Current jobs related to Financial Consultant - Medford - Suffolk Credit Union

  • Financial Services Consultant II

    4 weeks ago

    Medford, New York, United States Suffolk Credit Union Full time

    Job OverviewAs a key member of the Member Services division, the Financial Services Representative II plays a vital role in delivering exceptional service to our valued members.Suffolk Credit Union is recognized for its commitment to providing outstanding value, innovative products, and personalized service, ensuring our members have access to premier...

  • Property Consultant

    3 weeks ago

    Medford, Oregon, United States Windermere Real Estate Full time

    Property Consultant at Windermere Real EstateWelcome to Windermere Real Estate, where being a Property Consultant transcends mere employment - it is a genuine vocation. Our aim is to enhance and humanize the real estate experience daily by exceeding expectations for our clients and communities. We are the champions of relationships, turning aspirations into...

  • Financial Services Consultant II

    3 weeks ago

    Medford, New York, United States Suffolk Credit Union Full time

    Job OverviewAs a Financial Services Representative II at Suffolk Credit Union, you will play a pivotal role in delivering exceptional service to our members. We pride ourselves on offering unparalleled value and personalized assistance, ensuring our members have access to the finest banking solutions available.In this position, you will be responsible for...

  • Property Consultant

    4 weeks ago

    Medford, Oregon, United States Windermere Real Estate Full time

    Welcome to Windermere Real Estate - where being a Property Consultant is not just a role, it's a genuine vocation. We are committed to exceeding expectations for our clients and communities, enhancing and personalizing the real estate experience every day. We pride ourselves on being the trusted advisors who turn aspirations into reality.Are you prepared to...

  • Automotive Sales Consultant

    4 weeks ago

    Medford, Oregon, United States Tantillo Auto Group Full time

    Job OverviewAutomotive Sales Consultant with significant earning potential exceeding $100,000 annually.A well-established dealership focusing on a diverse inventory of pre-owned vehicles is looking for dedicated sales professionals eager to achieve substantial financial rewards.This position offers a genuine opportunity to earn over $100,000 per year.Sales...

  • Senior Leasing Consultant

    4 weeks ago

    Medford, Oregon, United States Penske Transportation Solutions Full time

    Key Responsibilities of a Rental Sales Consultant:Financial Transactions: Accurately calculate costs for products or services and process payments efficiently.Product Preparation: Organize and ready merchandise for showcasing, sale, or leasing.Customer Guidance: Offer recommendations and insights on a diverse range of products and services to enhance...

  • Automotive Sales Consultant

    3 days ago

    Medford, United States Herb Chambers BMW Certified Preowned Medford Full time

    Herb Chambers BMW of Medford currently has an opening for an experienced Sales Consultant. We offer highly competitive compensation and benefits. Join an exciting and growing team at one of our newest locations.  Consistently voted one of The Boston Globe’s Top Places to Work consecutively. Herb Chambers knows that our team members are our most valuable...

  • Automotive Sales Consultant

    2 months ago

    Medford, United States Herb Chambers BMW Certified Preowned Medford Full time

    Herb Chambers BMW of Medford currently has an opening for an experienced Sales Consultant. We offer highly competitive compensation and benefits. Join an exciting and growing team at one of our newest locations.  Consistently voted one of The Boston Globe’s Top Places to Work consecutively. Herb Chambers knows that our team members are our most valuable...

  • Automotive Sales Consultant

    2 months ago

    Medford, United States Herb Chambers BMW Certified Preowned Medford Full time

    Job DescriptionHerb Chambers BMW of Medford currently has an opening for an experienced Sales Consultant. We offer highly competitive compensation and benefits. Join an exciting and growing team at one of our newest locations. Consistently voted one of The Boston Globe’s Top Places to Work consecutively. Herb Chambers knows that our team members are our...

  • Sales Representative

    4 weeks ago

    Medford, United States The WRS Group - Symmetry Financial Full time

    Job DescriptionJob DescriptionWe are actively hiring highly motivated sales professionals and those looking to start their sales career. We are a financial services agency partnered with Symmetry Financial Group serving clients nationwide in the areas of mortgage protection life insurance, whole life, term life, accidental coverage, retirement planning...

