Senior Financial Advisor - Wealth Planning & Member Wellbeing

Lake Trust Credit Union; Town of Brighton (NY); Vor Ort; USD 65.000 - 100.000; Vollzeit

Benefits dieser Stelle

401(K) matching up to 5%

Reduced health insurance

Financial wellbeing services

Employee wellbeing services

DE&I initiatives

Work-life balance

Zusammenfassung

Lake Trust Credit Union is seeking a Financial Advisor to drive member engagement by recommending and selling appropriate investment and insurance products based on members’ needs and goals. The role requires maintaining licenses and staying current with training to support cross-department projects and a strong financial wellbeing program.

You will collaborate across departments, develop relationships, and deliver tailored financial planning strategies.

Qualifikationen

• Proven superior interpersonal and communication skills.
• Career and/or entrepreneur oriented.
• Securities license (Series 7/66) and Life/Health Insurance license are a plus.

Aufgaben

• Obtain and maintain licenses including continuing education for valid licensing (Series 7/66, Life/Health).
• Develop a positive team-oriented environment and provide life-stage financial services to members aligned with the Brand Promise.
• Meet and interview members to discuss investment needs, including weekends/evenings and off-site visits.

Kenntnisse

Interpersonal skills

Communication skills

Series 7 license

Life/Health Insurance license

Ausbildung

Bachelor's degree or equivalent

CFP designation a plus

Jobbeschreibung

Lake Trust Credit Union is seeking a Financial Advisor to drive member engagement by recommending and selling appropriate investment and insurance products based on members’ needs and goals. The role requires maintaining licenses and staying current with training to support cross-department projects and a strong financial wellbeing program.

You will collaborate across departments, develop relationships, and deliver tailored financial planning strategies.