Financial Advisor

Sunrise Credit Union•,

13d•Onsite

About The Position

The Financial Advisor provides members with personalized financial advice and investment recommendations that support their short- and long-term financial goals. Reporting to the Director, Sunrise Wealth Management, this role focuses on delivering professional financial guidance, developing relationships, and helping members make informed decisions about saving, investing, and protecting their financial future. The Financial Advisor plays a key role in strengthening member engagement through proactive financial planning, portfolio management, and needs-based product recommendations that align with cooperative values and regulatory standards. This role supports members with foundational to moderately complex financial needs and operates within defined product and regulatory parameters.

Requirements

Personalized financial advice and investment recommendations.
Professional financial guidance.
Relationship development.
Informed decision-making support for members regarding finances.
Proactive financial planning.
Portfolio management.
Needs-based product recommendations.
Support for foundational to moderately complex financial needs.
Adherence to product and regulatory parameters.

Responsibilities

Provide personalized financial advice and investment recommendations.
Deliver professional financial guidance.
Develop relationships with members.
Help members make informed decisions about saving, investing, and protecting their financial future.
Strengthen member engagement through proactive financial planning.
Manage portfolios.
Make needs-based product recommendations aligned with cooperative values and regulatory standards.
Support members with foundational to moderately complex financial needs.
Operate within defined product and regulatory parameters.