Financial Advisor Consultant

One Nevada Credit Union is seeking a motivated and experienced Financial Advisor / Consultant to join our Investment Services division. In this role, you will plan, coordinate, and deliver investment and financial planning services to One Nevada members in partnership with our Broker/Dealer. You’ll play a key role in helping members achieve their financial goals while growing investment relationships, accounts, and assets under management.

If you are passionate about personal finance, skilled in building long‑term client relationships, and experienced in the retail investment and insurance industry—we want to hear from you.

Key Responsibilities

Sales & Business Development – 75%

• Promote investment services and products internally and externally under the direction of the Vice President, Member Investments.
• Develop and execute strategies to meet investment account growth and AUM goals.
• Partner with Marketing and internal departments to target new member segments and build referral pipelines.
• Motivate One Nevada sales staff to generate strong referrals through existing and creative new marketing channels.
• Support outreach to Select Employer Groups (SEGs) through the Focu$ program, seminars, and coordinated marketing activities.
• Plan and deliver educational seminars to members and prospective members.

Member Communication & Relationship Management – 15%

• Counsel members to understand their goals and recommend suitable investment strategies using a holistic financial planning approach.
• Communicate effectively using email, newsletters, brochures, seminars, and outreach calls.
• Represent One Nevada with the Broker/Dealer and related vendors.
• Collaborate with internal departments regarding product sales and referrals.
• Assist in resolving member account issues related to investment services.

Product & Account Management – 10%

• Coordinate account setup and maintain ongoing account administration between One Nevada and the Broker/Dealer.
• Conduct periodic research on existing and competitive investment products and market trends.
• Participate in product and sales training for credit union staff.
• Ensure compliance with regulatory, legal, state insurance, and Broker/Dealer requirements.
• Attend required training and meetings with Broker/Dealer and product wholesalers.
• Assist in researching, recommending, and implementing new products and product updates.
• Perform other duties as assigned.

Qualifications

Knowledge, Skills & Abilities

• Thorough knowledge of personal investment management and financial planning techniques.
• Strong understanding of current investment products, markets, and financial planning strategies.
• Knowledge of SEC and NASD rules, regulations, and industry standards.
• Understanding of IRS reporting requirements related to personal investment products.
• General knowledge of financial institution operations and marketing principles.
• Understanding of macroeconomic trends affecting investments.
• Strong sales, communication, and problem‑solving skills.
• Ability to analyze financial situations, develop plans, and recommend effective solutions.
• Ability to motivate internal staff and maintain productive working relationships.
• Proficient with PC systems including MS Office, CRM tools, email platforms, and financial software.
• Ability to maintain regular, reliable attendance and respond appropriately to supervision and feedback.

Required Licenses & Credentials

• NASD Series 6, 7, 63 and 65 or 66
• Nevada state insurance licenses for life and variable products
• Ability to become a Registered Representative of CUSO Financial Services or affiliated Broker/Dealer
• Ability to obtain CFP® designation within 30 months of hire (CFP® preferred)

Education & Experience

• Bachelor’s degree OR minimum three years’ sales experience in the retail investment and insurance industry.
• Prior experience providing investment advisory services to consumers.