Wright-Patt Credit Union · 4 months ago
Senior Financial Advisor
Hilliard, OH
Full-time
Onsite
Mid, Senior Level
3+ years expWright-Patt Credit Union Inc. is seeking a Senior Financial Advisor (SFA) to assist member-owners in achieving their financial goals through non-depository investment and insurance products. The SFA will be responsible for developing business plans, assessing financial needs, and providing solutions to enhance service and economic value for member-owners.
FinanceFinancial ServicesNon Profit
Responsibilities
Meets with member-owners to assess financial needs and develop sound recommendations for action through non-depository investments, insurance and/or credit union products
Sells investment and insurance products to member-owners
Services investment and insurance accounts, including periodic review with the member and reassessing whether progress towards their financial goals are being achieved
Develops and executes business plans for increasing sales and service levels, including marketing themselves and generating a portion of their own leads
Conducts regular training of member center partner-employees on investment and insurance products
Conducts educational seminars related to financial planning topics
Coaching and developing the Financial Advisor assigned to the territory. This includes support in member center training, Investment Product training and specific investment recommendations
Ensures proper policies, procedures, risk mitigation activities, and operating controls are followed. Reports gaps in policies, procedures, and operating controls to leadership to ensure member impact and risk is mitigated
Qualification
Required
A high school diploma or equivalent is required
FINRA Series 7 securities license required at hire and FINRA Series 65 or 66 securities license required within 3 months of employment
Life, health, variable products insurance licenses in all states in which doing business required within 3 months of employment
Demonstrated ability to learn and comprehend sophisticated financial planning concepts
Demonstrated ability to learn and adhere to federal and state regulations/laws as they pertain to investment and/or insurance
Demonstrated ability to effectively sell financial services products
Demonstrated ability to learn and utilize the necessary software to complete job functions
Minimum of three years previous experience as a Financial Advisor or similar work experience is required
Must be familiar with Microsoft Office products
Demonstrated the ability to coach and develop a Financial Advisor that is working on the team in the territory
Company
Wright-Patt Credit Union
Wright-Patt Credit Union is a not-for-profit member-owned financial institution.
1001-5000 employees
Funding
Current Stage
Late StageLeadership Team
Tim Mislansky
President/CEO
Daniel Smith
Chief Financial Officer
Recent News
2025-10-07
Seattle TechFlash
2025-05-01
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