Financial Advisor (Hybrid)
Company: Wescom Central Credit Union
Posted on: September 20, 2022
As part of the Wescom Financial Services team, this position sells
financial products and services to members by supporting and
promoting our full service investment platform.
ESSENTIAL POSITION FUNCTIONS:
As a Financial Consultant, you become part of the credit union
environment providing investment services to members and building
Researches client accounts and provides information to help
appropriate personnel resolve member problems and complaints.
EDUCATION AND EXPERIENCE:
3 to 5 years of experience in sales of investment products.
preferably with a credit union or bank.
Experience in a broker dealer or retail investment firm also
preferred. College degree preferred.CERTIFICATES, LICENSES,
NASD Series 7 and 63 or 66 (preferred), and L&D Insurance
licenses required.OTHER SKILLS AND ABILITIES:
Good written and verbal communication skills. Ability to understand
and articulate the features and benefits of Wescom Financial
Services investment products and services.
Basic computer skills including Microsoft Word, Excel and Outlook.
Experience with contact management systems and hypotheticals
Keywords: Wescom Central Credit Union, Anaheim , Financial Advisor (Hybrid), Accounting, Auditing , Anaheim, California
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