The primary purpose of the Financial Advisor is to assist Meritrust Credit union in living out its mission, “To improve the lives of our members and the communities we serve” and support the expected behaviors of our member service culture. To achieve this goal the employee must provide outstanding service both to internal and external members. In addition, this position will assist clients in the identification, analysis and appropriate investment and insurance activity directed toward accomplishing their financial goals. Review risk tolerance, asset allocation models and current pertinent economic information to enable clients to make prudent investment and insurance decisions. Assist in additional duties as needed.
Nature and Scope
Responsible for working directly with assigned Meritrust Credit Union branch staff to build referrals and educate the staff on Meritrust Investment Services. Also work closely with Meritrust Credit Union’s branch staff in developing a joint relationship to assist them in reaching their goals.
External relationships include CUSO Financial Services, L.P., investment and insurance product vendors and other professionals as the need may arise to coordinate efforts for the benefit of clients (i.e. Attorneys, accountants, financial institutions, etc.)
EDUCATION – Must have the following abilities: to read, to perform arithmetic operations quickly and accurately; to see details and recognize errors in numbers and spelling; to present information effectively; to work within precise limits of accuracy; to follow instructions; to accept responsibility; to be tactful and patient with others. Minimum completion of a 4- year degree in Finance, Business or related field, required.
EXPERIENCE – Minimum 3 years of revenue- generating financial sales experience. Related customer service experience preferred.
SPECIALIZED KNOWLEDGE – Excellent working knowledge of Meritrust Credit Union products and services as well as, life insurance, annuity and securities products. Proficient in operational procedures related to customer accounts. Strong practical understanding of general economic principles relating to all aspects of personal finance.