Senior Financial Advisor

Key Responsibilities: Develops and maintains long-term relationships based on trust and respect for members and employees. Provides professional direction for members and employees through financial profiling, including risk profiling, and asset allocation. Identifies and evaluates member and employee needs for alternative financial products that are offered through Investment and Insurance Services (IIS).Develops and implements individual marketing/ business plans in alignment with Investment and Insurance sales and other goals. Works with other credit union staff to identify and leverage cross-sell opportunities. Provides those services and products that respond to member or employee needs in alignment with the mission of the Credit Union.

Qualifications & Experience: Five (5) years demonstrated experience in the sale of investment services required. FINRA SIE.FINRA Series 63 and 65 or 66 license(s).FINRA Series 7.Hawaii Life and Health Insurance licenses (required or willing to get in first 2 months.)Valid driver's license. High School Diploma.

Key Skills: Demonstrated excellent oral and written communication skills. Accountable for organization, time management, and member meeting management. Able to work both independently and cohesively with others and fosters a team environment. Able to make critical decisions independently. Microsoft applications (Outlook, Word, Excel, Power Point).Valid driver's license and commute in personal vehicle as required.