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financial advisor

2b7717fa Bc5e 4a0f 9c76 C0ec9b360a76 19000101 000001 · Plymouth, MI, US, Plymouth, MI · Active · ADP Workforce Now Recruiting

Job facts

FieldValue
Company2b7717fa Bc5e 4a0f 9c76 C0ec9b360a76 19000101 000001
Titlefinancial advisor
Normalized title-
Department / team-
LocationPlymouth, MI, United States
Work model-
Employment typeFull Time
Salary-
Statusactive
ATS providerADP Workforce Now Recruiting
Posted / first seen2026-05-29 / 2026-05-31
Changed / last seen2026-06-06 / 2026-06-06

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Company jobsActive postings from 2b7717fa Bc5e 4a0f 9c76 C0ec9b360a76 19000101 000001.Open
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ATS provider jobsActive postings observed through ADP Workforce Now Recruiting.Open
Provider filtered searchThe same provider as a filtered job collection.Open
City jobsActive postings in Plymouth.Open
Lifecycle eventsOpen, update, close, and reopen events for this posting.Open
Original postingCanonical source or apply URL captured from the ATS.Open

Linked records

Company2b7717fa Bc5e 4a0f 9c76 C0ec9b360a76 19000101 000001
Source9efbc309-24b7-4fd2-a676-561992ee0bbc
ATS providerADP Workforce Now Recruiting

Description

Who We Are: At orsa credit union, we believe in more than just banking, we believe in people. We are looking to build a community of forward-thinking team members who share our values towards providing exceptional member experiences and financial empowerment through our best-in-class products. We’ve been recognized as one of the Regional Best and Brightest companies for the last 20 years and nationally recognized since 2018. We have been certified as a Great Place To Work since 2023 and as of 2024, we were also recognized as the Best and Brightest in Wellness , reflecting our deep commitment to our team members and the communities we serve. About the role: The wealth advisor is responsible for the sales of wealth management products. This individual serves the members of multiple branches; provides coaching and sales support to team members; identifies, profiles and meets with prospective clients; reviews investment goals; prepares presentations to recommend members appropriate investment products; follows up on client contacts; and closes sales of wealth management products. This position has a base rate of $48,000 + a sizeable commission structure. A Day in the life of the wealth advisor can look like: Provide customized investment strategies to help members as well as sales support and coaching to team members, providing tools and incentives for members to utilize the credit union’s investment & insurance services. Provide guidance on retirement planning, tax-efficient investing, estate considerations, and income strategies. Deliver personalized financial plans aligned with client objectives and life stages. Stay informed on market trends, economic developments, and regulatory changes. Grow asset under management through referrals, networking, and internal partnerships. Monitor portfolio performance and rebalance as appropriate. Adhere to all regulatory, compliance, and ethical standards. Maintain accurate client documentation with in the CRM and ensure suitability requirements are met. Perform other duties as directed by leadership. What you bring to the table: High school diploma or equivalent. Minimum 3 years of sales experience. NASD, Series 7, Series 63, and Insurance licenses. Demonstrated excellent communication, sales, leadership and organizational skills. You might also have: BA or BS degree from a four-year institution. Certified Financial Planner (CFP) certification. Experience in public speaking and leading public seminars. We believe in creating a Culture of Belonging guided by our core values: Relentless Care, Hustle & Grind, Huzzah! and Curiosity. As a team member of orsa, you’ll enjoy: Comprehensive medical, dental, and vision plans Generous paid time off package for all full-time team members   Up to 12-weeks paid paternity/maternity leave Lifestyle Accounts to help with your personal wellbeing Family Health Benefits Paid time off to observe all Federal Holidays Flexible work options depending on position A generous 401k match Numerous employee engagement activities Community Resource Groups Paid time off for occasions such as volunteering, caregiving, and family events Contact/application information: If this description appeals to you, please submit an application! A member of orsa’s talent acquisition team will be in contact with you shortly! Equal Employment Opportunity Policy: orsa credit union is an equal opportunity employer (M/F/D/V). We recruit, employ, train, compensate, and promote without regard to race, religion, creed, color, national origin, age, gender, gender identity or expression, sexual orientation, marital status, disability, veteran status, or any other basis protected by applicable Federal, State or local laws. Disclaimer: This job posting highlights some of the most critical responsibilities and requirements of the position. There may be additional duties and responsibilities that are not listed above. A Talent Acquisition Specialist will be sure to discuss the role in further detail should your application be selected to move forward. Please note that orsa credit union does not involve Artificial Intelligence (AI) when evaluating applications. Applications for this position are reviewed by a member within the Talent Acquisition team. We are dedicated to providing an equitable and thorough review of all submissions and look forward to additional connection as the recruitment process continues!

