Senior Financial Advisor

Broadview Federal Credit Union•Buffalo, NY

About The Position

If you are ready to join a company that truly cares about its employees, our members, and our community then you have come to the right place! Summary of Role: To provide financial services to members of affiliated credit unions and/or outside clientele. Responsible for converting any prospects to Broadview clients. Work proactively to develop and grow the Wealth Management group for Broadview.

Requirements

Preferred college degree with 7 or more years of related experience or equivalent experience.
Licenses required: NYS Life Insurance, NYS Accident & Health Insurance, NASD Series 6 & 63 Securities Licenses.
NASD Series 7 license.
Work towards obtaining advanced financial designation.
Excellent mathematical ability
Excellent computer skills, including knowledge of spreadsheets
Excellent communications ability, both oral and auditory
Excellent interpersonal skills
Ability to prioritize and change directions as needed
Strong organizational skills
Excellent presentation skills

Responsibilities

Provide financial planning and related products/services to members/clients from the approved service offerings of CCFS.
Serve as mentor to Advisory team and coordinate educational training.
Develop and cultivate relationship with potential Wealth Management Clients.
Handle OSJ responsibilities as needed.
Assist with clients referred by Credit Union employees and Broadview operations team as needed.
Provide input for the formulation of Broadview's Business Strategy.
Perform formal presentations of Broadview services to credit union staff, SEGs, clients, and potential affiliated credit unions.
Work with Marketing to create new market opportunities.
Attend strategic Credit Union SEG visits to provide initial responses to inquiries about service opportunities.
Perform regular and accurate record keeping of transactions.
Maintain confidentiality of client files.
Perform other duties or special projects as assigned or required.
Complete and pass courses as recommended by the CIO/Director of Advisory Services and/or licensing authorities.