KEMBA Financial Credit Union
Columbus, OH, USA
Title: Financial Advisor
Reports to: Director of Wealth Management & Financial Resources
Supervises: None
Status: Exempt
Objective
The Financial Advisor is responsible for serving the financial needs of Credit Union Members utilizing a Total-Needs Based selling approach, helping Members identify financial goals and objectives from face-to-face financial analysis and identifying appropriate insurance and securities products to meet Members goals and objectives. Establishing a relationship with continuous periodic reviews is an essential part of the Total-Needs Sales process. The Financial Advisor must present a professional image and cultivate a strong working relationship with Credit Union Staff, Members, and other key people involved in the credit union movement.
Duties and Responsibilities
Presents a professional image from a personal and professional level that will be beneficial to the Credit Union
Maintains and...