Financial Consultant Assistant

4 weeks ago


Detroit, United States DFCU Financial Full time

The Opportunity: Provide comprehensive service and administrative support to a successful Financial Consultant in the Greater Detroit area.


What You'll Do:

  • Process documents that relate to account opening and account servicing.
  • Provide general administrative support using all required back-office systems and procedures.
  • Assist clients and prospects by phone and in branch regarding general account servicing and inquiries.
  • Act as liaison with branch staff in promoting Investment Services' mission.
  • Promote and support Financial Consultant through support functions including direct calls and assisting branch staff in referral efforts.

What You'll Need:

  • High school diploma or equivalent.
  • Two years customer service experience, financial preferred.
  • Current FINRA series 6 & 63 licenses or attain licenses within 12 months of hire.
  • Current series 7 license preferred, or ability to attain within 24 months of hire.
  • Consistent positive, cooperative, self-motivated, courteous, and professional attitude.
  • Demonstrated ability to process documents with a high degree of accuracy and attention to detail.




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