Job Description
$67,660 - $84,570 with a 10% Short Term Incentive Target
The Bigger Picture
As a Senior Financial Advisor, you are responsible for understanding the financial goals of your assigned portfolio of members and supporting their achievement. This includes the offering and fulfillment of financial services and products, including complex consumer lending and investments (including mutual funds).
How You'll Spend Your Time
- Proactively identify members financial goals and provide advice and solutions to support their achievement through the provision of introductory financial planning
- Provide account, investment and lending products within scope of position, to meet member needs
- Conduct proactive outreach activities to educate members and prospective members on the value and function of our products and services
- Ensure complete, accurate and timely documentation
- Adhere to security and operational policies, ...