  • Tax Professional I

    1 week ago

    Medford, Oregon, United States H&R Block Full time

    About H&R BlockH&R Block is a leading provider of tax preparation and financial services. Our mission is to provide help and inspire confidence in our clients, associates, and communities everywhere.Job SummaryWe are seeking a highly skilled Tax Professional to join our team. As a Tax Professional, you will be responsible for conducting tax interviews with...

  • Automotive Sales Consultant

    2 weeks ago

    Medford, MA, United States Herb Chambers BMW Certified Preowned Medford Full time

    Herb Chambers BMW of Medford currently has an opening for an experienced Sales Consultant. We offer highly competitive compensation and benefits. Join an exciting and growing team at one of our newest locations.  Consistently voted one of The Boston Globe’s Top Places to Work consecutively. Herb Chambers knows that our team members are our most valuable...

  • Locum Physician Opportunity

    3 days ago

    Medford, Oregon, United States LocumJobsOnline Full time

    Obstetrics and Gynecology Locum Tenens OpportunityWe are working with Weatherby Healthcare to find a qualified Obstetrics and Gynecology MD for a locum tenens assignment in Medford, Oregon.About the PositionEnjoy the flexibility of locum tenens work with the support of Weatherby Healthcare. Our consultants are available to discuss available dates and...

  • Automotive Client Advisor

    5 months ago

    Medford, United States Herb Chambers BMW Full time

    Herb Chambers BMW of Boston is looking for experienced Sales Consultants who are wanting to better their careers and grow with New Englands largest Automotive Retailer! Consecutively as one of The Boston Globe's Top Places to Work! So, you want to sell automobiles that are known for their quality, reliability, and beauty? Youve come to the right place. Were...

  • Automotive Sales Professional

    2 weeks ago

    Medford, Massachusetts, United States Herb Chambers BMW Certified Preowned Medford Full time

    Herb Chambers BMW Certified Preowned Medford is seeking an experienced Sales Consultant to join our team. As a Sales Consultant, you will play a key role in meeting and exceeding sales goals, while providing exceptional customer service and building strong relationships with our clients.Key Responsibilities:Customer Relationship Building: Create and maintain...

  • Locum CRNA Opportunity in Oregon

    3 days ago

    Medford, Oregon, United States LocumTenens Full time

    Job DetailsA reputable healthcare facility is seeking a skilled Certified Registered Nurse Anesthetist (CRNA) for locum tenens coverage. The ideal candidate will have the ability to work autonomously and provide high-quality patient care.Assignment DetailsLocation: Approximately 1 hour outside of Portland, OregonShift Type: Day Shift; CallCase Load: 3-4...

  • Locum CRNA Opportunity in Eugene, OR

    3 days ago

    Medford, Oregon, United States LocumTenens Full time

    Job DetailsA fast-paced surgery center in Eugene, OR is seeking a CRNA for locum tenens coverage. The facility offers a variable case load and a schedule of Monday through Thursday, 7:00 a.m. to 5:00 p.m., with 4x10-hour shifts per week and 40 hours guaranteed. There is no call and no weekend work required.Case TypesUrologyGynecology (GYN)Endoscopy...

  • Strategic Manager, Corporate Development

    2 weeks ago

    Medford, Massachusetts, United States Agero (MA) Full time

    About AgeroAgero is a leading provider of digital driver assistance services, dedicated to redefining the vehicle ownership experience through innovative technology and data-driven insights. As a pioneer in the industry, we strive to strengthen our clients' relationships with their customers by delivering exceptional services and solutions.Position SummaryWe...

  • Strategic Manager, Corporate Development

    2 weeks ago

    Medford, Massachusetts, United States Agero (MA) Full time

    About AgeroAgero is a leading provider of digital driver assistance services, dedicated to redefining the vehicle ownership experience through innovative technology and data-driven insights. As a pioneer in the industry, we strive to strengthen our clients' relationships with their customers by delivering exceptional services and solutions.Position SummaryWe...