Full job record

Job ID63a6c2602ffef56c26522a6bbfb9b3a384e6bc98
Org ID65632d42-1d10-490b-9b80-656f8e558896
Source ID9efbc309-24b7-4fd2-a676-561992ee0bbc
Board ID9efbc309-24b7-4fd2-a676-561992ee0bbc
Provideradp_workforcenow
Provider Job Key935852
Titlefinancial advisor
Normalized Title—
Statusactive
Activeyes
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Department—
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Employment Typefull_time
Workplace Type—
Remote Policy—
CountryUnited States
RegionMI
CityPlymouth
Salary Raw—
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Source URLhttps://workforcenow.adp.com/mascsr/default/mdf/recruitment/recruitment.html?cid=2b7717fa-bc5e-4a0f-9c76-c0ec9b360a76&ccId=19000101_000001&lang=en_US&type=JS&jobId=935852&jwId=9201405123321_1
Apply URLhttps://workforcenow.adp.com/mascsr/default/mdf/recruitment/recruitment.html?cid=2b7717fa-bc5e-4a0f-9c76-c0ec9b360a76&ccId=19000101_000001&lang=en_US&type=JS&jobId=935852&jwId=9201405123321_1
First Seen At2026-05-31 18:43:43Z
Last Seen At2026-06-06 12:01:48Z
Last Checked At2026-06-06 12:01:48Z
Last Changed At2026-06-06 12:01:48Z
Inactive At—
Source Posted At2026-05-29 18:04:00Z
Source Updated At—
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Event Fields
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Extensions
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    "requisitionDescription": "<div><div><div><p style='margin-top:0in;margin-right:0in;margin-bottom:8.0pt;margin-left:0in;line-height:115%;font-size:16px;font-family:\"Aptos\",sans-serif;' data-pasted=\"true\"><strong><span style='font-family: \"Codec Pro\"; color: rgb(0, 0, 0);'><u>Who We Are:</u></span></strong></p><p style='margin-top:0in;margin-right:0in;margin-bottom:8.0pt;margin-left:0in;line-height:115%;font-size:16px;font-family:\"Aptos\",sans-serif;'><span style='font-family: \"Codec Pro News\"; color: rgb(0, 0, 0);'>At orsa credit union, we believe in more than just banking, we believe in people. We are looking to build a community of forward-thinking team members who share our values towards providing exceptional member experiences and financial empowerment through our best-in-class products.</span></p><p style='margin-top:0in;margin-right:0in;margin-bottom:8.0pt;margin-left:0in;line-height:115%;font-size:16px;font-family:\"Aptos\",sans-serif;'><span style='font-family: \"Codec Pro News\"; color: rgb(0, 0, 0);'>We&rsquo;ve been recognized as one of the <strong>Regional Best and Brightest&nbsp;</strong>companies for the last 20 years and nationally recognized since 2018. We have been certified as a <strong>Great Place To Work</strong> since 2023 and as of 2024, we were also recognized as the <strong>Best and Brightest in Wellness</strong>, reflecting our deep commitment to our team members and the communities we serve.&nbsp;</span></p><p style='margin-top:0in;margin-right:0in;margin-bottom:8.0pt;margin-left:0in;line-height:115%;font-size:16px;font-family:\"Aptos\",sans-serif;'><br></p><p style='margin-top:0in;margin-right:0in;margin-bottom:8.0pt;margin-left:0in;line-height:115%;font-size:16px;font-family:\"Aptos\",sans-serif;'><span style=\"color: rgb(0, 0, 0);\"><strong><u><span style='font-family:\"Codec Pro\";'>About the role:</span></u></strong></span></p><p style='margin-top:0in;margin-right:0in;margin-bottom:8.0pt;margin-left:0in;line-height:115%;font-size:16px;font-family:\"Aptos\",sans-serif;'><span style='font-family: \"Codec Pro News\"; color: rgb(0, 0, 0);'>The wealth advisor is responsible for the sales of wealth management products. This individual serves the members of multiple branches; provides coaching and sales support to team members; identifies, profiles and meets with prospective clients; reviews investment goals; prepares presentations to recommend members appropriate investment products; follows up on client contacts; and closes sales of wealth management products.