice to help clients achieve their financial goals and objectives. Review clients' accounts and plans regularly to determine whether life changes, economic changes, or financial performance indicate a need for plan reassessment. Perform and follow the Bank's policies, procedures, and service standards. Meet established sales/revenue goals. Collaborating with Commercial Lending and Retail Bank Officers, professional contacts (ie., Attorney and CPAs) to generate additional relationships. Build and maintain client base, keep current client plans up-to-date and recruit new clients on an ongoing basis to expand AUM. Interview clients to determine their current income, expenses, insurance coverage, tax status, financial objectives, risk tolerance, and other information needed to develop a financial plan. Analyze financial information obtained from clients to determine strategies for meeting clients' financial objectives. Prepare and interpret for clients' information such as investment performance reports, financial document summaries, insurance reviews, retirement projections, and cash flow projections. Recommend suitable investments, insurance and banking services that are congruent with the financial strategies created. New business development and marketing - develops leads and referrals from current clients, outside contacts and internal team members. Participate in sales meetings with prospective and existing clients. Client service duties - including, but not limited to extensive communication with clients and their advisors regarding investment performance, economic and market trends. Be familiar with and comply with the provisions of the Bank Secrecy Act and USA PATRIOT Act as they relate to the functions of this position. Complete all required reports related to those acts and report any observed violations or potential violations of those acts to a supervisor or other appropriate bank officer. Be familiar, and comply with, all federal and state banking regulations as applicable. Actively participate in education opportunities in the areas of sales, marketing, economics, financial strategy, and insurance, investments, banking, and personal development as required by FINRA, Our Broker, and Insurance Regulations. Additional responsibilities as assigned. Qualifications To perform this job successfully, an Individual in this position must be able to perform each of the above essential duties satisfactorily and exhibit the values of the Company. In addition, the requirements listed below are representative of the knowledge, skill and/or ability required. Experience and/or Education Bachelor's Degree and/or five or more years of Industry experience Series 7 Series 65 or 66 Life/Accident & Health Insurance License Core Competencies In addition to the Essential Duties & Responsibilities, individuals in this position are expected to exhibit the following: Oral Communication - Speak clearly and persuasively in positive or negative situations; listen and receive clarification; respond well to questions; demonstrate group presentation skills; participate in meetings. Technical Skills - Assess your strengths and weaknesses; pursue training and development opportunities; strive to continuously build knowledge and skills; share expertise with others. Quality - Demonstrate accuracy and thoroughness; monitor work to ensure quality. Quantity - Meet productivity standards; complete work in a timely manner; strive to increase productivity; work quickly and accurately. Adaptability - Adapt to changes in the work environment; manage competing demands; able to deal with frequent change, delays, or unexpected events. Attendance/Punctuality - Follows schedule consistently in a timely manner; limits absenteeism; ensures work responsibilities are covered when absent; arrives at meetings and appointments on time. Flexibility - able to provide flexibility and adapt to changing schedules. Dependability - Follow instructions; respond to management direction; take responsibility for own actions; keep commitments; commit reaching goals; complete tasks on time or notifies appropriate person with an alternate plan. Initiative - Undertake self-development activities; take independent actions and calculated risks; look for and take advantage of opportunities to help customers and ChoiceOne Bank; ask for and offer help when needed. Physical Demands & Work Environment Ability to work in an office environment which may include many hours of computer and telephone usage. In addition, this position requires many hours of “outside” or non-office activities that will place the employee in a variety of private and public environments. This position is remote-eligible on a hybrid basis. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. This position description is not to be construed as an exhaustive statement of duties, responsibilities, or requirements. Employees may be required to perform any other job-related instructions as requested by their supervisor, subject to reasonable accommodations. Requirements:

Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a financial representative focused on client-building and obtaining licenses. Our award-winning training programs equip you with the education, skill-building, and development strategies you need to be successful in building a financial planning practice that focuses on: Planning Experience · Asset & Income Protection · Education Funding · Investment & Advisory Services · Trust Services · Retirement Solutions · Business Needs Analysis Northwestern Mutual's proprietary planning software helps you educate your clients and deliver holistic financial plans-including investments for growth, insurance for protection, and annuities for guaranteed income in retirement-that helps you have a bigger impact on your clients and community. Becoming a business owner allows you to shape your workday around your life and achieve uncapped earning potential through a performance-based compensation structure. We believe there's more than one way to start, build, and grow your practice. As an entrepreneur, you can build your business in a way that aligns with your long-term vision and goals like opening an office, joining a sophisticated team, or becoming an advanced advisor. Responsibilities As a financial advisor, you will: Grow your client base by making new connections, maintaining a strong referral network, and providing a great client experience Build personalized, holistic financial plans tailored to every client's unique needs Manage your client's financial plans to help them achieve their goals Grow relationships with clients to support them through every stage of life Training, licensing & designations Northwestern Mutual has been recognized for maintaining one of the best-trained sales forces in the country. We are committed to your continued training and development throughout your career. That starts with our award-winning curriculum designed to support your first three years in the business. In the program, you'll hear from industry experts, learn the art of client acquisition to drive longevity in the career, and have access to our national network of tenured financial advisors to learn the business through first-hand experience. To become a financial advisor, you must obtain the following licenses: Life/Accident & Health Certifications, Securities Industry Essentials (SIE), and Series 6, 7, and 63. Northwestern Mutual provides pre-payment/reimbursement* for course tuition fees and books. Compensation & Benefits Performance-based earnings and revenue 1 : A verage advisor annual earnings of $61K-$119K (based on 2018-2023 company average for representatives in the first 3 years) Top 25% advisor annual earnings of $137K-$250K (based on 2018-2023 company data for top quartile advisors in the first 3 years) Additional income structure to support training and early development Renewal income earned for continued client support and policy management Bonus programs and expense allowances Support for insurance licensing, Securities Industry Essentials , Series 6, Series 7, Series 63, and more Certified Financial Planner licensing support 2 Fully company-funded retirement package and pension plan Competitive and comprehensive medical, vision, and dental plans Life Insurance and Disability Income Insurance Parental benefits at every stage of family planning #LI-Onsite Qualifications You could be right for this opportunity if you have: Bachelor's degree Entrepreneurial ambitions to be a business owner History of success in relationship-building or client-facing roles Excellent time-management skills Desire for continuous learning and collaboration Proficient critical thinking skills Strong communicator Strong sense of motivation and drive Legal authorization to work in the US without sponsorship Our Financial Advisors are valued partners and proud business owners. As such, they are considered independent contractors 3 for income tax purposes, and a statutory employee for Federal Insurance Contributions Act (FICA) tax purposes. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC (NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company (NMWMC) (Investment Advisory Services), a federal savings bank. NM and its subsidiaries are in Milwaukee, WI. *Individuals are required to have a minimum of three years of service at Northwestern Mutual to qualify for the designation pre-payment and reimbursement program. 1 No level of income is guaranteed. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances. Data uses average revenue from 2018-2023; included revenue was positive and not equal to 0 and earned by full time, active Financial Representatives producing for the entire year each of the years data was used. First year range is $271.73 - $2,923,976.22. Source: Northwestern Mutual, 2024 2 Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP , CERTIFIED FINANCIAL PLANNER , and CFP (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks. 3 Northwestern Mutual Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of a contract to become a Northwestern Mutual Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval for contract will be withdrawn. Posted Salary Range USD $61,000.00 - USD $250,000.00 /Yr.

Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a financial representative focused on client-building and obtaining licenses. Our award-winning training programs equip you with the education, skill-building, and development strategies you need to be successful in building a financial planning practice that focuses on: Planning Experience · Asset & Income Protection · Education Funding · Investment & Advisory Services · Trust Services · Retirement Solutions · Business Needs Analysis Northwestern Mutual's proprietary planning software helps you educate your clients and deliver holistic financial plans-including investments for growth, insurance for protection, and annuities for guaranteed income in retirement-that helps you have a bigger impact on your clients and community. Becoming a business owner allows you to shape your workday around your life and achieve uncapped earning potential through a performance-based compensation structure. We believe there's more than one way to start, build, and grow your practice. As an entrepreneur, you can build your business in a way that aligns with your long-term vision and goals like opening an office, joining a sophisticated team, or becoming an advanced advisor. Responsibilities As a financial advisor, you will: Grow your client base by making new connections, maintaining a strong referral network, and providing a great client experience Build personalized, holistic financial plans tailored to every client's unique needs Manage your client's financial plans to help them achieve their goals Grow relationships with clients to support them through every stage of life Training, licensing & designations Northwestern Mutual has been recognized for maintaining one of the best-trained sales forces in the country. We are committed to your continued training and development throughout your career. That starts with our award-winning curriculum designed to support your first three years in the business. In the program, you'll hear from industry experts, learn the art of client acquisition to drive longevity in the career, and have access to our national network of tenured financial advisors to learn the business through first-hand experience. To become a financial advisor, you must obtain the following licenses: Life/Accident & Health Certifications, Securities Industry Essentials (SIE), and Series 6, 7, and 63. Northwestern Mutual provides pre-payment/reimbursement* for course tuition fees and books. Compensation & Benefits Performance-based earnings and revenue 1 : A verage advisor annual earnings of $61K-$119K (based on 2018-2023 company average for representatives in the first 3 years) Top 25% advisor annual earnings of $137K-$250K (based on 2018-2023 company data for top quartile advisors in the first 3 years) Additional income structure to support training and early development Renewal income earned for continued client support and policy management Bonus programs and expense allowances Support for insurance licensing, Securities Industry Essentials , Series 6, Series 7, Series 63, and more Certified Financial Planner licensing support 2 Fully company-funded retirement package and pension plan Competitive and comprehensive medical, vision, and dental plans Life Insurance and Disability Income Insurance Parental benefits at every stage of family planning #LI-Onsite Qualifications You could be right for this opportunity if you have: Bachelor's degree Entrepreneurial ambitions to be a business owner History of success in relationship-building or client-facing roles Excellent time-management skills Desire for continuous learning and collaboration Proficient critical thinking skills Strong communicator Strong sense of motivation and drive Legal authorization to work in the US without sponsorship Our Financial Advisors are valued partners and proud business owners. As such, they are considered independent contractors 3 for income tax purposes, and a statutory employee for Federal Insurance Contributions Act (FICA) tax purposes. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC (NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company (NMWMC) (Investment Advisory Services), a federal savings bank. NM and its subsidiaries are in Milwaukee, WI. *Individuals are required to have a minimum of three years of service at Northwestern Mutual to qualify for the designation pre-payment and reimbursement program. 1 No level of income is guaranteed. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances. Data uses average revenue from 2018-2023; included revenue was positive and not equal to 0 and earned by full time, active Financial Representatives producing for the entire year each of the years data was used. First year range is $271.73 - $2,923,976.22. Source: Northwestern Mutual, 2024 2 Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP , CERTIFIED FINANCIAL PLANNER , and CFP (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks. 3 Northwestern Mutual Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of a contract to become a Northwestern Mutual Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval for contract will be withdrawn. Posted Salary Range USD $61,000.00 - USD $250,000.00 /Yr.

Exempt - Grade Level 8 Equal Employment Opportunity Corporate Values & Mission "Provide superior service, quality advice, and show utmost respect to everyone we meet." The function of the Financial Advisor is to provide World Class Customer Service by handling transactions accurately and efficiently, be a team player and methodical business builder, and to serve the unique needs of individuals and families. He/she must have exceptional understanding and investment expertise in the full range of wealth management and related products, services, and processes. He/she must be able to operate in an autonomous and entrepreneurial work environment. Reports to: Financial Advisor Team Lead Essential Duties & Responsibilities * Partner closely with Retail Bank Branch Managers and staff and with other business units, department managers and staff by providing education about the benefits of the investment program to ensure multiple quality referrals. * Assist existing clients in the areas of investment management, retirement planning, risk management, income strategies and financial planning. Provide advice to help clients achieve their financial goals and objectives. Review clients' accounts and plans regularly to determine whether life changes, economic changes, or financial performance indicate a need for plan reassessment. * Perform and follow the Bank's policies, procedures, and service standards. * Meet established sales/revenue goals. Collaborating with Commercial Lending and Retail Bank Officers, professional contacts (ie., Attorney and