Financial Services Professional
1 day ago
We are seeking a highly motivated and experienced Financial Advisor to join our team at Consumers Credit Union. As a Financial Advisor, you will play a key role in providing expert financial guidance and advice to our members, helping them achieve their financial goals and objectives.
Key Responsibilities:- Provide comprehensive financial planning and analysis to members, including portfolio reviews, asset accumulation strategies, and retirement planning.
- Develop and implement financial solutions to meet the unique needs of our members, including investment options, loan and deposit products, and credit union services.
- Build and maintain strong relationships with members, understanding their financial goals and objectives, and providing personalized advice and guidance.
- Stay up-to-date on industry trends and developments, and maintain knowledge of all Consumers Credit Union products and services.
- Collaborate with other team members to achieve sales goals and expand the penetration and participation levels of our investment services program.
- Bachelor's degree in Business or Finance (or equivalent work experience).
- 5 years of proven experience in the delivery of personal investment products and services, with at least 1 year of experience in a financial institution.
- Series 7, Series 66, Life, Accident, and Health Insurance Licenses, and State specific securities and investment licenses.
We offer a competitive compensation package, including a base salary, commissions, and benefits. If you are a motivated and experienced Financial Advisor looking for a new challenge, we encourage you to apply for this exciting opportunity.
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