What are the responsibilities and job description for the House Advisor position at Community First Credit Union?
Are you looking to take your financial services career to a new level? Do you thrive in a team environment supported by strong players? Or perhaps wish to make a deeper and more meaningful impact in the community where you live and work? If yes, then Community First Credit Union is the place for you!
The Community First Financial Advisors team is looking for an investment professional to continuously educate and guide existing members of our CFFA program on their financial journeys. Your relationship-building skills and problem-solving abilities will be supported by expert tools and knowledgeable staff, advancing your career and helping to serve others. We’ll provide: an existing book of current member relationships, marketing and communication assets, technology bundle, support team, and access to a wide array of products/services. With over 150,000 Community First member-owners and 25 full-service locations, there are abundant opportunities to make a significant difference every day for our members, your community, and you.
As CFFA Investment Center Advisor, you will:
- Develop, build, and cultivate member relationships with existing members assigned to the CFFA Investment Center, demonstrating passion, care and dedication.
- Utilize a comprehensive process to gather member information, using it to create and implement holistic financial plans and sound solutions.
- Monitor account performance, ensuring portfolios and product needs stay aligned with members’ goals and objectives.
- Effectively work in a professional team environment, collaborating with Financial Advisors, support staff, and credit union team members.
- Develop and execute all plans with the member’s best interest in mind at all times; ethically achieve regular and consistent results, meeting or exceeding defined goals.
An ideal candidate will have a combination of:
- Bachelor's degree in business, marketing, finance, or 5 years related professional experience.
- FINRA Securities Industry Essentials (SIE) and Series 7, 63 & 65/66.
- Life, health and variable annuity state of WI insurance license.
- Advanced designations (CFP, ChFC, CLU, RICP) a plus.
- Valid driver’s license and willingness to travel to branch locations.
**Representatives are employed by Community First Credit Union and registered through CFS (Member FINRA/SIPC).
CFS (Member FINRA/SIPC) is a registered broker-dealer and SEC Registered Investment Advisor with a stable, 25-year track record of serving the investment needs of credit unions and their members. We’re ranked as one of the top broker-dealers in the industry and we work with some of the top financial institutions in the country.
