Financial Representative - Internal

Job Description

Provides consultative financial advice and guidance to the members in regards to their investment needs. Helps accomplish financial objectives by assessing financial situation; developing and presenting financial strategies and plans; monitoring changes in financial status and life circumstances.

Essential Duties and Responsibilities

• Meets with members; assesses their needs and financial situations; gathers information regarding investments, asset allocation, savings, tax planning, retirement planning and estate planning; explains features of investment products offered; develops financial strategies, guides the member in establishing financial goals and matches goals to appropriate financial plans.
• Monitors members' financial situation by tracking changes in wealth and life circumstances; analyzing financial plan results; identifying and evaluating new financial strategies; recommending changes in goals and plans.
• Updates job knowledge by tracking financial markets, general economic conditions, and new financial products; participating in educational opportunities; reading professional and technical publications; maintaining personal networks; participating in professional organizations.
• Develops and implements work plans to achieve goals and objectives; utilizes resources effectively participates in evaluating work processes and procedures to identify opportunities for improvements; prepares and maintains a variety of records and reports.
• Promotes the Credit Union by participating in community involvement and special events.

Company Wide Expectations

Education / Experience

To perform this job satisfactorily, an employee must be able to carry out each essential duty competently. The requirements listed below are representative of the education, experience, skills and abilities required. An equivalent combination of education and experience may be considered.

Education Requirements

Required - 4 Year / Bachelors Degree - Business or other relevant discipline

Experience Requirement

Required - 2 Years - Progressively responsible brokerage experience

Special Training, Licenses and / or Certificates Required

Skills / Abilities

Physical Demands

The physical demands described here are representative of those that must be met by employees to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Physical Requirements

Work Environment

An employee in this job will experience the following main work environments, others not listed may also be encountered on occasion;

Works in general office environment in a financial services facility.

Redstone Federal Credit Union is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, protected veteran status or status as an individual with disability. We are proud to be a Drug-Free and Tobacco Free Workplace.