About the Role
The Financial Advisor provides tailored financial planning and investment guidance to help clients achieve their life goals while maintaining compliance and fostering trust through consistent, professional service.
Responsibilities
- Provide personalized financial guidance to clients based on individual goals and risk tolerance
- Assess client financial situations including income, assets, and liabilities
- Develop comprehensive financial plans covering retirement, education, and estate planning
- Recommend investment strategies aligned with client objectives
- Monitor and adjust financial plans as life circumstances change
- Maintain accurate client records and documentation
- Ensure all recommendations comply with regulatory standards
- Build trust through consistent communication and follow-up
- Identify client needs through active listening and inquiry
- Collaborate with internal departments to deliver seamless service
- Educate clients on financial products and market trends
- Conduct regular portfolio reviews
- Support clients during major financial transitions
- Promote financial wellness through workshops or seminars
- Adhere to ethical standards and fiduciary responsibilities
- Stay current on changes in tax laws and financial regulations
- Use financial planning software to model outcomes
- Meet compliance requirements for licensing and certifications
- Maintain a secure and confidential environment for client data
- Contribute to team goals through collaboration and knowledge sharing
- Respond promptly to client inquiries and service requests
- Track client interactions and follow-up actions
- Support new client onboarding processes
- Participate in professional development activities
- Uphold company policies in all client and internal interactions
Nice to Have
- Certified Financial Planner (CFP) designation
- Chartered Financial Consultant (ChFC) credential
- Experience with retirement plan rollovers and distributions
- History of meeting or exceeding client service targets
- Prior success in financial advisory or wealth management
- Familiarity with credit union financial products
- Proven ability to grow client relationships
- Experience conducting financial education sessions
Benefits
- Medical, dental, and vision insurance
- Life and disability insurance
- 401(k) retirement plan with employer match
- Paid time off and holidays
- Employee assistance program
- Tuition reimbursement
- Professional development support
- Health savings account (HSA) options
- Flexible spending accounts (FSA)
- Wellness programs
- Credit union membership benefits
- Employee discounts
- Adoption assistance
- Commuter benefits
- Long-term care insurance
Compensation
Competitive salary plus performance-based incentives
Work Arrangement
Full-time, on-site
Team
Part of the wealth management division working closely with client service teams
Our Culture
We value integrity, member focus, and continuous improvement in all aspects of service. Employees are encouraged to grow professionally and contribute meaningfully to the organization’s mission of empowering financial success.
Growth Opportunities
The organization supports career advancement through training, mentorship, and internal mobility, enabling employees to expand their expertise and take on greater responsibilities over time.
Not available
