Financial Consultant

Are you an energetic, self-starter who thrives in a fast-paced environment? Are you interested in working for an innovative, leading, and dynamic organization? At Financial Partners Credit Union, we are in the business of fulfilling dreams, whether this is a new car, a new home or putting a child through college…we help our members set their financial goals to ensure their fantastic future.



We are looking for a Financial Consultant to assist members of the credit union in reaching their financial goals.



PRIMARY DUTIES:

Respond to all referrals from others in the credit union to determine if non-deposit investment products can help them reach their goals.
Analyze and evaluate the member’s current financial situation and make recommendations that are aimed at reaching these goals, keeping experience, risk tolerance, age and tax bracket in mind at all time.
Meet with all client members at least annually to determine if goals/situations have changed and adjust their holdings accordingly.
Inform referrers of the actions taken with the members they have been referred.
Contact prospects (and clients) in a timely manner so that they will know that their business is important to the credit union.
Prepare and complete all paperwork in an accurate and timely fashion.
Draft and submit all required reports/blotters in a timely manner per company standards.
Recruit, offer, and facilitate seminars to educate our members.
Develop, create, and provide formalized financial plans for appropriate situations tailored to the needs of the member
Training- Completion of all required training and continued education to maintain license status and job knowledge.
Work as a team member within the credit union and the division.
Refer prospects back to the credit union for appropriate products.


EDUCATION/EXPERIENCE:

Bachelor’s degree or university program certificate; or two to four years related experience and/or training; or equivalent combination of education and experience.
This individual must be an excellent communicator. Also needs a good knowledge of the financial markets and alternative products. Success in a like position prior to coming to the credit union is necessary. CFP or other advanced designation would be helpful.


CERTIFICATES, LICENSES, REGISTRATIONS:

In addition to the education requirements, the following is required:

FINRA S7 and S66 (or S63 & S65), California Life Agent

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