What are the responsibilities and job description for the Financial Planner position at Crane Credit Union?
Role:
Responsible for providing advice and solutions that effectively address the Credit Union's financial goals and objectives, as well as the needs and concerns of its members. The role develops long term relationship to grow business for the Credit Union.
Essential Functions & Responsibilities:
Works with the multiple channels within the credit union to promote the investment program.
Has a general working knowledge and annual training of BSA/AML
Effectively deliver multiple services and expertise to members by providing professional financial advice including financial management and asset management
Effectively implement/leverage technology and other investment tools and resources to provide members an exceptional member experience on a consistent basis.
Meet or exceed Credit Union cross selling goals as established by CCU
Pursue member feedback regarding their experience including the process and the outcome.
Adhere to all FINRA and insurance rules and regulations as well as to all company policies.
Provide financial planning and asset management to members. Grow assets by offering a breadth of financial solutions.
Job Type: Full-time
Pay: From $50,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Disability insurance
- Employee assistance program
- Employee discount
- Flexible spending account
- Health insurance
- Life insurance
- Paid time off
- Tuition reimbursement
- Vision insurance
Compensation Package:
- Commission pay
- Yearly bonus
Schedule:
- 8 hour shift
- Monday to Friday
Education:
- Bachelor's (Required)
Experience:
- Financial planning: 3 years (Preferred)
- Investment management: 3 years (Preferred)
License/Certification:
- Series 7 (Preferred)
- Series 66 (Preferred)
Ability to Commute:
- Odon, IN 47562 (Preferred)
Work Location: On the road
Salary : $50,000
