Senior Financial Advisor

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.

Key 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).
• Develops and implements individual marketing/ business plans in alignment with Investment and Insurance sales and other goals.
  
• Addresses and solves business-related challenges as needed.
  
• Responsive to internal and external referrals in a timely manner.
• 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.
• Provides those services and products that respond to member or employee needs in alignment with the mission of the Credit Union.
• Able to handle all confidential matters professionally, always maintaining the privacy of our member’s