</span></p><p style='margin-top:0in;margin-right:0in;margin-bottom:8.0pt;margin-left:0in;line-height:115%;font-size:16px;font-family:\"Aptos\",sans-serif;text-align:center;'><span style=\"color: rgb(0, 0, 0);\"><strong><span style='font-family:\"Codec Pro News\";'>This position has a base rate of $48,000 + a sizeable commission structure.</span></strong></span></p><p style='margin-top:0in;margin-right:0in;margin-bottom:8.0pt;margin-left:0in;line-height:115%;font-size:16px;font-family:\"Aptos\",sans-serif;text-align:center;'><span style=\"color: rgb(0, 0, 0);\"><br></span></p><p style='margin-top:0in;margin-right:0in;margin-bottom:8.0pt;margin-left:0in;line-height:115%;font-size:16px;font-family:\"Aptos\",sans-serif;'><span style=\"color: rgb(0, 0, 0);\"><strong><u><span style='font-family:\"Codec Pro\";'>A Day in the life of the wealth advisor can look like:&nbsp;</span></u></strong></span></p><div style='margin-top:0in;margin-right:0in;margin-bottom:8.0pt;margin-left:0in;line-height:115%;font-size:16px;font-family:\"Aptos\",sans-serif;'><ul style=\"margin-bottom:0in;list-style-type: disc;margin-left: -0.25in;\"><li style=\"margin: 0in 0in 8pt; line-height: 115%; font-size: 16px; font-family: initial; color: rgb(0, 0, 0);\"><span style='font-family: \"Codec Pro News\";'>Provide customized investment strategies to help members as well as sales support and coaching to team members, providing tools and incentives for members to utilize the credit union&rsquo;s investment &amp; insurance services.</span></li><li style=\"margin: 0in 0in 8pt; line-height: 115%; font-size: 16px; font-family: initial; color: rgb(0, 0, 0);\"><span style='font-family: \"Codec Pro News\";'>Provide guidance on retirement planning, tax-efficient investing, estate considerations, and income strategies.</span></li><li style=\"margin: 0in 0in 8pt; line-height: 115%; font-size: 16px; font-family: initial; color: rgb(0, 0, 0);\"><span style='font-family: \"Codec Pro News\";'>Deliver personalized financial plans aligned with client objectives and life stages.</span></li><li style=\"margin: 0in 0in 8pt; line-height: 115%; font-size: 16px; font-family: initial; color: rgb(0, 0, 0);\"><span style='font-family: \"Codec Pro News\";'>Stay informed on market trends, economic developments, and regulatory changes.</span></li><li style=\"margin: 0in 0in 8pt; line-height: 115%; font-size: 16px; font-family: initial; color: rgb(0, 0, 0);\"><span style='font-family: \"Codec Pro News\";'>Grow asset under management through referrals, networking, and internal partnerships.</span></li><li style=\"margin: 0in 0in 8pt; line-height: 115%; font-size: 16px; font-family: initial; color: rgb(0, 0, 0);\"><span style='font-family: \"Codec Pro News\";'>Monitor portfolio performance and rebalance as appropriate.</span></li><li style=\"margin: 0in 0in 8pt; line-height: 115%; font-size: 16px; font-family: initial; color: rgb(0, 0, 0);\"><span style='font-family: \"Codec Pro News\";'>Adhere to all regulatory, compliance, and ethical standards.</span></li><li style=\"margin: 0in 0in 8pt; line-height: 115%; font-size: 16px; font-family: initial; color: rgb(0, 0, 0);\"><span style='font-family: \"Codec Pro News\";'>Maintain accurate client documentation with in the CRM and ensure suitability requirements are met.