- Identifies and evaluates customer needs for financial services, assess the objectives and goals of the individual, then develops an investment strategy to implement.
- Stays current and analyzes market conditions and otherwise educating and updating themselves about financial and investment vehicles in the market and the tax and securities consequences to clients with particular investments. Attends training and/or completing required continuing education and keeps current on investment products and services offered. Meets regularly with Program Manager and trains, if necessary, with Program Manager.
- Drives investment and program integration initiatives with credit union and/or assigned bank program (includes branch personnel training). Provides regular feedback to the branch employees, identified credit union executives and sales manager regarding sales practices and business development initiatives. Work with Financial Center Managers to identify and leverage cross-sell opportunities.
- Services and performs periodic reviews of existing client accounts and meets with clients periodically to review and update client needs ensuring investment objectives and goals are progressing according to plan. Meetings to take place either monthly, quarterly and/or yearly depending on client needs established by Representative.
- Remains visible to the appropriate segments of the public to meet and to retain potential new clients for CFS, including conducting client workshops/seminars on various topics (i.e., Social Security, Education planning, Retirement planning, etc.)
- 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.
- 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.
-
beBee Handyman Cannonville, UT, United States FreelanceI have been researching online and consulting with lawyers about my issue. I believe it is best to have a finance professional handle my problem in Cannonville, UT.How do you feel about managing and organizing your finances? · I have debt with social security and other possible s ...
-
Financial Advisor
1 week ago
Atria Wealth Solutions Battle Creek, United StatesBlueOX Credit Union, as part of its relationship with CUSO Financial Services, LP (CFS) is seeking a Financial Advisor to provide investment services for its members in and around the Battle Creek, MI area. · Our story began on April 16, 1936 Inspired by a small handful of educa ...
-
beBee Handyman Snowville, UT, United States FreelanceI am in need of a Financial Advisor with the following characteristics in Snowville, UT:How do you feel about managing and organizing your finances? · I am comfortable but I want to improve them · What stage are you at in your professional career? · Mid-level · What are your annu ...
-
Financial Advisor
1 week ago
Mixed Staffing and Recruiting Portage, United StatesJob Description · As a financial advisor, you will work closely with individuals, families, or businesses to assess their financial goals, develop personalized financial plans, and provide ongoing guidance to help them achieve their objectives. You will analyze financial informa ...
-
Financial Advisor
2 days ago
PNC Financial Services Group Portage, United StatesJob Profile · Position Overview · At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture wher ...
-
Financial Advisor
4 days ago
TriFound Kalamazoo, United StatesJob Description · Job DescriptionSalary: $75,000-100,000+ · Job Description · EXCELLENCE WANTED · We are looking for ambitious people for an exciting position with our firm, which is one of the fastest growing Wealth Management firms in the country. If you are ready for a change ...
-
Finance Manager
1 day ago
WK Kellogg Co Battle Creek, United StatesAt WK Kellogg Co, we exist to create joy and connection to inspire Gr-r-reat days. We believe that doing good is always good for business and we have stood for this since Kellogg Company was founded more than 117 years ago. We are passionate about doing our part to make nutritiou ...
-
Wipro Limited Battle Creek, United StatesOverview: · **About Wipro**: · Wipro Limited (NYSE: WIT, BSE: 507685, NSE: WIPRO) is a leading technology services and consulting company focused on building innovative solutions that address clients' most complex digital transformation needs. We leverage our holistic portfolio o ...
-
Financial Aid Advisor
1 day ago
InsideHigherEd Kalamazoo, United States Administrative Jobs ,Posting Number:: P · Job Title::Financial Aid Advisor · Location::Texas Township Campus · Full-Time/Part-Time::Full Time · Pay Rate::$42,611 per year minimum. Salary will be based on education and relevant years of experience beyond the minimum qualifications. · Position Type::St ...
-
Part Time Personal Advisor
4 days ago
Omni Community Credit Union Battle Creek, United States Part timePart time position working up to 29 hours per week. Process member financial transactions; sell Credit Union services; answer members' questions and resolve related account problems; present and explain a basic number of Credit Union products and ser Teller, Part Time, Advisor, P ...
-
beBee Handyman Hurricane, UT, United States FreelanceI am in need of a Tax Advisor service with the following characteristics in Hurricane, UT:Client profile in need of tax advisor · Self-employed · What sector is the activity or business in? · Sales and marketing · What tax advisory services are needed? · Tax preparation and filin ...
