Financial Representative - Internal

Redstone Federal Credit Union • Huntsville, AL

184d

About The Position

Provides consultative financial advice and guidance to the members in regards to their investment needs. Helps accomplish financial objectives by assessing financial situation; developing and presenting financial strategies and plans; monitoring changes in financial status and life circumstances.

Requirements

• 4 Year / Bachelors Degree - Business or other relevant discipline
• 2 Years - Progressively responsible brokerage experience
• Life & Health Insurance
• Series 7 General Securities
• Series 63 and 65 or Series 66

Responsibilities

• Meets with members; assesses their needs and financial situations; gathers information regarding investments, asset allocation, savings, tax planning, retirement planning and estate planning; explains features of investment products offered; develops financial strategies, guides the member in establishing financial goals and matches goals to appropriate financial plans.
• Monitors members' financial situation by tracking changes in wealth and life circumstances; analyzing financial plan results; identifying and evaluating new financial strategies; recommending changes in goals and plans.
• Updates job knowledge by tracking financial markets, general economic conditions, and new financial products; participating in educational opportunities; reading professional and technical publications; maintaining personal networks; participating in professional organizations.
• Develops and implements work plans to achieve goals and objectives; utilizes resources effectively participates in evaluating work processes and procedures to identify opportunities for improvements; prepares and maintains a variety of records and reports.
• Promotes the Credit Union by participating in community involvement and special events.

What This Job Offers

• Industry: Credit Intermediation and Related Activities
• Education Level: Bachelor's degree
• Number of Employees: 1,001-5,000 employees