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Financial Advisor
4 months ago
** Financial Advisor - Bemidji, MN**
**Job Category****:** Branch & Member Support **Requisition Number****:** FINAN002481 Showing 1 location **Job Details**
**Description**
**Position Overview:**
A Financial Advisor at Affinity Plus partners with our members on their investment needs. This role will be primarily responsible for a geographic area and partnering with members in that area for any investment or retirement needs and opportunities.
**Duties and Responsibilities:**
* Review members current investment plans to gain a full understanding of their intentions
* Identify and recommend member investment options, including but not limited to investments, future financial scenarios, retirement plans, etc.
* Construct and deliver customized portfolio advice with specific investment recommendations through scheduled and proactive outreach to clients
* Develop trusting relationships with members in order to anticipate their needs and make the necessary recommendations
* Research, respond, and resolve member requests about Affinity Plus services, products and policies
* Track business activity and maintain member notes in database
* Review current research material and financial news on market and securities trends and identify areas of opportunity and concern
* Other duties as assigned
**Qualifications and Skills:**
* 5+ years of experience of successfully selling investments and insurance in a credit union, bank or insurance environment
* Series 6/63 and Insurance license required
* Bachelors Degree in Finance, Economics, Accounting or other applicable degree preferred
* Strong organizational skills and attention to detail
* Strong analytical and decision making skills required with a high degree of accuracy
* Aptitude to work independently as well as part of a team and ability to collaborate with others
* Strong verbal and written communication skills
* Time Management skills and the ability to prioritize workload based on department and member needs
* Flexibility to adapt and succeed in a dynamic environment
* Ability and drive to provide exceptional service to members and employees
**Workplace Environment:**
* Working in a stationary position for 95% of the work day
* Utilizing the telephone 45-50% of the day
* Moving, lifting and/or carrying 20 pounds with or without accommodations
* Bending, twisting, kneeling, stooping or crouching when appropriate, on occasion
* Repetitive movements, including but not limited to typing, mousing, phones, etc.
**Required Work Schedule:**Standard Monday through Friday business hours
**Qualifications**
**Skills**
**Behaviors**
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**Education**
**Experience**
**Licenses & Certifications**
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractors legal duty to furnish information. 41 CFR 60-1.35(c)
