Provides personalized investment, retirement, and insurance guidance to credit union members. Builds and manages a book of business through referrals, networking, community engagement, seminars, and branch partnerships. Collaborates with branch teams, delivers responsive member service, meets sales goals, and maintains regulatory compliance. The role requires active securities and insurance licenses, investment sales experience, strong relationship-building skills, and travel between assigned branch locations.

Provides comprehensive administrative support to the CEO and two Executive Vice Presidents by managing calendars, meetings, travel, expenses, correspondence, records, and follow-up activities. Coordinates executive, board, leadership, and organizational events; prepares meeting materials; handles confidential information; routes inquiries; and supports special projects. Requires strong organization, communication, discretion, responsiveness, and the ability to manage competing priorities in a fast-paced environment.