Financial Services Advisor

1 month ago


Stevens Point, Wisconsin, United States Simplicity Credit Union Full time
Job Title: Associate Financial Advisor

We are seeking a highly motivated and experienced Associate Financial Advisor to join our team at Simplicity Credit Union. As a key member of our Retirement Investment Services Team, you will be responsible for providing exceptional financial guidance and advice to our members, helping them achieve their financial goals and maximize their financial potential.

Key Responsibilities:
  • Counsel members on financial goals and objectives, and provide personalized recommendations for achieving financial success.
  • Develop and maintain strong relationships with members, understanding their financial needs and providing tailored solutions.
  • Collaborate with other financial advisors to identify and execute opportunities to grow the business and increase revenue.
  • Stay up-to-date on industry trends and developments, and apply this knowledge to provide expert advice to members.
  • Meet and exceed sales and revenue goals, while maintaining a high level of professionalism and integrity.
Requirements:
  • FINRA Securities Industry Essentials Examination, Series 6, 63 registrations required; IAR (65/66 or appropriate designation) required or ability to obtain within 6 months; FINRA Series 7 preferred.
  • Life/health and variable insurance licenses
  • Three years financial services sales & service experience preferred
  • Exceptional analytical skills with a strong attention to detail, ability to plan, prioritize and organize work effectively and efficiently.
  • Must be friendly and able to represent the Credit Union in a professional and positive manner.
What We Offer:
  • Competitive compensation and benefits package
  • Opportunities for professional growth and development
  • A dynamic and supportive work environment
  • Recognition and rewards for outstanding performance

We are an equal opportunity employer and welcome applications from diverse candidates. If you are a motivated and experienced financial services professional looking for a new challenge, please submit your application today.



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