Financial Service Advisor
We’re always looking for diverse, talented, service-oriented people to join our exceptional team.
Scheduled Weekly Hours: 40
Salary for this position is a base salary of $66,560 plus 20% commission on business generated.
What You’ll Be Doing:
- Provides excellent service to Members seeking information on alternative investment products offered through broker/dealer.
- Assists Members with financial planning, including but not limited to mutual funds, securities transactions and/or life insurance, 529 plans.
- Discusses financial investment alternatives with Members. Evaluates Member’s goals, risk tolerance and suggests appropriate investments.
- Provides consultative services to Members regarding credit union products and services by assessing the Member's needs, addressing their concerns and gaining agreement.
- Proactively engage with a portfolio of Members to discuss their comprehensive investment needs.
- Updates SchoolsFirst FCU team on products and services offered through the investment program.
- Ensures required compliance documents are completed. Maintains regular contact with OSJ.
- Offers financial review sessions for all Members at least annually.
- Initiates Member investment selections and records transactions with broker/dealer.
- Schedules and conducts meetings with Members via phone and virtually through video conference.
Additional Job Functions:
- Performs other duties as assigned.
- Complies with regulatory compliance and assigned training requirements including but not limited to BSA regulations corresponding to their specific job duties. Failure to do so may result in disciplinary and other employment-related actions.
Qualifications:
- Bachelor's Degree or equivalent years of experience required.
- 3-5 years of previous related experience required.
- Previous experience selling mutual funds, securities and insurance required.
- Certifications or licenses including Series 7, 63, and 65 or 66. California Insurance License.
SchoolsFirst FCU is committed to Diverse, Equitable, and Inclusive Hiring. We encourage you to apply even if your past experience doesn’t align perfectly with every qualification.
SchoolsFirst Federal Credit Union is committed to fostering, cultivating, and preserving a culture of diversity and inclusion. We are an equal opportunity employer.
This organization participates in E-Verify.
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