Financial Advisor

CoVantage Credit Union•Antigo, WI

About The Position

Do you have strong advisory skills and have a passion for numbers? Join CoVantage Credit Union’s growing CRIS team as a Financial Advisor! Having ranked in the top 1% of credit unions nationwide, CoVantage offers a progressive work environment and the opportunity to be part of a growing mission-based organization that takes pride in giving back to their communities and providing exceptional service to members. As a CoVantage team member, you’ll receive a 401k employer match of up to 200%, a generous employer HSA contribution, and paid time off for community service.

Requirements

Bachelor’s degree in business, finance, or equivalent work experience.
Valid U.S. driver’s license required.
Life, Health and variable insurance license preferred or attain within appropriate timeframe.
FINRA Securities Industry Essentials Examination preferred or attain within appropriate timeframe.
FINRA Series 6, 63, and IAR (65 or appropriate designation) registrations preferred or attain within appropriate timeframe.
FINRA Series 7 preferred.

Nice To Haves

LUTCF, CLU, ChFC or CFP or other industry designation preferred.

Responsibilities

Conveys personal, actionable and achievable financial advice and connects members to financial products that align with their needs.
Responds to member inquiries and referrals that are generated from both their own contacts and from other CoVantage strategic partners and travels to credit union branches as necessary to meet with members.
Is familiar with and adheres to all aspects and provisions of company policies as they pertain to the individual’s assigned job duties.
Delivers financial solutions and service to internal and external members which consistently exceeds expectations.
Cultivates strong relationships with members by consistently using the prescribed sales process.
Cultivates strong working relationships and trust among credit union staff by conducting regular training, attendance/participation at credit union staff meetings and functions and sending referrals back to the credit union.