Role: Responsible for providing financial guidance to AFFCU members and potential members regarding retirement planning and investment strategies.
Essential Functions & Responsibilities:
- Works with members in establishing and monitoring their financial planning needs with an emphasis on retirement planning and investment asset management.
- Develop and cultivate member relationships.
- Partners with Marketing department on developing promotional programs for America's First Financial.
- Trains and educates credit union employees about America's First Financial services and promotions.
- Develops and produces investment reports and data for management.
- Assists in administrative functions.
- Performs other job related duties assigned.
Performance Measurements:
- Contribute to the goals of the America's First Financial goals as well as the corporate goals established for the credit union.
- Ensure member's needs are met by recommending appropriate products and services.
- Maintain high level of confidentiality with regard to member's investments.
- Ensure all transactions are carried out in an accurate and timely manner in accordance with relevant policies and procedures.
- Provide informed, professional and accurate service and support to all members and employees.
Knowledge and Skills:
Experience: One year to three years of similar or related experience.
Education: Equivalent to a college degree (BS or BA in a relevant field).
Series 7 license and either a Series 65 or 66 is required.
CFP, CFS, CRPC are preferred.
Interpersonal Skills: Work involves extensive personal contact with others and is of a personal or sensitive nature. Motivating, influencing, and/or training others is key at this level. Outside contacts become important and fostering sound relationships with other entities (companies and/or individuals) becomes necessary and often requires the ability to influence and/or sell ideas or services to others.
Other Skills: Individual must be one who is self-motivated, organized, and has an attention for detail. Strong analytical and communication skills required.
Physical Requirements: Light lifting required.
Work Environment: Must be able to travel to other locations.
Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
What We Do
AmFirst is a full-service financial institution with over $2 billion in assets and 21 branch locations across the Birmingham-Metro and Mobile, Alabama areas. As one of the strongest credit unions in the United States, we are committed to providing the most cost effective and convenient financial services for our members. Every member of AmFirst owns a share of the credit union and is required to maintain a $5 balance in a Share Savings Account. AmFirst accounts are federally insured up to $250,000 by the National Credit Union Administration (NCUA).
