Financial Services Professional
2 weeks ago
Goldenwest Credit Union is a premier non-profit financial cooperative dedicated to providing exceptional member service in Utah and Idaho.
Our Benefits- Guaranteed base wage
- Annual bonus
- Generous incentive/commission schedule
- Outstanding benefits, including:
- Medical insurance (100% deductible coverage)
- Dental insurance (100% premium coverage)
- Paid time-off (34 days off)
- Tuition reimbursement (up to IRS maximum)
- Retirement (100% pension coverage and 401K matching)
We seek individuals with an energetic, friendly, and positive attitude. Ideal candidates will demonstrate a strong ability to think critically and solve problems, timely and meticulous attention to verbal and written communication, devotion to earning and maintaining member trust, and attentiveness to professionalism in appearance and action.
Job ResponsibilitiesOur Financial Advisors will assist members with financial goals, determine which products best meet their needs and financial circumstances, and cultivate long-term, trusting relationships. Key responsibilities include:
- Cultivate and effectively manage long-term, trusting relationships
- Meet with members to review and analyze their financial conditions
- Develop professional relationships with members to understand their financial goals
- Conduct research and formulate plans to determine which financial products best meet the member's needs and financial circumstances
- Comply with all regulations as required by law
- Actively participate in continuing education related to credit union career development
We require a Bachelor's Degree, Series 7, Series 66, Life & Health licensing, and 3-5 years of similar or related experience. Property & Casualty Insurance license is also required.
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