The Financial Consultant provides financial planning and investment advice to members of the credit union. The main goal of the Financial Consultant is to help credit union members maintain a good balance of investment earnings, assets and an acceptable risk level. Financial advisory services are often sought when the member wants advice regarding financial investments such as stocks, bonds, mutual funds and other investment strategies. The services provided by a financial consultant usually make strategizing for events, such as asset acquisition or retirement, easier for the members. This job role covers the Downey, Los Angeles and Santa Monica markets.
EXPERIENCE: Three years to five years of similar or related experience, at least three years of progressively responsible experience in the financial services industry working as a Financial Consultant. A proven record of acting in the best interests of the member/investor.