</span></li><li style=\"margin: 0in 0in 8pt; line-height: 115%; font-size: 16px; font-family: initial; color: rgb(0, 0, 0);\"><span style='font-family: \"Codec Pro News\";'>Perform other duties as directed by leadership.</span></li></ul></div><p style='margin-top:0in;margin-right:0in;margin-bottom:0in;margin-left:0in;line-height:115%;font-size:16px;font-family:\"Aptos\",sans-serif;'><span style=\"color: rgb(0, 0, 0);\"><br></span></p><p style='margin-top:0in;margin-right:0in;margin-bottom:8.0pt;margin-left:0in;line-height:115%;font-size:16px;font-family:\"Aptos\",sans-serif;'><span style=\"color: rgb(0, 0, 0);\"><strong><u><span style='font-family:\"Codec Pro\";'>What you bring to the table:</span></u></strong></span></p><div style='margin-top:0in;margin-right:0in;margin-bottom:8.0pt;margin-left:0in;line-height:115%;font-size:16px;font-family:\"Aptos\",sans-serif;'><ul style=\"margin-bottom:0in;list-style-type: disc;margin-left: -0.25in;\"><li style=\"margin: 0in 0in 8pt; line-height: 115%; font-size: 16px; font-family: initial; color: rgb(0, 0, 0);\"><span style='font-family: \"Codec Pro News\";'>High school diploma or equivalent.</span></li><li style=\"margin: 0in 0in 8pt; line-height: 115%; font-size: 16px; font-family: initial; color: rgb(0, 0, 0);\"><span style='font-family: \"Codec Pro News\";'>Minimum 3 years of sales experience.&nbsp;</span></li><li style=\"margin: 0in 0in 8pt; line-height: 115%; font-size: 16px; font-family: initial; color: rgb(0, 0, 0);\"><span style='font-family: \"Codec Pro News\";'>NASD, Series 7, Series 63, and Insurance licenses.</span></li><li style=\"margin: 0in 0in 8pt; line-height: 115%; font-size: 16px; font-family: initial; color: rgb(0, 0, 0);\"><span style='font-family: \"Codec Pro News\";'>Demonstrated excellent communication, sales, leadership and organizational skills.</span></li></ul></div><p style='margin-top:0in;margin-right:0in;margin-bottom:0in;margin-left:0in;line-height:115%;font-size:16px;font-family:\"Aptos\",sans-serif;'><span style=\"color: rgb(0, 0, 0);\"><br></span></p><p style='margin-top:0in;margin-right:0in;margin-bottom:8.0pt;margin-left:0in;line-height:115%;font-size:16px;font-family:\"Aptos\",sans-serif;'><span style=\"color: rgb(0, 0, 0);\"><strong><u><span style='font-family:\"Codec Pro\";'>You might also have:</span></u></strong></span></p><div style='margin-top:0in;margin-right:0in;margin-bottom:8.0pt;margin-left:0in;line-height:115%;font-size:16px;font-family:\"Aptos\",sans-serif;'><ul style=\"margin-bottom:0in;list-style-type: disc;margin-left: -0.25in;\"><li style=\"margin: 0in 0in 8pt; line-height: 115%; font-size: 16px; font-family: initial; color: rgb(0, 0, 0);\"><span style='font-family: \"Codec Pro News\";'>BA or BS degree from a four-year institution.</span></li><li style=\"margin: 0in 0in 8pt; line-height: 115%; font-size: 16px; font-family: initial; color: rgb(0, 0, 0);\"><span style='font-family: \"Codec Pro News\";'>Certified Financial Planner (CFP) certification.&nbsp;</span></li><li style=\"margin: 0in 0in 8pt; line-height: 115%; font-size: 16px; font-family: initial; color: rgb(0, 0, 0);\"><span style='font-family: \"Codec Pro News\";'>Experience in public speaking and leading public seminars.</span></li></ul></div><p style='margin-top:0in;margin-right:0in;margin-bottom:0in;margin-left:0in;line-height:115%;font-size:16px;font-family:\"Aptos\",sans-serif;'><span style=\"color: rgb(0, 0, 0);\"><br></span></p><p style='margin-top:0in;margin-right:0in;margin-bottom:8.0pt;margin-left:0in;line-height:115%;font-size:16px;font-family:\"Aptos\",sans-serif;'><span style=\"color: rgb(0, 0, 0);\"><br></span></p><p style='margin-top:0in;margin-right:0in;margin-bottom:8.0pt;margin-left:0in;line-height:115%;font-size:16px;font-family:\"Aptos\",sans-serif;text-align:center;'><span style='font-family: \"Codec Pro News\"; color: rgb(0, 0, 0);'>We believe in creating a Culture of Belonging guided by our core values: <strong>Relentless Care, Hustle &amp; Grind, Huzzah!&nbsp;</strong>and <strong>Curiosity.</strong></span></p><p style='margin-top:0in;margin-right:0in;margin-bottom:8.0pt;margin-left:0in;line-height:115%;font-size:16px;font-family:\"Aptos\",sans-serif;text-align:center;'><span style=\"color: rgb(0, 0, 0);\"><br></span></p><p style='margin-top:0in;margin-right:0in;margin-bottom:8.0pt;margin-left:0in;line-height:115%;font-size:16px;font-family:\"Aptos\",sans-serif;'><span style=\"color: rgb(0, 0, 0);\"><strong><u><span style='font-family:\"Codec Pro\";'>As a team member of orsa, you&rsquo;ll enjoy:</span></u></strong></span></p><div style='margin-top:0in;margin-right:0in;margin-bottom:8.0pt;margin-left:0in;line-height:115%;font-size:16px;font-family:\"Aptos\",sans-serif;'><ul style=\"margin-bottom:0in;list-style-type: disc;margin-left: 0in;\"><li style=\"margin: 0in 0in 8pt; line-height: 115%; font-size: 16px; font-family: initial; color: rgb(0, 0, 0);\"><span style='font-family: \"Codec Pro News\";'>Comprehensive medical, dental, and vision plans&nbsp;</span></li><li style=\"margin: 0in 0in 8pt; line-height: 115%; font-size: 16px; font-family: initial; color: rgb(0, 0, 0);\"><span style='font-family: \"Codec Pro News\";'>Generous paid time off package for all full-time team members</span> </li><li style=\"margin: 0in 0in 8pt; line-height: 115%; font-size: 16px; font-family: initial; color: rgb(0, 0, 0);\"><span style='font-family: \"Codec Pro News\";'>Up to 12-weeks paid paternity/maternity leave</span></li><li style=\"margin: 0in 0in 8pt; line-height: 115%; font-size: 16px; font-family: initial; color: rgb(0, 0, 0);\"><span style='font-family: \"Codec Pro News\";'>Lifestyle Accounts to help with your personal wellbeing&nbsp;</span></li><li style=\"margin: 0in 0in 8pt; line-height: 115%; font-size: 16px; font-family: initial; color: rgb(0, 0, 0);\"><span style='font-family: \"Codec Pro News\";'>Family Health Benefits&nbsp;</span></li><li style=\"margin: 0in 0in 8pt; line-height: 115%; font-size: 16px; font-family: initial; color: rgb(0, 0, 0);\"><span style='font-family: \"Codec Pro News\";'>Paid time off to observe all Federal Holidays&nbsp;</span></li><li style=\"margin: 0in 0in 8pt; line-height: 115%; font-size: 16px; font-family: initial; color: rgb(0, 0, 0);\"><span style='font-family: \"Codec Pro News\";'>Flexible work options depending on position</span></li><li style=\"margin: 0in 0in 8pt; line-height: 115%; font-size: 16px; font-family: initial; color: rgb(0, 0, 0);\"><span style='font-family: \"Codec Pro News\";'>A generous 401k match&nbsp;</span></li><li style=\"margin: 0in 0in 8pt; line-height: 115%; font-size: 16px; font-family: initial; color: rgb(0, 0, 0);\"><span style='font-family: \"Codec Pro News\";'>Numerous employee engagement activities&nbsp;</span></li><li style=\"margin: 0in 0in 8pt; line-height: 115%; font-size: 16px; font-family: initial; color: rgb(0, 0, 0);\"><span style='font-family: \"Codec Pro News\";'>Community Resource Groups&nbsp;</span></li><li style=\"margin: 0in 0in 8pt; line-height: 115%; font-size: 16px; font-family: initial; color: rgb(0, 0, 0);\"><span style='font-family: \"Codec Pro News\";'>Paid time off for occasions such as volunteering, caregiving, and family events&nbsp;</span></li></ul></div><p style='margin-top:0in;margin-right:0in;margin-bottom:8.0pt;margin-left:0in;line-height:115%;font-size:16px;font-family:\"Aptos\",sans-serif;'><span