Financial Advisor

If you are motivated and believe in the credit union philosophy of People Helping People, join our team!

Purpose

Financial Advisor with an investment/trust/estate planning focus is responsible for providing exemplary member service and has demonstrated ongoing proficiency in delivering solutions to members in areas such as life insurance, investments, trust services, estate planning and retirement planning, through branch, telephone, and/or digital delivery channels. They must be knowledgeable of operational procedures in their platform areas, have shown continual growth in their ability to deliver FAS solutions, and have begun to act in an advisory capacity, more proactively helping members to manage their investments and other financial products to fit their overall plan.

Performance Expectations and Essential Responsibilities*

• Proficiently works to meet members’ financial needs by helping them to ...