Financial Services Advisor
2 weeks ago
Travis Credit Union is seeking a highly skilled Financial Services Advisor to join our team. As a Financial Services Advisor, you will play a critical role in providing financial consulting services to our members, helping them achieve their financial goals and objectives.
Key Responsibilities:
- Conduct financial consulting sessions with members to identify their financial needs and objectives.
- Develop and implement personalized financial plans to help members achieve their goals.
- Provide expert advice on a wide range of financial products and services, including investments, savings, and insurance.
- Analyze financial information and provide recommendations to help members make informed decisions.
- Build and maintain strong relationships with members, providing exceptional customer service and support.
- Stay up-to-date on market trends and economic conditions, ensuring that members receive the best possible advice.
- Collaborate with other teams to provide comprehensive financial solutions to members.
Requirements:
- Bachelor's degree in a related field, such as finance or accounting.
- Minimum of 2 years of experience in a financial services role.
- FINRA Series 7 and 63/65 or 66 Licenses.
- California State Life Insurance & Variable Annuity License.
- Excellent communication and interpersonal skills.
- Ability to work independently and as part of a team.
- Strong analytical and problem-solving skills.
What We Offer:
- Competitive salary and incentives.
- Comprehensive benefits package, including medical, dental, and vision insurance.
- 401(k) program with employer match.
- Generous holiday and vacation policy.
- Opportunities for professional growth and development.
About Travis Credit Union:
- We are a not-for-profit financial cooperative, dedicated to serving the financial needs of our members.
- We offer a wide range of financial products and services, including checking and savings accounts, loans, credit cards, and investments.
- We are committed to providing exceptional customer service and support to our members.
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