CPAs) to generate additional relationships. * Build and maintain client base, keep current client plans up-to-date and recruit new clients on an ongoing basis to expand AUM. * Interview clients to determine their current income, expenses, insurance coverage, tax status, financial objectives, risk tolerance, and other information needed to develop a financial plan. * Analyze financial information obtained from clients to determine strategies for meeting clients' financial objectives. * Prepare and interpret for clients' information such as investment performance reports, financial document summaries, insurance reviews, retirement projections, and cash flow projections. * Recommend suitable investments, insurance and banking services that are congruent with the financial strategies created. * New business development and marketing - develops leads and referrals from current clients, outside contacts and internal team members. * Participate in sales meetings with prospective and existing clients. * Client service duties - including, but not limited to extensive communication with clients and their advisors regarding investment performance, economic and market trends. * Be familiar with and comply with the provisions of the Bank Secrecy Act and USA PATRIOT Act as they relate to the functions of this position. Complete all required reports related to those acts and report any observed violations or potential violations of those acts to a supervisor or other appropriate bank officer. * Be familiar, and comply with, all federal and state banking regulations as applicable. * Actively participate in education opportunities in the areas of sales, marketing, economics, financial strategy, and insurance, investments, banking, and personal development as required by FINRA, Our Broker, and Insurance Regulations. * Additional responsibilities as assigned. Qualifications To perform this job successfully, an Individual in this position must be able to perform each of the above essential duties satisfactorily and exhibit the values of the Company. In addition, the requirements listed below are representative of the knowledge, skill and/or ability required. Experience and/or Education Bachelor's Degree and/or five or more years of Industry experience Series 7 Series 65 or 66 Life/Accident & Health Insurance License Core Competencies In addition to the Essential Duties & Responsibilities, individuals in this position are expected to exhibit the following: Oral Communication - Speak clearly and persuasively in positive or negative situations; listen and receive clarification; respond well to questions; demonstrate group presentation skills; participate in meetings. Technical Skills - Assess your strengths and weaknesses; pursue training and development opportunities; strive to continuously build knowledge and skills; share expertise with others. Quality - Demonstrate accuracy and thoroughness; monitor work to ensure quality. Quantity - Meet productivity standards; complete work in a timely manner; strive to increase productivity; work quickly and accurately. Adaptability - Adapt to changes in the work environment; manage competing demands; able to deal with frequent change, delays, or unexpected events. Attendance/Punctuality - Follows schedule consistently in a timely manner; limits absenteeism; ensures work responsibilities are covered when absent; arrives at meetings and appointments on time. Flexibility - able to provide flexibility and adapt to changing schedules. Dependability - Follow instructions; respond to management direction; take responsibility for own actions; keep commitments; commit reaching goals; complete tasks on time or notifies appropriate person with an alternate plan. Initiative - Undertake self-development activities; take independent actions and calculated risks; look for and take advantage of opportunities to help customers and ChoiceOne Bank; ask for and offer help when needed. Physical Demands & Work Environment Ability to work in an office environment which may include many hours of computer and telephone usage. In addition, this position requires many hours of "outside" or non-office activities that will place the employee in a variety of private and public environments. This position is remote-eligible on a hybrid basis. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. This position description is not to be construed as an exhaustive statement of duties, responsibilities, or requirements. Employees may be required to perform any other job-related instructions as requested by their supervisor, subject to reasonable accommodations.

Job DescriptionDescription: Financial Advisor Exempt - Grade Level 8 Equal Employment Opportunity Corporate Values & Mission “Provide superior service, quality advice, and show utmost respect to everyone we meet.” General Summary The function of the Financial Advisor is to provide World Class Customer Service by handling transactions accurately and efficiently, be a team player and methodical business builder, and to serve the unique needs of individuals and families. He/she must have exceptional understanding and investment expertise in the full range of wealth management and related products, services, and processes. He/she must be able to operate in an autonomous and entrepreneurial work environment. Reports to: Financial Advisor Team Lead Essential Duties & Responsibilities Partner closely with Retail Bank Branch Managers and staff and with other business units, department managers and staff by providing education about the benefits of the investment program to ensure multiple quality referrals. Assist existing clients in the areas of investment management, retirement planning, risk management, income strategies and financial planning. Provide advice to help clients achieve their financial goals and objectives. Review clients' accounts and plans regularly to determine whether life changes, economic changes, or financial performance indicate a need for plan reassessment. Perform and follow the Bank's policies, procedures, and service standards. Meet established sales/revenue goals. Collaborating with Commercial Lending and Retail Bank Officers, professional contacts (ie., Attorney and CPAs) to generate additional relationships. Build and maintain client base, keep current client plans up-to-date and recruit new clients on an ongoing basis to expand AUM. Interview clients to determine their current income, expenses, insurance coverage, tax status, financial objectives, risk tolerance, and other information needed to develop a financial plan. Analyze financial information obtained from clients to determine strategies for meeting clients' financial objectives. Prepare and interpret for clients' information such as investment