Financial Advisor

Affinity Plus Federal Credit Union; Lakeville (MN); Hybrid; USD 49,000 - 63,000; Full time

Job summary

Affinity Plus Federal Credit Union seeks a Financial Advisor to guide members on investment and retirement needs. This hybrid position emphasizes building relationships with clients, providing tailored advice, and requires significant investment sales experience. A competitive salary range and comprehensive benefits package are offered, aimed at fostering an inclusive workplace.

Benefits

Medical, dental, and vision insurance

401K matching up to 5%

Paid leave options

Wellness benefit

Immediate vacation hour frontloading

Qualifications

• 5+ years of experience in selling investments and insurance.
• FINRA Series Securities Industry Essentials required.
• MN Life, Health Insurance License, Series 6 & Series 63.

Responsibilities

• Review members’ investment plans and client outreach.
• Research and resolve member inquiries about services.
• Deliver customized portfolio advice.

Skills

Organizational skills

Analytical skills

Decision-making skills

Communication skills

Time Management

Customer service

Education

Bachelor’s Degree in Finance, Economics, Accounting

Job description

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Join to apply for the Financial Advisor role at Affinity Plus Federal Credit Union

At Affinity Plus every employee understands how their work affects our members experience and we strive to provide an experience that can't be found anywhere else. Great service starts with great employees and that is why we focus on providing not only the best place our members will ever bank but the best place our employees will ever work. Between our one of a kind culture, incredible benefits, and work/life balance; we believe you will feel the Affinity Plus difference.

Position Overview

A Financial Advisor at Affinity Plus partners with our members on their investment needs. This role will be primarily responsible for a geographic area and partnering with members in that area for any investment or retirement needs and opportunities.

Duties And Responsibilities

• Review members’ current investment plans to gain a full understanding of their intentions
• Identify and recommend member investment options, including but not limited to investments, future financial scenarios, retirement plans, etc.
• Construct and deliver customized portfolio advice with specific investment recommendations through scheduled and proactive outreach to clients
• Develop trusting relationships with members in order to anticipate their needs and make the necessary recommendations
• Research, respond, and resolve member requests about Affinity Plus services, products and policies
• Track business activity and maintain member notes in database
• Review current research material and financial news on market and securities trends and identify areas of opportunity and concern
• Other duties as assigned
  
  

Qualifications And Skills

• 5+ years of experience of successfully selling investments and insurance in a credit union, bank or insurance environment
• Bachelor’s Degree in Finance, Economics, Accounting or other applicable degree preferred
• Strong organizational skills and attention to detail
• Strong analytical and decision-making skills required with a high degree of accuracy
• Aptitude to work independently as well as part of a team and ability to collaborate with others
• Strong verbal and written communication skills
• Time Management skills and the ability to prioritize workload based on department and member needs
• Flexibility to adapt and succeed in a dynamic environment
• Ability and drive to provide exceptional service to members and employees
  
  

Required Licenses

• FINRA Series Securities Industry Essentials
• MN Life, Health Insurance License, Series 6 & Series 63
• RIA (65/66 or appropriate designation) to be obtained and completed within 2 years
  
  

Preferred Licenses

• FINRA Examination, Series 7
  
  

Workplace Environment

• Working in a stationary position for 95% of the work day
• Utilizing the telephone 45-50% of the day
• Moving, lifting and/or carrying 20 pounds with or without accommodations
• Bending, twisting, kneeling, stooping or crouching when appropriate, on occasion
• Repetitive movements, including but not limited to typing, mousing, phones, etc.
• Requires face-to-face interaction and/or coordination of work with other employees and departments, and in-person interaction
  
  

Required Work Schedule

Standard Monday through Friday business hours. Consistent and reliable attendance is a required essential function of this role to meet the needs of the department/team and organization.

This position will be hybrid, based out of our Lakeville, MN branch with the opportunity to work virtually one day per week.

Compensation

This position has a starting pay range of $49,300 - $62,850 annually.

In alignment with our commitment to pay transparency, we are providing a good-faith estimate of the pay range for this position. This range reflects what we anticipate offering a successful candidate based on factors such as the role’s responsibilities, required qualifications, and relevant experience. The actual pay for this position may vary depending on the selected candidate’s skills, experience, and other qualifications. This position is also eligible to earn sales incentive compensation.

Total Rewards

Affinity Plus offers a comprehensive Total Rewards package that goes beyond base pay. In partnership with the State of MN Employer Group, Affinity Plus provides low-cost medical, dental and vision insurance coverage options. Additionally, Affinity Plus frontloads all sick time hours and a portion of vacation hours for all new employees, offers a variety of paid leave options, a monthly wellness benefit, and immediate 401K matching up to 5%. Our Total Rewards philosophy is designed to support your well-being and growth while fostering a fair and inclusive workplace.

Disclaimer

Applicants may be subject to a background and credit check. Employees in this position must be able to satisfactorily perform the essential functions of the position. If requested, Affinity Plus Federal Credit Union will make every effort to provide reasonable accommodations to enable employees with disabilities to perform the position’s essential job duties. As markets change and the Organization grows, job descriptions may change over time as requirements and employee skill levels evolve. With this understanding, Affinity Plus Federal Credit Union retains the right to change or assign other duties to this position.

Application Deadline

Affinity Plus Federal Credit Union accepts applications on a rolling basis.

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance and Sales

• Industries

  Banking

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