Financial Advisor - Woodland Hills, CA

GENERAL SUMMARY :

The Financial Advisor is responsible for meeting and consulting with members to assess their financial planning needs by reviewing their financial information, developing financial goals, and creating financial plans to assist members in meeting their goals. Provides members with advice and services regarding their personal financial planning and investment needs.

NATURE AND SCOPE OF POSITION :

The Financial Advisor works with a minimal amount of supervision and direction and is authorized to take reasonable actions necessary to carry out the assigned responsibilities of the position, provided that such action is consistent with cost-effective practices and is consistent with the policy and procedures of Kinecta Federal Credit Union.

SUPERVISORY RESPONSIBILITIES :

The Financial Advisor has no direct supervisory responsibilities but will be expected to take the lead on assigned projects and may oversee the work of others working on assigned projects.

ESSENTIAL DUTIES AND RESPONSIBILITIES :

• Meets with members, clients, and prospects. Collects and analyzes information regarding members' income, assets, investments, and debts.
• Determines financial goals with members. Ascertains which financial products best meet the members' needs and financial circumstances to help achieve those goals. After careful consideration, advises members regarding the advantages and disadvantages of different financial products, including insurance and investment products.
• Through the approved product list of our broker dealer, offer non-deposit investment accounts to members of the Credit Union.
• Promotes, supports, and develops a member experience that corresponds with the Organization's objectives.
• Works with Front Line (branches, Contact Center) and other lines of business to increase member penetration for Kinecta Wealth Management. Work with Branch Partners to help them achieve their goals.
• Develop reports on various analyses on investment products; retirement needs analysis, current situation analysis, and asset accumulation analysis.

NON-ESSENTIAL DUTIES AND RESPONSIBILITIES :

Performs other duties including special projects as assigned.

MINIMUM QUALIFICATIONS

Knowledge, Skills and Abilities :

Education, Training and Experience :

Potential candidates for this position must meet the following requirements :

One year of relevant professional-level work experience may be substituted for one year of required education.

WORKING CONDITIONS :

PHYSICAL ABILITIES, MENTAL DEMANDS, AND WORK ENVIRONMENT

Must be able to exercise sound judgment, effectively plan and be well organized, have excellent oral and written communications skills, work well under changing timelines, take the initiative and be flexible and cooperative. Accuracy, timeliness and maintaining confidentiality related to member, employee information and company records is required.

While performing the job duties of this position, the employee is regularly required to sit; talk or hear in person and by telephone; use hands to operate standard office equipment; reach with hands and arms; lift minimum 10 lbs.

The employee is frequently required to walk and stand. Vision abilities required by this job include close vision and the ability to adjust focus to read and operate office equipment, as necessary. The employee works under typical office conditions and noise levels.