  • Senior Project Manager

    3 weeks ago

    Medford, United States SCS Engineers Full time

    About the RoleWe are seeking a highly skilled Senior Project Manager to join our team at SCS Engineers. As a Senior Project Manager, you will be responsible for overseeing the development of technical reports and engineering design documents, managing project financials, and providing technical document reviews.Key ResponsibilitiesProject Management: Serve...

Financial Consultant

4 months ago

Medford, United States Suffolk Credit Union Full time
Job DescriptionJob Description

Stop looking for a job. Build a career at Suffolk Credit Union, a leader in the industry

Suffolk Credit Union offers superior value, unique products and personal service so our members have access to the best banking solutions around. And, just as we value our members, we value our employees

The role of the Financial Consultant (Registered Representative) is to establish long-term, value-added relationships with members by personally meeting with them to understand their financial needs and goals and to offer solutions for those needs and goals. This can be achieved by leveraging investment tools and resources while tracking changes in wealth and life circumstances; analyzing financial plan results; identifying and evaluating new financial strategies; recommending changes in goals and plans.

Responsibilities:

  • Cultivate strong relationships with members by consistently using the prescribed sales process.
  • Sell effectively by establishing relationships with members, finding their needs, and then offering appropriate solutions in a compelling way so the customer sees the value, understands the features and benefits, and purchased the solution.
  • Build customer loyalty by providing an exceptional experience through delivering trusted advice resulting in consolidation of assets and earn referrals.
  • Cultivate strong working relationships and trust among credit union staff by conducting regular training, attendance/participation at credit union staff meetings and functions and sending referrals back to the credit union.
  • Engage in relationship management activities so that relationships are nurtured, expanded, additional needs are met, and friends and relatives are freely referred.
  • Effectively implement/leverage technology and other available investment tools and resources to provide clients an exceptional member experience on a consistent basis.
  • Monitor client's financial situation by tracking changes in wealth and life circumstances; analyzing financial plan results; identifying and evaluating new financial strategies; recommending changes in goals and plans.
  • Pursue member feedback regarding their experience including the process and outcome.
  • Updates job knowledge by tracking financial markets, general economic conditions, and new financial products; participating in educational opportunities.
  • Engaging in activities that enable access to those members who may not frequently use the branch system.

Qualifications:

Qualified candidates will have a Bachelor's degree in a business related field. Equivalent work experience beyond a high school diploma can be substituted for the Bachelor's degree requirement on a year-by-year basis. 3-5 years successful financial services sales experience; with a verifiable commission history of at least $120,000 in Gross Dealer Concessions.

Certifications/Licenses:

  • NASD Licenses Series 7, 63, and IAR (65/66 or appropriate designation) registrations.
  • New York State Insurance License.
  • NASD/FINRA background record check - Satisfactory

Essential Qualifications:

  • Knowledge of credit union products, services, policies, regulations, and procedures.
  • Knowledge of financial planning products and services, including an understanding of Securities and Exchange Commission and other governing rules and regulations.
  • Knowledge of insurance products and services, including an understanding of federal and state rules and regulations.
  • Product knowledge of investment, insurance, and retirement plans.
  • Leadership skills and displays traits of honesty, ethics, and team orientation.
  • Self-starter and ability to multi-task; organization and time management skills.
  • Well-developed interpersonal and communication skills including the ability to quickly engage and connect, actively listen, empathize, ask questions, and respond in language that customers understand.

We offer our employees a collaborative environment where learning is valued and both team and individual performance is rewarded. We offer competitive salaries, great benefits, and, most importantly, the opportunity to make a difference in the communities where we do business.

Suffolk Credit Union provides equal employment opportunities to all applicants and prohibits discrimination of any type on the basis of actual or perceived race, color, creed, religion, national origin, ancestry, citizenship status, age, sex or gender (including pregnancy, childbirth and pregnancy-related conditions), gender identity or expression (including transgender status), sexual orientation, marital status, military service and veteran status, physical or mental disability, genetic information or any other characteristic protected by applicable federal, state or local laws.


The compensation range provided is in compliance with state specific laws. Factors that may be used to determine your actual rate of pay include your specific skills, years of experience, and other qualifications.



Job Posted by ApplicantPro