Senior Financial Advisor

Senior Financial Advisor

Supporting our Northern Member Centers in Huber Heights (2 locations) and Northwest Dayton. The Senior Financial Advisor (SFA) is responsible for helping member-owners meet their financial goals, primarily through the sale of non-depository investment and insurance products. This includes retirement planning, investment planning, college planning, estate planning and insurance needs. The SFA has general responsibility for developing and executing a business plan to grow their market and their team. The SFA also identifies member-owner needs and provides solutions in order to deliver an ever increasing level of service and economic value to member-owners.

• Meets with member-owners to assess financial needs and develop sound recommendations for action through non-depository investments, insurance and / or credit union products.
• Sells investment and insurance products to member-owners.
• Services investment and insurance accounts, including periodic review with the member and reassessing whether progress towards their financial goals are being achieved.
• Develops and executes business plans for increasing sales and service levels, including marketing themselves and generating a portion of their own leads.
• Conducts regular training of member center partner-employees on investment and insurance products.
• Conducts educational seminars related to financial planning topics.
• Coaching and developing the Financial Advisor assigned to the territory. This includes support in member center training, Investment Product training and specific investment recommendations.
• Ensures proper policies, procedures, risk mitigation activities, and operating controls are followed. Reports gaps in policies, procedures, and operating controls to leadership to ensure member impact and risk is mitigated.

The Senior Financial Advisor possesses the following knowledge and skills :