Financial Advisor

Consumers Credit Union; Michigan; In loco; USD 60.000 - 90.000; Tempo pieno

Descrizione del lavoro

Consumers Credit Union is seeking a dedicated Financial Advisor for its Lakeshore market. You will analyze and guide members and businesses on investment options aligned with short- and long-term goals, prepare comprehensive financial plans, and help grow the investment services program while maintaining high-quality member service.

Requirements include a Bachelor’s in Business or Insurance, 5 years in personal investments, and licenses (Series 7, Series 66, Life/Health/Accident) with state

Competenze

• Bachelor's degree in Business or Insurance or equivalent experience.
• 5 years proven experience delivering personal investment products and services.
• Licenses: Series 7, Series 66, Life/Accident/Health licenses and state securities licenses.

Mansioni

• Provide analysis and guidance to members/businesses for investment decisions.
• Achieve individual sales goals and cross-sell CU products and services.
• Maintain compliance and licensing records as required by law.
• Host seminars and attend events to generate referrals and informs members.

Conoscenze

Series 7

Series 66

Life Insurance

Financial guidance

Formazione

Bachelor's degree in Business or Insurance

5 years personal investment experience

Licenses: Series 7, Series 66, Life/Health/Accident

Descrizione del lavoro

Financial Advisor

We are looking to hire a passionate Financial Advisor for our Lakeshore market. 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.

What you'll be doing:

• Assists members in retirement and estate planning, funding for college, general investment options and loan and deposit needs.
• Achieves individual sales goals.
• Cross-sells credit union products and services and acts upon referral opportunities to maintain a ratio consistent with goals.
• 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.

What you'll bring to the table:

• Success requires a Bachelor's degree in Business or Insurance (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.

**Representatives are employed by Consumers Credit Union and registered through CFS (Member FINRA/SIPC). To learn more about CUSO Financial Services, LP visit www.cusonet.com.

CFS (Member FINRA/SIPC) is a broker-dealer and RIA with a stable track record of serving the investment needs of credit unions and their members. We deliver a clear path to the future of wealth management with the open-minded agility, senior-level access, and expert technology to help get you there. We are led by visionary financial services leaders who see farther. Ranked as one of the top broker-dealers in the industry, we work with many of the top financial institutions throughout the country.