Financial Advisor

About the role

The Financial Advisor is responsible for delivering comprehensive financial guidance to credit union members and prospective members. This includes conducting in-depth fact-finding discussions, assessing financial goals and risk tolerance, and providing tailored investment and insurance recommendations that align with each member's needs. The advisor is expected to deliver an exceptional member experience by building trusted relationships, offering clear and proactive financial solutions, and effectively identifying opportunities to cross-sell credit union products and services. This role directly supports the credit union's mission and vision by consistently applying established service standards and contributing to a culture of member-focused excellence.

Essential Functions & Responsibilities

• Mets with members and prospective members to understand their financial goals, assess needs, and provide comprehensive financial advice in alignment with regulatory guidelines and credit union standards.
• Delivers tailored recommendations for investment, insurance, and retirement planning solutions to help members achieve long-term financial success.
• Plans, organizes, and conducts educational seminars, workshops, and other marketing-focused activities to deepen member engagement, generate leads, and promote the credit union’s financial advisory services.
• Maintains and grows an existing book of business by conducting regular outreach, scheduling annual and periodic reviews, and ensuring ongoing communication to support strong member relationships and sustained asset retention.
• Provides guidance, support, and direction to Licensed and Non-Licensed Assistants, ensuring operational efficiency, adherence to compliance requirements, and delivery of a high-quality member experience.
• Actively represents the credit union through involvement in community events, professional associations, and local initiatives to enhance visibility, strengthen relationships, and promote the credit union's mission.
• Maintains and enhances professional expertise by staying current with industry trends, regulatory changes, and continuing education requirements. Ensures all licenses, appointments, and credentials are up to date and in good standing.
• Proactively performs additional duties as assigned, including strengthening product knowledge, identifying new opportunities to serve members, and supporting strategic initiatives that contribute to the credit union’s overall success.