Financial Advisor — Client‑Focused Planning & Growth

FourLeaf Federal Credit Union; Cherry Hill Township (NJ); On-site; USD 29,000 - 35,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Life insurance

Disability insurance

401(k) with employer match

Wellness programs

Annual bonus

Job summary

FourLeaf Federal Credit Union is seeking a Financial Advisor to deliver investment planning services and tailored guidance to members and staff while maintaining regulatory compliance and career development opportunities.

The role combines advisory duties with sales and relationship management, requiring active licensing, ongoing education, and strong knowledge of financial markets. Competitive benefits and bonus opportunities are offered.

Qualifications

• Requires up-to-date knowledge of financial products and services.
• Experience in investment and insurance sales with a client-focused approach.
• Licensing and registrations with regulatory bodies and continued education are required.

Responsibilities

• Provide professional investment planning services and products to members and employees.
• Develop and maintain member relationships; conduct regular reviews and ongoing engagement.
• Ensure compliance with FINRA, SEC, and state regulatory requirements and documentation.

Skills

Investment planning

Sales experience

Relationship building

Regulatory compliance

Education

Associate’s degree

CFP certification

Tools

MS Excel

MS Access

MS Word

Job description

FourLeaf Federal Credit Union is seeking a Financial Advisor to deliver investment planning services and tailored guidance to members and staff while maintaining regulatory compliance and career development opportunities.

The role combines advisory duties with sales and relationship management, requiring active licensing, ongoing education, and strong knowledge of financial markets. Competitive benefits and bonus opportunities are offered.