Senior Financial Advisor

Job Description

Job Description

The Senior Financial Advisor is responsible for building and maintaining strong relationships with providing professional investment advice and direction to Credit Union membership and staff. They will actively seek opportunities to increase income through proactive and effective advisement of investment and insurance products.

ESSENTIAL DUTIES AND RESPONSIBILITIES

• Develops and maintains long-term relationships based on trust and respect for members and employees.
• Provides professional direction for members and employees through financial profiling, including risk profiling, and asset allocation.
• Identifies and evaluates member and employee needs for alternative financial products that are offered through Investment and Insurance Services (IIS).
• Provides regular training and feedback to branches, departments, and identified Credit Union executives regarding products, sales, marketing and business practices.
• Works with Branch Managers and other department managers to identify and leverage cross-sell opportunities.
• Develops and implements individual marketing / business plans in alignment with Investment and Insurance sales and other goals.
• Provides those services and products that respond to member or employee needs in alignment with the mission of the Credit Union.
• Addresses and solves business-related challenges as needed.
• Performs other duties as assigned.

MINIMUM REQUIREMENTS

SKILLS AND EXPERIENCE

MINIMUM PHYSICAL REQUIREMENTS

BENEFITS & PAY

The expected starting pay for the Senior Financial Advisor is $48,000 plus applicable eligible commissions.

We cover 100% of employees’ single medical, drug, vision, and dental monthly health insurance premiums. Employees also love receiving paid volunteer time, our pay it forward program, and matching their charitable donations up to $250 per year per employee. Tuition assistance for higher education is another special way we invest in our workforce. Benefits include, Paid Time Off and 11 Paid Holidays, 401(k) and 3% Employer Contribution, Health insurance, Vision insurance, Dental insurance, 401(k), Prescription drug insurance, Life insurance, Flexible spending account, Disability insurance, Opportunities for advancement, Employee assistance program, Referral program, Retirement plan, Employee discount, Paid training, Professional development assistance, AD&D insurance, Credit union membership, Paid orientation, and more.

Make a difference one life at a time!