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Are you interested in helping people accomplish their retirement goals and making a positive impact? Do you enjoy educating others?
The Licensed Financial Advisor provides expertise on products and services to members and non-members regarding planning for retirement and investment services. Services include an analysis of current financial picture, assisting with the establishment of financial goals, and the development of a strategy designed to achieve those goals. Via Credit Union provides services within 12 counties of members *, therefore, the Advisor will travel to meet with members in the membership counties.
*Field of membership counties: Blackford, Delaware, Grant, Hamilton, Howard, Huntington, Kosciusko, Madison, Miami, Tipton, Wabash, and Wells
Reasonable Accommodations Statement: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable Accommodations may be made to enable qualified individuals with disabilities to perform the essential functions.
Essential Functions:
Position Requirements and Qualifications:
Education: High School Diploma or equivalent required; bachelor’s degree preferred
Experience:
Computer Skills:
Certifications & Licenses:
Expectations:
Benefits Summary:
Health, Life & Disability Coverage
Paid Time Off
Financial & Retirement Planning
Physical Demands:
N (Not Applicable) Activity is not applicable to this position.
O (Occasionally) Position requires this activity up to 33% of the time (0 - 2.5 hrs/day)
F (Frequently) Position requires this activity from 33% - 66% of the time (2.5 - 5.5 hrs/day)
C (Constantly)Position requires this activity more than 66% of the time (5.5 hrs/day)
Occasionally: Reach above Shoulder, Squat or Kneel, Lift/Carry over 20 -100 lbs
Frequently: Reach Outward, Bend, Lift/Carry and/or Push/Pull 11-20 lbs
Constantly : Sit, Stand, Walk, Manually Manipulate, Visual Accuity, Talk, Hear/Listen, Lift/Carry 10 lbs or less, Push/Pull 12 lbs or less
Not Applicable : Crawl, Climb
Work Environment:
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
While performing the duties of this job, the employee may be in a fast paced, stressful environment. Some outside environmental conditions, especially while traveling to meetings, training, or meeting with members. The noise level in the work environment is usually moderate.
EOE
** Representatives are employed by Via Credit Union and registered through CUSO Financial Services, LP (CFS). Member FINRA/SIPC. CFS is a broker/dealer and Registered Investment Advisor with a stable track record of serving the investment needs of credit unions and their members. To learn more about CFS, please visit www.cusonet.com.
CFS (Member FINRA/SIPC) is a broker-dealer and Registered Investment Advisor with a stable track record of serving the investment needs of credit unions and their members. We deliver a clear path to the future of wealth management with the open-minded agility, senior-level access, and expert technology to help get you there. We are led by visionary financial services leaders who see farther. Ranked as one of the top broker-dealers in the industry, we work with many of the top financial institutions throughout the country.
Full Time
$48k-65k (estimate)
05/02/2024
05/15/2024
viacu.org
MARION, IN
50 - 100
1936
BONNIE THOMPSON
$10M - $50M
Banking
Via Credit Union has six branches in Marion, Gas City, Hartford City and Warsaw with two ATM only locations in Upland and IWU Student Center. Anyone living or working in Blackford, Delaware, Grant, Hamilton, Howard, Huntington, Kosciusko, Madison, Miami, Tipton, Wabash or Wells County in Indiana can take advantage of ViaCU's products and services! Email any questions to viacu@viacu.org.
The following is the career advancement route for Financial Advisor positions, which can be used as a reference in future career path planning. As a Financial Advisor, it can be promoted into senior positions as a Branch Manager - Insurance that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Financial Advisor. You can explore the career advancement for a Financial Advisor below and select your interested title to get hiring information.