-
Finance Manager
1 week ago
WK Kellogg Co Battle Creek, United StatesJob Description · At WK Kellogg Co, we exist to create joy and connection to inspire Gr-r-reat days. We believe that doing good is always good for business and we have stood for this since Kellogg Company was founded more than 117 years ago. We are passionate about doing our part ...
-
Department of Defense Battle Creek, MI, United StatesDuties · • Designing and managing the J8G Plan of Action and Milestones (POAM) for the G-Invoicing program · Working with stakeholders across the agency to ensure actions are identified and accomplished according to plan. · • Oversees and facilitates implementation of a detailed ...
-
Finance Manager
1 week ago
WK Kellogg Co Battle Creek, United StatesAt WK Kellogg Co, we exist to create joy and connection to inspire Gr-r-reat days. We believe that doing good is always good for business and we have stood for this since Kellogg Company was founded more than 117 years ago. We are passionate about doing our part to make nutritiou ...
-
Finance Manager
1 week ago
WK Kellogg Co Battle Creek, United StatesAt WK Kellogg Co, we exist to create joy and connection to inspire Gr-r-reat days. We believe that doing good is always good for business and we have stood for this since Kellogg Company was founded more than 117 years ago. We are passionate about doing our part to make nutritiou ...
-
Mortgage Advisor
1 week ago
United Federal Credit Union Battle Creek, United StatesJob Details · Level · Experienced · Job Location · Battle Creek Mortgage Office - Battle Creek, MI · Position Type · Full Time · Education Level · High School · Travel Percentage · Negligible · Job Shift · Day · Job Category · Sales · Description · General Summary ( ...
-
Personal Banker
1 week ago
OMNI Community Credit Union Battle Creek, United States Full timeJob Type · Full-time · Description · We are looking for full time personal advisors (bankers) for our branches who value great hours and pay. Pay ranges from $16.96 to 24.93/hr depending on experience and qualifications. Financial institution experience is required. · Are you ...
-
Asset Advisor Banking
1 week ago
SilverTech Olivet, United StatesOlivet Financial Advisor (m/f/d) Banking Sector in Bochum Area Part-time/Full-time · Online Application · TARGOBANK as an Employer BANK.REALLY.DIFFERENT. That is our claim as an employer. Become part of our sales team and bring your personality and energy. We at TARGOBANK are l ...
-
Tax advisory budget for individuals
5 days ago
beBee Handyman Cottonwood Heights, UT, United States FreelanceI am in need of a Tax Advisor service with the following characteristics in Cottonwood Heights, UT:Client profile in need of tax advisor · Individual · What tax advisory services are needed? · Tax preparation and filing, quarterly settlements, corporate tax returns, income tax re ...
-
Accounting Advisor for Company
5 days ago
beBee Handyman Salt Lake City, UT, United States FreelanceThere are 4 workers in the company located in Salt Lake City, UT. Client profile in need of accounting advisor: · Company (SL) · What sector is the business or activity in? · Healthcare · Are you currently using any accounting software? (optional) · No, I am not using any account ...
Financial Advisor - Battle Creek, United States - Atria Wealth Solutions
Description
Job Description
Job DescriptionBlueOX Credit Union, as part of its relationship with CUSO Financial Services, LP (CFS) is seeking a Financial Advisor to provide investment services for its members in and around the Battle Creek, MI area.Our story began on April 16, 1936 – Inspired by a small handful of educators from the Battle Creek School System, the Battle Creek Teachers Association Credit Union was formed on April 16, 1936. The original field of membership was limited to teachers, principals, supervisors, and superintendents of the Battle Creek School System. Through the years, the charter was amended several times to include educationally related groups in various geographical areas, as well as educational organizations and retirees. Many years later, after a few name changes, on January 1, 2016, the name was again changed to BlueOx Credit Union.
Today, BlueOx, has six branch locations, over 18,000 members, more than $220 million in assets, and is privileged to connect with thousands of members every day. They are looking to add a financial advisor to the team to join the credit union's mission of providing quality financial services that will improve and make a positive impact on the lives of its members, employees, and communities.
As a Financial Advisor your responsibilities include, but are not limited to, the following:
Required Qualifications:
Desired Qualifications
EOE
**Representatives are employed by and registered through CFS (Member FINRA/SIPC). To learn more about CUSO Financial Services, LP visit
CFS (Member FINRA/SIPC) is a broker-dealer and RIA with a stable track record of serving the investment needs of credit unions and their members. We deliver a clear path to the future of wealth management with the open-minded agility, senior-level access, and expert technology to help get you there. We are led by visionary financial services leaders who see farther. Ranked as one of the top broker-dealers in the industry, we work with many of the top financial institutions throughout the country.
Powered by JazzHR
sKuUweDS0r