Financial Wellbeing Advisor
Listed on 2026-10-10
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Finance & Banking
Financial Advisor / Consultant, Financial Sales, Wealth Management
Lake Trust Credit Union seeks a Financial Advisor to enhance member experience by recommending and selling suitable investments and insurance products aligned with members’ goals. You’ll maintain required licenses and ongoing training to excel as a Registered Representative/Advisor, fostering cross-department collaboration and delivering comprehensive financial guidance.
The role emphasizes financial wellbeing programs, teamwork, and proactive engagement with members to support wellbeing and
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This posting is for the Financial Wellbeing Advisor role at Lake Trust Credit Union, based in Brighton, MI, United States.
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