Financial Consultant

2 weeks ago


Vacaville, California, United States Travis Credit Union Full time
Job Overview

Travis Credit Union is seeking a highly skilled Financial Consultant to join our team. As a Financial Consultant, you will provide expert financial consulting services to assist members with identifying their financial goals and objectives.

Key Responsibilities
  • Conduct financial consulting sessions with members to identify financial needs and objectives.
  • Apply expert knowledge of a wide range of financial plans and products to support member financial goals.
  • Analyze financial information obtained from members to determine and recommend strategies to work towards their financial goals and objectives.
  • Establish, maintain, and develop trusting and effective advisory, fiduciary relationships with members.
  • Stay informed on the economic and political environment and the credit union's investment outlook.
  • Keep abreast of market conditions and adhere to all regulations, compliance policies, and procedures.
Requirements
  • Bachelor's degree and a minimum of 2 years of related experience; or an advanced degree without experience; or equivalent work experience.
  • FINRA Series 7 and 63/65 or 66 Licenses.
  • California State Life Insurance & Variable Annuity License.
Working Conditions

Work is generally performed within an office environment, with standard office equipment available and usually sedentary in nature. Requires travel to TCU locations and attending special and community-related events during evenings and/or weekends.

Compensation

Starting salary is commensurate with experience. In addition to our competitive benefits, this opportunity with Travis Credit Union has a base pay of $66,560.00/annually plus Incentives.


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