Financial Services Specialist
1 week ago
Wealth or Financial Advisor
Primary Responsibilities:
Provide financial planning services and counsel clients on non-depository financial products and services.
Key Responsibilities:
Promote and sell non-depository financial products, following broker/dealer and insurance company policies and procedures. Conduct financial planning seminars and visit branches to meet clients and train branch staff. Maintain accurate records and files related to client interactions and correspondence.
Requirements:
A four-year college degree and three to five years of experience as a Financial Advisor. Possess the following licenses: 7, 66, and Life & Health for Florida.
About Us:
We're a not-for-profit institution, owned by our members, instead of corporate stockholders. As a credit union, we're accountable directly to our members, who share in our success and benefit from lower fees, better savings and checking interest rates, and lower-cost mortgages.
We're committed to doing what's best and right for our members, guiding everything we do. Our friendly, knowledgeable, and professional employees work together to offer stellar value at every turn, helping our members achieve their financial goals.
As an employee, you'll have the opportunity to grow and advance in your career, working with talented teams that help you become better each day. You'll have confidence in knowing your work is having an impact, supporting our mission of serving our members' lifetime financial needs.
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