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Seeking a Financial Advisor to provide investment and insurance services to members. Responsibilities include evaluating customer needs, developing investment strategies, and analyzing market conditions. Required qualifications include active licenses and 2+ years of sales experience in the financial services industry.

Seeking a Financial Advisor to provide investment and retirement planning services for members of InTouch Credit Union in Plano, TX. Responsibilities include evaluating customer needs, developing investment strategies, staying current on market conditions, driving investment initiatives, and conducting client workshops.

Seeking a Financial Consultant Assistant to provide comprehensive service and administrative support to a successful Financial Consultant in Riverview, MI area. Responsibilities include processing documents, providing administrative support, assisting clients, promoting investment services, and supporting sales efforts. Requires high school diploma, customer service experience, and potential FINRA licenses. Offers 401k match, paid time off, medical benefits, wellness initiatives, and employee events. Equal Opportunity Employer.

The Investment Sales Assistant supports the Financial Advisor and provides coordination of client service activities, paperwork processing, business development activities, and sales support. Responsibilities include possessing solid product knowledge, making outbound calls, trade execution, project coordination, report preparation, providing excellent customer service, and maintaining a FINRA compliant filing system. The ideal candidate will have strong computer and organization skills, as well as excellent communication skills.

Provide investment services and financial advice to individuals and businesses. Assist in retirement and estate planning, funding for college, and general investment options. Achieve sales goals and build relationships with clients.

The Financial Advisor II serves the financial advisory needs of credit union members utilizing a holistic approach. The Financial Advisor II helps members identify their financial goals and objectives, uses financial planning and analysis to determine appropriate securities and/or insurance products to fulfill the members’ goals and objectives and establishes an ongoing relationship with members to periodically review their portfolio.

Provide retirement and investment services to members of Ardent Credit Union in the Philadelphia, PA area.