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Seeking a Financial Advisor to meet with and profile credit union members to determine appropriate financial products for long-term goals. Provide advice on retirement planning, college funding, and investing for financial health. Develop relationships, stay current on investment products, and ensure compliance with regulatory requirements. Bachelor's degree and 5 years of investment sales experience required.

As a Financial Advisor, you will identify customer needs for financial services, create investment strategies, analyze market conditions, provide training to staff, meet with clients to review their accounts, and conduct workshops on financial topics.

The Financial Advisor Associate will work with clients to provide retirement and investment services, conduct regular reviews, process trades, and maintain client files while adhering to compliance standards. The role involves supporting registered representatives and managing client inquiries to ensure high-quality service.