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Capital Credit Union · 2 hours ago

Financial Advisor

Green Bay, WI

Full-time

Onsite

Senior Level

5+ years exp

Capital Credit Union is dedicated to strengthening the communities they serve, and they are seeking a Financial Advisor to help members plan and manage their financial goals. The role involves meeting with members, analyzing their financial situations, and providing personalized advice and strategies for investments and retirement planning.

Banking

Work & Life Balance

No H1B

Hiring Manager

Amber Micke

Responsibilities

Meet with members to understand their financial goals and objectives

Analyze members’ financial situation and provide personalized advice and strategies

Create and implement financial plans for clients, including investment portfolios and retirement plans

Monitor and review members’ financial plans and make recommendations for adjustments as needed

Stay up-to-date with changes in the financial industry and regulations

Maintain accurate records of clients’ financial information, contacts, and transactions

Have working knowledge of financial and insurance products and services, and understand products and services offered by LPL Financial Services and Capital Credit Union

Effectively use databases and software programs to monitor member accounts, verify transactions, schedule reviews, and perform other functions as needed

Travels between branches as necessary

Qualification

FINRA Series 7Life insurance licenseInvestment product knowledgeInsurance product knowledgeProblem-solving skillsDecision-making skillsInterpersonal skillsCommunication skillsAttention to detail

Required

FINRA Series 7, 66, OR 63 & 65 required

Life insurance license required

Minimum of at least 5 years working in the field of investments

In-depth investment and insurance product knowledge

Strong problem-solving and decision-making skills

Clean U-4

Requires a comprehensive knowledge of the correct grammar and setup used for business documents

Ability to read and interpret documents such as excel spreadsheets and business written reports

Ability to write routine reports and correspondence

Must have interpersonal skills necessary to deal effectively and efficiently with a diverse group of people in sometimes stressful situations, while maintaining a professional demeanor and atmosphere

Requires excellent communication/listening skills necessary to instruct new and existing employees and deal diplomatically and effectively with difficult situations

Must be able to closely examine documentation (including letters, memos, and reports). Requires a high degree of accuracy

Requires the ability to apply common-sense understanding to carry out instructions furnished in written, oral, or diagram form

Ability to deal with problems involving several concrete variables in standardized situations

Must possess valid driver's license for travel to various branches, and also meetings, seminars, or conferences

Company

Capital Credit Union

Capital Credit Union is a not-for-profit financial institution in Northeastern Wisconsin, which focuses on the needs of over 120,000 members and growing.

Founded in 1927

Green Bay, WI, US

201-500 employees