Investment Advisor: Build Long-Term Client Wealth

Credit Union National Association, Inc.; Brooklyn Park (MN); On-site; USD 42,000 - 65,000; Full time

Benefits offered by this job

401(k) with Employer Match

Dental

Disability Insurance

Employee Perks

Flexible Spending Accounts

Life Insurance

Medical

Paid Holidays

Paid Time Off

Pet Insurance

Referral Program

Vision

Job summary

TopLine Financial Credit Union is seeking an Investment Representative to join our Investment team. You will solicit members, open accounts, and provide informed guidance on securities and financial plans within a broker-dealer framework.

Ideal candidates have Series 7 and 66/65 licenses, a finance degree, and 3+ years in investment sales. You will support seminars, manage client relationships, and ensure compliance with regulations while working in a collaborative, member-focused environment.

Qualifications

• Minimum three years as an Investment Representative or licensed sales assistant.
• Four-year degree in finance or related field.
• Must be Series 7 and 66/65 licensed.
• Licenses must be kept current with continuing education credits.
• Strong communication and organizational skills; ability to work in a fast-paced environment.

Responsibilities

• Promotes TopLine Financial Credit Union culture, philosophy and values within the department and organization.
• Solicits credit union members to offer benefits of investing with TopLine Investment Services.
• Assists in providing information and advice on purchase or sale of securities and financial plans.
• Supports seminars on financial services and insurance products.
• Opens and services new investment accounts and routes documentation for processing.
• Monitors client accounts and verifies transactions for accuracy.
• Develops and implements financial plans and selling securities with Senior Investment Representative.
• Builds long-term advisory relationships with clients and ensures regulatory compliance.

Skills

Verbal communication

Written communication

Customer service

Team player

Multitasking

Education

Bachelor's degree in Finance or related field

Tools

MS Office

CRM software

Job description

TopLine Financial Credit Union is seeking an Investment Representative to join our Investment team. You will solicit members, open accounts, and provide informed guidance on securities and financial plans within a broker-dealer framework.

Ideal candidates have Series 7 and 66/65 licenses, a finance degree, and 3+ years in investment sales. You will support seminars, manage client relationships, and ensure compliance with regulations while working in a collaborative, member-focused environment.