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 is often sought when the client wants advice regarding financial investments such as stocks, bonds, mutual funds and other investment strategies. The service provided by a Financial Consultant usually makes strategizing for events, such as asset acquisition or retirement, easier for the clients. This job roles covers the Los Alamitos, Carson and Long Beach 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 members/investors.
EDUCATION: A Bachelor's Degree, with major course work in Business, Finance/Accounting or a closely related field, or an equivalent combination of training and experience. Must be registered as a Financial Advisor and hold a Series 7, 66 and LIfe Insurance Licenses. Must possess the necessary financial knowledge in insurance, retirement accounts, tax services and financing accounts.
INTERPERSONAL SKILLS: Excellent verbal and written communication skills. Visionary, self-starter with the capability to build longstanding relationships with clients and staff. Have the ability to work with and train Branch Staff for referrals is a material part of the job, requiring a significant level of diplomacy and trust.