Financial Advisor
- Full-time
Financial Advisor Position
Through its relationship with CUSO Financial Services, LP (CFS), Via Credit Union is seeking a Financial Advisor to join their team in the Marion, IN area. Are you interested in helping people accomplish their retirement goals and making a positive impact? Do you enjoy educating others?
The Licensed Financial Advisor provides expertise on products and services to members and non-members regarding planning for retirement and investment services. Services include an analysis of current financial picture, assisting with the establishment of financial goals, and the development of a strategy designed to achieve those goals. Via Credit Union provides services within 12 counties of members, therefore, the Advisor will travel to meet with members in the membership counties.
- Field of membership counties : Blackford, Delaware, Grant, Hamilton, Howard, Huntington, Kosciusko, Madison, Miami, Tipton, Wabash, and Wells
Reasonable Accommodations Statement : To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable Accommodations may be made to enable qualified individuals with disabilities to perform the essential functions.
Essential Functions :
Position Requirements and Qualifications :
Education : High School Diploma or equivalent required; bachelor's degree preferred
Experience :
Computer Skills :
Certifications & Licenses :
Expectations :
Physical Demands :
N (Not Applicable) Activity is not applicable to this position. O (Occasionally) Position requires this activity up to 33% of the time (0 - 2.5+ hrs. / day) F (Frequently) Position requires this activity from 33% - 66% of the time (2.5 - 5.5+ hrs. / day) C (Constantly)Position requires this activity more than 66% of the time (5.5+ hrs. / day) Occasionally : Reach above Shoulder, Squat or Kneel, Lift / Carry over 20 -100 lbs. Frequently : Reach Outward, Bend, Lift / Carry and / or Push / Pull 11-20 lbs. Constantly : Sit, Stand, Walk, Manually Manipulate, Visual Accuity, Talk, Hear / Listen, Lift / Carry 10 lbs. or less, Push / Pull 12 lbs. or less Not Applicable : Crawl, Climb
Work Environment :
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee may be in a fast paced, stressful environment. Some outside environmental conditions, especially while traveling to meetings, training, or meeting with members. The noise level in the work environment is usually moderate.
EOE
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