Senior Financial Advisor

Broadview Federal Credit Union•Buffalo, NY

23h•$106,508 - $138,460

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 . W ork proactively to develop and grow the Wealth Management group for Broadview .

Requirements

Preferred college degree with 7 or more years o f related experience or equivalent experience
Licenses required: NYS Life Insurance, NYS Accident & Health Insurance, NASD Series 6 & 63 Se curities 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 a s 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