Financial Advisor

Financial Advisor

We are looking to hire a passionate Financial Advisor for our Galesburg, Marshall, Battle Creek and Coldwater retail locations. As a Financial Advisor, you will provide analysis and guidance to businesses and individuals in order for them to make investment decisions;
Recommends financial options to members in accordance with their short and long term goals;
Prepares and delivers comprehensive financial advice that may include portfolio reviews, asset accumulation strategies, analysis and assessments, pre/post-retirement planning, and asset allocation strategies;
Enhances and expands the overall penetration and participation levels of the current investment services program to ensure on‑going quality service to existing members/clients.

• Achieves individual and office sales goals by team building with offices to help generate referrals.
• Motivates, educates, and coaches office teams and investment office champions to prospect for quality referrals.
• May involve cold calling on non-member individuals and businesses.

• Cross‑sells credit union products and services and acts upon referral opportunities to maintain a ratio consistent with goals.
• Assists members in retirement and estate planning, funding for college, general investment options and loan and deposit needs.
• Demonstrates knowledge of all Consumers products and services.
• Successfully maintains:
  Series 7, Series 66, Life, Accident, and Health Insurance Licenses, and State specific securities and investment licenses.
• Contacts potential members by attending business and social events/meetings or by giving seminars.
• Maintains all files and records to comply with the law.
• Knowledgeable in the area of IRA and Trust accounts.
• Develops an understanding of Credit Union rules, regulations, philosophy, organization by‑laws and operating procedures.
• Assist in any area as directed by your supervisor.

• Success requires a Bachelor's degree in Business or Finance (or equivalent work experience).
• 5 years proven experience in the delivery of personal investment products and services, with at least 1 year of experience in a financial institution.
• Successfully completes:
  Series 7, Series 66, Life, Accident, and Health Insurance Licenses, and State specific securities and investment licenses.