Financial Services Specialist

2 hours ago

Long Beach CA USA, United States Financial Partners Credit Union Full time
Financial Consultant Role

At Financial Partners Credit Union, we're seeking a skilled Financial Consultant to join our team. As a key member of our financial services team, you'll play a pivotal role in empowering our members to achieve their financial goals.

Key Responsibilities:

  • Financial Planning and Analysis: Conduct thorough analysis of members' financial status, risk tolerance, and life stages to offer tailored financial solutions. Regularly review and adjust plans to align with changing goals and circumstances.
  • Client Engagement: Maintain proactive and responsive communication with both current and prospective clients, ensuring they feel valued and well-informed. Schedule and conduct annual reviews to assess client needs and adjust financial plans accordingly.
  • Collaboration and Referral Management: Work closely with credit union colleagues to receive and provide referrals, ensuring a seamless client experience and integrated financial solutions. Keep referrers updated on client progress.
  • Educational Initiatives: Design and deliver financial education seminars to enhance members' financial literacy and engagement with the credit union's services.
  • Documentation and Compliance: Ensure meticulous completion of all necessary paperwork and reports according to regulatory and company standards. Maintain compliance with all financial and ethical regulations.

Additional Duties:

  • Support overall team and credit union goals through effective teamwork and cross-functional collaboration.
  • Promote and refer members to other credit union products and services that fit their needs.
  • Uphold the highest ethical standards, actively fostering a culture of integrity and accountability within the organization.

Requirements:

  • Bachelor's degree or equivalent educational qualification.
  • 2-4 years of experience in financial consulting or a similar role.
  • Demonstrated success in financial planning and client management.

Preferred Qualifications:

  • Certified Financial Planner (CFP) or other advanced financial certifications.
  • Extensive knowledge of financial markets and alternative investment products.
  • Proven track record in a similar role prior to joining the credit union.

Licenses and Certifications:

  • FINRA Series 7 and Series 66 (or Series 63 & 65) licenses.
  • California Life Insurance Agent license.

Skills:

  • Exceptional communication and interpersonal skills.
  • Strong analytical abilities and proficiency in financial software.

At Financial Partners Credit Union, we're committed to your professional growth and personal development in an inclusive and supportive environment. We're an equal opportunity employer and prohibit discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. The annual salary for this position is $66,560.00, plus a forgivable draw.

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