Financial Advisor
Listed on 2026-02-01
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Finance & Banking
Financial Consultant
Role
Responsible for providing financial guidance to AFFCU members and potential members regarding retirement planning and investment strategies.
Essential Functions & Responsibilities- Works with members in establishing and monitoring their financial planning needs with an emphasis on retirement planning and investment asset management.
- Develop and cultivate member relationships.
- Partners with Marketing department on developing promotional programs for America's First Financial.
- Trains and educates credit union employees about America's First Financial services and promotions.
- Develops and produces investment reports and data for management.
- Assists in administrative functions.
- Perform other job related duties assigned.
- Contribute to the goals of America's First Financial as well as the corporate goals established for the credit union.
- Ensure members’ needs are met by recommending appropriate products and services.
- Maintain high level of confidentiality with regard to members’ investments.
- Ensure all transactions are carried out in an accurate and timely manner in accordance with relevant policies and procedures.
- Provide informed, professional, and accurate service and support to all members and employees.
Experience:
One year to three years of similar or related experience.
Education:
Equivalent to a college degree (BS or BA in a relevant field).
Series 7 license and either a Series 65 or 66 is required.
CFP, CFS, CRPC are preferred.
Interpersonal
Skills:
Work involves extensive personal contact with others and is of a personal or sensitive nature. Motivating, influencing, and/or training others is key at this level. Outside contacts become important and fostering sound relationships with other entities (companies and/or individuals) becomes necessary and often requires the ability to influence and/or sell ideas or services to others.
Other
Skills:
Individual must be one who is self‑motivated, organized, and has an attention for detail. Strong analytical and communication skills required.
Physical Requirements:
Light lifting required.
Work Environment:
Must be able to travel to other locations.
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