performance reports, financial document summaries, insurance reviews, retirement projections, and cash flow projections. Recommend suitable investments, insurance and banking services that are congruent with the financial strategies created. New business development and marketing - develops leads and referrals from current clients, outside contacts and internal team members. Participate in sales meetings with prospective and existing clients. Client service duties - including, but not limited to extensive communication with clients and their advisors regarding investment performance, economic and market trends. Be familiar with and comply with the provisions of the Bank Secrecy Act and USA PATRIOT Act as they relate to the functions of this position. Complete all required reports related to those acts and report any observed violations or potential violations of those acts to a supervisor or other appropriate bank officer. Be familiar, and comply with, all federal and state banking regulations as applicable. Actively participate in education opportunities in the areas of sales, marketing, economics, financial strategy, and insurance, investments, banking, and personal development as required by FINRA, Our Broker, and Insurance Regulations. Additional responsibilities as assigned. Qualifications To perform this job successfully, an Individual in this position must be able to perform each of the above essential duties satisfactorily and exhibit the values of the Company. In addition, the requirements listed below are representative of the knowledge, skill and/or ability required. Experience and/or Education Bachelor's Degree and/or five or more years of Industry experience Series 7 Series 65 or 66 Life/Accident & Health Insurance License Core Competencies In addition to the Essential Duties & Responsibilities, individuals in this position are expected to exhibit the following: Oral Communication - Speak clearly and persuasively in positive or negative situations; listen and receive clarification; respond well to questions; demonstrate group presentation skills; participate in meetings. Technical Skills - Assess your strengths and weaknesses; pursue training and development opportunities; strive to continuously build knowledge and skills; share expertise with others. Quality - Demonstrate accuracy and thoroughness; monitor work to ensure quality. Quantity - Meet productivity standards; complete work in a timely manner; strive to increase productivity; work quickly and accurately. Adaptability - Adapt to changes in the work environment; manage competing demands; able to deal with frequent change, delays, or unexpected events. Attendance/Punctuality - Follows schedule consistently in a timely manner; limits absenteeism; ensures work responsibilities are covered when absent; arrives at meetings and appointments on time. Flexibility - able to provide flexibility and adapt to changing schedules. Dependability - Follow instructions; respond to management direction; take responsibility for own actions; keep commitments; commit reaching goals; complete tasks on time or notifies appropriate person with an alternate plan. Initiative - Undertake self-development activities; take independent actions and calculated risks; look for and take advantage of opportunities to help customers and ChoiceOne Bank; ask for and offer help when needed. Physical Demands & Work Environment Ability to work in an office environment which may include many hours of computer and telephone usage. In addition, this position requires many hours of “outside” or non-office activities that will place the employee in a variety of private and public environments. This position is remote-eligible on a hybrid basis. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. This position description is not to be construed as an exhaustive statement of duties, responsibilities, or requirements. Employees may be required to perform any other job-related instructions as requested by their supervisor, subject to reasonable accommodations. Requirements:

Join Our Team as a Personal Advisor at Community Choice Credit Union! At Community Choice Credit Union, we believe in helping our neighbors achieve the life they desire. By living out our purpose and core values, we create meaningful connections with our members and provide outstanding service. If you're a dynamic and member-focused individual, we invite you to apply for the role of Personal Advisor and become part of a team that's committed, credible, charitable, and united. Compensation starting at $19.95 an hour! 📄 Formal Application: The formal application can be found attached to this posting . Please review and complete it to take the next step toward joining our team! What You'll Do as a Personal Advisor: Use a "member-centric" approach to uncover opportunities that save money, make money, or simplify banking for our members. Recommend resource departments, such as Business, Investment, or Mortgage Services, to meet members' financial needs. Resolve account-related issues by collecting and analyzing data, securing answers, and providing timely solutions. Accurately process member transactions, including cash, checks, and loans, while adhering to policies and standards. Open accounts, enroll members in services, and clearly explain terms and conditions. Process and close loan applications, ensuring documentation accuracy and compliance. Apply security, compliance, and fraud training to protect members and their information. Meet or exceed sales and service goals while contributing to the success of your team and the organization. What We're Looking For: Strong sales skills: ability to identify member needs, deliver effective presentations, and close opportunities. Exceptional member service skills: provide timely, courteous, and professional support to internal and external members. Adaptability: open to change, new responsibilities, and able to handle pressure effectively. Initiative: proactive in solving problems, seeking growth opportunities, and generating ideas. Alignment with our core values: credible, charitable, committed, and united. Qualifications: High school diploma or GED. Passion for helping others and improving their financial well-being. Strong communication, organizational, and multitasking skills. Why Join Us? A supportive and collaborative work environment focused on helping members and communities thrive. Opportunities for personal and professional growth. Be part of a purpose-driven organization that values integrity, innovation, and inclusion. Ready to Make a Difference? Apply today using the attached formal application and start your journey with Community Choice Credit Union. Together, we can help our neighbors achieve the lives they desire!

