Financial Advisor I / Financial Advisor II

Job Description

Job Description

Working at Kirtland CU is more than a job-it's a career, and one in the financial world! We pride ourselves on helping our employees learn, grow, and advance in any direction they choose. We offer a highly competitive salary, great benefits package and an energetic, vibrant work environment.

We are currently seeking a Financial Advisor to join Kirtland Financial Services! This is a regular, full-time, 100% On-Site position.

Join the rest of our teammates and become eligible for a generous benefits package that we offer:

• Medical, Dental and Vision Insurance

• 401(k) Retirement savings program that includes employer match.

• Paid time off with accrual starting from day one.

• 11 Paid holidays off during the year!

• Tuition Reimbursement for College Degrees

• Employee Clothing Advance

• Wellness Reimbursement Program

• Employee Assistance Program

• Short- and Long-Term Disability

• Travel Assistance

This is what we would like you to do:

Serve the financial needs of KCU members utilizing a Total-Needs based selling approach. Help members identify their financial goals and objectives from a comprehensive financial analysis and identify appropriate insurance, securities, loans, deposit, and convenience products that meet the member’s goals and objectives. Supports the Credit Union’s mission, vision, strategic goals, quality objectives and service standards. Support and provide exceptional internal and external member service at all times.

Primary Job Duties:

• Assumes responsibility for the effective and professional performance of financial planning, investment/insurance functions, and marketing efforts.

• Establish member relationships with continuous periodic reviews and by following account opening procedures.

• Implement phases of the Marketing Plan, including the preparation and presentation of seminars for members and prospective members and outbound calls to existing and prospective members, to consistently generate member appointments to help meet or exceed annual goals.

• Assumes responsibility for the accurate and efficient performance of department administrative functions.

• Promote continual quality improvement; ensure all department policies are effective and responsive to member needs.

• Wealth management services are efficiently and effectively provided in accordance with established Credit Union policies and standards and with applicable laws and regulations.

Education/Certification:

• Bachelor’s degree in finance, business or related field preferred.

• Life/Health Insurance License.

• FINRA Registration: Series 7, Series 63 and Series 65, or Series 66.

• Advanced designations (CFP®, ChFC®, CLU®, CRPC®) preferred or in progress

Experience Required:

• Minimum of One year of financial services, sales, client-facing professional, internship, or customer service experience

Required knowledge, skills and abilities:

• Knowledge of Financial Planning principles, retirement accounts, and brokerage operations preferred.

• Moderate knowledge of investment/insurance products that include Mutual Funds, ETFs, Advisory Accounts, General Brokerage, Annuities and Life Insurance preferred.

• Commitment to Total Needs Based Sales approach.

• Available for all KCU operating hours.

• Strong interpersonal skills with the ability to form and maintain positive relationships with employees, members, and insurance/investment companies.

• Maintain professional appearance and conduct

• Ability to work in a team environment as well as independently

• Multi-task oriented

• Good phone skills/etiquette

• Excellent organizational skills and attention to detail

• Strong communication skills both written and verbal.

• Demonstrated talent in implementing quality principles.

• Problem solving ability of high difficulty

• Moderate to high level of skills in the use of the MS Office Suite.

• Must have thorough knowledge of securities and insurance regulations.

To apply for this exciting opportunity, visit our careers page at

Kirtland Credit Union is an equal opportunity employer. All aspects of employment including the decision to hire, promote, discipline, or discharge, will be based on merit, competence, performance, and business needs. We do not discriminate on the basis of race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical condition, pregnancy, genetic information, gender, sexual orientation, gender identity or expression, veteran status, or any other status protected under federal, state, or local law.