Financial Advisor

Serving Members

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.

Internal & External Member Service

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.

Administrative Functions

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

Quality Improvement

Promotes continual quality improvement; ensures all department policies are effective and responsive to member needs.

Required Education & Certification

• Four-year college degree is preferred.
• Business or Insurance degree preferred.
• Life/Health Insurance License required.
• FINRA Registration: Series 7, Series 63 and Series 65, or Series 66 required.
• LUTCF, CLU, ChFC, CRPC or CFP preferred or working towards the completion of one of these programs.

Experience & Skills

• Two plus years of full-time successful financial services sales experience.
• Minimum commission income history between $50,000 and $80,000 annually over the last 3 years.
• 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.
• 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.
• Thorough knowledge of securities and insurance regulations.

Application

To apply for this exciting opportunity, visit our careers page at www.kirtlandcu.org/careers.

Benefits

• 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.
• Fitness Reimbursement Program.
• Employee Assistance Program.
• Short- and Long-Term Disability.
• Travel Assistance.