style=\"color: rgb(0, 0, 0);\"><br></span></p><p style='margin-top:0in;margin-right:0in;margin-bottom:8.0pt;margin-left:0in;line-height:115%;font-size:16px;font-family:\"Aptos\",sans-serif;'><span style=\"color: rgb(0, 0, 0);\"><strong><u><span style='font-family:\"Codec Pro\";'>Contact/application information:</span></u></strong></span></p><p style='margin-top:0in;margin-right:0in;margin-bottom:8.0pt;margin-left:0in;line-height:115%;font-size:16px;font-family:\"Aptos\",sans-serif;'><span style='font-family: \"Codec Pro News\"; color: rgb(0, 0, 0);'>If this description appeals to you, please submit an application! A member of orsa&rsquo;s talent acquisition team will be in contact with you shortly!&nbsp;</span></p><p style='margin-top:0in;margin-right:0in;margin-bottom:8.0pt;margin-left:0in;line-height:115%;font-size:16px;font-family:\"Aptos\",sans-serif;'><br></p><p style='margin-top:0in;margin-right:0in;margin-bottom:8.0pt;margin-left:0in;line-height:115%;font-size:16px;font-family:\"Aptos\",sans-serif;'><span style=\"color: rgb(0, 0, 0);\"><strong><u><span style='font-family:\"Codec Pro\";'>Equal Employment Opportunity Policy:</span></u></strong></span></p><p style='margin-top:0in;margin-right:0in;margin-bottom:8.0pt;margin-left:0in;line-height:115%;font-size:16px;font-family:\"Aptos\",sans-serif;'><span style='font-family: \"Codec Pro News\"; color: rgb(0, 0, 0);'>orsa credit union is an equal opportunity employer (M/F/D/V). We recruit, employ, train, compensate, and promote without regard to race, religion, creed, color, national origin, age, gender, gender identity or expression, sexual orientation, marital status, disability, veteran status, or any other basis protected by applicable Federal, State or local laws.</span><span style=\"color: rgb(0, 0, 0);\"> </span></p><p style='margin-top:0in;margin-right:0in;margin-bottom:8.0pt;margin-left:0in;line-height:115%;font-size:16px;font-family:\"Aptos\",sans-serif;'><br></p><p style='margin-top:0in;margin-right:0in;margin-bottom:8.0pt;margin-left:0in;line-height:115%;font-size:16px;font-family:\"Aptos\",sans-serif;'><span style=\"color: rgb(0, 0, 0);\"><strong><u><span style='font-family:\"Codec Pro\";'>Disclaimer:</span></u></strong></span></p><p style='margin-top:0in;margin-right:0in;margin-bottom:8.0pt;margin-left:0in;line-height:115%;font-size:16px;font-family:\"Aptos\",sans-serif;'><span style='font-family: \"Codec Pro News\"; color: rgb(0, 0, 0);'>This job posting highlights some of the most critical responsibilities and requirements of the position. There may be additional duties and responsibilities that are not listed above. A Talent Acquisition Specialist will be sure to discuss the role in further detail should your application be selected to move forward.&nbsp;</span></p><p style='margin-top:0in;margin-right:0in;margin-bottom:8.0pt;margin-left:0in;line-height:115%;font-size:16px;font-family:\"Aptos\",sans-serif;'><span style='font-family: \"Codec Pro News\"; color: rgb(0, 0, 0);'>Please note that orsa credit union does not involve Artificial Intelligence (AI) when evaluating applications. Applications for this position are reviewed by a member within the Talent Acquisition team. We are dedicated to providing an equitable and thorough review of all submissions and look forward to additional connection as the recruitment process continues!</span></p><p style='margin-top:0in;margin-right:0in;margin-bottom:8.0pt;margin-left:0in;line-height:115%;font-size:16px;font-family:\"Aptos\",sans-serif;'><br></p></div></div></div>\n",
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