Job Description Join Our Team as a Personal Advisor at Community Choice Credit Union! At Community Choice Credit Union, we believe in helping our neighbors achieve the life they desire. By living out our purpose and core values, we create meaningful connections with our members and provide outstanding service. If you're a dynamic and member-focused individual, we invite you to apply for the role of Personal Advisor and become part of a team that's committed, credible, charitable, and united. Compensation starting at $19.95 an hour! ???? Formal Application: The formal application can be found attached to this posting. Please review and complete it to take the next step toward joining our team! What You'll Do as a Personal Advisor: Use a "member-centric" approach to uncover opportunities that save money, make money, or simplify banking for our members. Recommend resource departments, such as Business, Investment, or Mortgage Services, to meet members' financial needs. Resolve account-related issues by collecting and analyzing data, securing answers, and providing timely solutions. Accurately process member transactions, including cash, checks, and loans, while adhering to policies and standards. Open accounts, enroll members in services, and clearly explain terms and conditions. Process and close loan applications, ensuring documentation accuracy and compliance. Apply security, compliance, and fraud training to protect members and their information. Meet or exceed sales and service goals while contributing to the success of your team and the organization. What We're Looking For: Strong sales skills: ability to identify member needs, deliver effective presentations, and close opportunities. Exceptional member service skills: provide timely, courteous, and professional support to internal and external members. Adaptability: open to change, new responsibilities, and able to handle pressure effectively. Initiative: proactive in solving problems, seeking growth opportunities, and generating ideas. Alignment with our core values: credible, charitable, committed, and united. Qualifications: High school diploma or GED. Passion for helping others and improving their financial well-being. Strong communication, organizational, and multitasking skills. Why Join Us? A supportive and collaborative work environment focused on helping members and communities thrive. Opportunities for personal and professional growth. Be part of a purpose-driven organization that values integrity, innovation, and inclusion. Ready to Make a Difference? Apply today using the attached formal application and start your journey with Community Choice Credit Union. Together, we can help our neighbors achieve the lives they desire!

Join Our Team as a Personal Advisor at Community Choice Credit Union! At Community Choice Credit Union, we believe in helping our neighbors achieve the life they desire. By living out our purpose and core values, we create meaningful connections with our members and provide outstanding service. If you're a dynamic and member-focused individual, we invite you to apply for the role of Personal Advisor and become part of a team that's committed, credible, charitable, and united. Compensation starting at $19.95 an hour! 📄 Formal Application: The formal application can be found attached to this posting. Please review and complete it to take the next step toward joining our team! What You'll Do as a Personal Advisor: Use a "member-centric" approach to uncover opportunities that save money, make money, or simplify banking for our members. Recommend resource departments, such as Business, Investment, or Mortgage Services, to meet members' financial needs. Resolve account-related issues by collecting and analyzing data, securing answers, and providing timely solutions. Accurately process member transactions, including cash, checks, and loans, while adhering to policies and standards. Open accounts, enroll members in services, and clearly explain terms and conditions. Process and close loan applications, ensuring documentation accuracy and compliance. Apply security, compliance, and fraud training to protect members and their information. Meet or exceed sales and service goals while contributing to the success of your team and the organization. What We're Looking For: Strong sales skills: ability to identify member needs, deliver effective presentations, and close opportunities. Exceptional member service skills: provide timely, courteous, and professional support to internal and external members. Adaptability: open to change, new responsibilities, and able to handle pressure effectively. Initiative: proactive in solving problems, seeking growth opportunities, and generating ideas. Alignment with our core values: credible, charitable, committed, and united. Qualifications: High school diploma or GED. Passion for helping others and improving their financial well-being. Strong communication, organizational, and multitasking skills. Why Join Us? A supportive and collaborative work environment focused on helping members and communities thrive. Opportunities for personal and professional growth. Be part of a purpose-driven organization that values integrity, innovation, and inclusion. Ready to Make a Difference? Apply today using the attached formal application and start your journey with Community Choice Credit Union. Together, we can help our neighbors achieve the lives they desire!

