Financial Services Specialist

1 day ago


Scottsdale, Arizona, United States Desert Financial Credit Union Full time
Job Title: Financial Advisor II

The Financial Advisor II is a key role in our organization, responsible for providing exceptional wealth management services to clients and prospects. This position requires a strong understanding of financial products and services, as well as excellent communication and interpersonal skills.

Key Responsibilities:
  • Consult with clients and prospects to understand their financial needs and goals
  • Provide personalized advice and recommendations on investment products and services
  • Build and maintain strong relationships with clients and internal stakeholders
  • Meet individual sales and service goals, while contributing to the overall success of the team
  • Stay up-to-date on industry trends and regulatory requirements
Requirements:
  • High school diploma or equivalent required
  • 3+ years of experience in the financial industry, with a focus on sales and customer service
  • Strong written and verbal communication skills, with the ability to present complex information in a clear and concise manner
  • Ability to work independently and as part of a team, with a strong focus on customer satisfaction
  • Proficiency in Microsoft Office, including Excel, Word, and Access
  • Series 7 and Series 66 licenses required

Desert Financial Credit Union is an equal opportunity employer and welcomes applications from diverse candidates. We offer a competitive salary and benefits package, as well as opportunities for professional growth and development.



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