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Financial Services Representative
2 months ago
We are seeking a highly motivated and detail-oriented Junior Financial Advisor to join our team at Consumers Credit Union. As a Junior Financial Advisor, you will play a key role in assisting members with their investment options and providing exceptional customer service.
Key Responsibilities- Assist members in general investment options, including cross-selling credit union products and services.
- Demonstrate knowledge of all Consumers products and services, including Series 7, Series 66, Life, Accident, and Health Insurance Licenses, and State specific securities and investment licenses.
- Maintain all files and records to meet compliance requirements and standards.
- Become knowledgeable with IRA accounts and develop an understanding of Credit Union rules, regulations, philosophy, organization by-laws and operating procedures.
- Develop knowledge and training with a wide range of investment products.
- Assist in any area as directed by your supervisor.
- Success requires a bachelor's degree in Business (or equivalent work experience).
- Successfully completes: Series 7, Series 66, Life, Accident, and Health Insurance Licenses, and State specific securities and investment licenses.
CFS (Member FINRA/SIPC) is a broker-dealer and RIA with a stable track record of serving the investment needs of credit unions and their members. We deliver a clear path to the future of wealth management with the open-minded agility, senior-level access, and expert technology to help get you there.
