THE FINANCIAL ADVISOR (FA) IS RESPONSIBLE FOR HELPING MEMBER-OWNERS MEET THEIR FINANCIAL GOALS, PRIMARILY THROUGH THE SALE OF NON-DEPOSITORY INVESTMENT AND INSURANCE PRODUCTS. THIS INCLUDES RETIREMENT PLANNING, INVESTMENT PLANNING, COLLEGE PLANNING, ESTATE PLANNING AND INSURANCE NEEDS. THE FA HAS GENERAL RESPONSIBILITY FOR DEVELOPING AND EXECUTING A BUSINESS PLAN TO GROW THEIR MARKET. THE FA ALSO IDENTIFIES MEMBER-OWNER NEEDS AND PROVIDES SOLUTIONS IN ORDER TO DELIVER AN EVER INCREASING LEVEL OF SERVICE AND ECONOMIC VALUE TO MEMBER-OWNERS.

1. Meets with member-owners to assess financial needs and develop sound recommendations for action through non-depository investments, insurance and/or credit union products. (30%)
2. Sells investment and insurance products to member-owners. (25%)
3. Services investment and insurance accounts, including periodic review with the member and reassessing whether progress towards their financial goals are being achieved. (25%)
4. Develops and executes business plans for increasing sales and service levels, including marketing themselves and generating a portion of their own leads. (10%)
5. Conducts regular training of member center partner-employees on investment and insurance products. (5%)
6. Conducts educational seminars related to financial planning topics. (5%)

Required Skills

1. High school diploma or equivalent is required.
2. FINRA Series 7 securities license required within 3 months and NASD Series 65 or 66 securities license required within 6 months of employment.
3. Life, health, variable products insurance licenses in all states in which doing business required within 3 months of employment.
4. Demonstrated ability to learn and comprehend sophisticated financial planning concepts.
5. Demonstrated ability to learn and adhere to federal and state regulations/laws as they pertain to investment and/or insurance.
6. Demonstrated ability to effectively sell financial services products.
7. Demonstrated ability to learn and utilize the necessary software to complete job functions
8. Minimum of three years previous experience as a Financial Advisor or similar work experience is required.
9. Must be familiar with Microsoft Office products.

Required Experience

1. High school diploma or equivalent is required.
2. FINRA Series 7 securities license required within 3 months and NASD Series 65 or 66 securities license required within 6 months of employment.
3. Life, health, variable products insurance licenses in all states in which doing business required within 3 months of employment.
4. Demonstrated ability to learn and comprehend sophisticated financial planning concepts.
5. Demonstrated ability to learn and adhere to federal and state regulations/laws as they pertain to investment and/or insurance.
6. Demonstrated ability to effectively sell financial services products.
7. Demonstrated ability to learn and utilize the necessary software to complete job functions
8. Minimum of three years previous experience as a Financial Advisor or similar work experience is required.
9. Must be familiar with Microsoft Office products.