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Financial Consultant - Fox Communities Credit Union

Job Posted: May 18, 2022
Job Expires:
Jul 31, 2022

Summary

We are searching for a Financial Consultant for the Oshkosh, Neenah, Black Creek, New London, and Clintonville markets. The Financial Consultant will educate our members on the alternative investment options not available to them at the credit union. The Financial Consultant will recommend the sale of alternative investments when appropriate for the member's investment planning goals. The Financial Consultant will educate our members on the alternative investment options not available to them at the credit union. The Financial Consultant will recommend the sale of alternative investments when appropriate for the member's investment planning goals. 

Responsibilities

The primary responsibilities of the Financial Consultant role include but are not limited to:

  • Interview member clients to determine their current income, expenses, insurance coverage, tax status, financial objectives, risk tolerance, and other information needed to develop a financial plan
  • Recommend strategies clients can use to achieve their financial goals and objectives including specific recommendations in such areas as funding for a secure retirement, grandchild or child's education, growth above inflation and taxes, protection of assets from unexpected health care expenses, and protection of assets from estate taxes
  • Analyze financial information obtained from clients to determine strategies for meeting client's financial objectives
  • Research and investigate available investment opportunities to determine whether they fit into financial plans
  • Monitor financial market trends to ensure that plans are effective, and to identify any necessary updates
  • Answer and support client questions about the purposes and details of financial plans and strategies.
  • Review client accounts and plans to determine whether life changes, economic changes, or financial performance indicate a need for plan reassessment
  • Sell financial products such as stocks, bonds, mutual funds, and insurance
  • Contact clients periodically to determine if there have been changes in their financial status
  • Prospect within the credit union by establishing relationships with member contact team members.
  • Also refer investment client back to credit union team members (mortgages, deposit products, and consumer loans and credit cards)
  • Prospect outside the credit union to bring in new member relationships
  • Prepare and interpret client's information such as investment performance reports, financial document summaries, and income projections
  • Guide clients in the gathering of information such as bank account records, income tax returns, life and disability insurance records, pension, or retirement plan information

Candidates for the Financial Consultant position should possess:

  • Three to five years of similar or related experience
  • Equivalent to a college degree (BS or BA in a relevant field)
  • Maintain FINRA series 7, 63, and 66 or 65 licenses Maintain WI Life Insurance license and suggested to maintain Property and Casualty license
  • Advanced MS Office experience

About the Organization

Fox Communities Credit Union is an over $2 billion in assets community-based credit union serving over 110,000 members at 22 locations. We take pride in being a progressive, member-owned, full service financial institution dedicated to serving the community.

Fox Communities Credit Union believes our team members are our most important asset. We offer a great team environment, competitive salary and an excellent benefit package which includes, medical, dental, vision, life, short term and long-term disability insurance, 401k (Roth and Traditional), which includes company contributions including match, and paid time off! As part of our commitment to the communities we serve we also offer all team members Paid Volunteer Time Off! If you are enthusiastic about a rewarding career with a successful & growing credit union, apply now!

Equal Opportunity Employer of Minorities, Females, Protected Veterans, and Individuals with Disabilities.

How to Apply

Fox Communities Credit Union