Financial Advisor/ Senior Financial Advisor - Seton

Description

Financial Advisor / Senior Financial Advisor at the Seton Branch.

We are a credit union, not a bank, and we place people before profits. Members are also our owners, so everything we earn is reinvested into people, employees and communities. We seek passionate, values‑driven people who can grow their career with an innovative, hardworking, collaborative team that is deeply rooted in the community.

Reporting to the Branch Manager, your primary objective is to bring our noble purpose to life by building long‑term relationships with members, delivering customized financial solutions that shape their financial fitness, and maintaining a positive image in the community.

What you’ll be doing

• Identify opportunities to match members with products and solutions that improve their financial fitness
• Meet and exceed sales targets and referral goals
• Participate in business development plans through corporate/branch mark...