Financial Advisor

Capital Credit Union • Green Bay, WI

8d

About The Position

Upholds the Credit Union’s mission of “We do the right thing one member, one employee, and one experience at a time to strengthen the communities we serve” by being responsible for helping members plan and manage their financial goals, including investments, retirement planning, and risk management. You will work closely with members to understand their financial situation and provide them with personalized advice and strategies to help them achieve their objectives

Requirements

• FINRA Series 7, 66, OR 63 & 65 required
• Life insurance license required
• Minimum of at least 5 years working in the field of investments
• In-depth investment and insurance product knowledge
• Strong problem-solving and decision-making skills
• Clean U-4
• Requires a comprehensive knowledge of the correct grammar and setup used for business documents.
• Ability to read and interpret documents such as excel spreadsheets and business written reports.
• Ability to write routine reports and correspondence.
• Must have interpersonal skills necessary to deal effectively and efficiently with a diverse group of people in sometimes stressful situations, while maintaining a professional demeanor and atmosphere.
• Requires excellent communication/listening skills necessary to instruct new and existing employees and deal diplomatically and effectively with difficult situations.
• Must be able to closely examine documentation (including letters, memos, and reports).
• Requires a high degree of accuracy.
• Requires the ability to apply common-sense understanding to carry out instructions furnished in written, oral, or diagram form.
• Ability to deal with problems involving several concrete variables in standardized situations.
• Must possess valid driver’s license for travel to various branches, and also meetings, seminars, or conferences.

Responsibilities

• Meet with members to understand their financial goals and objectives
• Analyze members’ financial situation and provide personalized advice and strategies
• Create and implement financial plans for clients, including investment portfolios and retirement plans
• Monitor and review members’ financial plans and make recommendations for adjustments as needed
• Stay up-to-date with changes in the financial industry and regulations
• Maintain accurate records of clients’ financial information, contacts, and transactions.
• Have working knowledge of financial and insurance products and services, and understand products and services offered by LPL Financial Services and Capital Credit Union
• Effectively use databases and software programs to monitor member accounts, verify transactions, schedule reviews, and perform other functions as needed
• Travels between branches as necessary.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed