Financial Advisor
Corning, New York, United States or New York City, New York, United StatesRemoteFull Time$70,000–$120,000 yearMid LevelBachelors DegreeLarge
Job Summary
A Financial Advisor is sought to deliver retirement and investment services to members of First Heritage Federal Credit Union through its partnership with CUSO Financial Services. The role involves identifying customer financial needs, creating investment strategies, and educating clients while maintaining compliance with regulatory standards.
Required Qualifications
- Active Series 7, 63/65 (or 66) licenses along with Life, Accident & Health licenses
- Clean U-4 and Background
- Two or more years of sales experience in the financial services industry, preferably in a bank or credit union
- Excellent communications skills, both verbal and written, necessary to provide exceptional service to all members/clients and enthusiastically promote the investment program to internal partners and an external network you develop
- Commitment to supporting, and contributing to, a team-oriented culture
Desired Qualifications
- Undergraduate Degree in Business, Finance, or related field
- Certified Financial Planner (CFP) designation
- Experience delivering high quality service in all interactions with clients, prospective clients, and staff within a financial institution environment
- An advanced level of performance and work ethic requiring minimum supervision