Join Our Team as a Personal Advisor at Community Choice Credit Union! At Community Choice Credit Union, we believe in helping our neighbors achieve the life they desire. By living out our purpose and core values, we create meaningful connections with our members and provide outstanding service. If you're a dynamic and member-focused individual, we invite you to apply for the role of Personal Advisor and become part of a team that's committed, credible, charitable, and united. Compensation starting at $19.95 an hour! 📄 Formal Application: The formal application can be found attached to this posting . Please review and complete it to take the next step toward joining our team! What You'll Do as a Personal Advisor: Use a "member-centric" approach to uncover opportunities that save money, make money, or simplify banking for our members. Recommend resource departments, such as Business, Investment, or Mortgage Services, to meet members' financial needs. Resolve account-related issues by collecting and analyzing data, securing answers, and providing timely solutions. Accurately process member transactions, including cash, checks, and loans, while adhering to policies and standards. Open accounts, enroll members in services, and clearly explain terms and conditions. Process and close loan applications, ensuring documentation accuracy and compliance. Apply security, compliance, and fraud training to protect members and their information. Meet or exceed sales and service goals while contributing to the success of your team and the organization. What We're Looking For: Strong sales skills: ability to identify member needs, deliver effective presentations, and close opportunities. Exceptional member service skills: provide timely, courteous, and professional support to internal and external members. Adaptability: open to change, new responsibilities, and able to handle pressure effectively. Initiative: proactive in solving problems, seeking growth opportunities, and generating ideas. Alignment with our core values: credible, charitable, committed, and united. Qualifications: High school diploma or GED. Passion for helping others and improving their financial well-being. Strong communication, organizational, and multitasking skills. Why Join Us? A supportive and collaborative work environment focused on helping members and communities thrive. Opportunities for personal and professional growth. Be part of a purpose-driven organization that values integrity, innovation, and inclusion. Ready to Make a Difference? Apply today using the attached formal application and start your journey with Community Choice Credit Union. Together, we can help our neighbors achieve the lives they desire!

Job Description Join Our Team as a Personal Advisor at Community Choice Credit Union! At Community Choice Credit Union, we believe in helping our neighbors achieve the life they desire. By living out our purpose and core values, we create meaningful connections with our members and provide outstanding service. If you're a dynamic and member-focused individual, we invite you to apply for the role of Personal Advisor and become part of a team that's committed, credible, charitable, and united. Compensation starting at $19.95 an hour! ???? Formal Application: The formal application can be found attached to this posting. Please review and complete it to take the next step toward joining our team! What You'll Do as a Personal Advisor: Use a "member-centric" approach to uncover opportunities that save money, make money, or simplify banking for our members. Recommend resource departments, such as Business, Investment, or Mortgage Services, to meet members' financial needs. Resolve account-related issues by collecting and analyzing data, securing answers, and providing timely solutions. Accurately process member transactions, including cash, checks, and loans, while adhering to policies and standards. Open accounts, enroll members in services, and clearly explain terms and conditions. Process and close loan applications, ensuring documentation accuracy and compliance. Apply security, compliance, and fraud training to protect members and their information. Meet or exceed sales and service goals while contributing to the success of your team and the organization. What We're Looking For: Strong sales skills: ability to identify member needs, deliver effective presentations, and close opportunities. Exceptional member service skills: provide timely, courteous, and professional support to internal and external members. Adaptability: open to change, new responsibilities, and able to handle pressure effectively. Initiative: proactive in solving problems, seeking growth opportunities, and generating ideas. Alignment with our core values: credible, charitable, committed, and united. Qualifications: High school diploma or GED. Passion for helping others and improving their financial well-being. Strong communication, organizational, and multitasking skills. Why Join Us? A supportive and collaborative work environment focused on helping members and communities thrive. Opportunities for personal and professional growth. Be part of a purpose-driven organization that values integrity, innovation, and inclusion. Ready to Make a Difference? Apply today using the attached formal application and start your journey with Community Choice Credit Union. Together, we can help our neighbors achieve the lives they desire!

