Senior Financial Advisor

Job Description

Job Description

The Senior Financial Advisor is responsible for building and maintaining strong relationships with providing professional investment advice and direction to Credit Union membership and staff. They will actively seek opportunities to increase income through proactive and effective advisement of investment and insurance products.

Key Responsibilities

• Develops and maintains long-term relationships based on trust and respect for members and employees.
• Provides professional direction for members and employees through financial profiling, including risk profiling, and asset allocation.
• Identifies and evaluates member and employee needs for alternative financial products that are offered through Investment and Insurance Services (IIS).
• Develops and implements individual marketing/ business plans in alignment with Investment and Insurance sales and other goals.
  
• Addresses and solves business-related challenges as needed.
  
• Responsive to internal and external referrals in a timely manner.
• Provides regular training and feedback to branches, departments, and identified Credit Union executives regarding products, sales, marketing and business practices.
• Works with Branch Managers and other department managers to identify and leverage cross-sell opportunities.
• Provides those services and products that respond to member or employee needs in alignment with the mission of the Credit Union.
• Able to handle all confidential matters professionally, always maintaining the privacy of our member’s account information.
• Performs other duties as assigned.

Qualifications & Experience

• Five (5) years demonstrated experience in the sale of investment services required.
• FINRA SIE.
• FINRA Series 63 and 65 or 66 license(s).
• FINRA Series 7.
• Hawaii Life and Health Insurance licenses.
• Valid driver's license.
• High School Diploma.

Key Skills

• Demonstrated excellent oral and written communication skills.
• Accountable for organization, time management, and member meeting management.
• Able to work both independently and cohesively with others and fosters a team environment.
• Able to make critical decisions independently.
• Microsoft applications (Outlook, Word, Excel, Power Point).
• Valid driver's license and commute in personal vehicle as required.

Minimum Physical Requirements

• Frequent travel between branches
• Frequent prolonged meetings with members
• We'll make reasonable accommodations for qualified applicants and employees with disabilities.

Benefits and Pay

The expected starting pay for the Senior Financial Advisor is $48,000 plus applicable eligible commissions.

We cover 100% of employees’ single medical, drug, vision, and dental monthly health insurance premiums. Employees also love receiving paid volunteer time, our pay it forward program, and matching their charitable donations up to $250 per year per employee. Tuition assistance for higher education is another special way we invest in our workforce. Benefits include, Paid Time Off and 11 Paid Holidays, 401(k) and 3% Employer Contribution, Health insurance, Vision insurance, Dental insurance, 401(k), Prescription drug insurance, Life insurance, Flexible spending account, Disability insurance, Opportunities for advancement, Employee assistance program, Referral program, Retirement plan, Employee discount, Paid training, Professional development assistance, AD&D insurance, Credit union membership, Paid orientation, and more.

Make a difference one life at a time!