What are the responsibilities and job description for the Junior Financial Advisor position at Kellogg Community Credit Union?
Kellogg Community Credit Union has an exciting opportunity for a Junior Financial Advisor!
This role is ideal for an ambitious, relationship-focused individual who is interested in building a career in financial services. We are looking for someone with strong communication skills, a passion for helping people, and the motivation to learn. The Junior Financial Advisor will market and explain investment services to members at branch offices, serve as a resource for securities-related products and services, and support members with investment-related transactions and account servicing. This position works closely with an experienced advisor while learning industry regulations, products, and best practices.
Job Functions
- Support the sales process by assisting with securities-related transactions and account servicing
- Meet with members to identify financial needs and provide appropriate solutions under guidance from senior advisor
- Assist with opening new investment and brokerage accounts
- Prepare and process account documentation and follow up on outstanding paperwork
- Assist members with money movement requests, including ACH/EFT transactions
- Support the setup of mutual fund investment plans and systematic withdrawal plans
- Build and maintain strong member relationships while delivering exceptional service
- Participate in ongoing training, coaching, and professional development opportunities
- Support the company’s marketing and member service philosophy
Requirements:
- College degree or equivalent business experience preferred (appropriate experience may substitute for education)
- Strong member service, communication, and relationship-building skills
- Interest in financial services, investments, and helping members achieve financial goals
- Ability and willingness to learn detailed processes, regulations, and investment products
- Strong organizational skills and attention to detail
- Professional demeanor and ability to work independently and collaboratively
- Commitment to participating in required compliance, regulatory, and professional training programs
PM20