Financial Services Advisor

2 weeks ago


Vacaville, California, United States Travis Credit Union Full time
Job Summary:

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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