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Financial Services Professional

2 months ago

Kalamazoo, Michigan, United States Consumers Credit Union Full time
Financial Advisor Job Description

We are seeking a highly skilled Financial Advisor to join our team at Consumers Credit Union. As a Financial Advisor, you will play a critical role in providing expert financial guidance to our members, helping them achieve their short and long-term financial goals.

Key Responsibilities:
  • Provide comprehensive financial analysis and guidance to members, including portfolio reviews, asset accumulation strategies, and retirement planning.
  • Recommend financial options to members based on their individual needs and goals.
  • Enhance and expand the penetration and participation levels of our investment services program.
  • Motivate and educate office teams to prospect for quality referrals.
  • Cross-sell credit union products and services to maintain a consistent ratio of referrals.
  • Assist members with retirement and estate planning, funding for college, and general investment options.
  • Demonstrate knowledge of all Consumers Credit Union products and services.
  • Maintain all files and records to comply with regulatory requirements.
Requirements:
  • Bachelor's degree in Business or Finance (or equivalent work experience).
  • 5 years of proven experience in delivering personal investment products and services, with at least 1 year of experience in a financial institution.
  • Successfully completes Series 7, Series 66, Life, Accident, and Health Insurance Licenses, and State-specific securities and investment licenses.

We are looking for a highly motivated and experienced Financial Advisor to join our team. If you have a passion for helping others achieve their financial goals, we encourage you to apply for this exciting opportunity.