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Seeking a Financial Advisor to provide expertise on retirement planning and investment services to members and non-members. Responsibilities include analyzing financial data, developing financial plans, conducting annual reviews, and educating clients through seminars and workshops. Must maintain compliance with FINRA regulations and participate in continuing education to maintain licenses. Requires 2+ years of sales experience in the financial services industry and technical knowledge of insurance and investment vehicles.

The Financial Advisor II serves the financial advisory needs of credit union members utilizing a holistic approach. They help members identify financial goals, use financial planning to determine appropriate securities and insurance products, and establish ongoing relationships with members. The role involves presenting a professional image, building relationships with staff and members, implementing marketing plans, following sales procedures, and adhering to compliance guidelines and ethical market conduct.

Join a winning team as a Financial Advisor Associate at First Heritage Federal Credit Union in Corning, NY. Responsible for client servicing, paperwork processing, and maintaining client files. Must have a minimum of 3 years' experience in financial services and an Associate degree in finance or related field.

Seeking a Financial Advisor to meet with and profile credit union members to determine appropriate financial products for long-term goals. Provide advice on retirement planning, college funding, and investing for financial health. Develop relationships, stay current on investment products, and ensure compliance with regulatory requirements. Bachelor's degree and 5 years of investment sales experience required.

Provide financial consulting services to assist clients with identifying financial goals, recommending appropriate insurance/investment products, managing smaller accounts, and referring advanced financial planning needs to senior advisors.

Financial Advisor position at San Francisco Fire Credit Union, providing investment and retirement planning services for members in the San Francisco Bay area. Responsibilities include evaluating customer needs, developing investment strategies, staying updated on market conditions, driving investment initiatives, and servicing client accounts.

The Associate Financial Advisor at University Federal Credit Union in the Galveston, League City, and Houston TX areas is responsible for providing financial and retirement planning services to members, non-members, and employees. They offer investment advice, recommend financial solutions, and communicate information about investment products and services. The role involves driving member growth, expanding relationships, analyzing financial information, and maintaining employee relationships through branch trainings and coaching. The position also requires a commitment to professional development and ethical conduct.