Financial Advisor

Registered securities and insurance representative providing financial, investment and insurance sales & service to members or potential members. Provides telephone and in -- person customer service to brokerage and investment clients by providing accurate information regarding their investments, answers to questions regarding existing accounts and handling requests such as additional purchases, redemptions and account changes. Opens new customer accounts as appropriate. Maintains current files on all new and existing customers with open accounts. Completes any other job related duties needed to help drive to our Vision, fulfill our Purpose, and abide by our Organization's Values. Requirements: Bachelor degree in Business Administration, Finance, Economics, or equivalent education and/or experience. Minimum of two (2) years of registered representative or financial consultant experience. Series 7 Securities license, Series 66 Investment Advisory Representative license and Group 1 Insurance license. Representative's U-4 must indicate no "yes" answers in sections regarding investigative disclosure, criminal disclosure, regulatory action disclosure, and customer complaint disclosure. Any "yes" answers must be approved by management in writing prior to employment. Broad knowledge of Investment Products and Portfolio Allocation Considerations. Proficiency with word processing, spreadsheets, contact management, email, and other general office software. Excellent organizational and communication skills. Valid driver's license, a good driving record, and insurability. Demonstrated ability to motivate and lead high performing staff that consistently attains established production goals.