Personal Financial Advisor

It's fun to work in a company where people truly BELIEVE in what they're doing!

We're committed to bringing passion and customer focus to the business.

Duties / Responsibilities :

• Experience with high quality service standards in all interactions with members, personal and all departments within the Credit Union
• Educate members and credit union employees on investment products and services through seminars, branch trainings and other scheduled events.
• Meets with clients to gather, discuss, and understand personal financial information such as current income, expenses, insurance coverage, tax status, financial goals, risk tolerance, and other information necessary for financial planning.
• Assesses clients' financial objectives, assets, liabilities, cash flow, insurance coverage, and tax status.
• Based on analysis of financial data, develops strategies and plans to help clients meet financial goals.
• Effectively communicate information about the risks, attributes, features and benefits of investment products and services.
• Monitors plan performance for clients; realigns and redistributes funds to maintain objectives.
• Develop and execute a systematic approach to verbal and written client communication (min 7 contacts per year).
• Provide regular feedback to the branch employees, credit union executives and sales manager regarding sales practices and business development initiatives.
• Drive investment and credit union integration initiatives, e.g. Retail Experience training, seminars, Retail team focus days, etc.
• Refer and Cross sell Credit Union products and services the member has an immediate need for at this moment in time.
• Maintains knowledge of new and emerging investment trends and opportunities.
• Builds additional skills and knowledge in the industry including obtaining additional licenses and certifications as appropriate.
• Performs other related duties as required.

Required Skills / Abilities :

Minimum Requirements :

Preferred Requirements :

Physical Requirements :