Financial Advisor

Job Description

Job Description

Working at Kirtland CU is more than a job-it's a career, and one in the financial world! We pride ourselves on helping our employees learn, grow, and advance in any direction they choose. We offer a highly competitive salary, great benefits package and an energetic, vibrant work environment.

We are currently seeking a Wealth Management Advisor to join Kirtland Financial Services! This is a regular, full-time, 100% On-Site position.

Join the rest of our teammates and become eligible for a generous benefits package that we offer:

• Medical, Dental and Vision Insurance

• 401(k) Retirement savings program that includes employer match.

• Paid time off with accrual starting from day one.

• 11 Paid holidays off during the year!

• Tuition Reimbursement for College Degrees

• Employee Clothing Advance

• Fitness Reimbursement Program

• Employee Assistance Program

• Short- and Long-Term Disability

• Travel Assistance

This is what we would like you to do:

Serve the financial needs of KCU members utilizing a Total-Needs based selling approach. Help members identify their financial goals and objectives from a comprehensive financial analysis and identify appropriate insurance, securities, loans, deposit, and convenience products that meet the member’s goals and objectives. Supports the Credit Union’s mission, vision, strategic goals, quality objectives and service standards. Support and provide exceptional internal and external member service at all times.

Primary Job Duties:

• Assumes responsibility for the effective and professional performance of financial planning, investment/insurance functions, and marketing efforts.

• Establish member relationships with continuous periodic reviews and by following