Join Our Team as a Personal Advisor at Community Choice Credit Union! At Community Choice Credit Union, we believe in helping our neighbors achieve the life they desire. By living out our purpose and core values, we create meaningful connections with our members and provide outstanding service. If you're a dynamic and member-focused individual, we invite you to apply for the role of Personal Advisor and become part of a team that's committed, credible, charitable, and united. Compensation starting at $19.95 an hour! 📄 Formal Application: The formal application can be found attached to this posting . Please review and complete it to take the next step toward joining our team! What You'll Do as a Personal Advisor: Use a "member-centric" approach to uncover opportunities that save money, make money, or simplify banking for our members. Recommend resource departments, such as Business, Investment, or Mortgage Services, to meet members' financial needs. Resolve account-related issues by collecting and analyzing data, securing answers, and providing timely solutions. Accurately process member transactions, including cash, checks, and loans, while adhering to policies and standards. Open accounts, enroll members in services, and clearly explain terms and conditions. Process and close loan applications, ensuring documentation accuracy and compliance. Apply security, compliance, and fraud training to protect members and their information. Meet or exceed sales and service goals while contributing to the success of your team and the organization. What We're Looking For: Strong sales skills: ability to identify member needs, deliver effective presentations, and close opportunities. Exceptional member service skills: provide timely, courteous, and professional support to internal and external members. Adaptability: open to change, new responsibilities, and able to handle pressure effectively. Initiative: proactive in solving problems, seeking growth opportunities, and generating ideas. Alignment with our core values: credible, charitable, committed, and united. Qualifications: High school diploma or GED. Passion for helping others and improving their financial well-being. Strong communication, organizational, and multitasking skills. Why Join Us? A supportive and collaborative work environment focused on helping members and communities thrive. Opportunities for personal and professional growth. Be part of a purpose-driven organization that values integrity, innovation, and inclusion. Ready to Make a Difference? Apply today using the attached formal application and start your journey with Community Choice Credit Union. Together, we can help our neighbors achieve the lives they desire!

Job Description Join Our Team as a Personal Advisor at Community Choice Credit Union! At Community Choice Credit Union, we believe in helping our neighbors achieve the life they desire. By living out our purpose and core values, we create meaningful connections with our members and provide outstanding service. If you're a dynamic and member-focused individual, we invite you to apply for the role of Personal Advisor and become part of a team that's committed, credible, charitable, and united. Compensation starting at $19.95 an hour! ???? Formal Application: The formal application can be found attached to this posting. Please review and complete it to take the next step toward joining our team! What You'll Do as a Personal Advisor: Use a "member-centric" approach to uncover opportunities that save money, make money, or simplify banking for our members. Recommend resource departments, such as Business, Investment, or Mortgage Services, to meet members' financial needs. Resolve account-related issues by collecting and analyzing data, securing answers, and providing timely solutions. Accurately process member transactions, including cash, checks, and loans, while adhering to policies and standards. Open accounts, enroll members in services, and clearly explain terms and conditions. Process and close loan applications, ensuring documentation accuracy and compliance. Apply security, compliance, and fraud training to protect members and their information. Meet or exceed sales and service goals while contributing to the success of your team and the organization. What We're Looking For: Strong sales skills: ability to identify member needs, deliver effective presentations, and close opportunities. Exceptional member service skills: provide timely, courteous, and professional support to internal and external members. Adaptability: open to change, new responsibilities, and able to handle pressure effectively. Initiative: proactive in solving problems, seeking growth opportunities, and generating ideas. Alignment with our core values: credible, charitable, committed, and united. Qualifications: High school diploma or GED. Passion for helping others and improving their financial well-being. Strong communication, organizational, and multitasking skills. Why Join Us? A supportive and collaborative work environment focused on helping members and communities thrive. Opportunities for personal and professional growth. Be part of a purpose-driven organization that values integrity, innovation, and inclusion. Ready to Make a Difference? Apply today using the attached formal application and start your journey with Community Choice Credit Union. Together, we can help our neighbors achieve the lives they desire!