Find & Apply For Personal Financial Advisor Jobs in Plymouth, Michigan

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:

Every day, the senior consultant transforms ordinary branch visits into digitally-forward, people-first extraordinary experiences that strengthen trust, deepen relationships, and create joy. This role carries our promise all the way through the final mile, ensuring members experience both care in the moment and guidance that prepares them for the future. Building on the responsibilities of the consultant, the senior consultant develops subject-matter expertise in complex areas and uses this knowledge to guide members through specialized needs, mentor peers, and strengthen branch and organizational performance. By combining operational excellence, consultative depth, and living our culture by example, the senior consultant embodies our values by walking with members — and teammates — through both light and dark moments, positioning the organization as their trusted, lifelong partner to create joy and ignite Michiganders' impossible dreams. This position has a starting hourly rate of $24.23, but your offer amount may be increased with relevant work experience and transferable skills. A Day in the life of a senior consultant can look like: Walk alongside members in both light and dark moments.

Carry the spirit of our Manifesto all the way through the final mile, ensuring every interaction makes members feel supported and relationships grow stronger. Show up with presence, mirror joys and struggles, root for members, and care boldly enough to make every interaction meaningful. Be a confident and trusted resource with depth.

Share knowledge of deposit, lending, and digital banking products with clarity and care, while applying subject-matter expertise in areas such as business accounts, IRAs, trusts, or compliance to meet more complex member needs. Guide members toward meaningful solutions with a digitally-first mindset.

Take time to understand members' everyday finances and impossible dreams, recommending products and services that help them move forward with confidence. Mentor and support peers.

Model best practices and share expertise to help teammates grow in confidence and capability. Deliver operational excellence with care.

Handle transactions — including cash — with accuracy, integrity, and consistency, protecting members' trust. Perform other duties as directed by leadership. What you bring to the table: High school diploma or equivalent. Minimum three years' experience as a service representative in the retail or service industry or equivalent experience. Demonstrated knowledge of fiduciary products and services. Extensive and demonstrative knowledge of digital products and services offered by orsa credit union. Experience and a passion for leadership, performance management, and team member development. Demonstrated ability to effectively communicate in a training and mentoring setting. Proven successful goal setting and achievements. Proficiency using Microsoft Suite. 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