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Financial Advisor
2 months ago
We are seeking a highly skilled and experienced Financial Advisor to join our Investment Services team at Golden 1 Credit Union. As a Financial Advisor, you will be responsible for providing expert financial guidance and advice to our members, helping them achieve their financial goals and objectives.
Key Responsibilities- Meet with members to understand their financial goals, needs, and priorities, and develop personalized financial plans to help them achieve their objectives.
- Introduce and recommend investment and insurance products that meet our members' needs, while maintaining compliance with regulatory standards.
- Stay up-to-date with industry developments, market trends, and regulatory changes to provide expert advice and guidance to our members.
- Foster strong relationships with our members, providing exceptional customer service and ensuring their financial needs are met.
- Collaborate with our branch managers and staff to identify referral opportunities and promote cross-sales of credit union products.
- Develop and maintain accurate and compliant member-client information and files.
- Conduct regular portfolio reviews and provide ongoing financial guidance to our members.
- Bachelor's degree in a related field, or equivalent experience in the personal investment field.
- At least three years of experience in the sales and delivery of personal investment products and services, with a minimum of one year in a financial institution.
- Valid California driver's license and California Insurance Licenses: Life & Disability, FINRA license 7 and 66 registration, and Long Term Care License.
- Financial Planning / Wealth Management Designation or obtained within two (2) years: CFP, CWS, ChFC, AIF, AAMS, CWM, WMS, CWMS, MFP, MCEP.
This is a full-time position that requires frequent travel and occasional mobility throughout the department. The ideal candidate will have excellent communication and interpersonal skills, with the ability to work effectively in a team environment.
What We OfferAs a Financial Advisor at Golden 1 Credit Union, you will have the opportunity to work with a dynamic team of professionals, providing expert financial guidance and advice to our members. We offer a competitive salary and benefits package, as well as opportunities for professional growth and development.
