Financial Advisor

Position Purpose

Upholds the Credit Union's mission of "We do the right thing one member, one employee, and one experience at a time to strengthen the communities we serve" by being responsible for helping members plan and manage their financial goals, including investments, retirement planning, and risk management. You will work closely with members to understand their financial situation and provide them with personalized advice and strategies to help them achieve their objectives

Essential Responsibilities

• Meet with members to understand their financial goals and objectives
• Analyze members' financial situation and provide personalized advice and strategies
• Create and implement financial plans for clients, including investment portfolios and retirement plans
• Monitor and review members' financial plans and make recommendations for adjustments as needed
• Stay up-to-date with changes in the financial industry and regulations
• Maintain accurate records of clients' financial information, contacts, and transactions.
• Have working knowledge of financial and insurance products and services, and understand products and services offered by LPL Financial Services and Capital Credit Union
• Effectively use databases and software programs to monitor member accounts, verify transactions, schedule reviews, and perform other functions as needed
• Travels between branches as necessary.

Necessary Experience and Qualifications

Work Environment and Physical Requirements

The above statements are intended to describe the general nature and level of the work being performed in this position. They are not intended to be construed as an exhaustive list of all responsibilities, duties, or requirements.

Capital Credit Union is an Equal Opportunity Employer. We participate in E-Verify. Click the Learn more about Capital Credit Union link below for more information, as well as information on employee rights under the Family Medical Leave Act and the Employee Polygraph Protection Act.

Equal Opportunity Employer

This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.